ERP has evolved from legacy implementation to more

flexible tiered client-server architecture.

Timeline System Description
1960s Inventory Management & Inventory Management and control is the combination of information
Control technology and business processes of maintaining the appropriate
level of stock in a warehouse. The activities of inventory
management include identifying inventory requirements, setting
targets, providing replenishment techniques and options,
monitoring item usages, reconciling the inventory balances, and
reporting inventory status.
1970s Material Requirement Materials Requirement Planning (MRP) utilizes software applications
Planning (MRP) for scheduling production processes. MRP generates schedules for
the operations and raw material purchases based on the
production requirements of finished goods, the structure of the
production system, the current inventories levels and the lot sizing
procedure for each operation.
1980s Manufacturing Manufacturing Requirements Planning or MRP utilizes software
Requirements Planning applications for coordinating manufacturing processes, from
(MRP II) product planning, parts purchasing, inventory control to product
distribution.
1990s Enterprise Resource Enterprise Resource Planning or ERP uses multi-module application
Planning (ERP) software for improving the performance of the internal business
processes. ERP systems often integrates business activities across
functional departments, from product planning, parts purchasing,
inventory control, product distribution, fulfillment, to order tracking.
ERP software systems may include application modules for
supporting marketing, finance, accounting and human resources
PeopleSoft History
 The PeopleSoft Beginning

• Founders : Dave Duffield and Ken Morris

• Year : 1987

• Architecture: Client-server

• Features: Enterprise Integration

Ease of use

Flexibility
Versions
1987:PeopleSoft
founded

1988: HRMS released Client-Server

Architecture

1996: PeopleSoft 6 First ERP package

1997: PeopleSoft 7 Upgraded ERP

modules

2000: PeopleSoft 8 Pure Internet

Architecture
PeopleSoft Basic Modules

Supply Chain
Human Capital Management
Management
Campus Solutions

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

HCM Product Modules

• Workforce Administration
• Workforce Development
• Organization Development
• Global Payroll and Absence Management
• Benefits
• Enterprise Learning
• Recruitment
• Self service
• Time and Labor
 PeopleSoft Financial Management
Get the power to compete in the business world with our
comprehensive suite of pure internet financial applications.

FM Product Modules

• Fixed Asset Accounting

• Funds Transfer Pricing
• General Ledger
• Cash Management
• Payables
• Purchasing
• Receivables
• Business Planning and Budgeting
• Investor Portal
 PeopleSoft Customer Relationship Management
Increase revenues and drive customer satisfaction and loyalty through Sales, Marketing, and
Service effectiveness.

CRM Product Modules

• Customer Management
• Bill Presentation and Account
• Management
• Marketing, Sales and Order Capture
• Mobile Number Portability
• Support and Service Management
• Campaign Management and Telemarketing
PeopleSoft Supply Chain Management
Provides a cohesive and flexible solution for the synchronized supply chain.
Drive efficiencies in cost savings over your entire supply chain—including your plan-to-
produce and order-to-cash business processes.

SCM Product Modules

• Customer Order Management
• Logistics – Inventory
• Manufacturing Solution
Engineering , Flow Production
Manufacturing, Quality
• Supply Chain Planning
Demand Planning
Inventory Policy Planning
• Supply Planning Advanced Multisided Planner
• Supply Planning Multisided Material Planner
 PeopleSoft Enterprise Performance Management
Helps to achieve world-class performance by aligning the right information and resources to
strategic objectives and Solutions for every budget and every phase of the management
cycle.

EPM Product Modules

• Functional Analytics
• CRM Analytics
• Financial Analytics
• Supply Chain Analytics
• Workforce Analytics
 PeopleSoft Campus Solutions
Manage the student lifecycle end to end-driving operational efficiency, reducing costs, and
freeing resources to support the goals of higher education institutions

Campus Solutions Product Modules

• Academic Advisement
• Campus Community
• Campus Self Service
• Contributor Relations
• Financial Aid
• Recruiting and Admissions
• Student Administration
• Student Records and Financials.
PeopleSoft HCM – Compensating Employees
•Plan Salaries
•Manage Variable

An Overview Compensation
•Report Total
Compensation
•Administer Salary
Packaging
Stock Global Payroll (includes
•Manage Company Cars
Human Resources Absence functionality)
Administration Administer Workforce Develop Workforce
(US only) Manage Labor Relations Manage
Competencies
Time and Labor
Monitor Absences
Pension Recruit Workforce
Administration Track Global Assignment
Payroll for North
Administer Training America
Payroll Interface Manage Flexible Service Manage Positions
Commitment Accounting Career/Succession

Manage Health and Safety Professional FSA

Compliance Administration
Health & Safety Manage Base
Report Regulations Benefits

Benefits
Administration
Basics of PeopleSoft
A Few Fundamental Concepts

• How the data is stored in PeopleSoft?

• What is Effective Date?

• What is Business Unit and Set Id?

• How multiple currencies are handled in

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

PeopleSoft tables (Records) can be classified as:

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

Control Tables
The control tables define the business rules and master data for UNDP and its partner agencies.
These tables are not updated daily and are mostly maintained centrally at Headquarters. These
tables include information such as pay groups, vendor information etc. These tables are identified by
a Set Identifier known as SET ID. For understanding of what a SET ID is <click here>.
 Effective Date Logic
•Effective dated information in PeopleSoft helps you to keep a chronological record
of the data.
•An effective dated record would keep a history of all the changes made to the
records and tag the changes by date.
•This means that users can take out reports and do analysis at a particular date with
the information prevailing as on that date.
•When you change the information, the old information is not deleted but is stored
in the database with a past effective date.

•Example :
•Let us take the example of an employee and his salary plan.
•A vendor’s address has been changed on 12/15/2003 from A to B. This change will
be effected in the vendor information by adding a new row of data to the vendor
address record with an effective date of 12/15/2003.
•The transactions performed before 12/15/2003 shall consider the vendor’s address
as A. For any transaction with that vendor after that date, his address shall be B.
Business Unit and Set ID
• A Business Unit is the highest level of organizational hierarchy in
PeopleSoft.
• It represents an Independent Unit for the purpose of recording
transactions and reporting.
• For UNDP, UNDP1 is the business unit in PeopleSoft.

• A Set ID is a common identifier for the tables. It allows you to share

the control data across various business units.
• The control data is associated with a Set ID.
• The Set ID is in turn associated with a business unit. This helps you
share a set of control data for multiple business units and reduce the
pain of data redundancy.
Understanding the Multiple Currencies
• PeopleSoft has the capability to process the transactions in multiple
currencies.

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

• The transaction recorded in any transaction is automatically

converted into the target currency by the system.

• This is done by picking up the information from the control tables

which contain the exchange rates for conversion.
How to use the system?
PeopleSoft Navigation
• Accessing PeopleSoft

• Changing the password

• Navigating through the system

• Searching for records

• Some more tips and techniques

 Accessing PeopleSoft
• Open a browser window
• Navigate to the PeopleSoft URL provided to you
• Enter the User ID and Password assigned to you and click on the Sign In button
PeopleSoft Sign-on
Changing the User Password
• After logging into the PeopleSoft application, you can
change the default password set for you

• Navigate to the ‘Change My Password’ link at the

bottom of the page

• Enter the new password, confirm the password and

click on the ‘Change Password’ button
Change Password Screen
Navigating through PeopleSoft
• PeopleSoft navigation is a simple point click
similar to browsing a web page.

• The PeopleSoft Navigation is based on the portal

navigation. So depending on the role you are
assigned, the appropriate screen will be displayed.
 PeopleSoft Portal
• The user uses a browser from any internet accessible computer
and goes to the PeopleSoft link provided.
• On signing in successfully the user can see the PeopleSoft
Enterprise Portal screen which shall provide the links to the
applications to which the user has access to.
• The Portal home page shall also contain short cuts for various
links depending upon his/her role.

• Let us take the example of a user Anna Rortaz, UNDP DRR and
she has to monitor her approval tasks in Finance and HR
applications.
 PeopleSoft Page
These tabs help you move across
various pages in this component

Scroll areas
within a page Click this link
to access the
online People
Books help
Menu with the
folders represent
various modules.
Use these
Each of these buttons to
folders contains add or
sub-folders and delete
links to the records in
components and a scroll area.
pages.

The circled item is

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

These buttons carry out the actions like saving Clicking on this link
the data, sending an email notification, moving to opens a new window
the next record etc. of peoplesoft
Searching Records in PeopleSoft
• Search capability in PeopleSoft allow you to
retrieve the existing records for viewing and
updating the information.

• When you select a page to open from the

PeopleSoft menus, a Search page is displayed
that allows you to find a record or group of
records.
Search Record Page
Retrieve records using the Search Page

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

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

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

• Locate the record you want to view and click any of its links to open the
record
Additional Tips & Techniques
Use ‘My Favorites’

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

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

• Specifying additional search criteria

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

• If you do not use your PeopleSoft page for

more than 20 minutes, the session gets
expired. You would lose all your data if you
have not saved the data.
• Before the session gets expired, you will get
a warning message like the one below:
Tool Bar Buttons & Shortcuts

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

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

Alt + 4 + Enter Previous in List displays the previous data

row in the search results list

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

PeopleSoft Internet Architecture
PeopleSoft Internet Architecture (PIA)

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

• There is no complex, expensive client software installation.
• No Java applets, Windows DLLs, or browser plug-ins are necessary for this "thin" client
architecture.
• Thus, the client can be a Web browser, mobile device, or external system that uses
standard Internet technologies such as HTTP, HTML, and XML to communicate with the
PeopleSoft Internet Application Server.

• PIA is completely server based.

•Clients to this architecture can be nearly any kind of Internet access devices.

• Wireless device or cell phone with Internet browse capabilities.

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

PeopleSoft Internet Architecture

Component Interface
Application Messages
Application Engine
 PIA Allows

• Extensive Portability
• Web Browser Independence
• Client Operation System Independence
• Leverages your Unique, Strategic Business Practices
• Web Focused Development Environment
• Upgrade Support
• Multi-Currency and Multi-Lingual Support
• Project Support
Development Environment

• Developers and administrators have an entirely different set of needs. As a result, they
require a set of development environments tailored to these specific needs.
• PeopleSoft administration and development tasks are typically accomplished by using a
Windows Client logged into a PeopleSoft database in two-tier mode.
• This means that the developer or administrator logs directly into a PeopleSoft Database
without an Application Server or Web Server.
 PIA

• The PeopleSoft Internet Architecture has four components

• Internet Browser (IE 5.0 or above)
• Web Server (Unix or NT)
• Application Server (Unix or NT)
• Database Server (Oracle, MS-SQL Server, DB2, Sybase, Informix)
•To really understand the PIA, you need to understand the functionality of each of the
architecture systems.
Web Browser

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

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

System Catalog Tables

HTTP JOLT SQL PeopleTools Tables

SSL
Application Data Tables

Internet Browser Web Server Application Server

Database Server
(IE 5.0 or above) (Unix or NT) (Unix or NT)
Web Server

The Web Server is the intermediary processor. The purpose of Web Server is
• Relay data back and forth between the browser and application server.
• Handle encryption.
• Manage connections between the browsers.
• The web server uses Java to implement logic and uses JOLT to communicate to the
application server.
Web Server

HTTP Server
System Catalog Tables

HTTP JOLT SQL PeopleTools Tables

SSL
Web Content
Application Data Tables

Internet Browser Web Server Application Server

Database Server
(IE 5.0 or above) (Unix or NT) (Unix or NT)
 Application Server

The Application Server is where all the PeopleSoft logic occurs.

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

PSAPPSRV
System Catalog Tables

HTTP JOLT SQL PeopleTools Tables

SSL

Disk Cache Files Application Data Tables

Internet Browser Web Server Application Server

Database Server
(IE 5.0 or above) (Unix or NT) (Unix or NT)
Database Server

With the use of PeopleSoft Internet Architecture, the database will

store the pages, an image repository and URL repository.

System Catalog Tables

System Catalog Tables • SYSOBJECTS
• SYSCOLUMNS
• Store indexes and physical characteristics of tables, views and
columns.
PeopleTools Tables
PeopleTools Tables • PSRECDEFN
• PSPNLDEFN
• Store object-related data pertaining to the online processing of
the system and activities that occur during the import.
Application Data Tables
Updates to objects such as records, pages and menus result in
• PS_STUDENT_DATA
entries to the PeopleTools tables. The names of PeopleTools tables
typically begin with PS. • PS_CUSTOMER_TBL

Application Data Tables Database Server

Contains data created by the user
People Soft Application
Development
Data Validation

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

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

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

• Application Development is a step-by-step process. Between design and rollout,

application objects are defined and built, relationships are established security is
implemented and every aspect is tested thoroughly.
• The majority of these activities is completed in Application Designer.
• Application Designer is an integrated development and upgrade tool that organizes the
object definitions of a business application into a single work area.

•Application Designer organizes the object definitions of a business application into an

Object Workspace, Project Workspace and an Output Window.

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

Design the Application PeopleTool Database Tool

Define New Fields Application Designer PeopleTools Tables

Create Record Definition Application Designer PeopleTools Tables

System Catalog &
Build SQL Table Application Designer Application Data Tables
Project Create Page Definition Application Designer PeopleTools Tables

Create Component Application Designer PeopleTools Tables

Create Menu Definition Application Designer PeopleTools Tables

Enable Security Maintain Security PeopleTools Tables

Test the Application Online & Query Tool Application Data Tables
CASE STUDY