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May 13, 2017
Streamline Expansion with PeopleSoft Fluid General Ledger Business Unit Management
Frederic Portal, Ataway Director of Alliance and Strategy

PeopleSoft FSCM 9.2 Update Image 19 delivers PeopleSoft Fluid General Ledger Business Unit Management, making it easier than ever before for users to copy, edit and add new Business Units. This new feature provides one, convenient, simplified location for users to manage the organizations’ Business Units with a Fluid Activity Guide. This feature streamlines an organization’s growth process and makes it easy for users to add new Business Units based on units that already exist. Organizations must be running PeopleTools 8.55 in order to access this functionality.


Users can access the PeopleSoft Fluid General Ledger Business Unit Management by selecting the GL Business Units tile from the Fluid Employee Self Service Homepage.



From the GL Business Units page, users can start the process of adding a new Business Unit based on an existing one by searching for the appropriate business unit.


Users can search by utilizing the search bar or searching by list type, such as by favorites. Other search options include “Recent Updates” and “All.” Once a business unit is chosen from the search results, the user can select the Action arrow and then select Copy.



Users will be brought to a page with a questionnaire on it. Users can simply answer yes or no for each the questions. Depending on the response for each question, the application will tailor the next steps to successfully complete the set up of the new Business Unit.



The items that are required to complete the set up of the new Business Unit are the new definitions that are unique to this Business Unit and the required information. The rest of the definitions will stay the same as in the source Business Unit. The questionnaire asks if a new ledger or new ledger group will be required as well as if the user will need to modify any advanced feature default settings. The last question asks if the Business Unit utilizes summary ledger reporting. (To copy an existing Business Unit, select “No” for all of the answers.) Once all questions are filled out, the user can select “Next” to move on to the next page.



An Activity Guide will be displayed on the left-hand side of the screen (configured based on questionnaire responses), walking the user through each step of the creation process. If the user is creating a business unit by copying a unit that already exists, the business unit that is being copied will appear in the top left corner.

The steps in the Activity Guide that are required for the user to complete are designated with a red asterisk. Also, the steps are arranged in order based on each sequential stage of the completion process. The Activity Guide shows the level of completion of each step.


For the Basic Information step, users can fill out the required information such as the business unit name and base currency. Once the user has filled out the information and has clicked the Save button, the user can move on to the next step. In the next step, users can assign ledger groups by selecting the “Assign Ledger Group” button.


After Ledger Groups are selected, users can enter the Calendar ID and click on the “Journal Generator Default” checkbox. Users can click on the checkboxes under the “Select” column to designate which. Users have the option of updating the ledger groups one at a time, several at a time or all at once.


The next step includes the Ledger Options. Each of the option pages include the ability to determine options for both the Recording and Reporting Ledger Groups at the same time. By selecting the menu icon in the upper right corner, users can mark the step or all steps as complete, go back to the questionnaire page or return to the homepage.  


After the Ledger Options, users can utilize a Change Log to search and view any changes and the click “Submit to Complete.”  


If the creation of a new business unit is required and it cannot be modified from an existing one, users can either start fresh or use a copied version of a Business Unit, but choose different answers on the questionnaire page. (Users would select “Yes” for the four questions.) After the first four questions, the Advanced Features questionnaire is displayed. Users will be walked through additional steps in the Activity Guide to set up a new Business Unit.  


For more information on PeopleSoft FSCM Update Image 19 and Business Unit Management, click here. (Note: You will need your Oracle log on credentials to access this page.)


Interested in learning more about how you can upgrade to PeopleSoft FSCM 9.2 and utilize the PeopleSoft Fluid General Ledger Business Unit Management? Ataway can help you to uptake the new PeopleSoft Images quickly as well as help you monitor new images coming up, so your organization keeps its competitive advantage. Ataway is here to help you make the transition. Consider talking to one of our local Ataway offices. Ataway has worked on many upgrades and implementations of PeopleSoft 9.2 and can help you. Consult with Ataway’s team of experts today to learn more or send us an email:


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