Peoplesoft Basic

PeopleSoftv9.
IntroductionandBasicNavigationCourse
ContactInformation:
SpearMCConsulting,Inc.
1866SPEARMC
info@spearmc.com
www.spearmc.com
2010SpearMCPeopleSoftv9.1IntroductionandBasicNavigation
<<thispageintentionallyblack>>

TableofContents
PREFACE
LESSON1
WHATISPEOPLESOFT?
TOPIC1
TOPIC2
TOPIC3
TOPIC4
TOPIC5
ERPDEFINED
HISTORYOFPEOPLESOFT
PEOPLESOFTV9.1MODULES
PEOPLESOFTPUREINTERNETARCHITECTURE
PEOPLETOOLSV8.5
4
5
6
8
9
LESSON2LOGGINGONANDBASICNAVIGATION
11
TOPIC1
TOPIC2
TOPIC3
TOPIC4
TOPIC5
11
15
22
29
31
LOGGINGONANDSYSTEMSECURITY
HOMEPAGELAYOUTANDNAVIGATIONFEATURES
UNIVERSALNAVIGATIONHEADER
THEPAGEBAR
USINGKEYBOARDSHORTCUTS
LESSON3PERSONALIZATIONOPTIONS
32
PERSONALIZINGYOURHOMEPAGE
PASSWORDS
MYPERSONALIZATIONS
MYSYSTEMPROFILE
MYDICTIONARY
32
38
40
43
48
LESSON4PEOPLESOFTSYSTEMSTRUCTURE
51
TOPIC1 UNDERSTANDINGTHEPEOPLESOFTRELATIONALDATABASESTRUCTURE
TOPIC2 DEFINEBUSINESSUNITSANDSETIDS
51
54
LESSON5
58
TOPIC1
TOPIC2
TOPIC3
TOPIC4
TOPIC5
TOPIC1
TOPIC2
TOPIC3
TOPIC4
USINGSEARCHPAGES
WORKINGINPEOPLESOFTCOMPONENTPAGES
EFFECTIVEDATING
PAGEACTIONOPTIONSCORRECTHISTORY
LESSON6
TOPIC1
TOPIC2
TOPIC3
TOPIC4
WORKINGINPEOPLESOFTPAGES
RUNNINGPROCESSESANDREPORTS
RUNCONTROLS
RUNNINGAPROCESSWITHTHEPROCESSMONITOR
REPORTMANAGER
PROCESSSCHEDULER
LESSON7
PEOPLESOFTWORKFLOW
58
68
96
98
107
107
110
115
121
122
TOPIC1 DEFININGWORKFLOWS
122
Page1

TOPIC2 WORKLISTS
TOPIC3 WORKFLOWNOTIFICATIONS
123
125
LESSON8
129
TOPIC1
TOPIC2
TOPIC3
TOPIC4
PEOPLESOFTQUERY
CREATINGAQUERY
RUNNINGQUERIESANDEXPORTINGQUERYRESULTS
SHEDULINGQUERIES
ADDINGQUERIESTOMYFAVORITEQUERIESLIST
LESSON9
PEOPLESOFTINTEGRATIONTOOTHERSYSTEMS
129
139
141
144
146
TOPIC1 ENTERPRISEINTEGRATIONPOINT(EIPS)
TOPIC2 PEOPLESOFTPORTALPACKS
146
147
LESSON10
149
PEOPLEBOOKS
TOPIC1 ACCESSINGTHEPEOPLEBOOKSHOMEPAGEINTERFACE
TOPIC2 NAVIGATINGPEOPLEBOOKS
TOPIC3 SEARCHINGPEOPLEBOOKS
149
150
155
LESSON11
SYSTEMSECURITYFEATURES
158
UNDERSTANDINGPEOPLESOFTONLINESECURITY
PERMISSIONLISTS
ROLES
USERPROFILES
158
161
164
166
TOPIC1
TOPIC2
TOPIC3
TOPIC4
Page2
PREFACE
COURSEOBJECTIVE
TheSpearMCPeopleSoftv9.1IntroductionandBasicNavigationcourseguideandintroductioncourse
willprovidestudentswithbasicconceptsandfunctionalityusedinallPeopleSoftEnterprisev9.1
modules.
Thiscoursecontentwillcoverthenewestpowerfulfeaturesuniquetov9.1asaresultofPeopleTools
v8.5release.ThisguidewillprovideanintroductiontoEnterpriseRequirementPlanningSystems(ERP)
andthelatestfeaturesfornavigatingandunderstandingthebasicPeopleSoftnotions.
ParticipantswhoreadthisguideandtakepartintheBasicNavigationcoursewillunderstandnavigating
PeopleSoftpagesandkeytipstopersonalizingcontentandgeneralmethodsofupdatingsystemdata.
ConceptsrelatedtoPeopleSoftspecifictoolssuchasPSQuery,Workflow,andProcessMonitorwillbe
explained.StudentswillleavethecoursewiththeskillsnecessarytotakenextlevelSpearMCPeopleSoft
v9.1courses.
Page3
LESSON1WHATISPEOPLESOFT?
Inthislesson,anoverviewofwhatmakesupanERPSystemwillbepresented.Abriefhistoryofthe
PeopleSoftapplicationwillbecoveredalongwithdesignhighlightsofthelatestPeopleSoftv9.1Release.
Topic1:
ERPDefined
EnterpriseResourcePlanning(ERP)isanintegratedcomputerbasedsystemusedtomanagean
organizationsinternalandexternalresourcesincluding,butnotlimitedto,inventory,financial
resources,customers,suppliers,humanresourcesandintellectualproperty.
ERPsystemsconsolidateallbusinessoperationsintoauniformandenterprisewidesystemenvironment.
ThedesignofERPsoftwarefacilitatestheflowofinformationbetweenallbusinessfunctionsinsideofan
organizationandmanagestheconnectionstooutsidestakeholderssuchascustomersandvendors.
ERPisbuiltonacentralizeddatabaseonacommoncomputingplatformandtypicallyresidesona
centralizedserver,whichcommunicatesacrossalocalareanetworkandtheinternet.
TobeconsideredanERPsystem,asoftwarepackageshouldhavethefollowingtraits:
Itshouldbeintegratedandoperateinrealtimewithnoperiodicbatchupdates.
All applications should access one database to prevent redundant data and multiple data
definitions.
Allmodulesshouldhavethesamelookandfeel.
Usersshouldbeabletoaccessanyinformationinthesystemwithoutneededintegration
workonthepartoftheITdepartment.
BusinessprocessessupportedinmostERPpackagesincludethefollowing:
AccountingandFinancials
GeneralLedger,AccountsPayable,AccountsReceivable,Billing,CashManagement,Asset
Management
Sales
OrderManagement,DemandPlanning,Fulfillment&Distribution
CustomerRelationshipManagement(CRM)
HumanResources
Payroll,Time&Attendance,Benefits
SupplyChainManagement
Inventory,Purchasing,SupplyPlanning(MRP,CRP),Manufacturing,Warehouse
Management(WMS)
ProjectManagement
Costing,TimeTracking,ActivityManagement
DecisionSupport
DataWarehouseandReporting
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OtherERPrelatedFactsandTerminology:
EAS(EnterpriseApplicationSuite)
EASisanewnameforformerlydevelopedERPsystemswhichincludealmostallsegments
ofbusinessusingordinaryInternetbrowsersasthinclients.
"BestPractices"
IndustryBestPracticesareincorporatedintomostERPvendor'ssoftwarepackages.Best
Practicesarewhatthesoftwarevendordeemsasthemostefficientwaytocarryouta
particularbusinessprocessinanIntegratedEnterpriseWidesystem
Topic2:
HistoryofPeopleSoft
1987 PeopleSoftFoundedbyDavidDuffieldandKenMorris
PeopleSoftwasoriginallyheadquarteredinWalnutCreek,Californiabeforemovingto
Pleasanton,California.
PeopleSoftversion1wasthefirstfullyintegrated,robustclientserverHumanResource
ManagementSoftware
1992 PeopleSoftexpandeditsproductrangetoincludeFinancials
1994 InventoryandProductDistributionfunctionalityincorporatedintothepackage
1996 ManufacturingandSupplyPlanningadded.
1997 PeopleSoftver.7released,consideredaformalERPpackage.
2003 PeopleSoftacquiresrivalERPpackageJ.D.Edwards.
2004 OracleCorporationcompletesa2yearlongacquisitionofPeopleSoft.
2009 PeopleSoftHCMv9.1isreleased.(October2009)
2009 PeopleSoftFMSv9.1isreleased.(November2009)
NextforPeopleSoft:Oraclehasannouncedthatanewproduct,Fusion,istobereleasedinthenear
future.OraclesaysFusionwilltakethebestaspectsofthePeopleSoft,JDEdwardsandOracle
Applicationsandmergethemintoanewproductsuite.
Page5

Topic3:
PeopleSoftEnterprisev9.1Modules
FinancialManagement
GeneralLedger
Billing
Receivables
Payables
ebillPayments
eSettlements
CashManagement
ExpenseManagement
TreasuryManagement
FinancialAnalytics
HumanCapitalManagement
HumanResources
Payroll
Benefits
TimeandAttendance
WorkforceScheduling
ePerformance(PerformanceManagement)
IncentiveCompensation
LearningManagement
Recruiting
UPKUserProductivityKit
SupplyChainManagement
DemandPlanning
SupplyPlanning
OrderManagement
Purchasing
eProcurement
Manufacturing
Inventory
CostManagement
QualityManagement
Engineering
CustomerRelationshipManagement
CustomerService
Sales&ServicesManagement
IndustrySpecificCSModules,exp.Energy,Insurance,PublicSector
MarketingSolutions
CRMAnalytics
SupplierRelationshipManagement(Procurement)
StrategicSourcing
eProcurement
eSupplierConnection
SupplierContractManagement
ServicesProcurement
Page6
AssetLifeCycleManagement
RealEstateManagement
MaintenanceManagement
ITAssetManagement
ProjectCosting
ProjectAnalytics
ProjectManagement
ProgramManagement
PrimaveraEnterpriseProjectPortfolioManagement
CampusSolutions
StudentRecords
Recruiting&Admissions
FinancialAid
GradeBook
CampusSelfService
PeopleSoftCollaborative
WorkspaceTool
SharedTeamCalendars
Discussions
ContentAuthoringandSharing
ProjectWorkspaceandActionItem
Management
BlendPeopleSoftandNonPeopleSoftContent
EnterprisePortal
EnterprisePerformanceManagement
DataWarehouse
PerformanceAnalyticsandBusinessScoreCards
Page7

Topic4:
PeopleSoftPureInternetArchitecture(PIA)
PureInternetArchitectureisPeopleSoftsproprietarywebcentricdesignwhereyounavigatethrough
yourcompanysbusinessfunctionsusingawebbrowser,suchasInternetExplorerorFirefox.
PeopleSoft'sinitialproductsuiteswerebasedonaclientserverapproachwithadedicatedclient.With
thereleaseofversion8,theentiresuitemovedtoawebcentricdesigncalledPureInternetArchitecture
(PIA).
SomeoftheuserfriendlynavigationattributesofPIAinclude:DropDownMenus,PortalSearchFields,
MenuandPageBars
PeopleSoftPIAArchitectureDiagram
Page8

Topic5:
PeopleToolsv8.5
PeopleToolsistheproprietarysoftwaredevelopmentenvironmentthatwascreatedbythePeopleSoft
Corporation.SomeofthenewusabilityfeaturesinPSv9.1arearesultofnewdevelopmentfeaturesin
PTv8.5.AfewofthecomponentsofPeopleToolsare:
ApplicationDesigner
TheApplicationdesigneristhecoreapplicationusedtocreateandcustomizePeopleSoft
applications.
UsedtoDesignPages,DefinefieldsonPages,Definetablesetc
PeopleCode
Objectorientedproprietaryprogramminglanguageusedtocontroltheprocessingthat
goesonbehindPeopleSoftPages.
PeopleCodesyntaxresemblestheprogramminglanguagecalledJavalanguage.
CloseinteractionofPeopleCodeandStructuredQueryLanguage(SQL)
Page9
ApplicationEngine
PeopleSoftprocessingenvironmentforbatchprocessingwhereyouhavedatathatmustbe
processedwithoutuserinterventionforexample,calculatingsalariesinpayrollprocessing
checks).Anotherexamplemightbeconvertingmoneyfromonecurrencytoanother.
Includesadesignerwhereyoudefineyourbatchprogramandaruntimeenvironment
whereyourunandmonitoryourprogram.
DataMover
TransferapplicationdatabetweenPeopleSoftdatabases.
Controldatabasesecurityandaccess.
Create,edit,andrunscriptswhichcombineSQLcommandsandPeopleSoftDataMover
commandsforexportingandimportingdata.
Page10
LESSON2 LOGGINGONANDBASICNAVIGATION
ThislessonwillcoverloggingintothesystemalongwithkeyfeaturesofnavigatingonPeopleSoftpages.
CommonPeopleSoftterminologywillbedefined.
Topic1:
LoggingOn&SystemSecurity
PeopleSoftv9.1isawebbasedapplicationthatcanbeaccessedandrunusinganinternetbrowsersuch
asMicrosoftInternetExplorerorMozillaFirefox.
LoginSteps:
1. ClickonyourPCsinternetBrowserIcontoopenanewbrowsingsession.
2. IntheAddressbarofyourbrowserentertheURLforyourPeopleSoft9.1System.Thiswillbe
providedtoyoufromyourorganizationsInformationTechnologyDepartmentorPeopleSoftSystem
Administrator.
Createbookmarksinyourinternetbrowser'Favorites'listforeachofthePeopleSoft
Environmentsyouwilluseonaregularbasis.
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NoteonMultipleEnvironments.TypicallyorganizationswillhavemultiplePeopleSoft
Environmentsinstalledforthepurposesofusertraining,ITSystemsDevelopment,UserAcceptance
TestingandforliveProductionprocessing.Pleasepayattentiontoinsureyouareloggedintothe
intendedPeopleSoftenvironment.
SingleSignonAccess:Ifconfigured,PeopleSoftwillallowuserstoworkinmultiplePeopleSoft
applicationsanddatabaseswithouthavingtosignintoeachinstanceofthesoftware.Thisfeatureis
sitespecificandifyouradministratorshavenotenabledthisfeatureyouwillneedtosignontoeach
separateinstanceofPeopleSoft.
3. Selectthelanguageinwhichyouwantyourtransactionpagestoappear.
4. EnteryourassignedPeopleSoftUserIDandPasswordandpressthe
Enter.
buttonorpressTABor
Page12
5. Afterselecting
,yourmousepointerwillmomentarilychangetoeitheranhourglassorother
'processing'icon.ThiscommonlyoccurswhenthePeopleSoftsystemisaccessingthedatabase.
Yourinitialloginscreenwilllooksimilartotheoneshownbelow.Thisscreenistypicallysetasyour
initialsystem'HOMEPAGE'.
NOTE:Yourhomepagecanbechangedtoanotherpreferredpage.Thisiscoveredlaterinthe
course.
PeopleSoftpasswordsmaybeauthenticatedthroughLDAPtechnology.LDAPenablesyour
PeopleSoftUserIDandPasswordmaybethesameasyourorganizationslocalareanetworkID
andpassword.WhenyouchangeyournetworkIDorpasswordthiswillautomaticallyupdate
yourPeopleSoftv9.1logintothesamevalues.
SystemSecurity:PeopleSoftisconfiguredtoensurethatcompanyinformationandusersareprotected
againstunauthorizedsystemaccess.Herearefewkeypointsrelatedtosystemloginsecurity.
PeopleSoftUserIDsandPasswordsarecasesensitive.
PeopleSoftUserIDsarerecordedwithinthePeopleSoftDatabaseforeachtransactionperformed
byauser.ItisimportantthatyoualwayslogoutofPeopleSoftwhilenotatyourworkarea.
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PeopleSoftSystemadministratorsmaysetupthesystemsothatyouraccountwillbecomelocked
ifyouincorrectlytypeyourpassword3consecutivetimes.
AlwayscloseyourinternetbrowserafterloggingoutofPeopleSoft
UserswillbeautomaticallyloggedoutofPeopleSoftifyoursessionisinactiveforaperiodoftime
thatissetbyyoursystemadministrator.Uponreachingthesystemautologofflimit,thewindow
belowwillappear.
Ifthe
below.
buttonisnotselected,thesystemwilllogyouoffandthebrowserscreenwillbeshownas
Page14

Topic2:
HomePageLayout&NavigationFeatures
Background
ThePeopleSoftInternetArchitectureissimilartobrowsingwebpages.Itisasimpleandintuitivewayof
workingwithyourorganizationsbusinessinformation.Thissectionwillreviewthecommonelementsof
PeopleSoftpagesthataresharedacrossallmodulesofPSv9.1.EachimplementationofPeopleSoftmay
differslightly.ThistopicprovidesageneralunderstandingofhowtonavigateinPSv9.1.
UniversalNavigationHeader
TheoutlinedsectionofthescreenshotbelowisthenavigationheaderandiscommontoallPeopleSoft
v9.1pages.ThemoreimportantelementsintheNavigationheaderarecalledoutandwillbecoveredin
upcomingtopics.
ContentArea
TheareajustbelowtheNavigationHeaderisthe'ContentArea.'Thisdynamicareaisusedtodisplay:
TheMenuPagelet
NavigationPagelets
PagesandComponentPages
ManyoftheitemsdisplayedintheContentareaarecustomizabletomeetindividualuserpreferences.
Thesefeatureswillbecoveredinmoredetaillaterinthecourse.
MenuPagelet
AMenuPageletisanexpandablehierarchyofNavigationPagesandcontentreferences.Bydefaultitis
locatedontheleftsideofyourhomepage.Byclickingonthelistarrows,thecontentgroupscanbe
expandedandcollapsed.
ThemainleveloftheMenuPageletisalsoknownasHome.Thescreenshotbelowshowsamenu
pageletwithallPSv9.1systemoptions.
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PeopleSoftsystemsecurityisconfigurableanduserswillnotseeitemsinthemenupageletfor
whichtheyarenotauthorizedtoaccess.Typicallyausersmenupageletwillbelimitedtoamuch
smallerlistofnavigationpageletsandcontentreferences.
NavigationPagelets
Fromthemenupagelet,youcanalsodirectlyaccessNavigationpagelets.Thisstyleofpageprovidesan
alternativemethodtoaccessthesameitemsinthemenupagelet.
Theyareamoreintuitiveviewofthecontentinthelist.
Navigationpageletsuseiconsandfolderstomakenavigationmoreuserfriendly.
Justlikethemenupagelet,navigationpageletscandisplaylinkstoothernavigationpagelets
(displayedasfolders)aswellascontentreferences(icons)
StepstoAccessaNavigationPagelet:
1. ScrollthroughtheMenupagelettofindthedesireditem
2. AsneededexpandthemenulistbyusingtheListArrows
3. ClickonthebodyofthetextintheMenu.
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4. ClickonafoldertodrillintoanotherNavigationPagelet.
5. ClickonIconstogotoacontentPage.
Page17

DropDownMenus
AnewandalternativemethodtonavigateinyourPeopleSoftsystemisDropDownMenus.DropDown
MenusarelocatedontheleftsideoftheUniversalNavigationHeader.Seethescreenimagebelow.
TheDropDownMainMenudisplaysallofthesamecontentthatisinthemenupagelet.
Provideacascadingviewofmenusandsubmenus.
Containlinkstonavigationpageletsandcontentreferencesforwhichyouhaveauthorityto
access.
Dropdownmenusalwaysexpandinaviewableregionofyourscreenandarepresentedina
breadcrumbfashionsothatthefullnavigationpathisvisible.
StepstoNavigatewithDropDownMenus
1. LeftClickontheDropDownMainMenu.
2. Hoveroverafolderlistitemtoexpandasubmenu.
3. Hoveroversubsequentfolderstoexpandanothersubmenu.
4. LeftClickonafoldericontorevealanavigationPage
5. LeftClickonaContentReferenceIcontorevealapageorcomponentpage.
Page18
Page19
OtherDropDownMenuFeatures
Scrollthroughdropdownmenuswithyourmousewheelorusethedirectionalarrowsonthebottom
andtopofdropdownlists.
Cascadingmenuswillopentotherightortheleftdependingontheviewableareaofyourscreen
Contentsinadropdownmenucanbesortedalphabeticallyorbysystemdefaultsortorder.
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PagesandComponentPages
PagesandComponentpagesaretheprimaryworkspaceinwhichyouenternewdataorchange,delete,
andmodifytheexistingdatainyourPeopleSoftapplications.Pagesarealsousedtoretrieveandview
currentorhistoricaldataaswellasanareatoinitiatevarioustypesofsystemprocessing.Thissectionof
thecoursewillcoverthemostcommonfeaturesandfunctionalitythatareuniversalacrossall
PeopleSoftpagesandcomponentpages.
Page21
Topic3:
UniversalNavigationHeader
Asstatedearlierinthecourse,theuniversalnavigationheaderislocatedatthetopofallPeopleSoft
pagesandremainsstaticasyounavigatethroughanypage.Theuniversalnavigationheadercontainsthe
followingimportantlinks.
Favorites
MainMenu
Home
Worklist
SignOut
Favorites
TheFavoriteslistisyourownlistofbookmarkstofrequentlyusednavigationpagesandcontentpages.
Onceyouaddafavorite,italwaysappearsunderyourFavoritesmenu.Youcanreturntothepageby
clickingtheFavoritesmenuandclickingthelinkforthepagethatyouwanttoview.
Youcanstorefavoriteswithaspecifickey,forexampleifyouconsistentlyaccesstheABCdepartment,
youcanstoreafavoritethatdirectlyaccessestheABCdepartment.
Stepstoaddfavorites
1. Openthepagethatyouwanttodesignateasafavorite.InthisexampleNavigatetothe'Customers'
NavigationPage
2. ClickontheFavoritesdropdownmenu.
3. Clickonthe
withthepagenameasthedefaultintheDescriptionfield.
4. Enteradescriptionforthepagethatismeaningfultoyou.
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5. Click
6. Thefavoriteissaved.Clickon
intheconfirmationbox.
7. ClickontheFavoritesdropdownmenuandyournewlyaddeditemislisted.Clickonthelinkandyou
willbetakentothatpage.
Page23
Stepstoeditfavorites
1. ClickFavoritesdropdownmenu.
2. ClickEditFavoriteslistitem.
3. TheEditFavoritespageappearsasshownbelow.
4. Relabelafavoritebytypinganewtitleinthedesiredtextbox.
5. Changetheorderinwhichitemsappearinthefavoriteslistbyassigningsequentialnumberstoeach
favorite
6. Deleteafavoritebyclickingthe
7. Clickthe
buttononthedesiredrow.
buttontokeepyourchanges.
Page24
AlsointhefavoritesdropdownlististheRecentlyUsedlist.Themostrecentlyselectedcontentpages
orcomponentpagesarelistedandareactiveforselection.
MainMenu
Themainmenudropdownlistcontainsallofthesamefolders,submenus,andcontentreferencesthat
arecontainedintheMainMenupageletontheleftsideofthecontentarea.Oneimportantfeaturein
themainmenudropdownlistandonthemainmenupageletisthePortalSearchField.
PortalSearchField
Theportalsearchfieldisusedtosearchforcontentreferencepageswithinthesystem.
1.
Enterthenameofthepageyouwanttofind
2.
PressENTERorclickthesearchbutton.
Page25
Thesearchfeaturewillonlyreturnalistofrelevantcontentreferencepages.Folderpageswillnot
bereturned.
TypeAheadSearch
Anewfeaturetov9.1isthetypeaheadfeature.Asyoutypeinthesearchwindowthesystemwill
dynamicallysearchanddisplayrelevantcontentforwhichyouhaveauthoritytoview.
ToUsetypeaheadsearch:
1. Enterthefirstwordorfirstfewlettersofthecontentpageyouwouldliketofind.Exp.'Ven'for
Vendors
2. Waitforjustasecondandasystemdropdownwindowwillautomaticallyappear.
3. Scrollthroughthedropdownlistandselectthedesiredcontentpage.
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Home
ClickingtheHomelinkintheNavigationheaderwillalwaysreturnyoutothesystemdefaultpagesimilar
totheonebelow.Thispagecanbepersonalizedtomeetindividualuserpreferences.Thesefeaturesare
coveredinalatertopic.
Worklist
Aworklistisanorganizedlistoftheworkitemsawaitingyourattention.Ifyourorganizationutilizes
workflowenabledapplications,youtypicallywilleitherreceivenotificationofanewworklisttaskinan
emailoryoucanviewthispagetoseeallyouroutstandingworklistitems.
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MultiChannelConsole&PerformanceTrace
Becausetheseareoptionalsettingsthatyoursystemadministratorenablesyoumayormaynothave
accesstothesetoLinksintheNavigationHeader.Ifyouareauthorized,theywillappearashyperlinksin
theNavigationheaderbar.
SignOut
ClickthesignoutlinktoexitthePeopleSoftapplication.Youshouldalwaysusethesignoutlinkto
insurethatyoursessionisterminated.
ItisimportantthatyoualwayssignoutwhenyouarefinishedwithyourPeopleSoft
sessionratherthansimplyclosingthebrowserwindow.Otheruserscouldpotentiallyaccess
yourcachedhomepagebyopeninganewbrowserwindow.
Page28

Topic4:
ThePagebar
Justbelowtheuniversalnavigationheadersitsthepagebar.Thepagebarisadynamicgroupoflinks
thatappearontransactionalpages.Notallofthelinksshownintheimagebelowappearonallpages.
Thetypesoflinksthatcanresideinapagebarare:
NewWindow
Help
CustomizePage
http
NewWindow
TheNewWindowpagebarlinkenablesuserstoopenmultiplesessionsofPeopleSoft.Thisisoften
helpfulwhenyouneedtorefertothecontentinonecomponentwhileviewinganother.
StepstoopenaNewWindow
1. ClickontheNewWindowlink.
2. Asecondwindowopenstothesamecontentpage
Page29

Help
linkonthepagebarwilldirectyoutoPeopleBooks.
The
PeopleBooks is an online collection of user documentation for all PeopleSoft applications and
tools.
PeopleSoftHelpiscontextsensitive.So,ifyouareonapagerelatedtothesetupofvendorsand
clickhelp,youwillbenavigatedtothePeopleBookscontentforvendorsetup.
PeopleBooksisavailabletousersseveralways,dependingonyourcompanyssoftwaresetup.
Oracle hosted PeopleBooks Content is continually updated by Oracle personnel and

availableonlinetoalllicensedPeopleSoftcustomers.
DownloadablePeopleBooksFilesareperiodicallydownloadedfromOracleandinstalled
ontoyourorganizationsserver.
PDFversionsarealsoavailablefordownload.
StepstoAccessPeopleBooksHelp
1. Clickthe
linkinthePagebar.
2. Anewbrowserwindowwillopentothecontextsensitivehelppage
CustomizePage
Thecustomizepagelinkisavailableinthepagebarforthosepagesthatallowusercustomization.More
aboutthistopicwillbecoveredlaterinthecourse.
Http
ClickingtheHttplinkCopiesthecurrentpageURLtotheclipboardsothatitisavailableforpastingin
emailsorotherapplications.
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Topic5:
UsingKeyboardShortcuts
PeopleSoftofferskeyboardnavigationalternativestousingthemousewhileworking.Thissection
providesanoverviewofkeyboardshortcutsanddiscusseshowto:
Usehotkeys.
Useaccesskeys.
HotKeys
Hotkeysperformimmediateactions.Whenyoupressone,thedesignatedactionoccurs.Some
frequentlyusedhotkeysare:
CTRL+JDisplaysthesysteminformationpagesuchastheonebelow
CTRL+KWhenonasearchortransactionpage,accessesapagewithalistofkeyboardnavigation
shortcutsusinghotkeysandaccesskeys.
Page31
LESSON3PERSONALIZATIONOPTIONS
Inthislessonspecificfeaturesthatenableyoutocustomizetheappearanceandbehaviorofthesystem
basedonindividualuserpreferences.
Topic1:
PersonalizingYourHomePage
Youcandefineandstoreyourownportalhomepagesandspecifypreferencesfortheirlayoutand
content.ThefirsttimethatyousignintoaPeopleSoftportal,youseethedefaulthomepageforthat
portaluntilyoudefineapersonalhomepage.
Thistopicdiscusseshowto:
Personalizecontent
Personalizelayout
PersonalizeContent
NAVIGATION:Home>PersonalizeContent
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Topersonalizecontentonyourpersonalhomepage:
1. Enterawelcomemessage.
Thisappearsintheheaderonyourhomepagewhenyousignintotheportal.
2. Selectthecheckboxesassociatedwiththepageletsthatyouwanttoappearonyourpersonalized
homepage.
Theportaladministratorpresetstheavailableselectionofpagelets.Youcanpreview
eachpageletbyclickingthepageletname,whichopensapageletpreviewinasmaller
window.Ifapageletisnotavailabletoyou,textinthepageletindicatesthis.Anylinksin
thepageletaredisabled.
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PersonalizingLayout
Useeitherofthesetwomethodstopersonalizeyourhomepagelayout:
ConfigurethePersonalizeLayoutpage.
Draganddroppagelets.
ConfiguringthePersonalizeLayoutPage
NAVIGATION:Home>PersonalizeLayout
BasicLayout
Selecttodisplaythepageletsineithertwoorthreecolumnsonthehomepage.A
twocolumnlayoutresultsinonenarrowcolumnontheleftsideofyour
homepageandonewidercolumntotheright.Athreecolumnlayoutresultsin
threenarrowcolumnsofequalwidth.Ifyouplaceawidepageletinanarrow
column,thecolumnstretchestoaccommodatethewiderpagelet.
Thesystemmovesrequiredpagelets(indicatedbythe*sign)fromthethirdtothesecond
columnwhenyouswitchfromathreecolumntoatwocolumnlayout.
Columns
ThepageletsselectedontheContentpagearelistedinthecolumnsections.Ifthe
basiclayoutistwocolumns,thepageletsaredividedintoleftandrightcolumns.If
thebasiclayoutisthreecolumns,thepageletsaredividedintoleft,center,and
rightcolumns.
Page34
#indicatesarequiredfixedpositionpagelet.*indicatesarequiredmoveablepagelet.
Forexample:#SignonindicatesthattheSignonpageletcannotbemovedtoadifferentlocationonthe
homepage.
Youcannotassignrequiredfixedpageletstotherightcolumnina3columnlayout.
Usetopositionthepagelets.Highlightthedesiredpagelet,andthenclickthe
arrowstomovetheselectedpageletaboveapagelet,belowapagelet,tothenext
columnontheright,ortothenextcolumnontheleft.
DeletePagelet
Highlightthedesiredpageletandthenclicktodeleteitfromthehomepage.
ReturntoHome
Clicktoviewyournewchoices.Fromthehomepageyoucanchoosetominimizea
pageletorremoveitaltogether.Usetheminimizeandremovebuttonsinthe
pageletheadertodoso.Whenyouminimizeapagelet,theminimizebuttonis
replacedwiththe button.Clicktherestorebuttontofullyopenthepagelet
again.ClickingtheremovebuttonopenstheRemovalConfirmationpageforthat
pagelet.SelectYesRemoveorNoDoNotRemove.
Toarrangethelayout:
1.Selectabasiclayoutoption.
2.Selectthepageletname.
3.Clickthedirectionalarrowbuttonstopositionthepagelets.
4.Clickthe
button.
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DraggingandDroppingPagelets
Youcanrearrangepageletsonyourhomepagebydragginganddroppingthembetweencolumns.
1. Todragapagelet,clickanddragthepagelettitlebar.Thecursorchangesshapetoindicatethatyou
candragthepagelet.
2. Whenyouareinthenewlocation signifiedbythecolorchange releasethemouse.
Youcannotmovepageletsthattheportaladministratorconfiguresasrequiredfixed.Youalso
cannotmovepageletsifyoudonothavepermissionstocustomizethepage.
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PersonalizingPagelets
Youcanpersonalizemanyofthepageletsonyourhomepagetoshowonlytheinformationthatyouwant
tosee.Eachpageletthatallowspersonalizationhasdifferentpersonalizationoptionsthatarebasedon
thetypeofinformationdisplayedinthepagelet.
Forexample,ontheCompanyNewpageletyoucanusepersonalizationoptionstoshowspecificnews
categoriesfromthelistofthosethatareavailableorlimitthepagelettoaspecificnumberofarticles.In
theTaskspagelet,youcanchoosetoseealltasks,onlypersonaltasks,onlyworklisttasks,andsoon.
Thesechangeswillappearinyourpageletonly.
1. AccessthePageletPersonalizationpagebyclickingthe
titlebarofapageletthatsupportspersonalization.
buttononthepagelet
2. Makenecessarychanges.
3.
Notallpageletsallowpersonalization.Yoursystemadministratorcandisablethepagelet
personalizationfeature.
Page37
Topic2:
Passwords
Thistopicdiscusseshowto:
Changeyourpassword.
Setupforgottenpasswordhelp.
ChangingPasswords
NAVIGATION:Home>ChangeMyPassword
Use1to32characterstocreateyourpassword.Youradministratormayimplementadditional
passwordrequirements.
1. EnterthecurrentpasswordintheCurrentPasswordeditbox.
2. EnteranewpasswordintheNewPasswordeditbox.
Passwordsarecasesensitive.
3. EnterthenewpasswordagainintheConfirmPasswordeditbox.
4. Click
5. Thefollowingscreenwillappeartoconfirmthechange.
6. Click.
Page38
SettingUpForgottenPasswordHelp
IfyoursystemadministratorhassetupforgottenpasswordhelpinPeopleToolsSecurity,youcanselecta
predefinedquestiontoanswerforsecuritypurposes.Thesystemthensendsanewpasswordtoyour
emailaddressautomatically.
NAVIGATION:Home>MySystemProfile
1. SelectChangeorsetupforgottenpasswordhelp.
Page39
2. Selectaquestionfromthedropdownlistboxorpasswordhintsetbyyoursystemadministrator.
4.Entertheappropriateresponsetoyourquestion.
5.Clicktosaveyourentry.
Topic3:
MyPersonalizations
UsetheMyPersonalizationspagetoaccessandcustomizepersonalizations,suchascollapsingtheMenu
Pageletautomatically,ortabovercertaintypesoffields/buttons.
Thistopicdiscusses:
GeneralOptions
RegionalSettings
System&ApplicationMessages
NavigationSettings
ChangesmadeintheMyPersonalizationssettingsrequireyoutologoffandlogbackonin
orderforthenewsettingstotakeeffect.
Page40
NAVIGATION:Home>MyPersonalizations>PersonalizeOptionbutton
1. Clickthe
buttonforthecategorythatyouwant.
Eachofthepersonalizationpagesliststhepersonalizationoption,thedefaultvalueforthatoption,and
anOverrideValuedropdownlistboxwhereyoucanselectanewvaluetoreplacethedefault.Clickthe
linkattheendofeachrowforanexplanationofthecorrespondingoption.
The Personalization Explanation page offers the details for that particular setting. You can select an
OverrideValueonthispageorrestoretheoptiontoitsdefaultvalue.
GeneralOptions
Offersoptionsforuseraccessibilityfeatures,thelengthoftimethesystemholdsapageincache,multi
languagesettings,andthespellcheckdictionary.Ifyourequiresupportforassistivetechnologies,such
asscreenreaders,youcanchangetheaccessibilityoptions.ForMultiLanguageEntry,onpageswhere
multiplelanguageentryisavailable,youcanchoosetoenterdatainthelanguagethatyouspecifyinthe
DataLanguagedropdownlistbox.Onthispageyoucanalsoresetyourforeignlanguagedictionaryto
useadifferentlanguageforyourspellchecker.
Page41

RegionalSettings
Selecttopersonalizeyourdate,time,andnumberformats.Selectsettingsforafternoonandmorning
designators(AM/PMoram/pm),dateformat(MM/DD/YY,DD/MM/YY,orYY/MM/DD),alocaltime
zone,andsoon.
System&ApplicationMessages
Letsyoucontrolthedisplayofvarioussystemmessages.OptionsincludeaSaveWarningandaSave
Confirmationmessage.
Page42

NavigationSettings
Offersoptionsthatallowyoutotabovercertainunusedfieldsonapage.Thismeansthatifyou
frequentlypressthetabkeytomovearoundyourpage,youcanskippageelementsthatyouknowyou
willnotneedtoaccess.Forexample,youmightalwaysprefertotypethedateintoadatefieldandthen
pressthetabkeytomovequicklytothenextfieldratherthanopeningthecalendarprompt,selecting
thedate,andthenclosingtheprompt.ByselectingtheTaboverCalendaricon,whenyoupresstabto
navigatearoundyourpage,yourcursorfocusneverrestsonacalendaricon.
afterasettinghasbeenchanged.Thesystemwillacknowledgethechangewiththe
2. Click
followingmessage:
3. Click..ThesystemwillreturnyoubacktothePersonalizationspage.
Reminder:ChangestoPersonalizationsettingsrequireyoutologoffandlogbackoninorderto
takeeffect.
Page43

Topic4:
MySystemProfile
Thistopicwillcover:
ProfilePersonalizations
AlternateUsers
WorkflowAttributes
MiscellaneousUserLinks
EmailSetup
InstantMessagingCapabilities
NAVIGATION:Home>MySystemProfile
Personalizations
Thisarealistsyourcurrentlanguagepreferenceforwebpages,andyourpreferredlanguageforreports
andemail.Youcanchangethelanguagesettingforyourreportsandemailonthispage.
Youcanalsoselectthecurrencycodeforthecurrencysymboltodisplayonpageswhenyouenter
currencyvalues.
Thedecimalplacementisapropertyofthecurrencycode;typically,twodecimalplaces
isstandard.
Selectthemobilehomepagethatshouldappearafteryousignontoamobiledevice.PeopleSoftMobile
Agentisadeprecatedproduct.Thesefeaturesexistforbackwardcompatibilityonly.
Page44
AlternateUser
Ifyouaregoingtobeonvacationorsomeothertypeoftemporaryleave,youcanaddtheuserIDofa
colleaguewhoislookingafteryourtasksinyourabsence.
SelectthealternateuserIDandenterthedatesduringwhichyouwantthealternateIDtobeactive.
Afterthattimehaspassed,yourtasksareautomaticallyroutedbacktoyou.
WhenapplyinganalternateuserIDinyourworkflowsettings,makenoteofthefactthat
thesystemonlysendsworkflowroutingstotheimmediatealternateuserID.Thesystem
doesnotsendroutingsdownmultiplelevelsofalternateuserIDs.
Forexample,assumeuserAspecifiesuserBasthealternateuserIDwhileuserAisoutof
theoffice.AlsoassumethatuserBhappenstobeoutoftheofficeatatimeduringuserA's
absence,anduserBspecifiesuserCasanalternateuserID.Inthiscase,thesystemdoesnot
sendworkflowroutingsoriginallyintendedforuserAtouserC.
Page45
WorkflowAttributes
Selectoneormorecheckboxes.(Theavailableoptionsaredeterminedbytheworkflowsetupatyour
site.)Thesesettingsaffecthowyoureceive"adhoc"workflowroutingsthroughyourworkflowsystem.
Anemailuserreceivesnotificationsthroughemailwhileaworklistuserreceivesnotificationsthrough
worklists.
Page46

MiscellaneousUserLinks
Followthislinktoviewothersecuritylinks.Theselinksarecontrolledbyyoursystem'ssecurity
configuration.Contactyoursystemadministratorformoreinformation.
Email
UsetheEmailgridtoedityourcurrentemailaddressorenteradditionalemailtypes,suchashomeor
Blackberry.YoucanenteroneaddressofeachEmailType.
Selectthe
toaddordeleteanadditionalemailrow.
SelectEmailTypefromdropdownmenuandenteradditionalemailaddress.
Page47

InstantMessagingInformation
UsetheInstantMessaging(IM)InformationgridtoedityourcurrentIMinformation.Youcaninitiatean
outboundchatwithacustomerusinginstantmessagingnetworkssuchasAOLInstantMessenger,
IBM/LotusSametime,orYahoo!Messenger.Thisfunctionalityenablesanexternalusertoparticipateina
businesstransactionthroughinstantmessaging.
PeopleSoftMultichannelFrameworkenablesinstantmessagingthroughpublicnetworks(AOLInstant
Messenger,GTALKandYahoo!Messenger),enterpriseLotusSametimeConnectnetworks,orXMPP
instantmessagingservers.
Topic5:
MyDictionary
Asyouusespellcheck,youmightneedtoaddcertainwordsoracronymstoyourpersonaldictionaryso
thatspellcheckdoesnotcontinuallyattempttocorrectthem.
YoucanaddthesewordsdirectlyfromtheSpellCheckpageoryoucanaddseveralatoncebyusingthe
SpellCheckPersonalDictionarypage.Thispageenablesyoutoadd,update,anddeletewords,aswellas
addwordsbylanguage.Thewordsthatyouenterinyourpersonaldictionaryareattachedtoyouruser
ID,soyourpersonaldictionaryisavailabletoyounomatterwhereyouaccessit.
Thistopicwilldiscuss:
SpellCheckLanguage
HowtoSpellCheckaword
Themaximumnumberofwordsinthepersonaldictionaryis2882.
Page48
NAVIGATION:Home>MyDictionary
SpellCheckLanguage
Selectthelanguagedictionarytowhichyouwanttoaddtheword.Toenterthesamewordinmultiple
languages,makeanentryforeachlanguage.SelectSessiontoaddawordforyourcurrentsession'sspell
checkdictionary.
Aftersavingthisword,theSpellCheckLanguagefieldrefreshestothecurrentspellchecklanguage.
Youmustprovidealanguagecodeforthewordandthelanguagecodemustmatchthespell
checklanguagecodespecifiedinMyPersonalizationsforthewordtopassthespellcheck.
Forexample,ifyouspecifyFrenchasthespellchecklanguagecodeinMyPersonalizations,then
thelanguagecodethatyouselectforthewordthatyouenterontheMyDictionarypagemustbe
French.
Page49

HowtoSpellCheckaWord
Enterthewordorabbreviationthatyouwantaddedtoyourpersonaldictionary.
Entriesmustbe40charactersorless.
Thewordsthatyouaddtoyourpersonaldictionaryarecasesensitive.Thecasedetermines
howspellcheckvalidatescorrectspelling.Thesystemappliesthefollowingcasesensitive
rules.
Iftheaddedwordisalllowercase,suchasworklist,thefollowingarevalid:
Exactmatch,alllowercase(worklist).
Alluppercase(WORKLIST).
Initialcapitals(Worklist),regardlessoftheword'spositioninthesentence.
Mixedcase(WorkList)isincorrect.
Iftheaddedwordisalluppercase,suchasCRM,onlyanexactmatchisvalid.Lowercaseand
mixedcasearenotvalid.
Iftheaddedwordisininitialcapitals,suchasCalifornia,onlyanexactmatch(California)and
alluppercase(CALIFORNIA)arevalid.
Iftheaddedwordcontainsanembeddedcapitalletter,suchasPeopleSoft,onlyanexact
matchisvalid.
Inotherwords,ifcaseisnotrelevanttothevalidityoftheword,enterthewordintoyour
dictionaryinalllowercase.
Page50
LESSON4PEOPLESOFTSYSTEMSTRUCTURE
Topic1:
UnderstandingthePeopleSoftRelationalDatabaseStructure
AllbusinessinformationinallPeopleSoftModulesishousedinarelationaldatabase.Arelational
databaseisastructuredcollectionofinformationthatisrelatedtoaparticularsubjectorpurpose,such
asinventoryorhumanresources.
Withinthedatabase,youorganizethedataintostoragecontainerscalledtables.Tablesaremadeupof
columnsandrowssimilartoaspreadsheet.Columnsrepresentindividualfieldsinatable.Rows
representrecordsofdatainatable.ThecompletePeopleSoftv9.1systemcontainsthousandsoftables
thathouseanorganizationsbusinessdata.
Relationshipscanbedefinedbetweentablesthroughtheuseofauniquefieldorgroupingoffieldscalled
akey.Keysarefieldsintablesthatareusedtouniquelyidentifyaspecificrecord(row)fromallother
records(rows)inthetable.Akeyforatablecanbeasinglefieldinthetableoragroupingof2ormore
fields.Thisconceptcanbestbedescribedinasimpleexample:
Sales_Head_Table
Ord_Num
Cust_ID
Order_Date
Ship_to_Loc
Bill_to_loc
Order_status
Customers_Table
Cust_ID
Cust_Name
Cust_status
Date_Added
Customer_Addr_Table
Cust_ID
Loc_Code
Addr_Ln_1
City
Prov
Postal_Code
Ship_to_Loc
Bill_to_loc
EachTablecontainsakeyfieldthatmakeseachrecorduniquefromallotherrowsinthetable.Exp.Cust.
IDfieldisthekeyfortheCustomerstable.NotwocustomerIDswillbealikeinthistable.Insomecases,
2fieldstogethermaybedefinedasthekey,exp.theCustomerAddressTable.
Relationshipsaredefinedrulesthatlinkdatatogetherintableswithrelatedinformation.Inthisexample
Cust_IDfieldisthecommonfieldthatlinksallinformationtogether.RelationshipscanbeOnetoMany,
ManytoOneorManytoMany.
Page51
Cust_ID
CAN01
CAN02
CAN03
CAN04
Cust_ID
CAN01
CAN01
CAN02
CAN02
CAN03
CAN04
CAN04
Loc_Code
1
2
1
2
1
1
2
CustomersAddressTable
Addr_Ln_1
City
BowValleySquareIV
Calgary
1742NorwoodBlvd
Calgary
10180101St.Suite1810
Edmonton
100EastStanyanStreet
Edmonton
999,bouldeMaisonneuveOuest
Montreal
440LaurierAve.West,Suite320
Ottawa
810MountainBlvd
Ottawa
CustomersTable
Cust_Name
Cust_status
CanadianHighTechSports
Active
VancouverIndustries
Active
TeknotrixCo
Active
WesternHospitalsofCanada
CreditHold
Prov
AB
AB
AB
AB
QC
ON
ON
Ord_Num
CEN0015
CEN0016
CEN0017
CEN0018
Post_Code ShipTo
T2P3H7
Y
T2P3H7
Y
T5J3S4
Y
T5J3G5
N
H3A3L4
Y
K1R7X6
Y
K1R7X7
Y
Cust_ID
CAN01
CAN01
CAN02
CAN03
Date_added
1/1/2010
1/15/2010
1/20/2010
1/20/2010
BillTo
N
Y
N
Y
Y
Y
N
SalesOrderHeaderTable
Order_Date
Ship_to_loc
3/15/2010
2
4/1/2010
1
4/15/2010
1
5/1/2010
1
Bill_to_loc Order_Status
2
Filled
2
Open
2
Filled
1
Cancelled
Dataisnotduplicatedbetweentablestooptimizeperformanceandredundancy.
Example:theShipTostreetandprovincearenotstoredintheOrdersTablebut,instead,asimple
codeisusedtotiebacktotheCustomersAddressTable.
Datafieldsinonetablecanbeusedtoverifytheinformationagainstdataenteredintoanothertable.
Example:theShipToandBillTofieldsintheSalesOrderHeaderTablecanbecheckedagainstthe
LocationsTabletoverifytheyareallowedtobeusedforShipToorBillToaddresses.
OtherattributesofthePeopleSoftRelationalDatabase:
Relationaldatabasesminimizeerrorsduetothefactthatdataisseparatedintotablesandthe
numberofvaluesthatarerepeatedbetweenthetables.
Dataisalsoclearlydefinedwithinthetables,soitcanbecrosscheckedandvalidatedonentry.
DatacanbeeasilymanipulatedandretrievedinvariouswaysusingSQL.Thismanipulationcan
producedetailedQueriesandreports.
Thedataisalsoallstoredinoneplace,eliminatingredundancyandsavingvaluablesystemdisk
storagespace.
DatafromrelatedPeopleSofttablesarecommonlydisplayedonPeopleSoftpagesintheformof
componentpageswithTabs,DropDownMenus,PopUpListBoxes,etc.Seetheimagebelowfor
anexampleoftheCustomersPageusedinthesample.
Page52
ClientsofPeopleSoftareprovidedwithanentityrelationshipdiagramthatshowsthe
relationshipsbetweenallPeopleSoftsystemtables.
TheleadingrelationaldatabaseprovidersforbusinessinformationsystemsareOracle,IBMand
Microsoft
Page53

Topic2:
PeopleSoftBusinessUnitsandSetIDs
Asdiscussedinthepriortopic,PeopleSoftisorganizedinonegiganticrelationaldatabasemodel.The
highestleveldatafieldsthatareusedtocontroltherelationshipsbetweentables(keys)inthe
PeopleSoftDatabaseareBusinessUnitsandSetIDs.BusinessUnitsaredefinedinthePeopleSoftsystem
tosegregateandorganizetransactionaldatainthePeopleSoftSystem.SetIDsareusedtoorganize
masterdatatables,controltablesandconfigurationsettingsthatareassignedtoBusinessunitsandare
alsocommonlysharedamongdifferentbusinessunits.
BusinessUnits
BusinessUnits(BUs)arelogicalunitscreatedwithinyourPeopleSoftsystemfororganizationaland
reportingpurposes.BUsmaybecompanies,agencies,subsidiaries,divisions,departments,warehouses
orbranchoffices.AnorganizationmaychoosetohaveasingleBUrepresenttheentireorganization.
TheBusinessUnitisthetopmostkeyfieldonalltransactionaltablesinPeopleSoft.Examplesof
transactionaltablesthatarestructuredattheBUlevelareInventory,Purchasing,GeneralLedger,
Receivables,orOrders.BusinessUnitsareoftendefinedinPeopleSoftbasedontheneedtokeep
businesstransactionsseparate,forexampleSalesforabranchvs.thoseofasecondbranch.
BusinessUnitExample:ThebestwaytoexplainthepurposeofBUsistolookatacomplexcompanysuch
asVirginInc.asanexample.Virginhasmultipledisparatelinesofbusiness.VirginhasaRecordingLabel,
RetailStoresandanAirline.
AlogicalorganizationofVirginmaybetodefineBusinessUnitsasfollows:
Virgin Example Business Unit Definition

Virgin Recording
VRNA
Virgin Recording
North America
VRERP
Virgin Recording
Europe
Virgin Air
Virgin Retail
VRT01
VANY
Virgin Retail Store 01
Virgin Air New York
VRT02
VALD
Virgin Air London
VRT03
VAJP
Virgin Air Japan
Otherimportantattributesregardingbusinessunitsarethefollowing:
BusinessUnitsareDefinedatthePeopleSoftModuleLevel
Example:WithinthePeopleSoftInventoryModule,adistinctBUwouldneedtobesetupforeach
ofthe3VirginRetailstoresaswellassettingupaBusinessUnitinthePurchasingModuleforthe
ProcurementofMerchandise.
Page54

UserswillberequiredtoindicateaBusinessUnitforeveryPeopleSoftsystemtransaction
BUscommonlyrepresentlegalentities
BUsmayormaynotmaintaintheirownsetofAccountingBooks
BatchinPeopleSoftisrequestedbyBusinessUnit
ReportsareprintedbyBusinessUnits
SecuritycanbesetupbyBusinessUnit
EachBusinessUnithasasinglebasecurrency.
SetIDs
TheSetIDisthetopmostkeyofanytableinPeopleSoftthatdoesnotholdtransactions.SetIDsareused
toidentifydistinctsets(TableSets)ofnontransactionalbusinessdatasuchasitems,suppliers,
customers,accountcodes,etc.DatadefinedinaSetIDtableisavailableforprocessingbytheBusiness
UnitifitisassignedtothatBusinessUnit.DatadefinedattheSetIDlevelcanbesharedamongmultiple
BusinessUnits.
SetIDsarealsousedtodefinecustomsystemsettingsthatcontrolsystemprocessing.SetIDsallow
complexorganizationstouseasingleinstallationofPeopleSoft,versusrequiringmultipleinstallsof
PeopleSoftfordistinctnontransactionalbusinessdata.
SetIDExample:ThebestwaytoexplainthepurposeofSetIDsistolookagainattheVirginInc.example
introducedabove.
Asindicated,VirginhasthreedisparatelinesofbusinessandmultipleBusinessUnitsforeachcategory.
Acrossthesethreelinesofbusiness,therearecertainthingsthatneedtobehandleddifferently,suchas
theproductseachlineoffers,suppliers,customers,etc.Inaddition,eachbusinesslineoperateswith
distinctbusinessrulesandprocessingrequirements,sosegregatingsystemsetupvaluesisessential.
However,inanyorganization,therearecertainthingsthatshouldbethesameacrossallbusinessareas.
InthecaseofVirgin,theyuseacommonchartofaccountsforallBusinessUnits.Thisisdoneforthe
purposeforreportingtheentireorganizationsfinancialinformationinasingleinstance.Theyalsouse
commonPayCyclesandBusinessCalendarsacrosstheenterprise.
WhenVirginconfigureditsPeopleSoftsystemtheygroupedsimilarnontransactionalbusinessdatain
theChartofAccounts,SupplierSetup,ProductsandCustomersusingthefollowingSetIDKeyvalues,
eachcorrespondingtodifferentproductlines:
Virgin SetID Definition

Chart of Accounts
SetIDs Defined
in Single PS
Instance
V-MAIN
Suppliers
Items
Products
Customers
V-RTL
V-AIR
V-MAIN
V-RTL
V-RTL
V-REC
V-REC
V-REC
V-AIR
Page55

Only one Chart of Account SetID is needed since all Business Units in all Business lines will share the
samefinancialrecordingmasterdata.
Sinceeachbusinesslineusesitsownuniquesetofsuppliers,aseparateSetIDvalueisdefinedforeach.
ThethreeBusinessUnitsdefinedintheretailcategorywillsharetheSupplierssetupintheVRTLSetID.
WhensettingupItems,onlyoneSetIDisneededasonlytheRetailBusinessLinesutilizethatdata.They
sharethisinformationamongallRetailBusinessUnits.
ProductsareverymuchuniquetoeachbusinesslineandVirgindecidedtoconfigureasetofproductsfor
eachcategory.BusinessUnitsineachlineshareproductdata.
Customersare sharedbetween business units in both the Retailand Air divisions, thus they share the
SetIDdataforCustomers.TheRecordingBusinessUnitshavetheirownuniquesetofcustomers.
OtherimportantattributesofthisSetIDconfiguration:
TheSetIDsaboveweredefinedforVirginEnterprisesandwithinthePeopleSoftModulesshown
inasinglePeopleSoftinstallationInstance.thusreducingredundantdata.Example:AChartof
AccountswasnotsetupforeachandeveryBusinessUnit.
TheSetIDfieldenablesalldatainthesystem,regardlessofbusinessline,toexistinthesame
tableforeachofthe3Virginbusinesslines.ForexampletheSetIDconfigurationaboveindicates
thattheSuppliersintheVirginPSsystemareuniquetoeachofthethreebusinesslines.
Note:Thecategoriesofdataintheexampleaboveareonlyafewofthehundredsofdatasets
configuredinthePSsystemattheSetIDlevel.
FurtherClarificationoftheconceptofSetIDsandBusinessUnits
Intheexamplebelow,all3businesslinesandtheirassociatedBusinessUnitswillsharethesamesetof
MasterDataforthepurposeofFinancialReporting(accounts,chartfields,etc).AllFinancialTransactions
inPeopleSoftwillberecordedusingoneofthe8definedbusinessunits.
Procurementactivities - allBusinessUnitswillusepurchasingrelatedMasterData(expSuppliers)from
oneofthethreeuniquelydefinedsetssupplierdata.
Page56

Forexample,whenplacingpurchaseordersintheVirginRetailStore01business,theonlysuppliersthat
willbeavailablewillbetheonessetupintheVRTLSetID.
Inventorytransactions - onlytheVirginRetailgroup(VRTL)willbeusingPSInventorymoduleandother
businesslineswillnotbesetup.Duetothis,thereisauniqueSetIDconfiguredforonlyRetail.Inour
example,allBusinessUnitsintheRetaillinewillshareItemsthataresetupwithintheVRTLSetID.
SalesOrderManagementCustomerDatawillbesharedbetweentheVirginRetail(VRTL)andVirginAir
(VAIR)Divisions,thusasingleSetIDisdefinedthatwillincludeallcustomersusedbyboth(VMAIN).
VirginRecording(VREC)willhavecustomersuniqueonlytothatbusinessline.Therefore,anycustomers
neededforVirginRecording,willbeidentifiedtotheVRECSetID.
AllproductsthatareauthorizedtobeorderedintheOMModuleofeachbusinesslinehaveauniqueset
ofofferings,creatingadifferentSetIDforeach.
Page57
LESSON5WORKINGINPEOPLESOFTPAGES
ThislessonprovidesanoverviewofthetwoprimarytypesofPeopleSoftpages,SearchPagesand
ComponentPages.AlsokeyConceptsrelatedtohowPeopleSoftdataisdisplayedandupdatedwillbe
covered.
Thetopicscoveredinthislessonare:
SearchPagesandSearchKeys
ComponentPages
EffectiveDating
PageActionOptionsCorrectHistoryExplained
Topic1:
UsingSearchPages
ThistopicexplainstheconceptofSearchPages.Searchpagesareusedastheprimarymethodto
retrieveexistingdatainyoursystem.SearchpagesresideineverysinglemoduleofPSv9.1andhavethe
samelookandmodeofoperation.
Thereare2typesofSearchpages:
BasicSearchPages
AdvancedSearchPages.
Eachofthesewillbecoveredinupcomingcontent.TofullyunderstandhowSearchpagesperformitis
necessarytounderstandhowdatabasekeysareusedonsearchpages.
UnderstandingKeys
AsstatedinLesson4,akeyisafieldoracombinationoffieldswhichuniquelyidentifiesyourdatain
everytableinyourPeopleSoftdatabase.Thesearealsoreferredtoaskeyfields.
Examplesofakeyfieldforatablerecordcouldbethefollowing:
PeopleSoftData
KeyFields
EmployeeTable
EmployeeIDNumber
CustomerAddressTable
CustomerID&LocationID
InventoryTransactionTable
BusinessUnit&ItemID&Transaction
Date/Time
TypicallyinallPeopleSofttablestheSetIDandBusinessUnitareusedasaportionofthekeyfield
combination.ThesekeyfieldsresideonallPeopleSoftsearchpagessothatthesystemcanretrievethe
uniquerow(s)ofdata.
Page58

SearchRecord
ForeverySearchpageinthesystem,asearchrecordisthelistofdefinedsearchkeysthathelpyou
quicklylocatedata.Thesearchkeysarethefieldsthatyouarepromptedforonasearchpage.Ifyourun
Searchbyexactlyspecifyingthekeyfields,thesystemwillalwaysreturnonlyone(orno)result.
MostallPeopleSofttransactionpagesorcomponentpageshavesearchrecordsassociatedwiththem.
Ifyouselectotherpagesthathaveacommonsearchrecord,suchaspageswithina
componentoranassociatedlink,youarenotpromptedtoentersearchcriteriaagain.Youare
promptedfornewsearchkeysonlywhenyouselectanewpageoutsideofthecomponentwitha
differentsearchrecord.
BasicSearchpages
Abasicsearchpageenablesyoutosearchbyjustonefieldatatimebyusingabeginswithoperator.
FollowthenavigationbelowtotryaBasicSearch.
StepstoperformabasicSearch
1.
FromtheMainMenunavigatetotheAdd/UpdateVendorpage.
2. Abasicsearchpageisdisplayed.Onbasicsearchpagestherearegenerally2tabs.Thetoptabis
usedtoretrieveexistingdataandtheAddNewValuetabisselectedtoinsertnewdata.
3. BasicSearchpagesallowtheusertoonlyretrievedatabasedonasinglesearchvalueusingonlythe
equaltooperator.
Page59
4.
TheSearchbyvaluerepresentsalistofallvaluesdefinedintheSearchRecord.
5.
InthisexampleentertheSHARESetID.
6.
ClicktheSearchbuttonandAllVendorsintheSHARESetIDaredisplayed.
7.
ClickonanIteminthelistandthedataisdisplayed.
Page60

Dataisdisplayedfortheenteredsearchbyvalue.
WhenyouenteraSearchpage,thesystemwilldefaulttoeithertheBasicorAdvancedSearch
pagesdependingonhowtheSearchRecordKeyisdefined.Forexampleifthesystemrequiresthat
youdesignatea'SetID'andanothersearchvalueasacombinationsearchkey,thenyouwillbe
directedtotheAdvancedSearchpage.Ifthesearchonlyrequiresasinglevaluesearchrecordthan
youwillbetakentotheBasicSearchPage.
Todesignatethesearchfield,ifmorethanoneisavailable,selectthedesiredfieldfromtheSearchby
AdvancedSearchpages
Ontheadvancedsearchpageyoucannarrowyoursearchbysearchingbasedonmorethanonefieldat
atimeandbyusingavarietyofsearchoperators.
StepstoperformanAdvancedSearch
1.
FromtheMainMenunavigatetotheAdd/UpdateVendorpage.
Page61

TheAdvancedSearchpageisdisplayed.OnthispagemultipleSearchCriteriacanbeselectedalongwith
severaloperatorstofilterthedesireddata.
2. EntertheSetIDequalto=SHAREandtheShortVendorNameContains:MED
3. PresstheSearchButton.
AllVendorsintheSHARESetIDwithashortvendornamethatcontaincharactersofMEDareshownand
canbeselected.
Page62
OtherAdvancedSearchFeatures
FromanyAdvancedSearchpageotheroptionsareavailabletohelpsearchandfilterforthedesired
data.TheseincludeDropDownListsandFieldLevelSearchButtons.
enablesyoutoview
DropDownListsenableyoutoseealistofvalidvalueswhiletheSearchButton
andfurtherfilterfromalargerlistofvalidvalues.BelowisascreenshotofusingaSearchButtonfrom
anAdvancedSearchPage.
Page63

SearchOperators
Whenperforminganadvancedsearch,youcanuseavarietyofoperatorstonarrowyoursearches
huntingforcustomersbyaparticularfirstletter,byvaluesthatarelessthanorgreaterthanaspecified
amount,andsoon.Youcanusethefollowingoperators:
Search Operator
begins with
contains
=
not=
<
<=
>
>=
between
In
Field Use
Character fields
Character fields
All field types
All field types.
All field types.
All field types.
All field types.
All field types.
All field types.
All field types.
WildCards
PeopleSoftapplicationssupportthreewildcardcharacterstohelpyousearchfordataincharacterfields.
Youcanusethesewildcardstotrackdowntheexactinformationthatyouneed.
%MatchOneorMoreCharacters
Example:Seethescreenshotbelow.IfyouweretosearchontheShortVendorNameof:CA%001,it
willreturnallvaluesthatbeginwith'CA'andendwiththevalue'001'
Page64

_(Underscore)MatchanySingleCharacter
Example:Seethescreenshotbelow.IfyouweretosearchontheShortVendorNameof:1_9__Rit
wouldreturnallShortVendornamesthatbeganwith'1'andwithavalueinthe3rdcharacterposition
equalto'9'andasixthcharacterpositionequalto'R'
Wildcardsonlyworkwiththe'beginswith'and'contains'operatorsSearchpages.
SavingSearches
Ifyouareconductinganadvancedsearch,youcanclicktheSaveSearchCriterialinktonameandsave
thespecificsofyoursearch.Laterwhenyoureturntothesearchpageyoucanquicklyperform
commonlyusedsearches.
Ifyouhavesavedoneormoresearches,youcanusetheUseSavedSearchdropdownlistboxtoselecta
savedsearch.Onceyousaveasearch,youcanusethatspecificsearchrecordinothersearchpagesthat
usethesamesearchrecord.YoucanremoveanysavedsearchesbyclickingtheDeleteSavedSearchlink.
StepstoSaveaSearchRecord
1. EntertheDesiredSearchCriteriainandAdvancedSearchPage.
2. ClickontheSaveSearchCriteriaLink.
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3. EnteranameforyoursavedSearch.
4. ClicktheSaveButton.
5. ClickontheReturntoAdvancedSearchLink.
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6. SelectthevaluejustenteredfromtheUseSavedSearchDropDownlist.
7. ClickontheSearchButton.
Thevaluesthatmatchthecriteriainthesavedsearcharedisplayed.
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Topic2:
WorkingInPeopleSoftComponentPages
ComponentPagesaretheprimarygraphicalinterfacebywhichyouviewandalterdatainyour
PeopleSoftsystem.Inmostcases,thesepagesarerepresentationsofrowsofdatainyourdatabase
tables.ComponentpagesareconfiguredtoalloweitherupdatestoPeopleSoftdataorforviewingonly.
PeopleSoftusesmanydifferenttypesofelementstoorganizeinformationonpagesandtoenableyouto
easilyenterdata.Eachpagealsoprovidesfeaturesintheformofbuttonsorlinkstohelpyounavigate
throughthesystem.
Asyouchangeoraddinformationtoyourdatabase,youalsoneedtobefamiliarwithconceptssuchas
effectivedatinglogicandworkingwithhistoric,current,andfuturedata.
AlsomanyPeopleSoftcomponentpagesrunindeferredprocessingmodetoreduceinteractionwiththe
databaseservertherebyprovidingbetterperformance.Thismeansthat,whenusingsomepagesinthe
browser,youcaninputdatawithminimalinteractionwiththeserver.Eachtriptotheserverfordata
processingrefreshesthepageonthebrowser,whichmaycausethedisplaytoflickerandmayalsoslow
downyourapplication.
ThistopicprovidesanoverviewofPeopleSoftComponentpageelementsanddiscusseshowtouse
certaindataentryfields.
ComponentPageElements
TheelementsonPeopleSoftcomponentpagescanbecategorizedintothreetypes:Aesthetic,
FunctionalandDataEntry.Eachiscoveredbelow.
AestheticPageElements
Aestheticelementshelporganizeoremphasizedifferentfieldsorinformationonthepage.These
elementsarenotusedtoupdatedatainthedatabase;theyarepurelyvisual.Aestheticelements
include:
Element
Definition
Frames
Display-only box that groups a set of fields on a page.
Group boxes
Display-only box, with text labels, that groups and identifies

related fields, such as options.
Horizontal rule
Display-only horizontal line that separates fields or other

elements on a page.
Static images
Unchanging graphic, such as your company logo or another

visual element.
Static text
Display-only alphanumeric field that describes a page, field, or

group of fields.
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1.
FromtheMainMenunavigatetotheDefineItemPage.
2.
EnteravalidSetIDandexistingitemID.
3.
PresstheSearchButton.
InthescreenshotbelowareexamplesofeachtotheAestheticElementsusedthroughoutallPeopleSoft
ComponentPages.
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FunctionalPageElements
Functionalelementsarecontrols,suchasbuttonsandlinksthatperformaspecificfunction,asidefrom
thestandardtoolbarbuttonsatthebottomofthepage.
Atransactionpagemayincludeotherbuttonsandlinksthatarenotassociatedwithagridorscrollarea.
Forexample,abuttonnexttoafieldmayperformacalculationbasedonavaluethatyoujustentered.
YoucanactivatethisbuttonbyclickingitorbypressingtheENTERkeywhiletheelementhasthefocus.
YoucanalsoactivatelinksbypressingtheENTERkey.
1. FromtheMainMenunavigatetotheCreate/UpdateOrder.
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2. EnteravalidBusinessUnitandSoldtoCustomernumber.
3. ClickontheAddButton.
Inthescreenshotbelowareexamplesofthreefunctionalpageelementsthatarecommonthroughout
allPeopleSoftComponentPages.
ExpandandHideSectionLinks & .Byclickingonthehorizontalandverticalpointingerrors,

additionaldetailsrelatedtothecontentareawillbedisplayedorhidden.
Theseareusedtohelpmanagetheamountofviewableinformation.Seetheexamplebelow.
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ProcessingButtons
Similartotheoneshownintheexample(2)above,aprocessingbuttonwillperformcalculationsbased
ondatathatisnewlyenteredintothesystem.
1. ContinuingwiththeOrderEntryExample,enterOrderlinesfortwosalesorderitems.Enteran
Itemnumberandaquantityforeach.
2. PresstheCalculatePriceprocessingbutton.Thesystemwillretrieveandcalculateafinalprice
foreachitembasedonapredeterminedpricelist.
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DeferredandInteractiveProcessing
AtthispointisanexcellentopportunitytoexplaintheconceptofDeferredandInteractiveprocessing
modes.ManyPeopleSoftcomponentsrunindeferredprocessingmodetoreduceinteractionwiththe
servertherebyprovidingbettersystemperformance.
ThismeansthatwhenusingmanyPeopleSoftpages,youcaninputdatawithminimalinteraction,suchas
intheorderentryexampleabove.WhenalltheProductIDsandquantitieswereenteredthesystemdid
notautomaticallyretrievethepriceandcalculatetheorderlineamountuntiltheCalculatePricebutton
waspressed.Whenpressed,thesystemperformedalldataretrievalandcalculationsforalllines.Thisis
knownasdeferredprocessing.OnmostPeopleSoftpagespressingtheSavebuttonwillalsoinitiate
processingtooccur,ratherthanprocessingaftereachandeveryupdateonthecomponentpage.
Interactiveprocessingmodeistheoppositeofdeferred.Uponupdateofadataelementonapagethe
systemwillinitiateaprocessrelatedtotheactionjustperformed.Asstatedabove,thistypeof
processingrequiresexcessivesystemresourcesandcanslowdownthesystemforallusers.
DataEntryPageElements
Pagescanincludeseveraltypesofdataentryfields,eachdesignedtoprovideasimplewaytoenterand
updatedatainyourtables.Understandingthevarioustypesofdataentryfieldhelpsyouusethesystem
moreefficiently.
AllDataentryElementsarealwaysassociatedwithspecificdatabasefieldinaPeopleSoftTable.Below
arethevarioustypesofDataEntryElementsusedthroughoutallPeopleSoftComponentPages.
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Element
Definition
EditBoxes
Enter characters or numbers into edit boxes. The character limit is determined by the
length of the database field. Edit boxes for fields with prompt tables have a lookup
button to the right. Edit boxes with spell check enabled have a spell check button to
the right.
LongEditBoxes
Enter longer strings of data, such as comments, into long edit boxes. These boxes
store free-form text fields. If you type more lines than you can see at one time, use
the scroll bar on the right to move through text. Long edit boxes with spell check
enabled have a spell check button in the upper-right corner.
DropDownListBoxes
Select a value from a predefined list. Drop-down list boxes look like a data-entry field
with a prompt button at one end. Click the prompt button to display a list of valid
values from which you can select a single option.
CheckBoxes
Selecting a check box enables an option. Typically, you select one by clicking within
it or pressing the space bar when the box is highlighted. Check boxes correspond to
fields with only two valid values. You can often select more than one check box in a
related set.
RadioButton
Selecting a radio button enables an option. Typically, you select one by clicking
within it or pressing the space bar when the box is highlighted. Click it again or press
the space bar to disable the option or by clicking another radio button in the button
set.
Radio buttons represents a group of mutually exclusive options; typically, you can
only select one radio button within a related set.
Images
Insert photos or other images into your PeopleSoft Application. The format of the
image that you insert must match the image format defined for that field by the
application developer. Acceptable formats include JPG, BMP, GIF, or DIB.
GridsandScrollAreas
Serve as containers or organizers for multi-field data entry. Grids display as a minispreadsheet within a page. Scroll areas are like grids except that the fields are
arranged in a freeform manner. Both contain rows of data that may include Add,
Multi-Row Insert, or Delete buttons. Most include a navigation bar or footer with
multiple control and configuration options.
EditBoxes
EditboxesarethemostcommonmeanstoenterandupdatedatainyourPeopleSoftdatabase.
ContinuingwiththeOrderUpdateexample,therearesomeimportantconceptsrelatedtoEditBoxes.
Seethescreenshotbelowforexplanations.
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Limited Characters Edit Boxes are limited to a specific number of alphanumeric characters
basedonthesizeofthefieldinthedatabaseTable.
AnyEditBoxdenotedwithanasterisks*bythefieldnameisamandatoryfield.
Edit box content shown in light gray text is cannot be edited. Typically this is data that was
identifiedonapriorsearchpage.
Many edit boxes contain 'lookup icons' that allow the user to select from a list of allowable
values.Seethescreenshotbelowtoillustratethescreenactionthatoccurswhenclickingonthe
magnifyingglassandcalendarlookupicons.
1. SelecttheLookupMagnifyingglassnexttothedesiredfield.
2. Searchofselectthedesiredvaluefromthepopuplist.
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3. Theselectedvalueispopulatedintheeditbox.
4. ClickontheCalendarIconnexttothe
DropDownListBoxes
DropdownListboxesareusedasadataentrymethodwhentherearetypicallyalimitednumberofvalid
valuesforafield.Simplyclickontheprompticon
choices.
nexttothelisttoexpandacolumnofavailable
Forlongerlistsyoucantypethefirstcharacterofthedesireditemandthelistwilljumptoanylistitem
beginningwiththatcharacter.
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Images
YoucaninsertorupdateimagesinyourPeopleSoftsystemincertainpagesinvariousPSmodules.For
example,youcaninsertimagesofinventoryitemswhichenableyoutoviewproductsofferedbyyour
company.
1. NavigatetotheItemsMenuLink.
2. SelectanItemID
3. ClickSearch
4. ClicktheInsertImageLink
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5. ClicktheAddImageLink.
6. ClicktheBrowseButtontosearchanetworkorPCDriveforthedesiredimage.
7. Selectthedesiredimagefile
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8. ClickUpload
9. ImageisinsertedintotheItemImageframe.ClicktheOKbutton.
ImagefilesSizeslimitsaresetduringsystemconfigurationaswellasarethetypesofimage
filesallowedforuploadsuchasJPEG,Bitmap,GIFetc.
UsingGridandScrollAreaControls
Asindicatedearlier,Gridsdisplayasaminispreadsheetwithinapage.Scrollareasarelikegridsexcept
thatthefieldsarearrangedinafreeformmannerandeachrecordisviewedonebyonelikepagesina
book.BothcontainrowsofdatathatmayincludeAdd,MultiRowInsert,orDeletebuttons.Most
includeanavigationbarorfooterswithmultiplecontrolandconfigurationoptions.
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BelowisanexampleofaGridandaScrollarea.
Youcanthinkofallofthefieldsineachofthesecontrolsasbelongingtoonetableinyourdatabase.
Eachtimethatyouaddanewrow,youareactuallyaddinganewrowofdatatothedatabasetable,each
ofwhichsharesthesamehighlevelkey.
Forexample,forVendoraddresses,asshownintheexamplepageabove,youmayhavemorethanone
addressforavendor.
NavigatingthroughDatainGridandScrollAreas
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Gridsandscrollareascontainthesametypeofnavigationstructure.Insteadofusingascrollbartoscroll
throughtherowsofdata,PeopleSoftusesnavigationbuttonsandlinks.Thesebuttonsorlinksappearin
thenavigationheader,withintherowitself,ortotherightofthetabsinatabbedgrid,asappropriate.
Certainoptions,suchasCustomizeandthedownloadtospreadsheeticon,appearonlyongrids.
Thissectiondiscusseshowto:
Navigatewithbuttonsandlinks.
Addrows.
Deleterows.
Selectrows.
Finddata.
CustomizeGrids
GridandScrollAreaNavigationButtonsandLinks
Shownbelowarethevarioustypesofbuttonsandlinkswhichareusedingridsandscrollareas.The
followingtabledescribesthefunctionsforeach.
Click to insert a new row after the current row.
or
Click to insert multiple rows. A separate pop-up window is often displayed
where you Specify the number of rows (1 to 99).
Click to delete the current row of data.
or
Click to display the next row or set of rows of data.
(Show Next Row)
Note. The Show Next Row and Show Previous Row buttons are disabled if you
are viewing all rows of data.
Click to display the previous row or set of rows of data.
(Show Previous Row)

In a tabbed grid only, click this icon to expand grid columns to the right so that
tabs are no longer needed.
(Show All Columns)
In a tabbed grid only, click to return the expanded grid to its shorten tabbed
state.
(Show Tabs)
Customize
Click to access the customization page for that grid, which enables you to sort
by column and reorder, hide, and freeze columns. Not all grids contain this
option.
Click to display a new browser window, showing the contents of the grid in a
spreadsheet-like format.
(Download)
View All
Click to display the maximum number of rows available to be viewed at once on
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a page.
Note: When this feature is enabled on a grid or scroll area, the link changes to
read View 'X', where X is the maximum number of records/rows that can be
retrieved and displayed. The maximum value of X can change, and is set by the
application developer.
Find
First
Click to find a row of data containing a specified search string.
Last
Click to access the last row or set of rows of data.
Click to access the first row or set of rows of data in the Grid or Scroll area.
Note. The First and Last links are not available if you are viewing all rows at
once, in which case you scroll to see your data.
AddingRows
YoucanclicktheAdd,
scrollareas.
or
link/buttonstoaddanemptyrowafterthecurrentrowonagridor
AddingOneRow:
1. Navigatetothemenuitemshowninthescreenshotbelow
2. EnteravalidSetIDandvendorID.
3. Pressthesearchbutton.
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4. ClickontheVendorAddressTab
5. Clickonthe
Addresses.
buttonandanewAddressIDisinsertedintothescrollareaforVendor
NoticeinthescreenshotbelowthattheVendoraddressscrollareanowhas2recordsandtheaddress
IDhasincrementedfrom2to3.
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Alsonotethatonsomecomponentpages,suchasthisexample,ascrollareacanexistwithinascroll
area.InthesectionrelatedtorelatedtoEffectivedatingthisexamplewillbereferredtoagain.
6. AlwaysclicktheSavebuttonatthebottomofthecomponentpagetoconfirmthechanges.
Ifyoudonotinsertanewrow,anydatathatyouenteroverwritestheexistingdatainthecurrent
row.However,thechangesthatyoumakedonottakeeffectuntilyousavethepage.Ifyouexitthepage
withoutsaving,theoriginaldataremainsintact.Youcanonlytypeoverexistingdataintheeffective
datedtableinCorrectionmode.TheconceptofCorrectionModeiscoveredinalatertopic.
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Addingmultiplerows:
Insomecomponentscrollareasorgrids,youcanaddseveralrowsatoncetoyourgridorscrollareaby
clickingthe (multirowinsert)button.Whenyouclickthisbutton,thesystempromptsyoutospecify
thenumberofrowsneeded.Youcanaddupto99rowsatonce.Thisoptionisnotalwaysavailable.
1. NavigatetotheCreate/UpdateQuotemenuitemandclick.
2. EnteravalidBusinessUnitandCustomerID.
3. ClicktheAddButton.
4. Clickonthe
buttontoinsertadditionalrowsinthegridarea.
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5. Enterthedesirednumberofadditionalrows.
6. ClicktheOKButton.
Three additional rows are in inserted into the grid.
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7. ClickontheViewAlllinkandallrowsinthegridaredisplayed.
Alwaysclickthe
inScrollorGridareas.
buttonatthebottomofallcomponentpagesaftermakingchangestodata
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Deleterows
Youcanalsodeleterowsofdatafromagridorscrollarea.Todeletearowofdata,selecttherowby
usingthenavigationheaderorbyclickingafieldintherow.
Thesystemconfirmsthedeletionbyaskingifyouwanttoproceed.Italsoremindsyouthattherowwill
notbedeletedfromthedatabaseuntilyousavethetransaction;however,therowisautomatically
removedfromthegridorscrollarea.Toretrievetherow,clicktheBackbuttoninyourbrowserorclose
thetransactionwithoutsavingyourchanges;thesystemdoesnotsaveanyotherchangesthatyoumade
tothepage.
1. Clickon
thebutton.
2. PressOK.
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3. PressSavebuttontopermanentlydeletetherowdata.
Selectingrows
Forcertaingridsandscrollareas,youcanselectasinglerowormultiplerowsincaseyouneedtobatcha
numberofprocesses.
Singlerowselectionisavailablewhenthesystemdisplaysaradiobuttontotheleftofeachgridroworin
theupperleftcornerofascrollarea.Selectarowbyselectingoneoftheradiobuttonsinfrontofthe
row.Multiplerowselectionisavailablewhenthesystemdisplaysacheckboxtotheleftofeachgridrow
andintheupperleftcornerofascrollarea.Selectasmanyrowsasyouneedbyselectingeachcheck
box.
SelectMultipleRowsinaGridExample
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SelectSingleRowExample
Finddata
Thefindfeatureonagridorscrollareaenablesyoutolocatespecificdata,whichisparticularlyusefulif
yourtablecontainshundredsofrows.Findsearchesfromtheleftmostvisibleobjectofthecurrentrow
down,basedonthetextthatyouenterinthesearchprompt.
1. FollowtheNavigationpathshowninthescreenshotbelow.
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2. EnteravalidInventoryBusinessUnit..
3. PressSearch.
4. EnteravalidItemID
5. PressOK.
6. ClicktheFindhyperlinkinthegridheader.
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7. Enterasearchvalueinthepopuppromptwindow.
8. PressOKbutton.
AfterpressingOK,allrowsinthevisiblegridwindowwillbesortedwiththerowsthatcontainthe
enteredsearchstringatthetopofthelist.Seetheresultsbelow.
Notethatthisfeatureallowsyoutosearchthedatawithinthegridorscrollareaonly.Itdoesnot
searchforanydataoutsidethecontrol.Thefindfeaturelooksformatchesineditboxes,displayonly
fields,disabledorshadedfields,dynamiclinks,andtextinlongeditboxes.Itdoesnotfindcolumn
headings,fieldlabels,textvaluesonicons,staticlinks,andhiddenfields.
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CustomizeGrids
Formostgridsyoucancustomizetheorderofthecolumns,thesortorder,whichcolumnsarefrozen,
andwhichcolumnsarehidden.Allgridcustomizationsareuserspecificandremaininplaceuntilyou
changethem.
1. Followthenavigationpathtopurchaseordersshownbelow.
2. EnteraValidBusinessUnitandPOID.
3. PresstheSearchbuttontoretrievethedata.
4. ClickontheCustomizelinkatthetopofthedatagrid,andthecustomizegridcolumnspageis
displayed.
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ThePersonalize(Customize)ColumnandSortOrderpageisdisplayed.Seeexplanationsforthe
highlightediconsinthetablebelow.
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Moveacolumnupordowninthecolumnsortorder.
Or
Movethecolumnupordowninthesortorderpriority
Hides(checked)thecolumnfromdisplayinginthegrid
Thisisusedingridswheretherearemultipletabsofdata.Byselectingthe
frozenoptionforacolumnthatcolumnofdatawillappearonthescreen
regardlessofthetabselected.Example.IfyouselectItemIDasfrozen,it
willappearoneachandeverytabforamultitabgrid.
Movesselectedcolumnsovertothesortcriteriaframeandtheywillbe
includedinthesortorder
Inthesortorderframe,selectingthischeckboxforacolumnwillreversethe
sortorder.
Ifacolumnisincludedinthesortorderframe,selectingthecolumnandclickingthisicon
willremovethedatacolumnfromthesortcriteria.
5. SelectItemDescriptionandclick
6. SelectItemandclickthe
highlighted,checkthe
icontomoveitabovetheitemcolumn.
icontomoveitoverthesortorderframe.WhiletheItemcolumnis
checkbox.
7. SelecttheCategoryandUOMcolumnsandmarkthemashidden.
8. ClicktheOKbutton
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AfterpressingOKbutton,theresultsofthecustomizationswillbeshownasthescreenshotbelow.
Topic3:
EffectiveDating
Effectivedatinglogicenablesyoutomaintainanaccuratehistoryofinformationinthedatabase.
Effectivedatingallowsyoutostorehistoricaldata,seechangesinyourdataovertime,andenterfuture
data.Forexample,youmaywanttotrackseveraleventsinthecareerofanemployee:whenhewas
hired,transferred,andpromoted.ByinsertingrowsofdatabasedonhisemployeeID,andsignificant
dates,youcanbuildajobhistory.
Whenyouenternewinformationthatisrelatedtoexistingdata(inthiscaseaboutanemployee),such
asatransferorpayratechange,youdonotwanttoloseoroverwritethedataalreadystoredinthe
database.Toretainhistory,addadatarowidentifiedbythedatewhentheinformationgoesintoeffect:
theeffectivedate.Youcanusetheinformationtolookatwhathashappeneduptonowandplanforthe
future.ThePeopleSoftsystemcategorizeseffectivedatedrowsintothefollowingbasictypes:
Current
History
Future
Thedatarowwiththedateclosesttobutnotgreaterthanthesystemdate.
Onlyonerowcanbethecurrentrow.
Datarowsthathaveeffectivedatesearlierthanthecurrentdatarow.
Datarowsthathaveeffectivedateslaterthanthesystemdate.
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StepstoinsertaneffectivedatedRow
1. FollowtheNavigationpathshowninthescreenshotbelow.
2. EnteravalidcustomerID.
4. ScrolldowntotheAddressLocationsFrame.
5. Clickonthe
IcontoinsertanewrowintheScrollArea
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Thesystemwillinserta2ndaddressrowanddefaulttheEffectiveDatetocurrentsystemdate.All
valuesfromthepriorrecordwillbeautopopulatedintothenewrecordasshowninthescreenshot
below.
Leavetheeffectivedateinthenewrecordequaltotoday'sdateandEnterthecustomer'snewaddress
forlocation#1.
6. Enterthenewaddressinformationinthenewrowasshowninthescreenshotbelow
7. ClickSave.
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Record1becomesacurrentrecord.Row2becomesahistoryrecord.Ifanewrecordweretobe
insertedwithaneffectivedateof9/1/2010,itwouldbeafuturerecordandwouldremainsountilthe
systemdatereached9/1/2010,atwhichtimetherecorddated7/25/2010wouldbebecomeahistory
record.
Topic4
PageActionOptions
Thetypesofactionsthatyoucanperformonrowsofdatathatutilizeeffectivedatinglogicdependon
thedatarowtype.Whenyouretrieve,modify,orinsertrowsinatabletherearespecificrulesthatare
appliedthatcontrolifdatacanbeupdated.TheserulesarereferredtoasPageActionOptions.Belowis
alistofthethreeavailableactionoptions.
PageAction
Update/Display
IncludeHistory
UpdateHistory
Description
Retrievesonlycurrentandfuturerows.Youcanchangefuturerowsbutnot
currentrows.Youcanhoweveraddanewcurrentrow,andthepreviouscurrent
rowbecomesahistoryrecord.
Retrievesallrows.However,youcanmodifyfuturerowsonly.Youcanalsoadda
newcurrentrow
Retrievesallrowsandallowsyoutochangeorcorrectanyrowandinsertnew
rowsregardlessoftheeffectivedateorsequencenumber.
Notalltablesareeffectivedated.TheIncludeHistoryandCorrectHistoryoptionsonlyappearon
pagesthataccesseffectivedatedtables.AlsotheabilitytoUpdateHistoryislimitedtousersutilizingthe
systemsecurityfunctionality.UpdatingHistoricaldatarecordscanbedangerousasitcancreateoutof
synchconditionswhereinformationinotherpartsofthesystemdoesnotmatchthecorrectedhistorical
records.
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StepsaccessdatainthevariousPageActionModes
Update/DisplayMode
Bydefaultallcomponentpagesthatutilizeeffectivedatinglogicareaccessedintheupdate/display
mode.Followthenavigationpathbelowtoseetheavailableactionmodeoptions.
1. SelectGeneralInformationforCustomers
2. ScrolldowntotheLocation/AddressScrollArea.
ThispagewasaccessedinthedefaultmodeofUpdate/Display.So2recordsforLocationAddressare
displayed.Record1isafuturerecord.ThisdatacanbeupdatedandSaved.
3recordsactuallyexistinthistable,butsinceweareinthedefaultUpdateDisplaymodeonlyfuture
andcurrentrecordsaredisplayed.Assumingtoday'sdateis7/25/2010OnlytheFutureeffectivedated
rowscanbechangedandsavedinthismode.
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3. Changetheaddressinthefuturerecord(effectivedategreaterthantoday'sdate).
4. PressSave.AnyfuturedatedrowisallowedtobeupdatedinDisplayMode.
Onthecurrentscreenselectthecurrentrecord.Thisrowwillbethelessthantoday'sdatebutgreater
thanthenextoldestrow.
5. Clickontheicontomovetorecord2inthisexample.
6. ChangethePostalCodeValue.
7. PresstheSaveButton.
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Thesystemwillnotallowachangetoacurrentrecordinupdate/displaymode...onlynewfuturedated
rowscanbeadded.Anerrormessageliketheoneshowninthescreenshotbelowisdisplayed.
Thetextofthemessageisthefollowing:
"Cannot change current or history records unless in Correction mode.
(15,1)
You have attempted to change a record that is effective dated, and the
record contains an effective date that makes it either the current record or
a historical record. Either use the Add (+) button to create a new record
with a future effective date, or change your mode to Correction."
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IncludeHistoryMode
ToenteracomponentpageintheIncludeHistorymode,followthenavigationpathbelowtoseethe
availableactionmodeoptions.
1. Followthenavigationpathshownbelow.CustomerGeneralInformation.
2. EnteravalidSetIDandCustomerIDValue.UsethesamevaluesasusedintheUpdate/Display
Historytopicabove.
3. ChecktheIncludeHistorycheckbox.
4. ClicktheSearchButton.
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InIncludehistorymodeallrowsthathaveeverbeenenteredandsavedwillbedisplayedbutonlythe
futurerecordscanbeupdatedandsavedwithoutgettingtheerrormessageshownintheprior
Update/DisplayModeexample.
CorrectHistoryMode
Asstatedearlier,theCorrectHistorymoderetrievesallrowsandallowsyoutochangeorcorrectany
rowandinsertnewrowsregardlessoftheeffectivedateorsequencenumber.
ThismodeofdataupdatecanbequitedangerousandusersauthorizedtoentertablesintheCorrect
Historymodeshoulduseextremecautionasupdatinghistoricaldatacancauseotherdatainthesystem
tobecomeoutofsynchwiththechangedhistoricalrecord
Forexample,supposethatyouchangethecustomersshiptoaddressforarowwithaneffectivestarting
dateof1/1/1900.Alsoconsiderthatexistingcurrentrowexistslikeinourexampleaboveof7/25/2010.
Assumethatyoucreatednumeroussalesorderspriorto7/25/2010andpriortochangingtheaddressof
the1/1/1900addressrecord.Nowthosesalesorderswouldcontainashiptoaddressdifferentfrom
the1/1/1900recordthatwasjustchanged.
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1. FollowthenavigationpathshownbelowtodemonstratetheCorrectHistoryPageOptionMode.
2. EnteravalidSetIDandCustomerID.
3. ChecktheCorrectHistorymodecheckbox.
4. ClicktheSearchbutton.
5. Scrolldowntotheaddressdetails.
6. Navigatetotheoldesteffectivedatedrecorded.Historicalrecordsarethelastrowsinthelist.
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7. ChangetheaddressoftheHistoricalrecord.Inthiscaserecordeffective01/01/1900.
8. PresstheSaveButton.Thehistoricalrecordissavedwithouterror.Note:Allnewsalesorders
codedwiththisaddresswouldbeupdatedwiththecurrenteffectiveaddressrecord.
Page106
LESSON6RUNNINGPROCESSESANDREPORTS
AcrossallPeopleSoftModules,batchprocessesareinitiatedandruninacommonmanner.Thislesson
willprovidestudentswithareviewoftheprocessschedulerandhowtomonitoruserinitiatedand
scheduledprocesses.
Topic1:
RunControls
TorunaprocessorareportinPeopleSoft,youoftenmusttellthesystemwhenyouwanttheprocessor
reporttorunandwhatcontentyouwantincludedintheprocessorshownonthereport.Forexample,
youmighttellthesystemtorunareportatmidnightoreveryweekdayafternoon,oryoumighttellitto
runthereportimmediately.Formostreports,youmustalsosetparametersthatdeterminethecontent
ofthereport,suchasthebusinessunitortimeperiodonwhichtoreport.
Aruncontrolisadatabaserecordthatstoresvaluesforthesesettings.Insteadofenteringthesame
valueseachtimeyourunaprocessorreportyoucreateandsavearuncontrolwiththosedesired
settings.Thenexttimeyourunthereport,youcanselectthesavedruncontrol,andthereportis
generatedinthedesiredformatattheneededtimeinterval.
SomeexamplesofreportandprocessRunControlsinPSv9.1
ReportorProcessRun
Control
ReportorProcess
Name
Description
Process
PurchaseOrder
Dispatch
Processthatgeneratesandsendspurchaseorders
tosuppliers.
Report
OnHandInventory
Reportthatshows currentinventorybalances
Process
ReleaseSalesOrders
ProcesstoReleaseSalesOrderstobeShipped
Report
ProductPriceList
Reportthatshows currentcatalogprices
RuncontrolpagesexistthroughoutallPeopleSoftapplicationsbutgenerallyfunctioninthesame
manner.Tocreateandsaveareportruncontrolexample,followthestepsbelow.
NAVIGATION:Customers>Reports>CustomersbyUnitReport
1. NavigatetotheCustomersbyUnitReport.
2. SelecttheAddNewValueTab
3. EnterMeaningfulRunControlID.Exp.CustUnitRpt
4. ClickAdd
Run Control Names may not contain any embedded spaces. Use an Underscore character
instead.
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5. Enterthedesiredcriteriaforthereportorprocessyouarerunning.
6. ClickSave
NoweachtimethatyourequesttoruntheCustomersbyUnitReport,thecriteriaaresavedto
thepreviouslydefinedvalues.SeethescreenshotbelowofthelistofRunControlsafteryou
havesavedtherequest.
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OtherRunControlFeatures
MultiUseRunControls
You can create a single run control id that applies to several related reports. For example,
supposethatallofthereportsthatyourunattheendofamonthrequirethesameparameters:
business unit, department, and from and to dates. You can create a single run control that
provides values for these parameters and use it for every report that requires those same
parameters.
Conversely,youcancreateseveralruncontrolsforthesamereport/processtomanagedifferent
situations.Forexample,youcancreateoneruncontrolthatsetstheparametersforaquarterly
reportandanotherruncontrolthatsetsthemforayeartodateversionofthesamereport.Each
time that you run the report, you select the appropriate run control. This way, you can print
severalvariationsofthesamereportwithoutchangingthesettingseverytime.
DistributionResults
Run Controls also store information which determines the output type, distribution and
destinationofthereports.
Whenyoucreatearuncontrolandatthetimeof'run',youcanindicatewhoshouldreceivethe
output of the report and where it should be stored in system folders such as in the report
manager,whichiscoveredinthenexttopic.
Theapplicationruncontroltablestoresinformationthatisrequiredtorunaprocess,suchas
From Date, department ID, employee ID, and so on. All application run control tables are
keyedbyuserIDandruncontrolID.
Topic2:
RunningaProcesswiththeProcessMonitor
Afteryoucreateandsavearuncontrol,youcanimmediatelykickofftheprocess(Run)andusethe
ProcessMonitortoreviewthestatusofscheduledorrunningprocessrequests.Also,previouslyinitiated
requestscanalsobecontrolledusingProcessMonitor.LinkstotheProcessMonitorPagearelocated
throughoutPeopleSoftPages.
Continuingwiththeexampleinthepriortopic.ShownbelowistheRunControlPagefortheCustomer
byUnitReport
StepstoRunaProcessUsingtheProcessMonitor
InthislessonwewillkickoffareportprocessandthennavigatetotheProcessMonitortoviewthe
statusofthejob.
1. NavigatetotheCustomersbyUnitReportasshowninTopic1.
2. SelecttheFindExistingValuetab.
3. ClickontheCustUnitRptitemthatyoujustcreatedinthepriortopic.
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4. ClickRun.
5. YouwillbedirectedtotheProcessSchedulerscreen.ClickOKtoinitiatetheprocessimmediately
TheProcessSchedulerwillbecoveredfurtherintopic4ofthislesson
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6. YouwillbereturnedtotheRunControlPagefortheCustomerbyUnitReport.ClickontheProcess
Monitorlinktoviewthestatusofthejobyoujustsubmitted.
TheProcessMonitorPagebelowhasanumberofimportantfeaturesyoushouldbeawareofwhen
runningprocessesandreports.
Ifauthorized,youcanviewprocessessubmittedbyotherusers.
Youcanviewthestatusofsystemscheduledprocesses.ForexampleiftheCostAccountingjobis
scheduled to run every night at 11:00pm you can check the success of the process in the
morning.
Youcanfilterandsearchforprocessesbyseveralcriteriasuchas:ProcessType,Date,RunStatus
andUserID.
You can drill into the detailed output of a process by clicking on the Details Link of specific
process.
EachtimeaprocessorreportisinitiatedbyaPeopleSoftuseroranautomaticsystem
initiatedprocess,thejob/processisassignedauniquenumbercalledaProcessInstance.
EachlineintheProcessListoftheProcessMonitorisaprocessinstance.
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StepstoaccessaProcessInstanceDetails
ToaccessthedetailsofaspecificprocessinstanceyoucanclickontheDetailslinkonanyprocess
instanceshowninyourprocesslist.
1. ClickontheDetailslinktoviewtheresultsandoutputofaprocessinstance.OntheProcessDetail
Page,theoutputofaprocesscanbeaccessedalongwiththeabilitytoHold,Cancel,Restartand
Deleteprocessinstances.
2. ClickontheViewLog/TraceLinktoseedetailedprocessoutput
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3. ClickontheViewLog/TraceLinktoseedetailedprocessoutput
MostreportsgeneratedinPeopleSofthaveoutputtoaPDFformat.SomewillbeinanSQRfileformat
thatcanalsobeopenedandviewedinanapplicationsuchasNotePad.
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Topic3:
ReportManager
ThroughoutallPeopleSoftModulestherearelotsofsystemdeliveredreportsthatareavailabletoberun
byusers.GenerallyeachPeopleSoftmodulecontainsalistitemornavigationiconforReports.Custom
reportscanalsobeeasilydevelopedandaddedtoberunfromyourPeopleSoftmenusandnavigation
pages.ThesecustomreportsaregenerallydevelopedbyITprofessionalsusingPeopleToolsandthird
partyreportwritingsoftwaresuchasCrystalReports.
ReportsinPeopleSoftcanberequestedonanadhocbasisorscheduledtorunautomaticallyandstored
insystemfolders.UsingReportManager,youcanseeallofthereportsthatyouareauthorizedtoview
byopeningyourreportlistinabrowser.Foldersareprovidedtoassistinorganizingreports.
StepstoaccesstheReportManager
Toviewalistofreportsforwhichyouhaveaccessfollowthisnavigationpath.
NAVIGATION:ReportingTools>ReportManager>List
1. ClickonthedropdownMainMenu.
2. SelectReportingToolsfrom
3. SelectReportManager
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Afterselectingreportmanager,theFollowingScreenisdisplayedandisusedtonavigateallreports
eithersubmittedadhocorscheduled.
Thereare2tabsonthispagethatcanbeutilizedtoreviewreports:ListTabandExplorerTab.TheList
Tab(abovescreenshot)showsalistofallrecentlyuserinitiatedreportsalongwiththosethatwere
scheduledandyouareauthorizedtoview.
TheExplorerTab,below,providesahierarchicalviewofgeneratedreports.Asyoucanseefolderscanbe
definedtoorganizerecurrencesofthesamereportforeasyretrievalatalatertime.
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MaintainingReports
Ifauthorized,intheadministrationtabofreportmanager,youcandeletegeneratedreportsandalso
distributethemtootherPeopleSoftusers,evenusingemail.
AddingUserstotheDistributionList
WithintheAdministrationTabyoucanadduserstothedistributionlist:
StepstoDistributeaReporttootherPSUsers
1. ClicktheDetailslinkfortherequiredreport.
2. TheReportDetailpageappears.Ifyoudonthaveauthorizationtoaddusers,thepageisdisplay
only.
3. ClicktheAddbuttontoadduserorroleIDstothedistributionlist.
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YoucansaveareporttoyourlocalworkstationbyrightclickingtheappropriateDetaillink,
andselectingSaveTargetAs.
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Topic4:
MyReportsPagelet
TheMyReportspageletenablesyoutodisplayselectedreportsonyourPeopleSofthomepage.Thisis
especiallyhelpfulifyouareregularlyaccessingsystemgeneratedreportsaspartofyourjob.
StepstodisplaytheMyReportspagelet
1. SelectPersonalizeContent,whichislocatedabovethePeopleSoftmenu.
2. SelectMyReportsfromthePeopleSoftApplicationsmenu.
3. ClickSavetoreturntothehomepage.
4.
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TheMyReportsPageletwillbelocatedonyourHomepageonthebottomofthescreen.Youcanmoveit
tothe2ndor3rdColumnofyourhomepagebyselectingtheLayoutlinkonthetopofyourHomePage.
CrystalReports
PeopleSoftapplicationsaredeliveredtoworkwithCrystalReports9ReportDesignandPublishing
Software.YoucanusetheCrystalReports9producttocreateandeditPeopleSoftv9.1report
definitions.
AlsoCrystalReportsworkwithPeopleSoftQuery.UserscancreateaqueryinPSQueryYoucanthenuse
CrystalReportstoformatthatdataandpresenttheinformationinaneasytounderstandlayout.
Crystalreportdefinitionsdonotcontainactualdatafromyourdatabase,soeachtimeyou
useCrystalReports,PeopleSoftQueryretrievesthemostrecentdata.Thisactionensures
thatyourprintedreportsalwayscontaincurrentinformation.However,ifyouwanttotrack
thechangesovertime,youcansavethedatawithareport.
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Topic5:
ProcessScheduler
WithinaPeopleSoftapplication,youmightwanttoperformcertainprocessessuchasrunningbatch
programsandreportsinthebackgroundoftheonlinesystem.Someofexamplesofprocessesthatyou
mightwanttoperformindependentlyofthePeopleSoftapplicationincluderunninganonhand
inventoryreport,postingjournalentries,loadingbenefitenrollmentforms,andcalculatingpayroll
deductions.
PeopleSoftProcessSchedulerstreamlinesyourbusinesspracticesbyenablingyoutotakeadvantageof
thedistributedcomputingenvironmentatyoursite,wherebyyoucanscheduleperformancesensitive
jobstorunonapowerfulserverwhiletheonlinesystemisstillavailableforuserstoperformdaytoday
tasks.
PeopleSoftProcessSchedulerenablesyouto:
Schedulerecurringprocesses
CreateandRunjobs(groupsofprocesses).
Schedule a process request to run on any date or during any time interval that your business
requires,suchasmonthly,daily,hourly,orbytheminute.
Submitajobtorunseveralprocessesandconditionallyschedulesuccessiveprocessesbasedon
thestatusofapreviousprocessinthejob.
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LESSON7PEOPLESOFTWORKFLOWS
Manyofthetasksthatyouperformthroughoutthedayarepartoflargertasksthatinvolveseveralsteps
andseveralpeople.Forexample,whenyouordersupplies,youarereallyinitiatinganapprovalprocess:
someoneelsereviewstheorderandeitherapprovesordeniesit.Iftheorderisapproved,apurchase
orderissenttothevendor.Ifitisdenied,notificationissentbacktothepersonwhosubmittedthe
originalorder.Thetermworkflowreferstothislargerprocess.
Topic1:
DefiningWorkflows
PeopleSoftWorkflowinvolvesdefiningthestepsinabusinessprocessandidentifyingusersthatperform
specificsteps.Itinvolvesdefiningandmanagingtheroutingofdatabetweenmultipleuserswiththe
goalofcompletingaprocess.
PeopleSoftprovidesasetoftoolsforsystemsanalyststodefinetheworkflowprocessesandPeopleSoft
developersusePeopleToolstocodethetriggersinPeopleSoftApplicationstoinitiatethenextstepinthe
flow.Typesofitemsthataredefinedduringtheworkflowdesignare:
TriggersIsanactionthatoccursinPeopleSoftthatsignalsthenextstepintheflow.
Example:Saveapurchaserequisition.
Routings Indicate who should be notified after an event is triggered. Examples of a routing
wouldbesendanemailtotheSupervisorwhenthepurchaserequisitionissaved.
ApprovalsRulesthatdefinetheapprovallevelsinanactivityandsubsequentlywhoreceivesthe
nextnotificationintheworkflow.
Example:Employeescanapprovepurchasesuptoagivenamount,basedontheirlevelinthe
organization:supervisorscanapproveupto$500,managersupto$5000andsoon.
Workflow maps, also known as PeopleSoft Navigator maps, are visual representations of your
organization'sbusinessprocesses.Mapsarenecessarytoallworkflowprocesses,andtheycanalsobe
usedasnavigationalaidsforusers.
IconsinthemapsrepresentindividualprocessstepsthatrelatetospecificPeopleSofttransactionsthat
arerequiredtocompletetheprocess.
Example:ShownbelowisaworkflowmapwithActivitiesandthearrowsrepresentingRoutings.
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Topic2:
Worklists
UserswhoarepartofaworkflowusetheWorklisttomonitortheitemstheyareresponsibletoprocess
aspartoftheirdailyjob.
StepstoAccessWorklist
1. FromthemainmenuselecttheWorklistlink.
2. Allassignedanduncompletedworklistitemswillappear.ClickontheLinkoftheworklistitemyou
wouldliketoprocess.
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3. Afterselectingaworklistitemlink,youwillbedirectedtothedetailsoftheworklistnotification.
HereyoucanclickontheincludedhyperlinkwhereyouwillbedirectedtothePeopleSoft
transactionpagetoperformtherequiredstep.
4. AfterselectingthehyperlinkworkflowlogicwilldirectyoutothePeopleSoftpagewhereactionis
needed.Youcanseebelowthatthevendorisnotapproved.
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5. Afteryouprocessandsavetherequestedworklistitem(ApprovetheVendor),yourworklistwill
removetheworkeditemsandshowonlyunworkedrequests.Seethescreenshotbelowofwork
listaftertheabovetransactionwassaved.
Topic3:
WorkflowNotifications
EmailNotificationsInlieuofcontinuallyhavingtomonitoraworklist,workflowscanbeconfiguredto
automatically send emails to routing recipients indicating they are next in the process to perform a
workflow activity. Workflow email notifications contain hyperlinks directing them to their work list
homepage.
Timeout Work list When configuring worklists during system setup, the option exists to have a
reminderemailoranotherworklistentryifyouhavenotworkedanitembythetimeittimesout.
Alternate User (Reassigning Workflow Tasks) You can reassign workflow tasks either temporarily or
indefinitely. The system administrator can also assign user tasks either during a specific date range or
indefinitelytoanotheruser.
Theuserwhoassignsthetaskandtheuserwhoisassignedtothetaskmusthavethesame
userrole.Forexample,ifarequesterwantstoassignworklistentries,thentheuserto
whomtheworklistentriesareassignedmustalsobearequester.
StepstoreassignWorkflowTasksTemporarily
1. FromthemainmenuselectMySystemProfile.
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2. EntertheIDforanalternateuserandeffectivedaterange.
3. PressSave.Duringtheeffectivedatestheindicateduserwillreceiveallofyournewworklistitems
forprocessingaswellasremindersforpastdueworklisttasks.
ManuallyinitiatedNotificationsYoucanalsosendmanualnotificationsfrommostPeopleSoft
componentpagesbyusingtheNotifytoolbarbutton.
StepstotemporarilyreassignWorkflowtasksApproveVendorExample
1. FromtheMainMenuBar,followthenavigationpathshownandselectVendor.
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2. EntertheSetID:ShareandtheVendorID0000000044.PressSearch
3. OntheIdentifyingInformationtabsettheStatustoApproved,butthesystemwillnotallowyouto
approveduetoasecurityaccesscontrol.ClickontheNotifyTabtomanuallyroutetherequesttoa
userwhohasauthority.
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4. EnterNotificationRecipientandMessageInfo.
5. PresstheOKbuttontosendtheNotificationtotheenteredrecipients.
6. NavigatetotheWorklistpageandthenewworklisttaskwillbeshownasindicatedinthescreen
shotbelow.
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LESSON8PEOPLESOFTQUERY
Aqueryissimplyarequesttopullinformationfromadatabase.Inaqueryyouindicatewhattablesyou
wouldliketopullinformationfromandyoualsogenerallyindicatecriteriatolimityourresultstoonly
thedesiredinformation.Inqueriesyoucanalsoperformcalculationsontheextracteddataandorganize
thoseresultsbysortingandorderingcolumnsofdata.
PeopleSoftQueryisadeliveredtoolthatenablesevennontechnicaluserstowriteandruntheirown
queriesthatretrieveanddisplaybusinessinformationfromunderlyingPeopleSoftdatatables.Features
ofthequerytoolwillbepresentedinthislesson.
Topic1:
CreatingaQuery
Thereare3componentstoPeopleSoftQuery.ThefirstisQueryManagerwhichisusedtocreateand
savetheQuery.Thesecondisqueryviewerwhichallowsyoutorunyourqueryandoutputtheresultsin
variousformatsandthelastpartisQuerySchedulerwhichenablesyoutoscheduleyourquerytorunat
adesignatedtime.
ToaccessQueryManagerfollowthenavigationpathbelow.
NAVIGATION:MainMenu>ReportingTools>Query>QueryManager
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Inthefollowingstepswewillguideyouthroughtheexerciseofcreatingaverysimplequerywithasingle
table.Creatingquerieswithdatafrommultipletablesismorecomplexandisnotcoveredinthiscourse.
StepstoCreateaSimpleQuery
1. ClickontheCreateNewQuerylinkandtheQueryManagermainpageisdisplayed
Creatingaqueryisperformedinaseriesofsteps.EachTabontheQueryManagermainpageisusedin
differentstagesofcreatingyourquery.
2. EnterthenameorpartofthenameofyourdesiredRecord.Inthisexerciseenter'CUSTOMER'
3. ClickontheSearchbuttonandallrecordsinthePeopleSoftsystemthatbeginwith'CUSTOMER'are
displayed.
UsetheAdvancedSearchlinkformanymoreoptionsforlocatingarecordthatyouwant
includedinyourquery.
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4. ClicktheAddRecordLinkandtheselectedtablewillbeincludedinyourquery.Afteraddingthe
recordthe'Query'Tabisshownwiththeavailablefieldsoftheselectedtable.
5. SelecttheFieldsfromtherecordthatyouwantincludedinyourqueryresults.(SetID,CustomerID,
CustomerStatus,CustomerTypeandCustomerName).
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6. TopreviewyourresultssofarclicktheRunTab.
UsersnewtoPSQueryshouldusecautionwhenrunningqueriesfromtheQueryManager,
aslarge,complexqueriesmaytakeanexceptionalamountoftimeandsystemresourcesto
executeifthedatasetrequestedisexceptionallylarge.
ThenexttabsintheQueryManagerarethePromptandExpressiontabs.Thesefeatureswillbe
explainedbutnotshownintheexample.
Prompts
ThePrompttaballowsyoutosetuppredefinedpromptssouserscanselectspecificdatavaluesthey
wantincludedintheirqueryresults.Forexample,youcandefineapromptfor"EnterSETID"andwhen
thequeryisruntheuserisrequiredtoselectavalidSetIDforwhichthequerywillretrieveonlythose
rowsequaltotheSetIDchosen.Intheexampleabove,ifyouenteredSHARE....onlyrowswithSetIDof
SHAREwillberetrievedandshowninthequeryresults.
Expressions
ExpressionsareusedtocreatecalculatedfieldsandmanipulatetextanddateValues.Typicallyyouwill
usethemwhenyoumustcalculateavaluethatdoesnotexistinatable.Forexample,multiplythe
defaultpurchasepriceforanitemtimesthenumberofunitsininventory.
Fields
IntheFieldsTab,alistallfieldsincludedinyourqueryalongwithanycalculatedfieldsthatwerecreated
usingtheExpressionstab.InthefieldssectionofPSQuery,youcanmanipulatetheoutputresultsof
yourquerybysettingthecolumnorderandsortorder.Additionallyyoucaneditthenamesofthe
includedfieldstovaluesthataremorerelevanttoyourbusiness.
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StepstoChangetheQuerySortOrder&ColumnOrder
1. SelecttheFieldstabontheQueryManagertabrow
2. ClicktheReorder/SortButtontochangehowqueryresultsaredisplayed.
3. Enterthevaluesshownbelowtochangethecolumnorderinwhichfieldswillbedisplayedinthe
queryresults
4. Enter'1'intheName1textboxintheNewOrderbycolumn.Tohaveasecondarysortorderyou
wouldenter'2'bythedesiredfield.
5. PressOKbutton.
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AfterpressingOK,youwillbereturnedtothequeryfieldstabandnoticethattheOrdcolumnindicates
theprimarysortorderbytheName1Column.AlsothefieldsareshowninthenewColumnorder
arrangement.
6. ToseethequeryresultsafterchangingtheColumnOrderandSortOrdervaluesclickontheRuntab.
AtthistimeitisalwaysimportanttoSaveyourqueryonaregularbasistoensureyoudonotloseyour
progress.Tosaveyourquery,followthestepsbelow.
StepstoSaveYourQuery
1. ClickontheQueryTabandscrolltothebottomofthepage.
2. ClickontheSavebutton
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TheSavePageisshownwhereyoucannameyourqueryaswellasindicateifthequeryshouldbe
availabletoberunbyotherusersorjustbytheuserthatcreatedthequery.
3. EnteraQueryNameandDescription
4. Select'Public'forthequeryownervalue,sothatotheruserscanrunthequery
5. ClickontheSavebutton
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Criteria
AnotherkeyfeatureyouwilluseinmostPSqueriesisSelectionCriteria.Theselectioncriteriaservesasa
testthatthesystemappliestoeachrowofdatainthetablesthatyouarequerying.Iftherowpassesthe
test,thesystemretrievesit;iftherowdoesnotpass,thesystemdoesnotretrieveit.Forexample,
supposethatyouneededalloftheSalesOrdersenteredinthepastmonthyouwoulddefinecriteriato
tellthesystemtopullonlythoseresultswheretheSalesOrderDatewasbetween7/1/2010and
7/31/2010.
StepstodefineaQueryCriteria
Withinquerythereareacoupleofmethodstodefinecriteriaforyourquery.Thefirstandmostobvious
placeisbyaccessingtheCriteriaTabonthemainquerymanagerscreen.Thisareaisusedwhenmore
complexcriteriaaredefined.Youcanalsoestablishsimplefieldlevelcriteria,oftencalledfilters,whilein
theFieldsTabbyclickingonthe'AddCriteria'filtericonnexttothedesiredfield.Inthesestepswewill
establishcriteriaintheCriteriaTabpage
1. ClickontheCriteriaTab
2. SelectAddCriteriabutton
ContinuingwithourCurrent_CustomersQuery,wewillcreateCriteriatoonlyretrievecustomersfrom
theSHARESetID.
3. SelecttheFieldRadioButton
4. ClickontheExpression1magnifyingglasstoselectafield
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5. ChoosetheSETIDfieldfromtheCustomersRecord.
6. Selectequaltofromthelistofconditiontypes.
7. Choosethe'Constant'radiobuttonfortheExpressiontype.Constantindicatesasetnonchanging
value.
8. EntertheSetIDofSHAREforthisexample
9. ClickOKbutton
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10. Thecriteriaforthequeryisnowaddedandwhenthequeryisrun,onlythoserowswithaSetIDequal
toSHAREwillberetrievedintheresults.ClickontheRunTabtoseethenewqueryresults.
11. AfterviewingtheresultsclickonFieldstabandSavetheQuery
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Topic2:
RunningQueriesandExportingQueryResults
ToRunaQueryafteritissaved,userscannavigatetotheQueryViewermenuitemtoexecuteanysaved
queryforwhichtheyareauthorizedtorunandviewresults.
Typicallynotalluserswillhavetheauthoritytocreateandeditqueriesinquerymanageras
thistaskisamoreadvancedPeopleSoftfunction.InsteadmostuserswillusetheQuery
Viewertorunpreestablishedqueriesaspartoftheirjobfunction.
StepsRunaQuery
1. NavigatetotheQueryViewermenuoption.
NAVIGATION:MainMenu>ReportingTools>Query>QueryViewer
2. EntertheQuerynameyouwouldliketorun.
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4. SelecttheHTMLlinkforyouroutputresultstodisplayinabrowserwindow.
5. QueryresultscanbeexportedtoMSExcel,CSVandXMLfileformats.ClickonExceltosavethe
results
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Topic3:
SchedulingQueries
ReportingofPSdataisoftenneededonarecurringbasisandwillbedistributedtootherparties.In
PeopleSoftv9.1queriescanbescheduledtorunonthePeopleSoftServerinasingleinstanceorona
definedschedule.PeopleSoftalsoenablesqueryoutputtobedistributedtootherPeopleSoftusersorto
externalemailrecipients.
StepstoScheduleaQueryonaRecurringSchedule
1. NavigatetotheScheduleQueryMenuItemasshownbelow.
2. ClickontheAddNewValueTab.
3. EnterauniqueRunControlnametoidentifytheQuery.
4. ClicktheAddbutton.
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5. EnterthenameoftheQuerytoschedule.
6. Enteradescriptionforthescheduledquery.
7. ClickSave.
8. ClickonRunbutton
9. Setthefrequencytorunthequery.
10. Choosetheoutputtype(Email,File,Web).
11. ChoosetheoutputFileFormat.
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12. SelecttheDistributionLink.
13. ClickOKtoconfirmdistributionsettings.
FromthispointforwardtheCURRENT_CUSTOMERSquerywillautomaticallyrundailyanddistributedto
theselectedrecipients.
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Topic4:
AddingQueriestoMyFavoriteQueriesList
TheQueryManagerandQueryViewersearchpagescanincludealistofqueriescalledMyFavorite
Queries.Ifyouusecertainqueriesoften,youcanputthequeriesinthislistforeasyaccess.
Althoughyoucanviewalistoffavorites,youcan'tcreatealistoffavoritesintheQuery
Viewer.
StepstoaddaquerytotheMyFavoriteQuerieslist
1. SelectQueryManagerorQueryViewerbyfollowingthenavigationpathshown.
1. Enter the Query Name to be added to the Query Favorites List.
2. EntertheQueryNametobeaddedtotheQueryFavoritesList.
3. ClickSearch
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4. ClickontheFavoriteslinknexttothedesiredQuery.
ThequeryisnowaddedtotheQueryFavoriteslist.NoweachtimeyounavigatetoQueryVieweror
QueryManagerthelistoffavoritequerieswillbeshownonthebottomsectionofthepageasinthe
screenshotbelow.
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LESSON9PEOPLESOFTINTEGRATION
OraclePeopleSoftcomesdeliveredwithanumberofprepackagedtoolstoinsurethatbusiness
informationwithinyourPeopleSoftapplicationisaccessiblebyothersystemsaswellasavailableto
individualsexternaltothebusiness.ManyofthetopicsrelatedtoIntegrationcanbequitetechnical.
Thetopicsbelowareintendedtoonlyprovideaveryhighlevelunderstandingoftheintegrationfeatures
inPSv9.1.
Topic1:
EnterpriseIntegrationPoint(EIPs)
EIPsaredeliveredPeopleSofttechnologiesthatallowbusinessdatatofloateasilyinandoutof
PeopleSoftfromNonPeopleSoftbusinessinformationsystems.
ExampleAnonPeopleSofttimeandattendancesystemcansenddataintoPeopleSoftPayrollsothat
paycheckscanbecreated.Theoutsidetimeandattendancesystemwouldsimplypublishanelectronic
messagecontainingtheneededdataatadesignatedinterval.YourPeopleSoftpayrollsystemwillalready
beconfiguredthroughapredefinedintegrationpoint(EIP)toacceptthemessage.Thetwosystems
neverrequirerealtimecommunication.Oncethe3rdpartytimeandattendancesystempublishesthe
messageitnolongerneedstodoanything.
PeopleSoftContainshundredsofEIPsthatcanbeusedbydeveloperstoshareandprocessinformation
betweenPeopleSoftandoutsideSystems.
ManyoftheIntegrationPointsinvolvethesharingofinformationbetweenyoursuppliersandyour
customerforsuchthingsas:
BillingandPayments
ShippingandReceiving
BankingandCreditCardProcessing
SalesOrders&PurchaseOrders
ListedbelowisascreenshotoftheSupplyChainOutboundmessagepublisherthatshowsafew
examplesofhowPeopleSoftcanbeconfiguredtosenddatatoothersystems.MostallPeopleSoft
Modulescontainintegrationpointstosendandreceivedata.
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Topic2:
PeopleSoftPortalPacks
ThePortalPacksareacollectionofpredefinedportalpagelets(WebPages)forincorporationintoan
intranetorextranetsitethatprovidesaccesstokeyPeopleSoftdataandtransactionsthatarewithinthe
PeopleSoftsystem.Typicallyexternalcustomers,suppliers,andoffsiteemployeesaregrantedaccessto
Portalpagestofulfillabusinessneed.Manyportalpackpageletsprovidesummaryviewsofkey
businessinformationforinformationalpurposes.
MultiplePortalPackpageletscanbeindividuallyselectedtobeincorporatedintoasinglesitetomeet
theneedsoftheaudience.OftentimeselectivePortalPackpageletsareusedtodevelopcustom
PeopleSofthomepagesthatprovidehighlevelenterprisecontentfororganizationexecutives.
SupplyChainPortalPack
SalesHistorybyCustomer
ProductAvailability
BuyingAgreements
InvoiceSummary
ProductShipments
ProductSpecifications
RecentOrdersandQuotes
Payables,ReceivablesandFinancialsPortalPacks
DaysSalesOutstanding
CustomerPayablesOutstanding
ExpenseVariances
BudgetAlerts
RevenueVariances
TopCustomerWriteoffs
RealEstateandAssetManagementPortalPacks
LeaseCostsandRevenues
AssetInventoryandExpenses
Theportalpagesincludedintheportalpackscanbeconfiguredtomeetthespecificneedsofthe
individualsaccessingthedata.BelowareafewexamplesofthemanyPortalPackPageletsthatcanbe
addedtointranetorextranetsitesforusebyinternalandexternalstakeholders.
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SalesHistorybyCustomerPortalPagelet
ProductSalesPortalPagelet
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LESSON10PEOPLEBOOKS
Asindicatedearlierinapriorlesson,Oracleprovidesverycomprhensivesystemdocumenationina
librarycalledPeopleBooks.
ThePeopleSoftOnlineLibraryisanHTMLbasedwebsitethatcontainscomprehensivedocumentation
forOracle'sPeopleSoftEnterpriseapplicationsandtools.Usethisdocumentationasaresearchlibrary
andasacontextsensitiveonlinehelpsystem.Itprovidesstandardnavigationandsearchcapabilities,
includinganexpandabletableofcontents,akeywordindex,andafulltextsearchfeature.PeopleBooks
canbecustomizedtoincorporatebusinessspecificdocumentation.
ThePeopleSoftOnlineLibraryisorganizedhierarchically,likealibraryofbooks.ThePeopleBookshome
pagedisplayslinkstoallinstalledPeopleBooks.
Topic1:
AccessingthePeopleBooksHomePageInterface
StepstoAccessPeopleBooks
1. FromthePeopleSoftHomePage,Clickonthe
LinkinthePageBarofanyTransactionalPage.
2. Anewbrowserwindowwillopen.ClickonthePeopleBooksLink.
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WhenyouclickPeopleBooksonthePeopleSoftOnlineLibraryhomepage,thePeopleBooksLibraryhome
pageappearsinyourbrowserasshowninthescreenshotbelow.ScrollthroughthelistofPeopleBook
tofindthedesiredtitle.
3. SelectApplicationsFundamentalsPeopleBook
WhenyouselectaPeopleBooktitleonthehomepage,thestandardPeopleBookinterfaceforyour
chosentitleappearsinyourbrowserwindowasshownexamplebelow.
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Topic2:
NavigatingPeopleBooks
WhenyouarelocatedonaPeopleBookinterfacepagethreepanesaredisplayed:
Document pane The pane on the right side of the window displays the document HTML file,
whichcorrespondstoachapter.
Navigation pane The pane above the document pane contains display options, navigation
controls,andthecurrentPeopleBookandchaptertitles.
ReferencepaneThepaneontheleftsideofthewindowcontainsthreetabs:Contents,Index,
and Search. Select these tabs to explore the PeopleBooks or to locate a specific topic. You can
hidethereferencepanetomaximizethesizeofthedocumentpanePeopleSoftOnlineLibrary.
NavigatebetweenPeopleBookchaptersContentsTab
1. TomovebetweenchapterswheninPeopleBooksyoucanclickonthedesiredfolderontheContents
TaboftheReferencePane.
2. ClickonatopicIconforthedesiredcontent.
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TheDesiredcontentisdisplayedinDocumentPane.(UnderstandingUserPreferences)
AsanalternatemethodclickonthePreviousandNextbuttontomovebetweenChapters.
3. ClickontheNextButton.ThenextchapterintheReferencePanelistisdisplayed(SecuringYour
System)
Navigatewithinachapter
ThreemethodsexisttoNavigatefromwithinaChapter:
1. UsetheScrollBar
2. ClickontheContentIconinaChapterFolder
3. UsetheTopofPageandPreviousTopicButtons
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UsingtheIndex
AnalternatemethodoffindingthedesiredcontentistousetheIndexTabontheReferencePane.The
indextabcontainsanalphabeticallistingofalltopicsinallPeopleBooks.
StepstousetheIndexTab
1. ClickontheIndexTabontheReferencePane
2. Scrollthroughthelistofalphabeticallyorganizedtopics.
3. Analternatemethodtosearchistotypeinthefirstwordofthedesiredtopicandthelistwill
automaticallyjumptothekeywordinthetopiclist.Type'General'intheIndexkeywordsearchfield.
4. ClickontheTopicitemandtheassociatedcontentwillbeshownintheDocumentPane.
Page153

Enablethereferencepane
Ifthereferencepane(withtheContents,Index,andSearchtabs)doesn'tappear,clicktheShow
ReferencePanebuttonintheNavigationpaneatthetopofthebrowser.TohidetheReferencepane,
clicktheHideReferencePanebutton.Ifyouhavecookiesenabledonyourbrowser,yourlastReference
panesettingisrememberedwhenyoujumpbetweenbooks.Otherwise,jumpingtoanewbookalways
hidestheReferencepane(tospeedpageloading).
StepstoDisable/EnableReferencePane
1. ClickontheHideReferencePaneButtonintheNavigationPane.
2. ClickonthesamebuttontoredisplaytheReferencePane.
Page154

Topic3:
SearchingPeopleBooks
SimpleandAdvancedsearchesofPeopleBookscanbeperformedfromthereferencepanebyselecting
theSearchTab.SelecttheSearchtabtoperformafulltextsearchofthecurrentPeopleBookorofthe
entirePeopleBooksLibrary.
TheSearchtabiscontextsensitive.WhenyouselectthistabonthePeopleSoftOnlineLibrary
homepage,yousearchalldocumentationinthelibrary.Whenyouselectthistabonthe
PeopleBooksLibraryhomepage,yousearchallPeopleBooksinthelibrary.Whenyouselect
thistabinaparticularPeopleBook,yousearchwithinthatbookonly.
IMPORTANT!ThesearchfeatureisavailableonlywhenyouareconnectedtothePeopleSoft
OnlineLibrarywithHTTP(onawebserver).
SimpleSearchofPeopleBooks
StepstoPerformaSimpleSearchofAllPeopleBooks
1. ClickonthePeopleBooksHomeLinktoreturntothePeopleBooksOnlineHomePage.
2. Enterakeywordorgroupofwordsinthesearchwindow.Enter'InventorySetup'
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Alistoftopicsthatcontainthesearchword/phraseareshownalongwithresultsinthetopmatching
PeopleBooks.Clickthetopicthatyouwanttoread.
Thesimplesearchformusesanaccruelogicwhensearching.Thatis,itwillfindresults
thatcontainanyorallofthetermsthatyouentered,withprioritygiventodocumentsthat
containallormostofthekeywords.Theresultsappearsortedbybooktitle,thenbyscore.
AdvancedSearchofPeopleBooks
ForadvancedsearchesofPeopleBooksUsethePeopleSoftOnlineLibrary:AdvancedSearchpagetolimit
orexpandyoursearchtooneormoredocumentationtypesorbooktitles.Youcanalsodefinethetype
ofsearchtoperformandhowyouwanttoformatthesearchresults.
StepstoperformanadvancedSearch
1. ClickontheAdvancedSearchLinkonthePeopleBooksOnlineHomePage.
Page156

2. Apagewillappearwhereanumberofmoredetailedcriteriacanbeenteredtorefineyoursearch
results.
Page157
LESSON11PEOPLESOFTSYSTEMSECURITY
Securityisespeciallycriticalforcorebusinessapplications,suchasPeopleSoftapplications.Typically,you
donotwanteverydepartmentinyourcompanytohaveaccesstoallyourapplications.Nordoyouwant
everyonewithinadepartmenttohaveaccesstoallthefunctionsorallthedataofaparticular
application.Additionally,youmaywanttorestrictwhocancustomizeyourapplicationswith
PeopleTools.PeopleSoftsoftwareprovidessecurityfeatures,includingcomponentsandPeopleTools
applications,toensurethatyoursensitiveapplicationdata,suchasemployeesalaries,performance
reviews,orhomeaddresses,doesnotfallintothewronghands.Mostlikely,youuseothersecuritytools
foryournetworkandrelationaldatabasemanagementsystem(RDBMS).Thesetoolsworktogetherto
protectthePeopleSoftsystemfromunauthorizedaccess.
AsyouimplementthePeopleSoftInternetArchitecture,youneedarobustandscalablemeansbywhich
youcangrantauthorizationtousersefficiently.Whenyoudeployyourapplicationstotheinternet,the
numberofpotentialusersofyoursystemincreasesexponentiallyandsuddenly,youhavecustomers,
vendors,suppliers,employees,andprospectsallusingthesamesystem.ThePeopleSoftsecurity
approachistailoredfortheinternet.Itenablesyoutoeasilycreateandmaintainsecuritydefinitions,and
youcanperformmanymaintenancetasksprogrammatically.
Youcanapplysecuritytoallusers,includingemployees,managers,customers,contractors,and
suppliers.Yougroupyourusersaccordingtorolestogivethemdifferentdegreesofaccess.Forinstance,
theremightbeanEmployeerole,aManagerrole,andanAdministratorrole.Userswhobelongtoa
particularrolerequireaspecificsetofpermissions,orauthorizations,withinyoursystem,sothatthey
cancompletetheirdailytasks.
Topic1:
UnderstandingPeopleSoftOnlineSecurity
Becausedeployingyourapplicationstotheinternetsignificantlyincreasesthenumberofpotentialusers
yoursystemmustaccommodate,youneedanefficientmethodofgrantingauthorizationtodifferent
usertypes.PeopleSoftsecuritydefinitionsprovideamodularmeanstoapplysecurityattributesina
scalablemanner.
AsecuritydefinitionreferstoacollectionofrelatedsecurityattributesthatyoucreateusingPeopleTools
Security.ThethreemainPeopleSoftsecuritydefinitiontypesare:
PermissionLists
Roles
UserProfiles
ThePeopleSoftsystemhasmanyelements,suchasbatchprocesses,objectdefinitions,andapplication
data.UsePeopleToolssecuritytoolstocontrolaccesstomostoftheseelements.Thissectiondiscusses:
Signinandtimeoutsecurity
Pageanddialogboxsecurity
BatchProcessandReportingsecurity
Applicationdatasecurity
Definitionsecurity
Page158

Signinandtimeoutsecurity
ThefollowingattributescanbeconfiguredusingPeopleSoftSecuritytools:
PasswordlevelSecuritywithaabilitytosetnumberofinvalidloginAttempts
Controltheusersallowedloginperiodsbytime/dateandcalendarcontrol
SettheamountofbrowseridletimebeforeautomaticsignoutofPeopleSoft.
Pageanddialogboxsecurity
YoucanrestrictaccesstoPeopleSoftmenus.Youcansettheaccessrightstotheentiremenu,orjusta
specificitemonthatmenu.BecausetheonlynormalwaytoaccessaPeopleSoftpageisthroughamenu,
ifauserhasnoaccesstoaparticularmenuormenuitem,thenyouhaveeffectivelyrestrictedthatuser's
accesstothecorrespondingpage.ThisisdonethroughtheuseofPermissions.
Youcanalsorestrictaccesstospecificactionsorcommandsonapage.Forexample,youmaywanta
clerkinyoursalesofficetobeabletoaccesscontractdata,butnotbeabletoupdatethedata.Inthis
case,yougrantaccesstothesetofpages,butyouallowdisplayonlyaccessonly.Inthiscase,theclerk
cannotupdateorcorrectanydata.Thisapproachenablesuserstogettheirworkdonewhilemaintaining
thesecurityandintegrityofyourbusinessdata.
Page159

BatchProcess,ReportingandQuerysecurity
Asindicatedinearlierlessons,manybusinessfunctionsareperformedinPeopleSoftusingtheprocess
schedulertokickoffbatchprocesses.
Eachbatchprogramhasaruncontrolthatyoudefinebeforeyoucanrunthebatchprogram.Run
controlsaresetupusingPeopleSoftProcessScheduler
PeopleSoft Process Schedulerenables you to set up process groups, which are groups of batch
processes.
InPeopleToolsSecurityyouaddprocessgroupstoasecurityprofile.Userscanrunprocessesthat
belongtotheprocessgroupsassignedtotheirsecurityprofile.
Alsoasshownearlier,PeopleSoftReportManagerusesaspaceonservercalledtheReportRepository.
PeopleSoftReportManagerenablesyoutogenerateanddistributereportsovertheinternet,andit
storestheoutputintheReportRepository.Withreportdistributionsecurity,youdistributereportsand
viewthemaccordingtoyourassignedsecurityrole.
PeopleSoftQueryalsotakesadvantageofuser'ssecuritysettings,rowlevelsecurity,andprimary
permissionlist.ForeachQueryuser,youcanspecifytherecordstheyareallowedtoaccesswhen
buildingandrunningqueries.YoudothisbycreatingQueryAccessGroupsandthenyouassignusersto
thosegroupswithQuerypermissions.
ApplicationDataSecurity
Withapplicationdatasecurity,youcansetdatapermissionsatthefollowinglevels:
TableLevel Security: Table level security is only controllable when using Queries. You use
PeopleSoftQuerytobuildSQLqueriesandretrieveinformationfromapplicationtables.Foreach
PeopleSoftQueryuser,youcanspecifytherecordstheuserisallowedtoaccesswhenbuilding
andrunningqueries.
RowLevelSecurity: YoucandesignspecialtypesofSQLviewsaka.securityviewstocontrol
access to individual rows of data stored within application database tables. Rowlevel security
enables you to specify the data that a particular user is permitted to access. PeopleSoft
applicationsaredeliveredwithbuiltinrowlevelsecurityfunctions.
Example: PeopleSoft Human Resources security tables enable you to restrict user access to employee
rowsofdataaccordingtoorganizationalroles.Youcouldalsopermituserstoviewandupdaterowsfor
employees in their departments only. Similarly, in PeopleSoft Financials, you can use securityviews to
determineaccesstobusinessunitsandledgers.
Field Security: To enable field level security, system customizations must be configured using
People Code to restrict access to particular fields or columns within application tables. For
example,ifyouwantacertainclassofusertobeabletoaccesscertainpages,butnottoviewa
particularfieldonthosepages,suchascompensationrate,youcanwritePeopleCodetohidethe
fieldforthatuserclass.
DefinitionSecurity
UseDefinitionSecurityfeaturestocontrolaccesstodatabaseobjectdefinitions,suchasrecord
definitions,fielddefinitions,andpagedefinitions,andtoprotectparticularobjectdefinitionsfrombeing
modified.ThislevelofsecuritycontrolisusedtocontrolaccessforITdevelopers.
Page160

Topic2:
PermissionsLists
Permissionlistsaregroupsofauthorizationsthatyouassigntoroles.Permissionlistscontrolwhatpages
auserhasaccessto.Theyalsostoreitemssuchasallowedsignintimes.Permissionslistarethefirst
securitycomponentdefinedintheprocessofsettingupthesystemsecuritystructure.
Permissionsgenerallyindicatealloftheactivitiesthataroleisauthorizedtoperforminthesystem.
ExampleswouldbeauserinthebuyerrolewouldbeauthorizedtoCreateVendors,CreatePurchase
OrdersandSetupItems.So,threedistinctpermissionslistscouldbesetupforeachofthesedistinct
functions.Thebuyermayalsobeallowedtorunprocessesandqueries.Thegraphicbelowshowsthe
relationshipofPermissionstoRolesandRolestoUsers.
Permission:
Maintain
Vendors
Role:
Buyer
User: John
Avery
SSA3
Permission:
Purchase
Orders
Permission:
Define
Items
Permission:
Process
Monitor
Role:
PeopleSoft
User
Permission:
Run
Queries
Permission:
Issue
Material
User: Sue
Johnson
Role:
Inventory
Coordinator
Permission:
Receiving
Permission:
Define
Items
Apermissionlistmaycontainoneormoretypesofpermissions.Forexamplethedefinevendors
permissionmayalsocontaintheabilitytoapprovevendors.Auserprofileinheritsmostofits
permissionsthroughroles,butyouapplysomepermissionlists,suchasprocessprofileorrowlevel
security(datapermissions),directlytoauserprofile.
Page161

Stepstoaccesspermissionslists
1. FromtheMainMenuchoosePeopleToolsandthenPermissionLists
ThePermissionlistinthisexample(EPCO3000)isauthorizedtotheMenuMAINTAIN_VENDORS,whichis
alsoshowninthelowerright.
Page162

AccesstothecomponentsontheVendorInformationMenu,arecontrolledbyselectingtheEdit
ComponentsLinkontheMenuItem.
2. ClickontheEditComponentshyperlink.
AccesstothecomponentsontheVendorInformationMenu,arecontrolledbyselectingtheEdit
ComponentsLinkontheMenuItem.EachItemintheComponentPermissionslistrepresentsan
individualPeopleSoftPage.
Page163

Topic3:
Roles
Afterdefiningpermissionlists,thenextstepinsettingupthePeopleSoftsecuritystructureistocreate
Roles.Rolesareintermediateobjectsthatlinkuserprofilestopermissionlists.Youcanassignmultiple
rolestoauserprofile,andyoucanassignmultiplepermissionliststoarole.Someexamplesofroles
mightbeEmployee,Manager,Customer,Vendor,andStudent.
Amanagerisalsoanemployee,andmayalsobeastudent.Rolesenableyoutomixandmatchaccess
appropriately.Ifyourefertothesecurityhierarchyexampleonthepriorpageyoucanalsoseethatthe
samerolecanbesharedbydifferentUsers.Thisgivesatremendousamountofflexibilitywhen
configuringsystemsecurity.
BelowaresomePeopleSoftScreenshotsthatillustratetheconfigurationofRoles.
Thebuyerroleisagoodexampleasitisassignedthepermissionusedinthepriorpermissionlist
example.
Page164

ThebuyerrolesetuppagehasanumberoftabsforconfiguringallattributesoftheRole.Remember
thatanyuserassignedtothisrolewillinheritthepermissionsandattributesoftherole.
ClickonthePermissions,Listtabtoseealistofallpermissionsassignedtothisrole.Noticethe
PermissionusedinthePermissionListsexample(DefineVendorEPCO3000)isassignedtotheBuyer
Role.
ClickontheMemberstabtoseealistofallusersthatareassignedtothisrole.Thisisagoodtoolforthe
performingofsecurityauditprocesses.
Page165

Topic4:
UserProfiles
UserprofilesdefineindividualPeopleSoftusers.Eachuserhasanindividualuserprofile,whichinturnis
linkedtooneormoreroles.Youaddoneormorepermissionlists,whichultimatelycontrolwhatauser
canandcan'taccess,toeachrole.Afewpermissiontypesareassigneddirectlytotheuserprofile.
Typically,auserprofilemustbelinkedtoatleastoneroleinordertobeavalidprofile.
Youdefineuserprofilesbyenteringtheappropriatevaluesontheuserprofilepages.Theuserprofile
containsvaluesthatarespecifictoauser,suchasauserpassword,anemailaddress,anemployeeID,
andsoon.
AnumberofuserlevelsecurityattributesaremaintainableontheGeneralTab.Includingthosetoreset
passwords,lockoutaccountandemailaddresses.
Page166

TheuserIDanddescriptionappearatthetopofeachpagetohelpyourecallwhichuserprofileyouare
viewingwhennavigatingfromtabtotab.
TheRolestabcontainsallrolespresentlyassignedtotheUserID.Asindicatedearlier,ausercanbe
assignedtomultipleroles.Noticethatforoursampleuser,JohnAvery,heisassignedtheexamplerole
ofBuyer.
Astalkedaboutinapriorlesson,WorkflowisconfiguredattheUserIDLevelandfromtheWorkflowtab
intheUserProfilepage,alternateUserIDscanbeassignedintheeventanemployeeisoutoftheoffice
foranextendedperiod.Also,itisrequiredformanyworkflowfunctionsthataSupervisorisassigned.
Page167

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