Configuring ChartFields

This chapter provides an overview of Oracle's PeopleSoft Enterprise ChartField Configuration and discusses how to:

• Use Standard ChartField Configuration.

• Use Advanced ChartField Configuration.

• Run and verify the ChartField Configuration Program.

• Perform manual configuration tasks.

• Perform ChartField configuration for new products and updates or fixes.

• Review ChartField configuration programs and processes.

Understanding PeopleSoft Enterprise ChartField Configuration

Oracle's PeopleSoft Enterprise applications deliver a full suite of commercial, education and government functionality and supports it with a comprehensive set of ChartFields. However, you can use ChartField configuration to perform various modifications to these ChartFields to better serve your particular accounting model.

In addition to the general overview, this section contains important information including:

• Check list for a successful configuration.

• ChartField configuration and ChartField types.

• ChartField configuration scope and levels.

• ChartField reporting requirements analysis.

ChartField Configuration involves the following major considerations:

• Analyzing your reporting requirements and determining the ChartFields needed to support them.

• Completing the Standard or, if necessary, Advanced ChartField Configuration page.

• Running the ChartField Configuration process to apply your configurations to the system.

• Performing any manual tasks associated with your configurations.

• Performing product specific analysis and ChartField configuration tasks, such as those for PeopleSoft Enterprise Mobile Time and Expense.

Note. The following instructions assume a high level of competence in PeopleTools and use of Application Designer.

See Also

Enterprise PeopleTools PeopleBook: PeopleSoft Application Designer

Check List for a Successful Configuration

Use this section as a checklist to focus on areas of particular importance and in gathering information needed to plan and perform your ChartField configuration. This section also helps to identify areas where mistakes are commonly made.

Important! It is very important that you read this section and understand the full implications of each point before proceeding with the actual configuration.

Before running the full configuration do the following:

• Access PeopleSoft Customer Connection for information on configuration of ChartFields for Mobile Time and Expense.

• If you are upgrading from a previous PeopleSoft release, thoroughly read the Upgrade documentation for your upgrade path—this is critical.

• Thoroughly read this chapter on configuring ChartFields—this is also critical.

• Get agreement functionally and technically as to how to use each of the delivered ChartFields and which configuration actions are appropriate, such as activate or relabel.

• Consider taking the ChartField Assessment Fit-Gap Workshop offered by PeopleSoft Global Services.

• ChartField configuration should not be approached as an iterative process and should be thoroughly planned and implemented in a single configuration process if possible.

• The PeopleSoft Full Configuration AE (Application Engine) process (FS_CFCONFIG) must be run before using the system if any changes are made to the Standard or Advanced Configuration pages. Clear any unlicensed Project Costing, Expense , Resource Management product, and Services Procurement check boxes on the Installation Options Products page before running the Configure process so that ChartFields related to these products are automatically inactivated and do not show on pages containing these ChartFields.

• Do not load new ChartField values (such as, Accounts or Departments) until the configuration is complete and indexes have been rebuilt per the Configuration Steps Crystal report.

• Objects modified by the full configuration will be reported as changed on Upgrade Compare reports.

  Note. To segregate these changes from your in house customizations, create a new User ID that is only used to run the configuration. Objects modified by that configuration user can then be isolated in compares.

• Before running the process, ensure that your environment has the recommended database settings for ChartField Configuration.

• If you're setup for multi-language and plan to relabel or add new ChartFields, login in the base language and ensure that the language code in the User Profile page is also set to the base language so that base and foreign language labels are applied accordingly.

• Ensure that your SQR environment has been configured correctly (Asset Management installations only).

• Ensure that your Crystal environment has been configured correctly.

• Run SYSAUDIT and verify all errors have been corrected.

• Run the Preview Configuration process to preview the manual steps that will be required.

• Back up your database.

• Turn off process scheduler traces (TraceAE=0, TraceSQL=0 and TracePC=0 in psprcs.cfg file).

  Turning the trace on can double processing time.

• Ensure all users are logged off the system before running the full configuration process.

  This applies to standard and advanced configuration as explained in this chapter.

• After initiating the full configuration, shut the app server down and monitor the progress of the process using your OS monitor (Task Manager) or the timestamp on the AE logs produced by the process.

After running the full configuration do the following:

• Check the message log in PeopleSoft Process Monitor for error messages.

• Check the PeopleSoft Application Engine log files (.stdout and .trc files) for error messages.

• If reordering ChartFields, check the Bulkops.log file for ‘unable to process <page>’ error messages.

  It is normal for the process to skip certain pages.

• Verify that all configuration actions have a Complete (standard actions) or Auto Configuration Complete (advanced actions) status using the Configuration Status - Action Status page.

• If the full configuration process fails before completion, correct the error and restart the process using the Process Monitor.

  Do not initiate a new process instance until the first instance is successfully completed.

• If the standard AE logs do not provide sufficient information on an error, setting TraceAE=3 in the psprcs.cfg will produce a detailed AET trace file.

• Copy AMCHARTS.SQC to your SQR directory (Asset Management installations only).

• Perform the required manual steps outlined on the Configuration Steps Crystal report and when completed, set the status in the Product Status page from 'Auto Configuration Complete' to 'Complete'.

ChartField Configuration and ChartField Types

Each ChartField falls into one of the following three categories based on its ability to be configured:

• Fully Configurable—Any ChartField configuration action can be taken.

• Partially Configurable—Only selective ChartField configuration actions can be taken.

• Non-Configurable—These ChartFields are required and can not be configured.

In addition, a ChartField is either a standard or affiliate ChartField.

While both standard and affiliate ChartFields are used to classify and report on financial transactions, affiliate ChartFields do not have their own set of values. Instead, they use values from a related standard ChartField to facilitate interunit and intraunit accounting. After a ChartField is defined as standard or affiliate it cannot be changed to the other type.

The following table summarizes the configuration characteristics of the delivered set of ChartFields:

Project ChartFields

The project ChartFields are related ChartFields, which have the following display order:

• PC Business Unit

• Project

• Activity

• Source Type

• Category

• Subcategory

Project ChartFields are unique in that their display order in the overall sequence of all ChartFields is always the same in relationship to the position of the Project ChartField. While you cannot directly change the display order of the other five project ChartFields, you can change the display order of the Project ChartField and the other five project ChartFields maintain their relative positions with respect to the Project ChartField. Their relative positions are as shown in the previous listing of ChartFields. The six project ChartFields must move as a group with any reordering of the display sequence for the Project ChartField and all other ChartFields are reordered around this requirement.

Additionally, Resource Analysis Type is not considered a ChartField and as such is not included in the previous list of project ChartFields, nor is it included on either the Standard or Advanced Configuration pages.

While the project ChartFields are displayed on both the Standard and Advanced Configuration pages, project ChartFields are subject only to standard configuration. Because standard configuration can be done using either the Standard or Advanced Configuration page, the project ChartFields are available on both configuration pages.

Note. If you have not licensed the PeopleSoft Enterprise Project Costing, Expenses, Resource Management or Services Procurement products, clear the check boxes on the Installation Options Products page for any unlicensed products before running the Configure process so that ChartFields related to these products are automatically inactivated and are no longer available on pages that would otherwise contain the related ChartFields.

See Project ChartFields.

See Defining Options for Installed PeopleSoft Applications.

Resource Analysis Type

Resource Analysis Type is displayed between the Activity and Source Type ChartFields on the Journal Line page. The value of this field is typically derived programmatically based on the transaction and is not available for input on most transaction entry pages. However, an exception to this is Journal Entry where this field be available for input. Consequently, this field is added to the Journal Entry line page between the Activity and Source Type ChartFields.

If the Project ChartField is reordered during ChartField configuration, the Resource Analysis Type also retains this relative position and is reordered along with the projects ChartFields in the display.

Like the Projects ChartFields (other than Project ID), Resource Analysis Type is not available if the Project Costing application is not installed.

Activation and Inactivation of Project ChartFields

Project ChartFields are delivered already activated. If any of the Project Costing, Expenses or Resource Management applications are not installed, some of the project ChartFields are automatically inactivated by navigating to the Configuration page, saving and then running the Configure process. :

• If the Project Costing application is installed, all project ChartFields remain activated.

• If the Project Costing application is not installed and either the Expenses or Resource Management application is installed, PC Business Unit, Activity and the Project ChartField remain activated, and Source Type, Resource Category and Subcategory are inactivated.

• If none of the Project Costing, Expenses or Resource Management applications are installed, the system inactivate the PC Business Unit, Activity, Source Type, Resource Category and Subcategory ChartFields if they are not already inactivated.

Inactivation of the Project ChartField is not allowed if the Project Costing, Expenses or Resource Management applications are installed .

Inactivation of Source Type is not allowed if any row in the Project Costing Definition (BUS_UNIT_TBL_PC) has the field Category Edit Option (CAT_EDIT_OPTION) set to Related (REL).

Inactivation of Category is not allowed if any row in the Project Costing Definition (BUS_UNIT_TBL_PC) has the field Subcategory Edit Option (SUB_EDIT_OPTION) set to Related (‘REL’).

Assumptions and Restrictions on Display Lengths of Project ChartFields

In the PeopleSoft system ChartFields normally reside in a grid. However, in some applications it is common for the PC Business Unit, Project and Activity ChartFields as in the Project Costing application to reside outside a grid. This prevents the configuration process from changing the display length of these fields. However, though the display length of ChartFields cannot be changed when they appear outside a grid, data entry is restricted to the display length specified on the Standard Configuration page. For example, even though Project appears as a 15-character field in the grid, data entry can be restricted to 10 characters if that is the display length you specify on the Standard Configuration page.

Balancing and Interunit Restrictions on Project ChartFields

There is no balancing on the projects ChartFields. Although the Project ChartField can be specified as a balancing ChartField, this is not true of the other five projects ChartFields. Therefore, they do not appear in the IntraUnit Related ChartField drop down list on the configuration page.

Other Project ChartField Configuration Restrictions

ChartField Inheritance is supported for fully configurable ChartFields only. It is not supported for project ChartFields because they are partially configurable.

If a PeopleSoft application maintains grid tabs that are embedded between ChartFields, a manual step is necessary in the ChartField configuration process that requires you to review and modify these pages. This is because the configuration process automatically moves embedded grid tabs to the end of the ChartField block.

ChartField Configuration Scope and Levels

The ChartField Configuration process can be used to configure ChartFields for the following:

• Products installed during your initial PeopleSoft implementation. The full configuration process updates all records and pages in the database containing ChartFields. It also produces a Configuration Steps report that lists the definitions or programs that must be updated manually for each installed product. Use the Standard or Advanced ChartField Configuration component.

• Products installed after the initial ChartField Configuration. The full configuration process updates all records and pages in the database containing ChartFields if any additional configuration actions have been requested since the initial ChartField Configuration. It also produces a Configuration Steps report that lists the definitions/programs that must be updated manually for each installed product. Use the Standard or Advanced ChartField Configuration component.

• Projects containing upgrade objects or application updates and fixes. Depending on the configuration actions selected when your products were configured, you might need to apply those actions in the future to projects containing upgrade objects or application updates and fixes. PeopleSoft will inform you when this is required. Use the CF Configuration by Project page.

ChartField Reporting Requirements Analysis

When planning how to configure your ChartFields to meet your reporting requirements, consider the following:

• How many ChartFields do you need?

• Can the existing active ChartFields meet your requirements or do you need to activate any of the expansion ChartFields 1, 2 or 3?

• Do you need to add additional ChartFields beyond the expansion ChartFields? We strongly discourage this because it makes applying future upgrades and application fixes more complex. We recommend using all of the delivered ChartFields first before considering adding a new one.

• What should the length of each ChartField be?

• What descriptive labels (long and short) do you want to appear on pages and reports for each ChartField?

• In what order do you wish the ChartFields to be displayed?

• Do you use alternate account functionality? If so, alternate account must be active.

• Have you implemented Projects, Expenses, Resource Management or Services Procurement? If so, PC Business Unit & Activity must be active.

• Have you implemented PeopleSoft Enterprise Expenses, Asset Management or Resource Management? If so, the department ChartField must be active.

  Are you using the InterUnit functionality? If so, Affiliate must be active.

  ·Are you using the IntraUnit functionality? If so, one or both IntraUnit Affiliate ChartFields must be active.

• How many intraunit balancing ChartFields do you require, if any, and what are their related ChartFields?

• Do you wish to rename any of the delivered ChartFields? We strongly discourage this because it makes applying future upgrades and application fixes more complex. Instead, we recommend that you relabel the ChartField.

• Do you wish to delete any of the delivered ChartFields? We strongly discourage this because it makes applying future upgrades and application fixes more complex. Instead, we recommend that you inactivate the ChartField.

• Do you wish to reduce the field length of any of the delivered ChartFields? We strongly discourage this because it makes applying future upgrades and application fixes more complex. Instead, we recommend that you reduce the display length of the ChartField.

Using Standard ChartField Configuration

To use standard ChartField configuration, use the Standard Configuration component (STANDARD_CF_TMPLT).

The following configuration actions can be performed using the standard Configuration:

• Change the display order of ChartFields on pages and reports.

• Relabel long and short names (descriptions) of ChartFields.

• Inactivate or activate ChartFields.

• Change the display length of ChartFields on pages and reports.

• Change Related ChartFields for IntraUnit Affiliate ChartFields.

Inactivated ChartFields are not displayed on pages, reports or in prompt lists and are not included in indexes. While not displayed, they are not removed form records or pages. This significantly reduces configuration time and effort.

After a standard configuration, no additional manual database changes are required other than rebuilding indexes, recreating views and updating Crystal reports.

Note. If possible, we recommend that the standard configuration be used exclusively, since it minimizes the need to reapply ChartField configuration actions when you subsequently upgrade or apply application fixes.

Page Used for Standard ChartField Configuration

Completing the Standard ChartField Configuration Page

Access the Standard ChartField Configuration page.

The Standard ChartField Configuration page initially displays the ChartFields as delivered by PeopleSoft.

Warning! Do not change the status of a ChartField once you have run the full configuration and are using the system in production. Status determines whether ChartFields are displayed on pages, reports and prompt list throughout the system.

See Running and Verifying the ChartField Configuration Program.

Warning! Do not inactivate or delete a ChartField if you have transaction data posted to that ChartField. If you do so, you will not be able to view that ChartField on pages and reports and might encounter errors altering tables where that ChartField is defined as a key.

Warning! If you make any changes to the Standard or Advanced Configuration pages, you must run the Full Configuration process to implement those changes before using the system. If you have saved changes but wish to cancel them before running the Full Configuration, use the Configuration Status - Action Status page to cancel the undesired configuration actions. This will reset the ChartField to it's previous configuration.

Using Advanced ChartField Configuration

The following configuration actions can be performed using Advanced Configuration:

• Add new ChartFields.

• Delete ChartFields.

• Resize ChartFields.

• Rename ChartFields.

Use advanced configuration when the standard configuration and delivered ChartFields do not meet your requirements. Keep in mind these configuration actions must be applied to new objects containing ChartFields received via an upgrade or by applying application fixes. Therefore, we recommend the standard configuration be use exclusively, if possible, to meet your ChartField requirements.

Suggested ways to use the Standard Configuration in place of the Advanced Configuration:

• Activate an inactive ChartField instead of adding a new ChartField.

• Inactivate a ChartField instead of deleting it.

• Change the display length rather than the field length when reducing the size of a ChartField.

• Relabel a ChartField instead of renaming it.

PeopleSoft enables you to have an unlimited number of ChartFields, each of which may be up to 30 characters in length. Due to platform-specific index length limitations, however, it is possible (but highly unlikely) that the combined Field Length of your ChartFields might cause this limit to be exceeded on a given table. These index limits are shown below and represent the total length of all key fields on a table excluding inactive ChartFields since inactive fields are not included in the index:

* Subtract one byte for each key field defined as a Date, Time, Datetime or Long Character field (key columns that allow NULL).

** Subtract one byte for each key field defined as Date, Time, Datetime or Long Character. Subtract four bytes for each key field defined as Character. When summing the field lengths of the key fields, double the field length of each key field defined as Character.

For example, if FLD1 is a character key field with length 3, during the index size calculation the length is doubled to 6. You must also add four bytes, so that the final length is ten bytes for the index size calculation.

Pages Used for Advanced ChartField Configuration

Completing the Advanced Configuration page

Access the Advanced Configuration page.

Select one or more advanced actions.

See Running and Verifying the ChartField Configuration Program.

Running and Verifying the ChartField Configuration Program

To run and verify the ChartField configuration program, use the Standard Configuration component (STANDARD_CF_TMPLT) and the ChartField Definition component (CF_CHRTFLD_DEFN).

After setting up either a standard or advanced ChartField configuration, you are ready to:

• Run the ChartField configuration program.

• Monitor the progress of the configuration by ChartField configuration action and product.

• Cancel an action that has not been processed.

• Mark products complete when all manual steps have been performed for advanced configuration actions.

• Verify the success of the standard or advanced ChartField configuration.

Pages Used to Run and Verify the ChartField Configuration Process

Running the ChartField Configuration Process

Access either the Standard or Advanced Configuration pages.

Warning! Since the process performs large numbers of updates to PeopleTools tables, it is important that no users be logged on to the database while the process runs to avoid potential locking issues. For the same reason, after you initiate the full configuration process, it is important that you immediately shut down the application server until the process completes. You can monitor the progress of the process using the monitoring facility provided by your operating system (such as, Task Manager on NT). The process also updates the AE_FS_CFCONFIG_XXX.STDOUT file (where XXX is your Process Instance number). The size of this file remains 0 until the process completes.

Before running the process, ensure that your environment has the following recommended database settings:

Oracle

• Rollback Tablespace = 1536MB.

• Rollback Segment sizing: Initial Extent + (Next Extent * Maxextents) = 1024MB (approximate).

• dml_locks = 1024 (set in init.ora).

• Changing the dml_locks setting requires recycling the instance.

Informix

• Log Space = 1800MB.

• LOCKS = 2,500,000.

Sybase—Log Space = 2000MB.

DB2/Unix

• Update the locking mode to share: db2set DB2_RR_TO_RS=yes (This sets Lock mode requested = Next Key Share (NS)).

• Include the following command in the DBMCFG.SQL configuration file: UPDATE DBM CFG USING QUERY_HEAP_SZ 64000.

• Log file size (4KB) (LOGFILSIZ) = 24000

• Number of primary log files (LOGPRIMARY) = 20

• Use the following minimum TableSpace sizes (these might need to be increased):

  • BDAPP: 9720

  • BDAPPIDX: 2680

    BDLARGE: 1191

  • FAAP: 11312

    FSLARGEIDX: 13568

  • LCAPP: 28572

  • LCAPPIDX: 2600

• Recycle the instance after changing the setting.

DB2/OS390—No changes recommended.

MSS 2000—Log Space = 1500MB.

See Also

Enterprise PeopleTools PeopleBook: PeopleSoft Process Scheduler

Inquiring on Configuration Action and Product Status

Access the Action Status page.

The following statuses can appear on both the Action and Product Status pages:

Note. When the full Configuration has successfully completed, standard actions will be marked complete although they might still require manual steps, such as, rebuilding indexes or updating Crystal reports. Make sure you review the Configuration Steps Report to determine the additional manual steps necessary to complete the configuration.

Marking Products Complete

Access the Action Status page and select the Product Status link on one of the ChartField configuration action rows or select the All Products Status link at the bottom of the page. The Product Status page is updated by running either the full Configuration or preview Configuration steps process.

Verifying the Results of a Standard or Advanced Configuration

Navigate to the Configuration Status Action Status page and verify the configuration program has successfully processed each configuration action. There should be no configuration actions with a status of Not Yet Begun. If there are, the configuration process might not have completed successfully and following the steps below will help you identify the problem.

Review the Message Log produced by the Full Configuration Application Engine process for any errors that might have occurred. Any errors should be corrected and the process restarted (if it did not complete successfully) before proceeding to the manual configuration tasks.

Note. Do not make additional changes to the Standard or Advanced Configuration pages until this process completes successfully.

The full configuration process uses the PeopleSoft PeopleTools Bulk Operations feature to modify records and pages for the Add, Delete and Reorder configuration actions. When the full configuration has completed, review the Bulk Operations log file (BulkOps.log) for any errors and a record of what has or has not been processed. The log is located in %PS_HOME%/appserv/prcs/<domain>/log_output or (if that directory cannot be updated) in %PS_HOME%. It is normal for the utility to skip certain records and pages that do not require updating. If the utility updates a record or page that is questionable due to the complexity of the object, the record or page is written to a project called BLK_FieldName. Review the contents of any BLK_FieldName project created by the utility.

If you have requested a Reorder or Change Display Length configuration action and the Message Log contains an error message indicating the process was unable to update order or display length on one or more pages, review the BulkOps.log file to identify the specific pages that were not processed. You must update these pages manually.

Lastly, if you have activated or inactivated ChartFields, review the Application Engine TRC file for the process instance for any error messages to ensure all index definitions were updated properly. Any indexes not updated by the configuration process can be updated in Application Designer by opening and resaving the record definition and then rebuilding the index.

Note. For more information on the Bulk Operations feature, consult the PeopleSoft PeopleTools documentation.

See Also

Enterprise PeopleTools PeopleBook: PeopleSoft Application Designer

Performing Manual Configuration Tasks

This section provides an overview and discusses how to:

• Perform one-time manual configuration tasks.

• Perform product-specific manual configuration tasks.

• Running the Configuration Steps report and inquiry.

Understanding a Manual Configuration

Generally, the following do not require manual modification as a result of performing a ChartField configuration:

• Record definitions

• Pages

• PeopleCode

• SQL Objects

• View Text

• Application Engine

• COBOL

• SQR

Depending on the configuration actions you request, the following objects might require manual modification:

• Queries

• Message Definitions

• Component Interfaces

• Crystal Reports

• File Layouts

• Mass Change Types/Templates

• Delivered PSnVision layouts

All ChartField configuration actions require certain manual steps be performed to complete the configuration. Standard actions typically require many fewer steps than advanced actions. The manual steps are listed in the order they should be performed on the Configuration Steps report that is produced by running either the full configuration process or the preview configuration steps process.

The preview configuration steps process produces the report without performing any database updates. This enables you to make changes to your ChartField configuration actions prior to running the full configuration. The full configuration process produces the same report in addition to applying the appropriate database updates.

The Configuration Steps Report first lists the tasks that only need to be performed one-time for all installed products and then the product tasks that need to be performed for each installed product. If product is blank, that definition is used in multiple products and will only be listed once.

The manual tasks listed and discussed below are a comprehensive listing of tasks for all ChartField configuration actions. The Configuration Steps report only lists the tasks appropriate for the actions requested.

See Also

Enterprise PeopleTools PeopleBook: PeopleSoft Application Designer

Performing One-Time Manual Configuration Task

The following table summarizes the manual configuration tasks listed on the Configuration Steps report that typically need to be performed only once regardless of the number of products installed. However, some of these tasks might need to be repeated during a subsequent project-based configuration.

Required steps must be performed for the system to function properly. Optional steps do not affect the functioning of the system, but typically affect the appearance of pages and reports.

This table of sample sequence numbers simply indicates the order in which the steps are performed. (There will be gaps in the number sequence.)

Note. Create the related language tables first. These tables have a suffix of _Lxxx, for example, OPER_UNIT_LANG or OPER_UNIT_LN.

Define New ChartField Validation Tables (Seq.# 00020)

In the PeopleSoft Application Designer, copy the Model table listed in the Configuration Steps Report by selecting File, Save As, and name the new validation table as shown in the report. If the table already exists, replace it.

When prompted whether to save a copy of the PeopleCode, answerYes.

Once the new validation table is in place, highlight the model ChartField and select Insert, Field to add the new ChartField.

Compare the attributes of the model ChartField to the new one and modify the new field attributes to match the model.

Copy any PeopleCode associated with the model ChartField to the new ChartField and modify it as needed.

Delete the model ChartField from the new validation table.

Change the name of the Related Language Record in the Record Properties, if present, to the correct record for the new ChartField.

Change the description of the table in Record Properties.

Save the new validation table.

Use Build, Current Object to create the new table. Acknowledge any warning messages by clicking OK.

Follow the same procedure outlined above for each new validation table listed.

Note. Create the related language tables first. These tables have a suffix of _Lxxx, for example, OPER_UNIT_LANG or OPER_UNIT_LN.

Create New ChartField Prompt Views (Seq.# 00040)

In the Application Designer, copy the Model prompt view listed in the Configuration Steps Report by selecting File, Save As, and name the new prompt view as shown in the report.

When prompted whether to save a copy of the PeopleCode, answer Yes.

Once the new prompt view is in place, highlight the model ChartField and select Insert, Field to add the new ChartField.

Compare the attributes of the model ChartField to the new one and modify the new field attributes to match the model.

Copy any PeopleCode associated with the model ChartField over to the new ChartField and modify it as needed.

Delete the model ChartField from the new prompt view.

Modify the view text to reference the new ChartField name. Make sure the SQL Objects (%Sql) reference the new ChartField name or new validation table name as appropriate.

Change the name of the Related Language Record in the Record Properties, if present, to the correct record for the new ChartField.

Change the description of the prompt view in the Record Properties.

Save the new prompt view.

Follow the same procedure outlined above for each new prompt view listed.

The views will be built in Seq.# 10040.

Warning! Complete this step before opening records containing ChartFields in Application Designer or you might receive an error stating that a prompt table cannot be found.

Define New ChartField Definition Page and Component (Seq.# 00060)

Copy the Model page listed in the report and use the name provided for the new page.

When prompted whether to save the associated PeopleCode, answerYes.

Make sure that all references to the old validation table are replaced.

Review any Page PeopleCode that was copied from the existing page and modify or delete it as appropriate.

Copy the Model component, including peoplecode, replacing references to the Model ChartField and validation table with the new ChartField and validation table. Use the same name as the new page and add the new page to it.

Copy the following two message definitions, including peoplecode, replacing references to the Model ChartField and validation table with the new ChartField and validation table:

• <model ChartField name>_CF_FULLSYNC

• <model ChartField name>_CF_SYNC

In Application Designer under Tools, Register Component, add the new component to the DESIGN_CHARTFIELDS menu, the portal registry and the appropriate permission lists.

Use the following values and accept the default values provided for fields not included below:

• Menu Name: DESIGN_CHARTFIELDS

• Bar Name: USE

• Portal Name: EMPLOYEE

• Folder Name: EPCO_DESIGN_CHARTFIELDS_HIDDEN

• Content Reference Name: EP_<new component name>_GBL (for example, EP_OPERATING_UNIT_GBL)

• Content Reference Label: <Long Name of the new ChartField>

• Long Description: <Long Name of the new ChartField>

• Sequence Number: 99xx (where xx is a number you assign)

• Node Name: ERP

• Permission Lists: <select based on your security setup>

Create a Table Listing Query and Crystal Report (Seq.# 00070)

Access PeopleTools, Security, Query Security, Query Access Manager and open QUERY_TREE_ERP.

Click the ChartFields Access Group, click the Insert Child Record icon, enter the name of the validation table for the new ChartField, click Add and Save the tree.

Access Reporting Tools, Query, Query Manager and select the Model query listed in the report. Using this query as a model, build a new query to represent the new ChartField using the name specified on the report. Do not copy this query to make the new query, because the new query should refer to the validation table of the new ChartField.

Open the Crystal Reports program and select the model Crystal report listed in the Configuration Steps report. Using this model report, build a new report for the new ChartField using the new name specified on the Configuration Steps report.

Note. PeopleSoft Enterprise delivers selected XML Publisher reports to supplement some Crystal reports, which require manual changes if you implement ChartField configuration. These delivered XML Publisher reports do not require manual changes to support ChartField configuration and use the same criteria as the Crystal reports.

See Using XMLP Reports to Support Configured ChartFields.

Open the Run Control page for the model Crystal report listed in the Configuration Steps report. The name of this page will be RUN_XXXX where XXXX it the name of the model Crystal report. Copy this page and use the new name specified on the Configuration Steps report for XXXX (for example, RUN_FIN9000).

Create a component with the same name as the new Run Control page and add the page to it. Clone the attributes of the model Crystal report component.

In Application Designer under Tools, Register Component, add the new component to the DESIGN_CHARTFIELDS menu, the portal registry and the appropriate permission lists.

Use the following values and accept the default values provided for fields not included below:

• Menu Name: DESIGN_CHARTFIELDS

• Bar Name: REPORT

• Portal Name: EMPLOYEE

• Folder Name: EPCO_DESIGN_CHARTFIELDS_HIDDEN

• Content Reference Name: EP_<new component name>_GBL (for example, EP_RUN_FIN9000_GBL)

• Content Reference Label: <Long Name of the new ChartField>

• Long Description: <Long Name of the new ChartField>

• Sequence Number: 99xx (where xx is a number you assign)

• Node Name: ERP

• Permission Lists: <select based on your security setup>

Modify FS_PANELS_WRK.PB_SELECT_CF FieldChange PeopleCode to include the new ChartField by cloning all PeopleCode related to the Model ChartField. The CheckSecurity and Xfer2Page functions’ parameters are Menu Bar Name, Menu Item Name and Component Item Name respectively.

Alter Tables/Create Indexes (Seq. #10010)

Build the objects in the project listed on the report. Select the Alter Tables check box. Verify the Build Settings are as follows:

Verifying Build Settings - Create tab

Verifying Build Settings - Alter tab

Acknowledge any warning messages by clicking OK.

Create Indexes (Seq.# 10020)

Build the objects in the project listed on the report.

Select the Create Indexes check box.

Verify Build Settings are set as indicated in Seq #10010.

This task and Seq.# 10010 are mutually exclusive.

Create Views (Seq.# 10040)

Build the objects in the project listed on the report.

Select the Create Views check box.

Verify Build Settings are set as indicated in step #10010.

Add a New TableSet Record Group (Seq.# 10050)

Add a new record group for each new ChartField you are adding under PeopleTools, Utilities, Administration, Record Group using FS_ and selecting the next available number. Add all the records and views listed in the report to the appropriate record group.

Update the Table Listing Crystal Report (Seq.# 10060)

Update the Crystal Report listed to reflect the ChartField configuration actions requested.

Performing Product-Specific Configuration Tasks

The following table summarizes the product-specific manual configuration tasks that might be listed on the report:

Update Pages (Seq.# 20010

Update the pages listed to reflect the ChartField configuration actions requested.

Update Queries (Seq.# 40010)

Access PeopleTools and update the queries listed to reflect the ChartField configuration actions requested.

For newly added ChartFields, select the new field to be included in the query. Click the Edit button for the new ChartField and change the column number to reflect the desired position of the ChartField. Edit the Field Properties and Criteria and make any changes necessary to match the model ChartField.

Update Crystal Reports and Queries (Seq.# 40020)

For added or deleted ChartFields, update the query associated with each Crystal report listed. Update the Crystal reports listed to reflect the ChartField configuration actions requested.

You must modify the reports listed if any ChartFields are set to an Inactive status. Inactive ChartFields must be removed from these reports. This can be done by opening each report in the Crystal Reports program and using the Verify Database function, remove the Inactive fields.

Note. PeopleSoft Enterprise delivers selected XML Publisher reports to supplement some Crystal reports, which require manual changes if you implement ChartField configuration. These delivered XML Publisher reports do not require manual changes to support ChartField configuration and use the same criteria as the Crystal reports.

See Using XMLP Reports to Support Configured ChartFields.

Copy AMCHARTS.SQC to your SQR Folder (Seq. # 70030)

This step is only required if Asset Management is installed.

In Process Monitor, select the Details link for the AMCFBULD SQR Report process and then select the View Log/Trace link. Right-click on the AMCHARTS.SQC entry and copy that file to your %HOME%\SQR folder.

Update Mass Change Templates (Seq.# 80010)

Access PeopleTools, Mass Changes, and select Templates.

For newly added ChartFields, access each template listed and click the Criteria and Fields tab to update each template with the new ChartField in every instance that the model ChartField name appears.

For deleted ChartFields, delete all rows that contain a reference to the deleted ChartField.

Update Mass Change Types (Seq.# 80020)

Access PeopleTools, Mass Changes, Types, and select the Record and Join Fields tab.

For newly added ChartFields, access each Type listed and click the Criteria and Fields tab to update each template with the new ChartField in every instance that the model ChartField name appears.

For deleted ChartFields, delete all rows that contain a reference to the deleted ChartField. Also update the other pages in the component.

Update Delivered nVision Layouts (Seq.# 80030)

Access nVision from Application Designer. For newly added or renamed fields, open each layout listed and enter the new name or new ChartField on the layout, if appropriate.

For deleted ChartFields, remove each reference to the deleted ChartField.

For resized ChartFields, verify the new length will fit the space provided.

Update Message Definitions (Seq.# 80040)

If you are inactivating any of the delivered ChartFields, you might also wish to exclude them from Message Definitions. If so, open the Messages listed and turn off the Include flag on the inactivated ChartField.

Update File Layouts (Seq.# 80050)

Update the file layouts listed to reflect the ChartField configuration actions requested.

If you are inactivating any of the delivered ChartFields, you might also wish to exclude them from File Layout Definitions. If so, delete the inactivated ChartField from the definitions listed.

Update Component Interfaces (Seq.# 80070)

Update the Component Interfaces listed to reflect the ChartField configuration actions requested.

If you are inactivating any of the delivered ChartFields, you can also delete the inactivated ChartField form the listed Component Interfaces.

PeopleSoft delivers a Component Interface for each ChartField that can be used to load values for the CharfField rather than entering the values through its online page.

When you add a new ChartField, you can create an associated Component Interface by copying the Component Interface for one of the delivered fully configurable ChartFields, such as Operating Unit, and update the copy to use the new ChartField.

Mark Actions Complete (Seq.# 90010)

When you complete the manual steps associated with an Advanced ChartField action for a product, mark the product complete using the Mark Complete button on the Configuration Status - Action Status page under the Product Status link. This changes the status from Auto Configuration Complete to Complete.

Once all products are marked complete for a particular Advanced ChartField action, the status of the action is set to Complete. This step does not apply to Standard ChartField actions since their status is set to Complete by the full configuration process.

Verify Results

Review your most frequently used pages, enter transactions and execute critical processes to verify your requested ChartField actions have been applied properly.

If you have installed General Ledger, also verify the following:

• If using the Journal Import feature, update the Excel file JRNL1.XLS to reflect the ChartField configuration actions requested.

• If using Summary Ledgers, review your summary ledger definitions and update as appropriate.

Running the Configuration Steps Report and Inquiry

The Configuration Steps Report lists the manual steps necessary to complete the configuration process and the objects/definitions that require modification. It is automatically initiated from both the Preview Configuration Steps and full configuration processes. The report is grouped by PeopleSoft product. Objects common to multiple products are separately grouped together and listed first. These common objects have no product indicated.

The manual steps can also be accessed via the Configuration Steps inquiry page.

Performing ChartField Configurations for New Products and Application Fixes

This section discusses how to:

• Configure ChartFields for projects containing application fixes.

• Configure ChartFields for products installed after an initial configuration.

Page Used to Configure ChartFields for Projects Containing Application Fixes

Configuring ChartFields for Projects Containing Application Fixes

Access the CF Configuration by Project page.

Use this page to configure objects delivered through a software fix to conform to your ChartField configuration

The project configuration only processes the configuration actions in a Complete status. It compares the object list from the project against the CF_xxxx project and lists the objects that need manual changes. Crystal Reports and nVision included in the fix need to be looked at manually.

Configuring ChartFields for Products Installed after an Initial Configuration

When a configuration of all installed products has been done previously and a new product is installed, the full configuration process must be run again to apply the requested configuration actions to the new product or products.

Reviewing ChartField Configuration Programs and Processes

The following section discusses:

• ChartField configuration driver.

• ChartField manual configuration program.

• ChartField auto configuration program.

Both standard and advanced Configuration use the PeopleSoft Auto Configuration and Manual Configuration programs. There are two modes:

• Full configuration is initiated from the ChartField Templates and will apply all incomplete Template Actions to the entire database. This would normally be performed when the system is first implemented or when new ChartField actions are made on the template.

• Project Configuration is initiated from the CF Configuration by Project page and will apply completed Template Actions to objects contained in the Projects listed on the run control page. You would normally use project configuration when applying fixes.

ChartField Configuration Driver

Run Full Configuration uses the PeopleSoft Application Engine Program FS_CFCONFIG to call the Manual and Auto-Configuration programs. It also schedules the Crystal Configuration report. This driver enables both programs to run as one process.

A commit is taken after each step. In the event of a program abend, you should investigate the reason for the problem, correct it and then restart the program. This will enable the program to restart from the last step that was committed.

There are two reasons for restarting the program as follows:

First, some of the configuration actions (for example, Add a new ChartField) are long running since they update many database records. Restarting will cut down overall processing time.

Second, the content of the Configuration Crystal report is determined by the Manual Configuration and is based on the outstanding actions. If you cancel the abended program and start a new program instance, the reporting will only show the outstanding actions at the time the program is started. All actions that were successfully processed prior to the abend will no longer be listed.

The program is structured as follows:

• Initialization - This step determines if the processing is for a Full Configuration or a Project Configuration. If Project Configuration, the list of projects is held in a global array that is passed to both the manual and automatic configuration programs. It also determines the model and partially configurable ChartFields. These are loaded into strings that are used in later processing to determine the records that will need to be built (for example, create views and indexes and alter tables).

• Calls Manual Configuration Program.

• Calls Automatic Configuration Program.

• Schedules the Configuration Crystal Report (CFC001).

ChartField Manual Configuration Program

Manual Configuration uses an Application Engine program (FS_CFMANUAL) to create a report listing all the manual steps you need to perform to complete the configuration process for both Standard and Advanced Configurations. The Manual Configuration program is always run prior to the Auto Configuration program.

The program enables you to run the configuration for all installed products, for a newly installed product or you can run it for a specific project containing objects intended to be applied as a software fix.

Initiated the program through the Standard or Advanced Configuration pages by selecting the Preview Configuration Steps process if you want to initially just preview the manual steps needed. You can also choose the Run Full Configuration process if you want to proceed with database updates by calling the ChartField Auto Configuration program.

The program removes any actions that are not necessary because the ChartField might already be in the state specified by that action. This cuts down processing time and reduces the number of manual tasks reported on the Configuration report. Product Logs are then created for each combination of a non-completed action and an installed product.

The program then looks at each of the Manual Configuration Tasks and Product Log and checks to see if the action or actions selected applies for that task. If it does, the task is listed including all the objects affected that need to be acted upon. The objects are grouped by Product if it is product-specific with common objects to multiple products listed first. To determine the product the object is used for, it looks at the CF_xxx (where xxx is the product code) project for a list of exception objects as well as the FS_CF_ADD, FS_CF_DELETE and FS_CF_REORDER projects. These projects include objects that are not currently dynamic or sensitive to record changes. It also looks at the ChartField Related Program page for Crystal Reports and nVision. COBOL and SQR programs in the ChartField Related program are currently empty. It also looks at the Mass Change programs page.

It also looks at the ChartField Definition page for non-product specific tasks like ChartField validation records, definition pages and Crystal Report and Query for the single ChartField.

The program changes the status of the ChartField actions and Product Log from N to P at completion.

ChartField Auto Configuration Program

Auto Configuration is an Application Engine program (FS_CFUPDATE) that automatically performs application meta-data updates. These are the direct and related updates necessary for records and pages that are required to accommodate the additions or changes you make on the ChartField Configuration pages.

Within the Application Engine process the system uses built-in PeopleCode functions to update meta-data and perform your specified configurations such as changing field labels, renaming tables, resizing grid field display, changing actual field size and inserting or deleting fields in records and pages. This ensures that the caching of modified PeopleTools objects is correctly observed.

Full configuration will only process ChartField Actions that have a status of P. This status value indicates to the program that the prerequisite Manual Configuration program has been run. On completion the status is set to Complete (U for advanced actions and C for standard actions).

Project Configuration only processes completed ChartField Actions (for example, Status values U and C) and leaves their status unchanged at end of the run.

For installations that use Asset Management, this program also schedules the AMCFBULD SQR Process. The SQR creates the AMCHARTS.SQC required by Assets.

The SQC contains the ChartField definitions, as specified on the template, that are used in Asset Management SQR processing.

The program is structured by ChartField configuration action. It uses a restartable Do/Select of each ChartField for the chosen action. In the event of program failure, this enables the program to be restarted in the middle of a Do/Select loop.

A database commit is performed after each step. The PeopleCode functions that are used to update the application meta-data commit their changes on completion independent of the commit scheme specified for the Application Engine program.

In the event of a restart following a program failure, the same PeopleCode function can be called again to perform an update it previously completed. This is not problematic since the PeopleCode functions used by the program have been developed to handle the scenario without throwing any further errors.

However, in the event of a program failure it is possible to see some of the meta-data changes that have been made because of the PeopleCode commit policy. It is therefore important that the ChartField Configuration Process must continue to completion before you permit general access to the Application Designer and other PeopleTools that affect meta-data.

The program is structured as follows:

• Initialization - In addition to setting some global variables used throughout the program, it also generates two sets of application designer projects; Bulk Operations Projects and Build Projects that facilitate the creation of database objects (Tables, Views, Indexes). If project configuration has been initiated, the bulk operation projects are generated from any records and pages contained in the Projects on the run control page. If full configuration has been initiated, the system automatically determines the records and pages that will be affected by the chosen bulk operation. It does this by cross-referencing the records and pages that incorporate the model and partially configurable ChartFields. Due to some technical considerations, it might not be possible for the bulk operation APIs to automatically modify every record or page that is delivered by PeopleSoft. A number of exclusion projects are reserved that identify these objects, such as the following:

  Note. Exclusion projects might not exist in your system. They are only delivered if PeopleSoft has specific pages that must be excluded for an action.

• FS_CF_ADD - excludes objects that cannot be processed by BulkInsertField().

• FS_CF_DELETE - excludes objects that cannot be processed by BulkDeleteField().

• FS_CF_REORDER - excludes objects that cannot be processed by BulkModifyPageFieldOrder().

This step also builds the following Application Designer projects that facilitate database administration and must be performed before the system is ready for use. It does this by analyzing the ChartField actions that are going to be processed. The projects are as follows:

• FS_CF_ALTER_TABLE - tables containing ChartFields that must be altered. This contains records (parent records if the field is held in a subrecord) that include the model ChartField, deleted, renamed, and resized ChartFields.

• FS_CF_CREATE_INDEX - tables containing ChartFields that require their indexes to be created. This contains records (parent records if the field is held in a subrecord) that include ChartFields that have been activated or inactivated.

• FS_CF_CREATE_VIEW - views containing ChartFields that must be created. This contains records (parent records if the field is held in a subrecord) that include the model ChartField, deleted and renamed ChartFields. It also includes views impacted by the intraunit related ChartField changes. Additional views that do not contain ChartFields but reference other views in their view text also need to be built but cannot easily be identified programmatically. They are defined in a PeopleSoft delivered project called FS_CF_VIEW_EXCEPTIONS. The records in this project are also added to the view build project.

• Activate/Inactivate - This step updates the contents of the ChartField inheritance and the bank ChartField inheritance application tables. If the ChartField is activated, records are added to these tables. Inactivating a ChartField removes corresponding data from these tables. The ChartField meta-data properties are updated using the PeopleCode function SetDBFieldNotUsed(). This action only applies to full configuration.

• Delete - This step deletes data from the ledger group ChartField, ChartField inheritance and bank ChartField inheritance application tables. The ChartField is removed from all records and pages contained in the project(s) built during the initialization step using PeopleCode function BulkDeleteField(). The ChartField meta-data properties are made inactive by PeopleCode function SetDBFieldNotUsed(). The results of the bulk operation are reported in a file called BulkOps.Log

• Add - This step adds data to the ledger group ChartField, ChartField inheritance and bank ChartField inheritance application tables. If the field does not already exist, it creates a new field using the PeopleCode functions SetDBFieldCharDefn(), SetDBFieldAuxFlag, SetDBFieldFormatLength(), and SetDBFieldLabel(). The field is then added to all records and pages contained in the project(s) built during the initialization step using PeopleCode functions BulkInsertField() and SetRecFieldEditTable(). If the new field is an Intraunit ChartField, it will also put the prompt tables whose names were entered on the ChartField Template into the TableSet Record Group of the Related ChartField. The prompt tables are added to the ChartField record listing that PeopleSoft maintains for internal processing purposes and also updates the dynamic edit prompt table. The results of the bulk operation are reported in a file called BulkOps.Log.

• Relabel - This step updates the base and if appropriate, the foreign language labels that were modified on the template. It uses PeopleCode function SetDBFieldLabel(). This action only applies to full configuration.

• Resize - This step updates the Field Length for a ChartField using PeopleCode function SetDBFieldLength(). This action only applies to full configuration.

• Reorder - This step changes the order and display size of the ChartFields on pages contained in the project(s) built during the initialization step. It uses PeopleCode function BulkModifyPageFieldOrder() to modify the order and display length of ChartFields contained in Grids. It also uses PeopleCode function SetDBFieldFormatLength() to change the display length of the ChartField when the field appears in a non-grid edit box. The results of the bulk operation are reported in a file called BulkOps.Log.

• IntraUnit - This step moves the SetID records associated with the IntraUnit ChartField from the record group of the previous related ChartField into the record group of new related ChartField.

• Rename - This step renames the field using the PeopleCode function RenameDBField(). It also modifies the Page Field Name on all pages contained in the project(s) built during the initialization step using PeopleCode function SetPageFieldPageFieldName(). Rename will change all meta-data referencing the old field name as well as application data that uses the field FIELDNAME in its record. Some ChartField names are held in application tables in records that do not use the field FIELDNAME. Additional processing in this step modifies the data in these application tables.

• Product Log - This step updates the status on the Product Log files viewable through the Product Status page.

• SQL - This step generates the common SQL objects used throughout PeopleSoft that enables the software to dynamically react to your ChartField Configuration. It also schedules the AM SQR referred to above.