Overall Preferences

OPR_DEF_TABLE_FS1

Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Overall Preferences

Define overall default user preferences for specific PeopleSoft system users.

OLE Information (object linking and embedding information)

OPR_DEF_TABLE_OLE1

Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, OLE Information, OLE Information

Identify the client operating system and the user's web browser.

User Preferences - Process Group

OPR_DEF_TBL_RTM

Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Process Group, Process Group

Specify by source transaction the process groups that a user can use for on-demand processing.

Client Operating System

Select the user's operating system.

WWW Browser (World Wide Web browser)

Select the user's web browser.

Asset Management

OPR_DEF_TABLE_AM1

Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Asset Management, Asset Management

Establish date default values, transaction loader processing options, interface table transaction edit options, and property pagelet defaults for a user.

IT Asset Management

OPR_DEF_TABLE_IT1

Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, IT Asset Management, IT Asset Management

Define user preferences that are specific to IT Asset Management.

Billing

OPR_DEF_TABLE_BI1

Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Billing, Billing

Define default user preferences that are specific to Billing.

Contracts

OPR_DEF_TABLE_CA1

Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Contracts, Contracts

Define default user preferences that are specific to Contracts.

General Ledger

OPR_DEF_TABLE_GL1

Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, General Ledger, General Ledger

Set up user defaults for General Ledger.

Inventory

OPR_DEF_TABLE_IN1

Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Inventory, Inventory

Define preferences for Inventory users.

Lease Administration

RE_OPR_DFLTS

Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Lease Administration, Lease Administration

Define default lease administration preferences for Real Estate Management users.

Manufacturing

OPR_DEF_TABLE_MG1

Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Manufacturing

Maintain the default server by user ID. Configure a default server to run the Update Pick Plan and Automatic Material Release process (SFCONREL).

Orders - Quotations

OPR_DEF_TABLE_OM2

Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences

Set up the default business unit for quotation processing pages for a user. You can also specify a beginning sequence code for your quotations.

Orders - RMA (orders - returned material authorizations)

OPR_DEF_TABLE_OM3

Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences

Set up defaults for users who are entering returned material authorizations (RMAs).

Orders - Sales

OPR_DEF_TABLE_OM1

Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Orders - Sales

Set up business-unit, order-source, and order-group defaults for a user who enters sales order information. You can also specify a beginning sequence code for your sales orders.

PayCycle

OPR_DEF_TBL_PYCYCL

Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Paycycle

Define default output destinations for the Pay Cycle Manager and the Express Payment Manager components (PYCYCL_MGR and EXP_PYCYCL_MGR, respectively). These default values are not required to perform any pay cycle process.

Planning

OPR_DEF_TABLE_PL1

Setting Up Financials/Supply Chain, Install, Installation Options, Planning

Select a default planning instance. A planning instance is a set of data (business units, items, supplies, and demands) constituting the inputs and outputs of a supply plan.

Project Costing

OPR_DEF_TABLE_PC1

• Project Costing, Maintain Preferences

• Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Project Costing

Assign default parameters for transaction processing and set up data entry defaults.

Procurement

OPR_DEF_TABLE_PM1

Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Procurement

Define options and authorizations for procurement users.

Procurement - Contract Process

OPR_DEF_CNTRCT_SEC

Click the Contract Process link on the Procurement page.

Define contract process preferences by specifying the default contract status and authorized actions for a user.

Procurement - Rebate Authorizations

OPR_DEF_VRBT_SEC

Click the Rebate Authorizations link on the Procurement page.

Define rebate manager maintenance authorization and access rights for vendor rebate agreements.

Procurement - Request for Quote Process

OPR_DEF_RFQ_SEC

Click the Request for Quote Process link on the Procurement page.

Specify the default request for quote (RFQ) status and authorized actions for a user, including the ability to select the vendors to which an RFQ is dispatched.

Procurement - Payables Online Vouchering

OPR_DEF_TABLE_AP1

Click the Payables Online Vouchering link on the Procurement page.

Specify user voucher authorities, online voucher processing, and quick invoice configuration options for a user.

Procurement - Voucher Styles

VCHR_AUTHORITY_SEC

Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Procurement

Click the Payables Online Vouchering link on the Procurement page

Click the Security for Voucher Styles link on Payables Online Vouchering page.

Define user authority (security) for each of the voucher styles. Selections determine whether the user has the authority to add or modify different types of vouchers.

You must be in the Update/Display mode to select the Allow Claimback Voucher option.

Procurement - Receiver Setup

OPR_DEF_RECV_SEC

Click the Receiver/RTV Setup link on the Procurement page.

Define receiver and RTV user preferences.

Procurement - Requisition Authorizations

OPR_REQ_AUTH

Click the Requisition Authorizations link on the Procurement page.

Authorize users to initiate and update requisitions for applicable requesters. Define a user's requisition processing authority in relation to applicable requesters.

Procurement - Purchase Order Authorizations

OPR_PO_AUTH

Click the Purchase Order Authorizations link on the Procurement page.

Authorize users to create and update purchase orders for applicable buyers. Define a user's purchase-order processing authority in relation to applicable buyers.

Procurement - Vendor Processing Authority

OPR_DEF_TABLE_VND1

Click the Vendor Processing Authority link on the Procurement page.

Authorize users to perform vendor maintenance functions (enter, approve, deactivate).

Procurement - Document Tolerance Exceptions Override

OPR_DEF_DOC_TOL

Click the Doc Tolerances link on the Procurement page.

Provide authority to users to override document tolerances.

Promotions Management

OPR_DEF_TABLE_TD1

Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Promotions Management

Define default user preferences for promotions management.

Receivables Data Entry 1

OPR_DEF_TABLE_AR1

Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Receivables Data Entry 1

Define the default group unit, deposit unit, and address that is associated with a user.

Receivables Data Entry 2

OPR_DEF_TABLE_AR2

Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Receivables Data Entry 2

Specify write-off tolerances and discount tolerances.

Strategic Sourcing

OPR_DEF_TBL_SS

Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Strategic Sourcing

Create strategic sourcing user preferences and defaults.

Staffing - General Preferences

OPR_DEF_TABLE_FO1

Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences

Click the Staffing - General Preferences link.

Define general user preferences for Staffing Front Office and Pay/Bill Management.

Staffing - Job Data

OPR_DEF_TABLE_FO2

Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences

Click the Staffing - Job Data link.

Define Staffing Front Office and Pay/Bill Management values to be supplied by default to the Job Data section of the Applicant setup pages.

Supplier Contract Management

OPR_DEF_TABLE_CS

Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences

Click the Supplier Contract Management link.

Define user authorizations for managing contract documents through their life cycles and to grant the types of controls that the user who is defined in the User ID field can perform on documents.

Maintenance Management

OPR_DEF_TABLE_WM1

Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Maintenance Management

Define default maintenance management preferences.

User Preferences – Mobile Inventory

MIN_USER_TASK_OPT

Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Mobile Inventory and select a task flow.

Define user preferences for Mobile Inventory Management.

Accounting Date

Supply a default date on which you want this transaction distributed to the general ledger. The accounting date is validated against the open periods that you establish for Asset Management in the FIN_OPEN_PERIOD table to determine to which period the system posts. The difference between the transaction date and the accounting date determines whether any prior period depreciation must be calculated. For example, suppose that a computer was acquired and placed in service on March 15, 2006 but was not entered in Asset Management until August 1, 2006. All general ledger periods prior to August are closed. In this case, Asset Management automatically calculates depreciation starting in March and posts it to the general ledger in August.

Transaction Date

Supply a default date for asset transactions or leave this field blank to use the system date.

Note. The transaction date must always be prior to or equal to the accounting date.

Asset Management Integration

Select to add transactions from Maintenance Management to the transaction loader process (AMIF1000).

Impairment/Revaluation Process

Select to always run impairment and revaluation processing when running the transaction loader process.

See Adjusting, Transferring, and Evaluating Assets.

Edit Financial Information

Select the editing options for this user for the asset management financial transaction tables. The available options are:

All: Select this option if this user is allowed to make edits to all financial transaction table entries.

Date: Select this option if this user is allowed to make edits to transaction and accounting dates on the financial transaction table.

None: Select this option if this user is not allowed to make any edits to any financial transaction table entries.

Edit Phy A Information

Select the editing options for this user for the asset management physical A tables. The available options are:

All: Select this option if this user is allowed to make edits to all physical A table entries.

None: Select this option if this user is not allowed to make any edits to any physical A table entries.

Edit Phy B Information

Select the editing options for this user for the asset management physical B tables. The available options are:

All: Select this option if this user is allowed to make edits to all physical B table entries.

None: Select this option if this user is not allowed to make any edits to any physical B table entries.

Business Unit

Select the business unit. This user will then have access to property assets from within the selected business unit.

Space Unit of Measure

Select the default unit of measure to access when a user is working with space allocations. The available options are:

Acres

Feet

Hectares

Meters

Property Class

Select the property class to be commonly used by default for this user ID when he or she is working with property assets. The available options are:

Area

Building

Floor

Site

Space

Tree Name

Select a default tree to be used by the user within the application pages and for reporting within IT Asset Management.

Level Name

Select a default tree level within the tree to be used in reporting within IT Asset Management by user.

View Amount in:

Select to present financial statistics within the application as rounded amounts based on the designation in this field according to the user's preference. If this field is blank, the financial statistics will be presented as whole numbers.

Show Net Book Value

Select to display the net book value (NBV) of assets within the application pages and portal pagelets in IT Asset Management for a given user. The NBV is used for financial impact analysis in compliance with regulatory requirements.

Show Cost

Select this option to display the cost basis of assets within the application pages and portal pagelets in IT Asset Management for a given user. The cost basis is used for financial impact analysis in compliance with regulatory requirements.

Show Fair Value

Select to display the fair value of assets within the application pages and portal pagelets in IT Asset Management for a given user. The fair value is used for financial impact analysis in compliance with regulatory requirements.

View Amount in:

Select to present financial impact amounts within the Assets not Reporting and Manage Exceptions pagelets as rounded amounts based on the designation in this field according to user preference. If this field is blank, the financial impact will be presented as whole numbers.

Run Trans Loader Automatically

Select to invoke the Transaction Loader process automatically. When Manage Exceptions processes asset additions, Transaction Loader must be run to complete the additions. Selecting this option automatically runs the Transaction Loader and processes the additions.

Allow Authorization

Select to enable a user to authorize employees for software titles from the Discover Software Inventory Detail page.

Device Monitor

Select the software device group to be used as the default value in the Software Device Monitor portal pagelet. This effectively assigns to users the device group (within the enterprise software device group hierarchy) that they will see on the Software Device Monitor pagelet.

Inventory Age

Select the default inventory age for both the Assets Not Reporting Inquiry and the Assets Not Reporting portal pagelet.

Server Name

Select the server with the default output destination that you want the system to use when you run Billing processes from a button.

Job Run Opt

Select a job run option, which determines whether multiprocess jobs run with or without the Currency Conversion, Load AR Pending, Pre-load, Load GL Interface, Commitment Control, and Federal Invoice Formats 1080 and 1081 processes, when you initiate multiprocess jobs from a button. Options are:

No Load: Select to run the processes in the job except for the Currency Conversion, Load AR, Pre-load, Load GL, Commitment Control, and Standard Form 1080 and 1081 processes.

Print/Load: Select to run all of the processes in a multiprocess job, including Currency Conversion, Load AR, Pre-Load, Load GL, Commitment Control, and Federal Invoice Formats 1080 and 1081.

Note. The system initiates the Commitment Control process only if commitment control is enabled on the Installation Options - Installed Products page.

The system does not print Federal Invoice Formats 1080 and 1081 for Direct Invoice jobs.

Print Listing

Enables the printing of reports that are produced by the PeopleSoft Billing Load AR, Load GL, and Generate AP Voucher (generate accounts payable voucher) processes whenever you initiate these processes from a button.

The Load AR, Load GL, and Generate AP processes write summary information to the message log, regardless of whether the process generates a printed report. On the Message Log page, you can view the summary information that is written to the message log, such as what input parameters were used in a particular process run and how many bills it processed.

You can also review process summary information for the Load AR and Load GL processes on the Load AR Pending Items page, the Accounting Entries By Journal - Accounting Entry page, and Accounting Entries By Invoice - Accounting Entries page.

Web, File, or Printer

Displays the invoice destination.

Output Destination

Specify the path to the file or printer.

Note. The system does not use the billing job defaults when you initiate processes from a process menu. Use the Schedule Process Request page to specify output type and destination.

DIRCTIVC

Shipping/Issues page

DIRCTIV2

BIDIRIVC

Direct Invoice Test page

BIDIRIV2

BIINIU

Shipping/Issues page

BIINIU2

BIJOB03, BIJOB03K

Bill Entry, Bill Inquiry, and Bill Summary pages

BIJOB08

Currency Code

Displays the default currency code that is used when you enter data for functions that are unrelated to the business unit. These functions include accumulations, billing charge codes, and discount and surcharge IDs.

Business Unit

To minimize data entry on contract processing pages, select the default Contracts business unit that this user will use most frequently.

Beginning Sequence

Select the three-character value that the system will use as a prefix for system-generated contract numbers for this user. For example, contracts for the western region might begin with WES.

Region Code

Select the default region code for setting up new contracts for this user. Contracts uses region codes to enable you to categorize your contracts by region, for example, East, West, North, and South. Region codes in Contracts are informational only.

Contract Status

If you selected to enforce contract status security on the Contracts Definition - BU Definition page, define the list of contract statuses to which this user can change the contract status. If contract status security is enabled, this user is able to change the contract status only to contract status values that you've specified here.

Select the contract statuses to which this user can change a contract.

Processing Status

When you select a contract status, the system displays the processing status to which the contract status is mapped.

Description

Displays the contract status description.

Change Date on Correction Journals

Select to change the journal date in the corrections journal (which is on the Journal Suspense Correction page).

Use Next Journal ID

Select to limit this user ID to the NEXT journal ID that is automatically entered by the system during online journal entry. If this option is selected, the Journal ID field becomes unavailable to this user ID, and the user cannot manually enter a journal ID.

Change Journals from Journal Generator

Select to allow a specific user to update the ChartField and amounts on the Journal Entry page for a journal that was created by the Journal Generator process.

Warning! If you select Change Journal from Journal Generator, and then you change the ChartField values and reedit the journal, you can create inconsistencies between the subsystem data and the general ledger data. Also, for journals that are generated for a subsystem that supports commitment control, the journal will not be budget checked again even though the ChartField values or the amounts are changed.

Enter Adjustment Type Journal

Select to allow a specific user to enter a Book Code adjustment type journal.

Note. This option is used for the Book Code feature, not the Adjusting Entry feature.

Save Journal Incomplete Status

When you select this option for a specific user and the user adds a new journal, the selected option appears on the Journal Header page of various journal entry options. This option enables the user to save journal entry transactions with an incomplete status and prevents them from being edited or posted until they are complete.

Note. The option is a default option. When it is cleared, it does not prevent the user from seeing the option on the header, but the user cannot set the default journal header status to incomplete.

Allow GL Entry Event Bypass

Select to enable the user to bypass selecting entry events in PeopleSoft General Ledger journal entry, even if they are required on the Installation Options - Entry Event page.

Allow Copy Journal with Control Accounts

Select to allow journals that contain Control Accounts to be copied. This applies to online or batch journal copy.

Allow Delete Journal with Control Accounts

Select to allow journals that contain Control Accounts to be deleted. This applies to online or batch journal delete.

Allow Unpost Journal with Control Accounts

Select to allow journals that contain Control Accounts to be unposted.

Re-Edit Previously Edited

Select to reedit journals marked as valid. When this option is cleared, valid journals are not edited again when you run Journal Edit from the Journal Entry page by clicking the Edit button.

Note. PeopleSoft General Ledger uses these defaults whenever you edit journals from the Journal Entry pages by clicking the Edit button.

Mark Journal(s) to Post

Select to mark valid journals with a process request status of Post. If this option is not selected, it prevents batch journals from being marked to post.

Note. It is important to note that if a user does an online post from the Journal Entry - Lines page, posting is allowed regardless of whether this option is selected or not.

Recalc Currency Exchange Rates

Select to reprocess foreign currency conversion at the journal line level.

Skip Open Item Reconciliation

Select to bypass open items during the journal post process, allowing you to reconcile the open items at a later time by using the Open Item Maintenance page.

Skip Summary Ledger Update

Select to bypass summary ledger updates for this user ID when posting by clicking the post button during online journal entry.

Skip Entry Event Processing

Select to enable a specific user to post the budget that is associated with a journal entry or allocation without generating entry events through the Entry Event Processor. This may occur when an error occurs in a transaction; however, the entry event processing is correct.

Parent Budget Generation

Select to enable a specific user to generate parent budget impacts when posting child budget journals. This option determines how the Generate Parent Budget(s) option on the Commitment Control - Budget Journals - Enter Budget Journals - Budget Header page acts. Available options are:

• Always Generate: Select this option to always generate parent budget impacts. When this option is selected, the Generate Parent Budget(s) option on the Budget Header page is also selected and the field is unavailable and cannot be changed.

• Never Generate: Select this option to not generate parent budget impacts. When you select this option, the Generate Parent Budget(s) option on the Budget Header page is cleared and the field is unavailable and cannot be changed.

• User Specified: Select this option to choose whether to generate parent budget impacts for each budget journal. When you select this option, the Generate Parent Budget(s) option on the Budget Header page is available for you to choose.

Demand Source

Select a demand source. Options are based on the PeopleSoft applications that you have installed, and can include:

IN: Material stock requests originating in Inventory.

OM: Sales orders originating in Order Management.

PL: Planning requisitions originating in Supply Planning.

PO: (not used).

PR: Purchasing requisitions originating in Purchasing.

RT: Return-to-vendor requests originating in Purchasing.

SF: Production requests from the shop floor, originating in Production Management.

WM: Work order.

Source Bus Unit (source business unit)

The business unit from which the demand originated.

MSR Beginning Sequence and Receiver Beginning Sequence

Enter values if you plan to use automatic numbering to manage your stock requests and item numbers.

Flag Items for Auto-Putaway

Select to use the auto-putaway function that is provided with Inventory.

Server Name

The default server that is used when processes are initiated automatically from Inventory pages instead of through Process Scheduler.

Business Unit

Select the business unit that you want as the default for the system when creating leases and viewing pagelets.

Currency

Select the currency to which you want the system to default when creating leases and viewing pagelets.

Region

Select the region to which you want the system to default when creating new leases and viewing pagelets.

Server Name

Select a default server to run the Update Pick Plan and Material Release process (SFCONREL). This process can be run only on a server. When you review the production pick plan, you can optionally release the material after you've confirmed the pick plan.

Order Management BU (order management business unit)

Specify the business unit to default on the sales order.

Default Order Source Code

Specify the source of the order for the user.

Beginning Sequence

Select the default prefix for the sales order number.

Default Order Quantity

Specify the order quantity to default to the sales order.

Ship From INV BU ship from inventory business unit)

Select the Inventory business unit where the order will typically be picked up. This option is used in the counter sales environment where the customer will come to the location and take the order with them.

Cash Drawer ID

Select the cash drawer that the user will be using.

Price Adjustment Reason

Select a reason code for price adjustments. This option is used for margin adjustments to default a reason code so that the user doesn't have to enter a code for each product that is adjusted.

Order Owner

Select the owner for the order. The field is used for counter sales.

Customer Address

Init (initial): Display the customer address on the Order Header Page only when entering a new order header or displaying an existing order header from the add or search page.

Header Summary, Header Information Area, Purchase History Area, Price Summary Area, Order Summary, margin Adjustments, Line Express Entry Tab, Bill To Area, Bill-to Customer Options, Sold To Area, Sold-To Customer Options, Ship To Area, Ship-to Customer Options, Line Filter, and Line Actions

Select to move by default the display of information in the designated areas of the Order Entry Form page. During order entry, you can open or close the area as needed. Options are:

Collapsed: The section appears in a collapsed mode.

Default: The Header Summary, Header Information Area, Price Summary,Order Summary, Line Express Entry Tab, Bill to Area, Sold To Area, Ship To Area and Line Actions appear in the open mode. The Purchase History Area, Margin Adjustments, Bill-to Customer Options, Sold-To Customer Options, Ship-to Customer Options, and Line Filter appear in the collapsed mode.

Open: The section appears in an open mode.

Server File Destination

Enter a default output destination for files. When you are specifying the server file destination, a meta string (such as %%OutputDirectory%%) is not permitted. You must specify a full directory path followed by a backslash (for example, C:\TEMP\).

Server Destination Printer

Enter a default output destination printer.

Server

Select a server.

Email ID

Specify a recipient email address for payment error notifications. This field is limited to 70 characters.

You can enter multiple email addresses, separated by a comma (,). This is helpful in the following situations:

• When multiple users share the same user ID.

• When a single user has multiple email addresses.

Default Planning Instance

Displays the default planning instance for the user. A planning instance is a set of data (business units, items, supplies, and demands) constituting the inputs and outputs of a supply plan.

Order Key Separator

Displays a character that is used by the system to format the display for a single field that contains a line, schedule, and kit number for sales orders and quotes in Supply Planning grids.

Tree Name, Tree Effective Date, and Parent Tree Node

Enter values that appear by default when you assign projects to trees.

Project Business Unit

Enter a value that appears by default in project business unit search fields in the Project Costing application.

Project

Enter a value that appears by default in project search fields.

Integration

Enter the integration template that appears by default in the Integration field on the Project Definitions - General Information page when you create projects.

Analysis Group

Enter a value that appears by default when you search for transactions on the Transaction List page.

Rate Type

Enter the default conversion rate that the system uses when you add transactions by using the Add Transactions page and the incoming transaction rate type for the business unit is Source.

Currency Code

Enter a value that appears by default in the Source Currency field when you add transactions by using the Add Transactions page.

Flexible Analysis Template

Enter the default template that specifies how flexible analysis data appears on the Flexible Analysis page.

Edit Project List Option

Select an option to specify how projects appear for selection on the My Projects page. Available options are:

BYBU: By business unit.

BYTR: By project tree.

From Date and To Date

Enter a date range that appears by default when you search for transactions.

Location

Enter the default location where requested items should be delivered when they are received from the vendor.

Origin

Enter the default origin of this user's POs. The origin is used for reporting purposes.

Requester

Enter the name of the requester for whom this user will be authorized to enter requisitions.

Buyer

Enter the name of the buyer for whom this user will be authorized to enter POs.

Contract Status

Select the status at which you want this user to open contracts. When the user creates a contract, the status appears by default based on the value you select.

Approve Contracts

Select to provide the user the authority to approve procurement contracts.

Allow PO Contract Releases (allow purchase order contract releases)

Select to provide the user the authority to release purchase order contracts.

Enter Contracts/New Version

Select to provide the user the authority to create contracts and new contract versions.

Allow AP Contract Releases (allow accounts payable contract releases)

Select to provide the user the authority to release accounts payable contracts.

Hold Contracts

Select to provide the user the authority to place procurement contracts on hold.

Close Contracts

Select to provide the user the authority to close procurement contracts.

Cancel Contract

Select to provide the user the authority to cancel procurement contracts.

Process Option

Select a contract process option that you want to set up for this user. Contract process options enable you to determine a specific contract process for use throughout the contract's life cycle.

Header Information, Order Options, Voucher Options, Item Lines, Category Lines, andPO Information

Select a group box option that you want to apply for this user. The value you select controls how the group box initially appears on the Contract page. Valid values for the group boxes are:

• Collapsed: Select to collapse (hide) the group box when the user initially accesses the Contract page.

• Open: Select to expand (open) the group box when he user initially accesses the Contract page.

Rebate Agreement Status

Select the default status for the rebate manager when you are creating vendor rebate agreements. Statuses are Approved and Open.

Unrestricted Rebate Manager

This check box is clear by default. Select this check box if you want this rebate manager to have unrestricted access to all vendor rebate agreements. This manager can view, modify (perform all the actions checked), process, and analyze all vendor rebate agreements.

Change Non PO Receipt Price (change non purchase order receipt price)

Select to enable the user to change the receipt price for an item on a non-purchase order receipt.

Interface Receipt

Select to automate the passing of inventory and asset information through the Receiver Interface Push process (PO_RECVPUSH).

Run Close Short

Select to call the Close Short Process (PO_CLSSHORT) automatically during the Receiver Interface Push processing (PO_RECVPUSH).

Subcontract Streamline

Select this check box if you want the Subcontract Streamline check box to appear selected by default for a subcontracted purchase order receipt for this user. The user will be able to override this field setting for a subcontracted purchase order receipt. The system determines whether to perform subcontract streamlining (purchase order receipt and production completion for the production ID in a single step) from the receipt.

Streamline processing for subcontract RTVs enables you to process RTVs if completions have been performed on the associated receipt. The system includes negative production completion and production scrap for operations being returned against the subcontract.

If this check box is clear, the Subcontract Streamline check box will appear cleared for a subcontracted purchase order receipt for this user. The user will not be able to change this field setting for the subcontracted purchase order receipt. That is, this assumes subcontract streamlining is not enabled for this user.

Blind Receiving Only

Select to prevent the receiver from seeing the order quantity or the remaining quantity from the purchase order. The receiver needs to count the items before entering the quantity received. When you select this check box, the No Order Qty, Ordered Qty, and PO Remaining Qty check boxes are cleared.

No Order Qty (no order quantity)

Select to prevent the receiver from seeing the purchase order quantity. The receiver must specify the actual quantity that is received by doing a live count of the items.

Ordered Qty (ordered quantity)

Select to use the purchase order quantity as the default quantity received.

PO Remaining Qty (purchase order remaining quantity)

Select to use the remaining quantity (original order quantity minus previously received quantities) on the purchase order as the default quantity received.

Receiving Business Unit

Select the user's default receiving business unit. This business unit can be overridden during the receiving process so that you can receive goods into any valid Purchasing business unit.

Days +/- Today

Enter the number of days plus or minus the current system date to be used as default search criteria on receiving pages when you are selecting purchase order schedules against which to receive.

RTV Dispatch Option (return to vendor dispatch option)

Select the dispatch method as this user's preference for the return to vendor functionality. This functionality provides a default value for dispatching the RTV to the Supplier.

RTV dispatch option values include:

Default to Business Unit: Select to use the dispatch option that is defined at the business-unit level. You define the business unit RTV dispatch option value using the Business Unit Options tab on the Purchasing Definition page. When processing RTV options, the system initially checks the user preference and then the business unit when you select the Default to Business Unit option.

Manual: Select to indicate that the Dispatch processing for the RTV must be performed manually.

Often collaboration must take place between procurement personnel and another group before a RTV line can be dispatched. For example, you might have to verify the disposition of goods with warehouse personnel before dispatching the RTV.

See Inventory Return Records.

See Source Information Tab.

RTV Inventory Ship Option (return to vendor inventory ship option)

Select the return to vendor ship option that you want to use as this user's default value for the Inventory Process field on the RTV line. This option will only be used by the RTV function when the disposition on the RTV line has a value of Ship. The system determines the ship option default value by first checking the user preference ship option value. If the user preference value is Manual, Express, or Fulfillment then the system uses the value as the default value. If the user preference value is Default to Business Unit, the system uses the ship option value defined at the business-unit level.

RTV Inventory ship option values are:

Default to Business Unit: Select to use the inventory ship option that is defined at the business-unit level.

Express: Select to use the RTV express option to process Purchasing and Inventory data collection transactions at the same time. This means that the user can perform Inventory issue (automatic issue) action from within the Purchasing RTV component. If the RTV line disposition is Ship, the system creates a material stock request with a status of Shipped to update inventory.

Note. The value ofExpress will not be defaulted onto the RTV line if the RTV line is associated with an Inventory business unit which is defined as a Warehouse Management System (WMS) type. You define the warehouse setting using the Use External Warehouse Control check box on the Business Unit Options page for Inventory.

Fulfillment: Select to set the user's preference to perform Inventory fulfillment processing for RTV transactions. This enables the user to create an Inventory material stock request transaction and to process it through Inventory fulfillment processing. The Fulfillment value is only valid for RTV processing when RTV line disposition is Ship.

Manual: Select to indicate that the RTV ship transaction must be completed manually. This option requires that the inventory Express Issue function be used to ship the items to the supplier. When you use the Manual Inventory Ship option, the system does not perform RTV express functions. The user must use the Inventory Express Issue component to issue inventory returns that are being shipped to the vendor.

RTV Inventory Destroy Option (return to vendor inventory destroy option)

Select the return to vendor destroy option that you want to use as this user's default value for the Inventory Process field on the RTV line. This option is only used by the RTV function when the disposition on the RTV line has a value of Destroy. The system determines the destroy option default value first by checking the user preference destroy option. If the user preference value is Manual or Express then the system uses that default value. If the user preference value is Default to Business Unit, the system uses destroy option defined at the business-unit level.

RTV Inventory destroy option values are:

Default to Business Unit: Select to use the inventory destroy option setting at the business-unit level.

Express: Select to use the RTV express option to process Purchasing and Inventory data collection transactions at the same time. This means that the user can perform Inventory adjustment (automatic adjustment) actions from within the Purchasing RTV component.

Manual: Select to indicate that the RTV destroy transaction must be completed manually. This option requires that the Inventory Adjustment function be used to update inventory for the items being returned to the vendor.

Can Work Approved Reqs (can work approved requisitions)

Select to enable a user to change a requisition that has already been approved.

Full Auth for All Requesters (full authority for all requesters)

Select to give the user authority to add, update, cancel, delete, and close requisitions for all requesters. If you select this option, you don't need to configure the rest of this page.

Override Preferred Vendor

Select to enable a user to change the default vendor on a requisition line. If this authority is not selected, the user is unable to manually suggest a vendor.

Override RFQ Required Rule Flag

Select to enable a user to override the RFQ Required Rule option that was previously specified for a requisition in the requisition component.

View/Override VAT Details (view or override value-added tax details)

Select to view and override VAT details within the requisition component.

Override Non-Qualified Requisitions for Close

Select to enable a user to close requisitions that are nonqualified for close.

Requesters User Auth For (requesters user authority for)

Requesters for whom this user can work requisitions. Select the requester that you want to designate as the user's default requester by selecting the check box to the left of the requester's name.

Add, Update, Cancel, Delete, Close, and Reopen

Select to enable the user to add, update, cancel, delete, close, and reopen requisitions for this requester.

Can Work Approved POs (can work approved purchase orders)

Select to enable a user to change a purchase order that has already been approved or dispatched.

Can Dispatch Un-Approved POs

Select to enable a user to dispatch purchase orders with a status of pending approval.

Full Authority for All Buyers

Select to give the user authority to add, update, cancel, delete, and close purchase orders for all buyers. If you select this option, you don't need to configure the rest of the page.

Override Non-Qualified POs for Close

Select to enable a user to close purchase orders that are nonqualified for close.

Rebate ID Security Control

Select the vendor rebate agreement security control option for purchase orders. Options are:

• Hidden: Vendor rebate agreement fields are hidden from this user when he or she is maintaining purchase orders.

• Update: Vendor rebate agreement fields can be updated by this user when he or she is maintaining purchase orders.

• View Only: Vendor rebate agreement fields are only able to be viewed by this user when he or she is maintaining purchase orders.

Buyers User Authorized For

Select the buyers for whom this user can enter purchase orders.

Add, Update, Cancel, Delete, Close, and Reopen

Select to enable the user to add, update, cancel, delete, close, and reopen requisitions for this buyer.

Override Purchase Order to Requisition Exceptions

Enables you to override document tolerance exceptions that are generated when an encumbrance exceeds the preencumbrance during document tolerance checking.

Override Voucher to Purchase Order Exceptions

Enables you to override document tolerance exceptions that are generated when an expenditure exceeds the encumbrance during document tolerance checking.

Bank SetID, Bank Code, and Bank Account

Select the values to use as defaults in the payments process. When you create a claim with a payment method of field draft, the system provides the bank code and bank account values that are defined here. (You can override these values.) You then use the payment interface to send this claim to Payables, and the system creates a voucher or payment.

National Allowance Prefix, Promotions Prefix, and Claims Prefix

Select the prefixes. The system uses these prefixes in the automatic numbering process when creating national allowances or customer promotions or when processing claims. You create the prefix values when you define number types on the Automatic Numbering page. When you create the claim number type, you are creating the values for the claims prefix. The values for the national allowance prefix and promotions prefix are tied to the promotion code number type.

View Product Cost?

Select to enable the user to view product cost details in PeopleSoft Promotions Management. If you have access to view product cost details, you can consider this data as a determining factor in analyzing planned versus actual customer promotion metrics.

Discount Tolerance Percent andDiscount Tolerance

Enter the percent and amount to use to calculate the discount tolerance. These tolerances enable the user to enter an unearned discount amount that is less than or equal to the value that you enter. Enter the additional percentage that the user can add to the payment terms.

For example, if an item is 700.00 and the discount terms are 2 percent for 10/Net30, the normal discount would be 14.00. If you enter 10 in the percent field, the user can take up to an additional 10 percent of the discount amount, which is 1.40. The total discount would be 15.40. However, the total discount can never be more than the value in the amount field.

Write-Off Percent Under andUnderpayment Write-Off and Write-Off Percent Over and Overpayment Write-Off

Enter the percent and amount that defines the maximum write-off for underpayments and overpayments. These values apply only to automatic write-offs. These values do not apply to standalone overpayments or underpayments. The user can enter an adjustment below the amount as long as the amount does not exceed the percentage of the payment.

Item Write-Off

Enter the highest amount that this user can write off when the user writes off an amount for an individual item on a payment worksheet.

Max Write Off (maximum write-off)

Enter the maximum amount that the user can write off for either an individual item or for the remaining balance for a normal group or match group. The user can write off an amount below the maximum amount as long as it does not exceed the percentage of the original amount for the item. For example, if you enter an amount of 25.00, the user can write off amounts up to 25.00. However, if you enter a maximum write-off percentage of 10 percent, and the total original amount of an item is 240.00, the user cannot write off more than 24.00.

For no limit, enter all 9s.

Max Refund (maximum refund)

Enter the maximum refund amount that a user can create.

Write-off Days

Enter the minimum age of an item before a user can write it off on the maintenance worksheet. For no limit, enter 0.

Max WO Percent (maximum write-off percent)

Enter the maximum percentage of an item that this user can write off. For no limit, enter 100.

Override Write off Tolerance

Select to enable the user to write off items or amounts that do not meet the write-off tolerances that are defined for the business unit, customer, or entry reason as long as the write-off meets the user's write-off tolerances. If the user's write-off action exceeds the tolerances in the business unit, customer, or entry reason levels, the system issues only a warning.

Format Currency

Enter the currency for the write-off tolerance amounts for conversion purposes. The system uses this currency to calculate the tolerance amounts for an item.

Category

Enter a title for the category.

Description

Enter a description for the category.

Max Num of Applicants

Enter the maximum number of applicants to display in the Applicant Hot List pagelet.

Show

Select to show the category in the grid displayed when adding applicants to the hot list.

Email Type

Select Business, Campus, Dorm, Home, or Other to indicate which email address type to default when adding applicants to the system.

Phone Type

Select a type, such as Business, FAX, or Main, to indicate the preferred phone number type to default when adding applicants to the system.

Company

Enter a default value for the company to be associated with the applicants that you add to the system. The company is the employer or legal entity who hires the employee.

Pay Group

Enter a default value for the Payroll for North America pay group to be associated with the applicants that you add to the system. Payroll for North America may have several pay groups, for weekly, bimonthly, and monthly pay, for example. Each organization has its own set of valid paygroups.

Global Pay Group

Enter a default value for the Global Payroll pay group to be associated with the applicants that you add to the system.

Note. This field is applicable only if Pay/Bill Management and Global Payroll are installed.

Job Code

Enter a default value for the job code to be associated with the applicants that you add to the system.

Benefit Program

Enter a default value for the benefit program to be associated with the applicants that you add to the system. In HRMS, you may define several benefit programs based on the different types of benefits that your company extends to its employees.

Tax Location Code

Enter a default taxing location to be associated with the applicants that you add to the system. This information is used by Payroll for North America to determine how taxes should be withheld.

HR Business Unit (human resources business unit)

Enter a default business unit to associate with the applicants that you add to the system. This information applies only when Pay/Bill Management is installed.

Workgroup

Enter a default workgroup to associate with the applicants that you add to the system. Workgroups are used by the Time and Labor application, among other things, to determine which Time and Labor rule programs to apply to reported time, which time reporting codes are available to employees in the group, and whether time entry approval is required. This information applies only when Pay/Bill Management is installed.

Taskgroup

Enter a default taskgroup to associate with the applicants that you add to the system. Taskgroups are used by the Time and Labor application, among other things, to determine which task-related information should be captured when you are entering time into the system. This information applies only when Pay/Bill Management is installed.

Department

Enter a default department ID to associate with the applicants that you add to the system.

Location Code

Enter a default location code to associate with the applicants that you add to the system.

Regulatory Region

Enter a default regulatory region to associate with the applicants that you add to the system. This information applies only when PeopleSoft Pay/Bill Management is installed.

User Order Type

Enter a user order type to associate with new orders.

Customer ID

Enter a customer ID to associate with new orders and history items.

Priority

Enter a priority to associate with new orders.

Order Event Group

Enter an order event group to associate with new orders.

Service Order Source

Enter a service order source to associate with new orders.

Order Reason

Enter an order reason to associate with new orders.

Line of Business

Enter a line of business to associate with new orders.

Non-Compliance Reason

Enter a non-compliance reason to associate with new reports.

Empl ID

Enter an employee ID to associate with new reports.

Sales Operator

Enter a sales operator to associate with new orders and reports.

Run Control ID

Enter a run control ID to use for running reports.

Allow forcing additional jobs

Select to enable power users to override the system logic that reuses employee job records across different assignments. This option is applicable only when Pay/Bill Management is installed.

Full Authorization for All Documents

Select to grant a user the authority to perform all tasks that are listed on this page. This user has full authority for all users in the system, and is considered a super user with access to perform all actions on contracts in the system. When you select the check box, the system disables the remaining fields and check boxes and they cannot be changed. If you do not select to fully authorize the user for all documents, then you can select individual authorizations for document tasks.

Document Administrator

Select to indicate that the user has document administrator authority to perform selected contract document tasks. As a document administrator, users can generate, regenerate, refresh, check out, edit, and check in documents. You can select one or all tasks in this grid.

Document administrators can also control life cycles for contracts for authors by submitting contracts for collaboration and approvals.

Approve Sections

Select to indicate that the user can mark a section as approved, making the section available for use in documents. Section statuses can be changed or set to Approved using the Section Definition page.

Change Configurator Status

Select to indicate that the user can update the status of a document configurator. You can change Configurator statuses using the Configurator Definition page.

Bypass Approval

Select to indicate that the user can set a document to bypass approvals. This means that the document can be automatically set to approved. Normally approved steps are required, but when necessary, the user can expedite the document. When users have the authority to push a document through its approvals, the Bypass Approval button appears on the Document Management page.

Reset to Dispatch

Select to indicate that the user can reset a document to a Dispatched status. After a document has been completed between a supplier and customer, it is in an Executed status. At that status, the Reset to Dispatch button is available on the Document Management page. This feature is useful if you want to do minor changes, such as correct typographical errors, in the current version of the document without processing an amendment.

Document Administrator (column)

Select additional users for whom the selected user will have authority to perform document tasks. Use the corresponding check boxes to define the authorities for the selected user.

Document Administrator (check box)

Select to indicate that the selected user has document administrator authority for the corresponding user's documents. This means that the selected user can generate and edit the user's documents just as if he were the administrator.

Reset to Dispatch

Select to indicate that the selected user has authority to reset a processed contract document back to dispatch for the corresponding user. This authority is in addition to any other task authorities that you select in this grid.

Bypass Approval

Select to indicate that the selected user has authority to bypass approvals and expedite a contract document for the corresponding user. This authority is in addition to any other task authorities that you select in this grid.

Service Request Business Unit

Select the business unit that you want to serve as the default service request business unit value when this user creates a service request. Normally business unit is not exposed to self-service users and they can never override it; however, agents creating new service requests via the Agent Service Request component may override the business unit default.

Service Request Center

Select the Service Request Center that you want to serve as the default value whenever this user creates a service request. Users can override this value in the service request.

Work Order Business Unit

Select the business unit that you want to serve as the default work order business unit value when this user creates a work order without a service request. Users can override this value at the work order level. This is also the default business unit for the Task Search page used by the Technician Workbench, the Work Order Workbench, the Crew Scheduling Workbench, and the Labor Assignment Workbench.

Note. Work orders that are created from service requests derive the work order business unit from the Problem Tree setup, not from user preferences.

Service Group

Select the Service Group to serve as the default value for a work order created by this user. Users can override this value at the work order level.

Shop

Select the shop to serve as the default value for a work order created by this user. Users can override this value at the work order level.

Resource Group

Select the resource group value to use as the default value in the work order.

Note. The Resource Group is used in the Matching process to match members in the group to demand for resources. This default value is normally set up for users who schedule work orders and use the matching process.

Note. This option only applies to the Time Entry page of the Technician Workbench. It does not apply to time entered on the Work Order Completion component.

Asset Business Unit

Select the business unit that you want to serve as the default Asset Management business unit value in a work order for this user. Users can override this value in the work order.

Asset Type

Select the asset type to display as the default value in the work order, which is used to search for assets to maintain or repair in the work order.

You can override this value in the work order.

Calendar Item Link Option

Select the component that you want to access when you select a work order assignment link on a resource's calendar. When you click on a work order task assignment on a resource's calendar, the link takes this user to either the Work Order or the Technician Workbench, depending on selecting either:

• Technician Workbench (default)

• Work Order

Time Report Method

Select the format by which this user records their time worked on work order tasks on the Technician Workbench Time Entry page. Options are:

Elapsed Time: Select to report time as the total hours worked per day.

Punch Time: Select to report times by entering start times and end times.

See Completing Work Order Tasks.

View WO Requirements (view work order requirements)

Select this check box to enable this user to view work order requirements by enabling access to the Labor, Inventory, Purchase/On-hand, and Tools links in the Requirements page of the Work Order component. If you do not select this check box, then the Labor, Inventory, Purchase/On-hand, and Tools links are not available on the Requirements page of the Work Order component

Note. This user can only view this information if any of the Schedule Labor, Schedule Inventory, or Schedule Tools options in a work order's business unit are selected.

View Scheduled Resources

Select this check box to enable this user to view work order resource schedules in the Schedules page of the Work Order component and to enable drill down to it from the Crew Schedule Inquiry page.

Note. This user can only view this information if any of the Schedule Labor, Schedule Inventory, or Schedule Tools options in a work order's business unit are selected.

View and Update Accounting

Select this check box to enable this user to view and update the accounting ChartField distributions on the Schedules page for labor, inventory, purchase/on-hand, and tools in the Work Order component. Selecting this check box also enables users to view and update the ChartField distributions on the Tools Cost tab of the Tool Usage page in the Technician Workbench and the Work Order Completion component.

Selecting this check box also enables access to the distribution templates for the Inventory, Labor, and Purchase/On-Hand Schedules in the Work Order component. However, these options are not available in the Technician Workbench or the Work Order Completion component.

Allow Submit Time for Posting

Select this check box to enable a user to select the Submit Time for Posting button in the Time Entry page of the Technician Workbench and Work Order Completion page. This check box is selected by default. If you do not select this check box this user will be prevented from submitting work order task time entries to Expenses for posting. The user can still enter time. In addition, selecting this option enables the user's manager or supervisor to edit the time entry, if necessary, and then submit it to posting.

If you do not select this check box, the Submit Time for Posting button does not appear on the Time Entry page in the Technician Workbench or on the Work Order Completion component for this user.

Copy to New Work Order

Select this check box to enable this user to copy an existing work order to a new work order.

Note. The Copy button in the work order is not visible unless this check box is selected.

Cancel Work Order

Select this check box to enable the selected user to manually cancel a work order.

Complete a WO (complete a work order)

Select this check box to enable this user to change the status of a work order to Complete in the Work Order component, the Technician Workbench, and the Work Order Completion component.

Note. This option only applies to a manual close does not enable this user to perform the WO_CLOSE batch close process.

Close a WO (close a work order)

Select this check box to enable this user to close a work order online.

Note. This option only applies to a manual close and does not enable this user to perform the WO_CLOSE batch close process.

Authorized to Set Asset Action

Select this check box to enable specific users to select the Asset Action for a task on the Requirements page of the work order. The Asset Action dropdown list enables you to install, retire, and replace assets.

Authorize Cost Recovery Claim

Select this check box to enable this user to create a warranty claim. If you do not select this check box, the Warranty Claim link is not available on the Schedules page of the Work Order component.

Override Capital Limit

Select this check box to enable this user to override the capitalization limit on the Task Accounting component, which is set up on the Maintenance Management, Setup, Capitalization Rules component for the asset used in a work order. The user can increase or decrease the minimum amount that it costs to repair an asset in a work order task before it can be capitalized by Project Costing.

Note. If you do not select this check box, the capitalization limit cannot be accessed by this user.

See Defining Work Order Capitalization Limits.

Allow Planned Downtime

Select this check box to enable a user to enter planned downtime for an asset specified for a work order task. Users can enter planned and actual downtime for an asset via the Downtime Entry component, a link at the work order task level in the Work Order Component, and a link at the work order task level on the Technician Workbench . When the work order is closed, the asset downtime updates the Asset Maintenance History. This information can be useful for creating warranty claims based on the downtime of an asset.

If you do not select this check box, the downtime Planned tab does not display, and users can only enter the actual downtime.

Note. Downtime entries are not updated to Warranty Claim processing.

Allow Update Non-specific EPLs (allow update non-specific equipment parts lists)

Select this check box to enable the Add to EPL button for this user, which appears above the Inventory and Purchase/On-Hand grids on the Requirements and Schedules pages in the Work Order and Express Work Order components, and the Requirements grid in the Work Order Task Template component.

Equipment Parts List (EPL) templates are set up in PeopleSoft Asset Management (Set Up Financials/Supply Chain, Product Related, Asset Management, Service and Repair) based on categories of assets (asset type, asset subtype, manufacturer's ID, and model). An EPL template lists the parts that are used to maintain and repair assets falling under these asset categories. Non-specific EPL templates refer to any EPL template that is not selected as the default EPL template for the asset that is selected for a work order task.

When this user selects an asset for the work order task and clicks the Add To EPL button for one or more selected Inventory or Purchase/On-Hand task rows, the Add to Equipment Parts List page appears. This page lists one or more non-specific EPL templates, which were set up for one or more asset categories that apply to the asset selected for the task.

For example, these three EPL templates are set up under the asset type, Facilities, and the asset subtype, HVAC/Heating.

• B&GWaterPump

• LIEBERT AC

• PUMP_IMPELLER

The Asset ID MMFACTLTY0009 is an Air Conditioner Unit that is categorized under the asset type, Facilities, and asset subtype, HVAC/Heating.

When you select the asset ID MMFACTLTY0009 for a work order task, define and select one or more inventory item rows that you want to add to one or more EPL templates, and click the Add to EPL button. All three of these EPL templates will appear on the Add to Equipment Parts List page. The user adds the one or more inventory items selected for the task to one or all of the EPL templates by selecting the check box for each EPL template row and clicking the Add to EPL button.

Allow Update Asset Default EPL

Select this check box to enable this user to access the Add to EPL button, which appears above the Inventory and Purchase/On-Hand grids in the Work Order and Express Work Order components, and above the Inventory and Purchase/On-Hand Requirements grid in Work Order Task Template component.

You can set up asset definitions in PeopleSoft Asset Management and select a default EPL template for each asset. If the Allow Update Asset Default EPL check box is selected, and this user selects one of these assets, defines and selects one or more inventory or purchase on-hand rows, and clicks the Add to EPL button, the default EPL template defined for the selected asset displays as preselected on the Add to Equipment Parts List page.

Important! If you select both the Allow Update Non-specific EPLs and the Allow Update Asset Default EPL buttons, then both the asset default EPL and any non-specific EPLs will appear on the Add to Equipment Parts List page as long as the selected asset has a default EPL selected in its definition.

See Defining Work Order Templates.

See Defining Work Order Task Requirements.

See Scheduling a Work Order.

View and Update Labor Rates

Select this check box to enable this user to view and update the labor rates in the work order. When this option is selected the user can override any default rates from a business unit, shop, or craft.

Note. You cannot update labor cost and bill rates in the Work Order Completion component.

Schedule Labor

Select this check box to enable a user, such as a craft supervisor, to schedule labor resources for a work order task. This check box must be selected for anyone responsible for scheduling labor resources in your organization.

Update Crew Schedule Metrics

Select this check box to enable specific users to manually update the crew schedule compliance on the Crew Schedule Compliance Revision page of the Crew Schedule Metrics component and enables selection of the Update Schedule Metrics check box on the Maintenance Schedule Completion Report Request page of the Schedule Completion Report.

Allow Override Metrics

Select this check box to allow the confirmation of metrics on past or current periods for the crew selected on the Crew Scheduling Workbench.

Report Crew Assgnmt Completion (report crew assignment completion)

Select this option to enable specific users to access the Report Completed Hours and Report Completed Date fields. It enables users to update the Completed Hours and Completed Date fields on the Report Crew Assignment Time component, which is accessible through the Technician Workbench or the Crew Assignments grid of the Crew Scheduling Workbench.

Report Crew Carryover Hours

Select this check box to enable specific users to access the Report Carryover Hours Action and update the Carryover Hours field on the Report Crew Assignment Time component, which is accessible through the Technician Workbench.

Authorized to Enter Inventory

Select this check box to enable this user to select and enter inventory items in the work order.

Note. If you leave this check box blank, the Inventory link on the Work Order component's Requirements and Scheduling pages, the Express Work Order page, and the Work Order Workbench are unavailable for selection. This setting overrides the selections in the work order business unit and/or shop.

Allowed to Reserve Inventory

Select this check box to enable this user to create online, immediate reservations by selecting a Reserve button in the Work Order component. Selecting the Reserve button enables the user to override the Commit and Reservation Rule default hierarchy and reserve selected items in the work order task immediately. The default hierarchy is based on how the rules are specified in the business unit, shop, and work order type,

Run Picking Plan

Select this check box to enable this user to select the Picking Plan button to generate a picking plan.

Note. The Picking Plan button in the Schedules page of the work order, on the Technician Workbench, and the Work Order Completion component is not available for selection unless this check box is selected.

Picking Plan Run Control

Click this link to access Inventory's Process/Output Options page where you must set up pick plan run control data, which is used to allocate parts selected in Maintenance Management to Inventory and runs an SQR (structured query report) to create the picking plan list.

See Assigning and Scheduling Inventory Resources for Work Order Tasks.

Authorized to Procure

Select this check box to enable this user to select various procurement options within the Purchase/On Hand schedule page of the Work Order component. If this option is not selected, the user will not be able to procure items from a work order.

View and Update Tools Rates

Select this check box to enable a user to view and update the cost rate and billing rate for tools in the work order, the Technician Workbench, and the Work Order Completion component. If this check box is left blank, these rates become unavailable to access.

Schedule Tools

Select this check box to enable a user, such as a tools supervisor, to schedule tools for a work order task. This check box must be selected for anyone responsible for scheduling tools in your organization.

Allow Access to Search Views

Select this check box to enable a user to select the View button on the Technician Workbench to access the Task Search page and search for and access any task based on the search criteria entered on the Task Search page.

If you do not select this check box, the View button does not appear on the Technician Workbench page for this user. In this case, the technician (user) only has access to specific work order tasks based on predefined views.

Allow Access to Other's Tasks

Select this check box to enable a technician to access another technician's work order task in the Technician's Workbench. Selecting this check box enables a user, other than the assigned user, to remove or change the technician's user ID from the Assigned To field on the Task Search page and search for more than one user's assigned tasks. If this check box is not selected, the Assigned To field on the Task Search page associated with the Technician Workbench defaults to the assigned technician and cannot be modified.

Note. Selecting this check box only applies to the Technician Workbench and not the Work Order Completion component. Any user with access to the Work Order Completion component can enter time for multiple employees assigned to one or more tasks associated with a selected work order.

Allow Access to WO Security (allow access to work order security)

Select this check box to enable a user, who is responsible for managing the access of resources to work orders, to click the Technician Work Order Access link on the Miscellaneous page of the Work Order component in order to display the Work Order Access page. If a work order is created with a business unit that has Shop or Shop and Resource Pool selected as the Technician WO Security option on the Definition page of the business unit, then this user can add or remove shops on the Work Order Access page of any work orders created with this business unit.

The shop used to create the work order is automatically added to the list and cannot be removed. Resources assigned to any shops listed on the Work Order Access page of a work order have access to the work orders and work order tasks on the Work Order, Express Work Order, and Technician Workbench components.

See Setting Up a Work Order Business Unit.

See Using the Work Order Miscellaneous Page

Apply WO Access Security apply work order access security

Select this check box to restrict the access of this user to specific work orders, work order tasks, and express work orders associated with business units that have Technician WO Security set up for a resource pool, a shop, or a shop and a resource pool. If this check box is not selected, this user has full access to any work order and work order tasks on the Work Order, Express Work Order, and Technician Workbench components, depending on the user's PeopleSoft Security setup for these components.

Note. To enable a specific technician to have access to the work order tasks on the Technician Workbench that are assigned to other technicians, you must also select the Allow Access to Other's Tasks check box.

See Technician WO Security.

See Work Order Creation Using the Work Order Component.

See Using the Work Order Miscellaneous Page.

All Item Filter

Select a value to define how you want the mobile device to display items.

Values include:

• Display All: Select to include all items in a filtered search.

• Display Counted Only: Select to display only those items that have been counted when you perform a filtered search for items.

• Display Uncounted Only: Select to display only those items that have not been counted when you perform a filtered search.

Collapse Header

Select to indicate that the header should be collapsed after you fetch the initial values. The header is initially expanded on the Par Count and Par Count Ad Hoc pages. You can also change the setting on the mobile pages.

Count Status to Include

Use this section to define which count statuses will be included in the mobile count pages. The system provides these values as default values on mobile devices. You can override the default values using a mobile device.

Count statuses include:

• New: Select to return the detail lines in a non-blind, system-defined counting event for which you have not run the Counting Sheet process.

• Counting: Select to return the detail lines in a blind system-defined counting event.

• Quantity Entered – Hold: Select to return counting event detail lines with statuses that you changed manually on the Item Counts page to prevent the Stock Quantity Update process from updating the stock quantity of an item.

• Ready to Update Stock Quantity: Select to return counting event detail lines with quantities that are to be used to update the system tables when you run the Stock Quantity Update process.

Count UOM Enabled (count unit of measure enabled)

Select to set mobile device pages to enable an item's count unit of measure. You can change the value using the Options link on Inventory Count pages

Display Description

Select to display the item descriptions on the count pages on the mobile device.

Display Filter Related Fields

Select to display the Filter field and Filter button on the Mobile Inventory Management count pages. Deselect the check box to remove the filter functionality from the pages.

Display Last Updated Caption

Select to display the last updated caption for mobile count pages. When selected, the system displays the Last Item Counted table. When you count an item, the table is updated with that item. The table displays one item at a time. As you add to the count, only the most recent item appears

Display Lookups

Select to display the Lookup icon for the business unit and item fields at the top of Mobile Inventory Management count page on the mobile device. The Lookup icon enables you to view a list of options and select one.

Display Show/Hide in tables

Select to display the Show and Hide menu options in count item lists for Mobile Count pages. The options make it possible for you to expand and collapse item description sections in count pages.

Expert Mode

Select to enable users to have quick access to data and quicker data entry. By not displaying certain fields, the system has to perform minimal page updates resulting in faster processing.

Values that are not displayed when entering item data include the item description, unit of measure, search prompts for items and compartments. The system does not verify the item and compartment until you click the Count button. The purpose of this mode is to enable you quick data entry with minimal page updates.

Group by

Select how you want to group items on the mobile device. This will group like items and locations on the display all page. The groups are displayed in the page navigation. The Group by field is not enabled for counts by location and counts by item

Values include:

• Group by Item: Select to sort groups by item.

• Group by Location: Select to sort groups by location.

• No Grouping: Select to not sort groups.

Initial Display Mode

Select to define the initial display setting for mobile count pages. The system provides these values as default values on mobile devices. You can override the default values using a mobile device. This value is only applicable to guided counts.

Initial display values include:

• Single Item: Select to initially display count pages with a single item

• All Items: Select to initially display count pages with all items in the search. You can then scroll the list using the Next and Previous buttons.

Key Concatenation Separator

Displays the concatenation separator that has been defined at the installation level. This separator appears when there is a string of information, such as storage location, which might appear as: AREA1\1. The separator is available for use on all Mobile Inventory Management pages. The default value is a backward slash (\).

Perform Delivery Sort By

Select how you want to define the ascending order in which items and locations are sorted on the Perform Delivery page in the Mobile Delivery task flow.

Valid values include:

• Item ID: Select to sort the items and locations on the Perform Delivery page by item ID. This is the default value for the installation options.

• Requester: Select to sort the items and locations on the Perform Delivery page by the requester.

Pre-Load Serial IDs

Select to preload serial IDs for Mobile Count pages. This setting is for event detail line items that are serial-controlled items. This check box is not available for manual counts.

Print Delivery Report

Select to run a the Receipt Delivery report when you create the receipt. The system initiates the RECV_DEL multi-process job in the same business event in the PeopleSoft system. Deselect the check box to not trigger the RECV_DEL multi-process job.

Role Name

Enter a role name. A role name is a PeopleTools device that enables you to group together one or more permission lists in a role. Then the role is assigned to different users. Each role that is assigned to a given user profile adds its permission lists to the total that apply to that user.

Rows Displayed

Enter the maximum number of items to display in the tables for the Mobile Inventory Management count pages. When there are more rows of data than the value you enter, you can scroll through additional rows by using the Next link on the Mobile Inventory Management count pages. You can also change the number of rows displayed using mobile devices.

Select Items Sort By

Select how you want to define the ascending order in which items and locations are sorted on the Select Items for Delivery page in the Mobile Delivery task flow.

Valid values include:

• Item ID: Select to sort items and locations on the Select Items for Delivery page by item ID. This is the default value for the installation options.

• Requester: Select to sort items and locations on the Select Items for Delivery page by the requester.

Set Select Checkbox

Select to set the default value for the Sel check box to selected when you access the Receiving – Receive Lines page.

Sort By

Select to define the initial display setting for mobile count pages when you are displaying all items. The system provides these values as default values on mobile devices. You can override the default values using a mobile device.

Sort option values include:

• Sort By Item: Select to display count pages for an item or items, depending on the value that you selected in the Initial Display Mode field. This value is not available for counts by item that already have been grouped by item.

• Sort By Location: Select to display items on count pages sorted by storage location. This value is not available for counts by location that have already been grouped by location.

• Sort By Order Entered: Select to display items on count pages sorted by the order in which the item was added to the count. New items are placed at the end.

Suppress Unique Compartments

Select to remove the Compartment field from the page in the specific circumstance when all items in a location appear in only one compartment each, including a blank compartment, there is not a need to prompt for a compartment on the Item Entry page.

Task Flow

Identifies the Mobile Inventory Management task flow that uses the settings on this page. When you select a task flow, you can then use the lower portion of the Mobile Inventory Installation Options page to define default values and search and display options. Mobile devices use the information defined for the task flow as default values.