PeopleSoft Enterprise Performance Management Foundation 9.0 Preface

Welcome to the PeopleSoft Enterprise Performance Management Foundation for Analytical Applications and Performance Management Warehouse 9.0 PeopleBook that describes how to set up Oracle's Enterprise Performance Management (EPM) Foundation and use the EPM Foundation tools.

This preface discusses:

PeopleSoft products.
EPM documentation set.
Additional documentation resources.
Common elements used in the EPM documentation set.
About these PeopleBooks.
Deferred processing in EPM.

PeopleSoft Products from Oracle

This PeopleBook refers to these PeopleSoft products from Oracle:

Oracle's PeopleSoft Enterprise Activity-Based Management
Oracle's PeopleSoft Enterprise Global Consolidations
Oracle's PeopleSoft Enterprise Planning and Budgeting
Oracle's PeopleSoft Enterprise Scorecard
Oracle's PeopleSoft Enterprise Human Capital Management Warehouse
Oracle's PeopleSoft Enterprise Supply Chain Management Warehouse
Oracle's PeopleSoft Enterprise Financial Solutions Management Warehouse
Oracle's PeopleSoft Enterprise Customer Relationship Management Warehouse
Oracle's PeopleSoft Enterprise Campus Solutions Warehouse

Common Elements Used in the PeopleSoft EPM Documentation Set

This section lists common elements used in PeopleSoft EPM.

SetID	Provides the ID code for a tableset. A tableset is a group of tables (records) necessary to define your company's structure and processing options.
Effective Date	Establishes the date the row in the table becomes effective. It determines when you can view and change the information. Pages and batch processes that use the information use the current row.
Status	Indicates whether a row in a table is active or inactive. You cannot select inactive rows on pages or use them for running batch processes
Description	Enables you to input freeflow text, up to 30 characters, that describes what you are defining.
Run Control ID	Identifies specific run control settings for a process or report.
Report ID	Identifies the report.
Program Name	Provides the Enterprise Performance Management program name for which you are running the report or process.
When	Specifies the frequency with which you want to run a process. You can choose Once, Always, or Don't.
Last Run On	Indicates the date the report or process was last run.
As Of Date	Indicates the last date for which the report or process includes data.
Scenario ID	Provides an identifier for a specific scenario.
Model ID	Provides an identifier for a model. A model uniquely identifies the types of data you want to include in a scenario. For example, you might want to review revenue by region—a very high-level scope. Or, if you use Activity-Based Management, you might want to review only those activities that relate to a certain product line for certain types of resources—a very narrow scope.
Fiscal Year	Specifies the fiscal year for your scenario or process run.
Period	Specifies the accounting period for the object being defined or process being run.
Job ID	Specifies an instance of an engine.

Deferred Processing in PeopleSoft EPM

Several pages in PeopleSoft EPM operate in deferred processing mode. Most fields on these pages are not updated or validated until you save the page or refresh it by clicking a button, link, or tab. This delayed processing has various implications for the field values on the page. For example, if a field contains a default value, any value that you enter before the system updates the page overrides the default. Another implication is that the system updates quantity balances or totals only when you save or otherwise refresh the page.

About These PeopleBooks

A companion PeopleBook called About These PeopleBooks contains general information, including:

Related documentation, common page elements, and typographical conventions for PeopleBooks.
Information about using PeopleBooks and managing the PeopleBooks Library.
Information on the International Organization for Standardization (ISO) country and currency codes used within PeopleBooks.
A glossary of useful PeopleSoft terms that are used in PeopleBooks.