Overall Preferences

OPR_DEF_TABLE_FS1

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

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

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

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

Establish date default values, transaction loader processing options, table transaction editing 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

Define user preferences specific to IT Asset Management.

Billing

OPR_DEF_TABLE_BI1

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

Define default user preferences specific to Billing.

Contracts

OPR_DEF_TABLE_CA1

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

Define default user preferences specific to Contracts.

General Ledger

OPR_DEF_TABLE_GL1

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

Define preferences for Inventory users.

Lease Administration

RE_OPR_DFLTS

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

Define default lease administration preferences for Real Estate Management users.

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.

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.

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.

Specify 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 Setup link on the Procurement page.

Define receiver authorizations.

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.

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.

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.

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.

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.

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:

Feet

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:

Site

Building

Floor

Area

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 Market Value

Select to display the fair market value of assets within the application pages and portal pagelets in IT Asset Management for a given user. The FMV 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 by user. 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:

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.

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.

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.

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.

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.

PR: Purchasing requisitions originating in Purchasing.

PO: Miscellaneous demands originating either as purchasing requisitions from Purchasing or from various Inventory sources such as external uploads or par location replenishment requests.

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

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

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.

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).

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.

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.

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.

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.

Group Unit and Deposit Unit

Enter values that become the user's default values for business units. Although the user can override these default values, you can minimize data entry by entering the user's most frequently used business unit. The system uses the group unit and deposit unit as the default business unit for online pending groups, deposits, and worksheets.

Discount 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.

Underpayment Write-Off 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.

Branch

Enter the staffing branch to be associated with the user ID.

As of Date

Select a date to be used on some reports to populate the $AsOfDate variable.

Currency Code

Select the initial or default value for the currency that you want the system to supply the applicant setup pages.

National ID Type

Select a default format for the applicant and employee pages to track a person's tax identification number, such as social security number or social insurance number.

Email Signature

Enter a signature to be used on emails that are sent using the Send Email page.

Show Completed Agenda Items

This option applies only when Staffing Front Office is installed. Select to indicate that the completed items appear initially in the agenda pages.

Order Approval Security

This option indicates whether a user can save orders with a status of Approved. When this check box is cleared, users can save only orders with a status of Pending Approval. Orders pending approval can only be saved with a status of Draft and cannot have assignments created. Consider using this feature with the order customer self-service component. For example, you may not want to give order approval access to the user IDs that are granted to your customers.

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.

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.