This chapter provides an overview of Oracle's PeopleSoft Enterprise on-demand processing and discusses how to:
Set up on-demand processing options.
Define process group user preferences.
Oracle's PeopleSoft Enterprise Financial Management and Supply Chain Management provides on-demand process groups that certain users can run directly from transaction entry pages. These process groups generally consist of logically-related and sequentially-ordered processes that a transaction might require.
The process groups available depend on your user ID and whether or not a given transaction requires the processing. For example, if budget checking is not applicable to a particular voucher, the Budget Checking (BUDGET_CHK) process group is not available.
Warning! Some of the on-demand processing depends on products installed. For example, if PeopleSoft Enterprise General Ledger is licensed and installed, the Journal Generator (FS_JGEN) process will also execute the Journal Edit and Journal Post process. If you do not chose to license and install PeopleSoft General Ledger, clear the check box for the PeopleSoft General Ledger product on the Installation Options - Products page. This eliminates the wasted time your system will incur by executing the Journal Edit and Journal Post process when these processes are not needed. In general, clear all check boxes on the Installation Options - Products page for all products that you have not licensed.
When you finish entering a voucher in PeopleSoft Payables, you can either save the voucher and process it in batch, or you can process it on demand on the following pages:
Cancel Payment (PYMNT_CANCEL).
Close Voucher (VCHR_CLOSE1).
Complete Register Voucher (VCHR_HDR_CMP).
Mass Payment Cancellation (AP_PMT_MASS_CNL).
Match Exception Workbench Details (AP_MTCH_WB_EXCPTN).
Match Overridden Workbench Details (AP_MTCH_WB_OVRD).
Match Workbench (AP_MTCH_WB).
Payment Escheatment (PYMNT_ESCHEAT).
Quick Invoice (VCHR_HEADER_QV1 and VCHR_HEADER_QV2).
Voucher component (VCHR_EXPRESS).
Voucher Maintenance component (VCHR_CORRECTION).
Voucher Mass Maintenance – Close (VCHR_MMT_CLSE_SEC1).
Voucher Mass Maintenance – Delete (VCHR_MMT_DLTE_SEC1).
Voucher Mass Maintenance – Field Replace (VCHR_MMT_RPLC_SEC1).
Voucher Mass Maintenance – UnPost (VCHR_MMT_UNPS_SEC1).
Withholding Invoice Line Update (WTHD_LINE_UPDT).
Withholding Vendor Update (VNDR_UPDT).
On-demand processing is also available from the Voucher On-Demand Process component for batch processing by process group.
Processes are numbered to indicate the order of how the processes run. For example, on the Quick Invoice page if you select 4. Journal Generate, the system automatically initiates the number 1 process (Voucher Build), the number 2 process (Matching), the number 3 process (Voucher Posting), and then the number 4 process (Journal Generate). The process group used in this example is All Processes through Journal Generate (QVJGEN).
Note. The system automatically displays the on-demand processing functionality only to assigned users. Definitions configured on the User Preferences - Process Group page determine whether the system enables this functionality for a specific user, and further, a specific process.
Note. The Match Workbench uses the on-demand framework, however, it does not require that users have security to run the on-demand process groups. If you have access to the Match Workbench through permission lists, you can run the on-demand processes from the Match Workbench.
In PeopleSoft Receivables a process group is not associated with a process; it is associated with a posting action. The posting action that is associated with a process group determines which processes to run, and when to run those processes.
Each process group (posting action) is associated with six different source transactions, for example payment worksheets and maintenance worksheets.
See Setting Up Receivable Update and Pending Group Generator.
This table shows the process groups, their associated processes and posting actions, and the products that use them:
Note. If a given voucher is not asset related, then neither the Voucher Post Load AM nor Journal Gen, Load AM process groups will be available. These process groups are only available for selection if the voucher is asset related.
To set up on-demand processing options, use the On-Demand Processing Options component (RTM_OPTIONS).
Before you can use on-demand processing, you must specify the accounting entry definitions that are used by each source transaction-process group combination, along with other options. Accounting entry definitions define the record and fields that the Journal Generator process uses to extract accounting entries from the system source.
To set up on-demand processing options, use the On-Demand Process Options component (RTM_OPTIONS).
This section discusses how to set up on-demand processing options.
Page Name |
Object Name |
Navigation |
Usage |
RTM_OPTIONS |
Set Up Financials/Supply Chain, Common Definitions, On-Demand Processing, On-Demand Process Options, On-Demand Processing Options |
Specify Journal Generator accounting entry definitions and other processing options for on-demand process groups. |
Access the On-Demand Processing Options page.
Run Control Option
Last Process Number |
Enter any three digits to define the number at which the system will begin numbering the run controls. |
Run Control Prefix |
Enter any three letters to identify the run control ID. |
Process Option
Server Name |
Enter the server on which you want to run on-demand process groups. |
Use Event Notification |
Select this check box to have the system run the processes in asynchronous mode, such that the processes run independently in the background and no response is required from the server. This is the most typical mode of execution. |
Journal Generator Accounting Entry Definition
For each combination of source transaction and process group that includes the Journal Generator process, specify the SetID of the accounting entry definition and the Accounting Definition Name.
See Also
To define process group user preferences, use the User Preferences — Process Group component (OPR_DEFAULT).
This section provides an overview of process group user preferences and discusses how to define process group preferences.
Each user must be assigned access to a process group to use it for a particular type of transaction.
For Payables, you assign the process groups for each of these source transactions for defined users to enable on-demand processing functionality:
Complete Register Voucher (REGISTER).
Mass Payment Cancellation v1 (APMASSCNL).
Mass Payment Cancellation v2 (APMASSCNL2).
Matching Exception (MTCHEXPTN).
Matching Override (MTCHOVRD).
Payment Cancellation (PYMNCNCL).
Payment Escheatment (PYMNESCH).
Quick Invoice (QUICKVCHR).
Voucher Close (VCHRCLOSE).
Voucher Entry (VOUCHER).
Voucher Maintenance (VCHR_MAINT).
Voucher Mass Maintenance Close (VCHMASSCLS).
Voucher Mass Maintenance Delete (VCHMASSDEL).
Voucher Mass Maintenance Field Update (VCHMASSFLD).
Voucher Mass Maintenance Unpost (VCHMASSUNP).
Voucher On-Demand Processes (VCHR_STM).
Withholding Invoice Line Update (LINEWTHD).
Withholding Vendor Update (VNDRWTHD).
For Receivables you assign the appropriate process groups to each of these source transactions for all users based on the posting actions that you want to enable each user to perform:
Item Split (ARITSPLT).
Maintain Receivables (ARMNTWS).
Online Pending Item Entry (AROPIE).
Payment Worksheet (ARPAYWS).
Transfer Worksheet (ARTRNWS).
Unpost (ARUNPOST).
Note. All Receivables source transactions except Item Split (ARITSPLT) support all five process groups. Item Split (ARITSPLT) supports only Do Not Post (ARACTIONA), Batch Standard (ARACTIONL) and Post Now (ARPOST).
Page Name |
Object Name |
Navigation |
Usage |
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 a user can use for on-demand processing. |
Access the User Preferences - Process Group page.
Note. Ensure that the process groups you assign match the responsibilities of the user you are setting up.
Copy From User ID |
Enter an already-defined user ID from which the system is to copy the source transaction specifications. This enables you to set up template user ID's that can then be used to copy source transaction process groups to other users with the same responsibilities. |
Allow Processing |
Select this check box to enable on-demand processing for this user ID. |
Use Event Notification |
Select this check box to have the system run the processes in asynchronous mode, such that the processes run independently in the background and no response is required from the server. |
Source Transaction |
Select a source transaction for which to assign associated process groups:
|
Process Group |
Select the process groups that you want available for the user for the selected source transaction:
Note. You cannot select Payables groups for Receivables source transactions, and vice versa. |
See Also