This chapter lists the reports provided with Oracle's PeopleSoft Enterprise Application Fundamentals 9.1 PeopleBook. including general information and links to additional information about specific reports in various PeopleSoft Enterprise applications and discusses how to manage ChartFields for reports.
Note. For samples of these reports and reports associated with particular applications, see the Portable Document Format (PDF) files that are published on CD-ROM with this and other product documentation.
See Also
Enterprise PeopleTools PeopleBook: PeopleSoft Process Scheduler
Use this table to find general information about PeopleSoft Enterprise Application Fundamentals reports.
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
APY0003 |
Displays Payables User defaults by SetID. For each user, the default values for Business Unit, SetID and Origin as well as Vendor and Voucher Processing Authority display. (Crystal) |
Set Up Financials/Supply Chain, Common Definitions, User Preferences, AP User Preferences Report |
RUN_APY0003 |
Displays tax authorities by setID. For each tax authority, the authority code, name, effective date, percentage and ChartField values appear. |
Setup Financials/Supply Chain, Common Definitions, Sales and Use Tax, Authorities Report |
RUN_APY0006 |
|
Displays tax codes by setID. For each tax code, a description, tax type, VAT reference, tax calculation information, taxing authority, effective date, and tax percentage appear. |
Setup Financials/Supply Chain, Common Definitions, Sales and Use Tax, Codes Report |
RUN_APY0007 |
|
APY0012 |
Displays available accounting entry templates and shows template name, effective date, type, description, account, department, product, and project. (Crystal) |
Set Up Financials/Supply Chain, Common Definitions, Accounting Entry Templates, Template Report |
RUN_APY0012 |
ChartField Project |
Displays steps to configure a ChartField to individual needs. (Crystal) |
Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Reports, Configuration Steps |
RUN_CFC001 |
Cross/Reciprocal Rate Calc |
Displays the cross rates calculated for selected currency exchange rates. (SQR) |
Set Up Financials/Supply Chain, Common Definitions, Market Rates, Cross/Reciprocal Rate Calc |
RUN_EO9030 |
Installation Options |
Displays the contents of the PeopleSoft Installation Table, which contains system-wide parameters used by the applications. (Crystal) |
Set Up Financials/Supply Chain, Install, Installation Options Report |
RUN_FIN0001 |
Installation Options (XMLP) |
Displays the contents of the PeopleSoft Installation Table, which contains system-wide parameters used by the applications. (XMLP) |
Set Up Financials/Supply Chain, Install, Installation Options Report |
RUN_FIN0001 |
Detail Calendars |
Displays information about detail calendars, including a description as well as a listing of the periods you have defined for the calendar. (Crystal) |
Set Up Financials/Supply Chain, Common Definitions, Calendars/Schedules, Detail Calendar Report |
RUN_FIN0002 |
Detail Calendars (XMLP) |
Displays information about detail calendars, including a description as well as a listing of the periods you have defined for the calendar. (XMLP) |
Set Up Financials/Supply Chain, Common Definitions, Calendars/Schedules, Detail Calendar Report |
RUN_FIN0002 |
TimeSpans |
Displays the TimeSpan definitions for a SetID, including a description and information about the start year, start period, end year, and end period. The report also shows whether the TimeSpan includes forward balances and closing adjustments. (Crystal) |
Set Up Financials/Supply Chain, Common Definitions, Calendars/Schedules, TimeSpans Report |
RUN_FIN0003 |
TimeSpans (XMLP) |
Displays the TimeSpan definitions for a SetID, including a description and information about the start year, start period, end year, and end period. The report also shows whether the TimeSpan includes forward balances and closing adjustments. (XMLP) |
Set Up Financials/Supply Chain, Common Definitions, Calendars/Schedules, TimeSpans Report |
RUN_FIN0003 |
Account Types |
Displays all the account types, including the long and short descriptive name, and indicates whether the system carries forward the balance for that account type. (Crystal) |
Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Reports, Account Types |
RUN_FIN0004 |
Account Types (XMLP) |
Displays all the account types, including the long and short descriptive name, and indicates whether the system carries forward the balance for that account type. (XMLP) |
Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Reports, Account Types |
RUN_FIN0004 |
Statistics Units of Measure |
Displays a standard, portrait-style report of the contents of the Statistics Units of Measure table. The report also contains the unit of measure and description. (Crystal) |
Set Up Financials/Supply Chain, Common Definitions, Units of Measure, Units of Measure Report |
RUN_FIN0005 |
Statistics Units of Measure (XMLP) |
Displays a standard, portrait-style report of the contents of the Statistics Units of Measure table. The report also contains the unit of measure and description. (XMLP) |
Set Up Financials/Supply Chain, Common Definitions, Units of Measure, Units of Measure Report |
RUN_FIN0005 |
User Preferences |
Displays the values you enter for system users on the User Preference page. The User ID, business unit, SetID, ledger, source, and as-of date also display. These are the default settings that appear on the pages and reports used by each user. (SQR) |
Set Up Financials/Supply Chain, Common Definitions, User Preferences, User Preferences Report |
RUN_FIN0006 |
FIN0007 |
Displays a valid list of SpeedTypes. A SpeedType enables you to enter shorthand keys to trigger a system expansion into pre-specified values for one or more fields on a page. For each SpeedType, the report prints a description, the User ID or class, and associated values for account, department, product, project, and statistics code. (Crystal) If you have configured ChartFields, you might want to use the FSX0007 report to avoid manual changes to this Crystal report. |
Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Reports, SpeedTypes, Run, Process Scheduler Request, and select List of Valid Speed Types |
RUN_FIN0007 |
FSX0007 |
Crystal reports require manual changes when there are ChartField configurations. XML Publisher reports do not require manual changes to support ChartField configuration and use the same criteria from the request page as the Crystal reports. Displays a valid list of SpeedTypes. A SpeedType enables you to enter shorthand keys to trigger a system expansion into pre-specified values for one or more fields on a page. For each SpeedType, the report prints a description, the User ID or class, and associated values for account, department, product, project, and statistics code. |
Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Reports, SpeedTypes, Run, Process Scheduler Request, and select XMLP: List of Valid Speed Types |
RUN_FIN0007 |
Journal Sources |
Displays valid journal entry sources. Source codes describe the origination of journal entries or the party responsible for generating the journal, define special processing, and make financial transactions easier to identify and report. (SQR) |
Set Up Financials/Supply Chain, Common Definitions, Journals, Source Report |
RUN_FIN0008 |
Valid General Ledger Accounts |
Displays the valid general ledger accounts by SetID. For each account, the report prints a description, short name, and the account type. Shows if the account is a statistical account and if so, what unit of measure is used. If the account contains open items, lists their descriptions as well as the edit record and field that apply. (Crystal) |
Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Reports, ChartField Reports, select Account |
RUN_FIN0010 |
Valid General Ledger Accounts (XMLP) |
Displays the valid general ledger accounts by SetID. For each account, the report prints a description, short name, and the account type. Shows if the account is a statistical account and if so, what unit of measure is used. If the account contains open items, lists their descriptions as well as the edit record and field that apply. (XMLP) |
Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Reports, ChartField Reports, select Account |
RUN_FIN0010 |
Valid Department Codes |
Displays valid department codes by SetID. Prints the department ID and its description, along with each department manager's name. (Crystal) |
Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Reports, ChartField Reports, select Department |
RUN_FIN0011 |
Valid Department Codes (XMLP) |
Displays valid department codes by SetID. Prints the department ID and its description, along with each department manager's name. (XMLP) |
Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Reports, ChartField Reports, select Department |
RUN_FIN0011 |
Valid Product Codes |
Displays valid product codes by SetID. Prints the product ID and its description, in ascending order by ID. (Crystal) |
Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Reports, ChartField Reports, select Product |
RUN_FIN0012 |
Valid Product Codes (XMLP) |
Displays valid product codes by SetID. Prints the product ID and its description, in ascending order by ID. (XMLP) |
Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Reports, ChartField Reports, select Product |
RUN_FIN0012 |
Valid Project IDs |
Displays valid projects by SetID. For each project, prints the description, manager's name, and the project start and end dates. (Crystal) |
Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Reports, ChartField Reports, select Project |
RUN_FIN0013 |
Valid Project IDs (XMLP) |
Displays valid projects by SetID. For each project, prints the description, manager's name, and the project start and end dates. (XMLP) |
Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Reports, ChartField Reports, select Project |
RUN_FIN0013 |
Valid Statistics Code |
Produces a standard portrait style report that show the contents of the Statistics Codes table. Displays the code along with a description, the standard unit of measure, and the ledger update method. (Crystal) |
Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Reports, ChartField Reports, select Statistics Code |
RUN_FIN0015 |
Valid Statistics Code (XMLP) |
Produces a standard portrait style report that show the contents of the Statistics Codes table. Displays the code along with a description, the standard unit of measure, and the ledger update method. (XMLP) |
Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Reports, ChartField Reports, select Statistics Code |
RUN_FIN0015 |
Record Groups |
Displays tables by the record group they belong to. Displays a description and table name for each record group ID. (Crystal) |
Set Up Financials/Supply Chain, Business Unit Related, Reports, Record Groups |
RUN_FIN0016 |
Record Groups (XMLP) |
Displays tables by the record group they belong to. Displays a description and table name for each record group ID. (XMLP) |
Set Up Financials/Supply Chain, Business Unit Related, Reports, Record Groups |
RUN_FIN0016 |
Valid Set IDs |
Displays a short and long description of each SetID valid on a specific date. (Crystal) |
Set Up Financials/Supply Chain, Business Unit Related, Reports, TableSet IDs |
RUN_FIN0017 |
Valid Set IDs (XMLP) |
Displays a short and long description of each SetID valid on a specific date. (XMLP) |
Set Up Financials/Supply Chain, Business Unit Related, Reports, TableSet IDs |
RUN_FIN0017 |
Table Set Controls |
Displays the record groups associated with the TableSet you specify, including the field names and values you enter at the system prompt. Displays the trees designated for that TableSet. For each record group, shows the ID, description, SetID, and SetID description. (SQR) |
Set Up Financials/Supply Chain, Business Unit Related, Reports, TableSet Controls |
RUN_FIN0018 |
Valid General Ledger Business Units |
Displays a list of business units that are valid as of a specific date. For each business unit, prints a description of the unit, and the default as-of date. (SQR) |
Set Up Financials/Supply Chain, Business Unit Related, Reports, General Ledger Units |
RUN_FIN0020 |
Ledgers for a Business Unit |
Displays information about the ledgers that you have defined for a business unit. Shows information about each ledger, including type, ledger, definition, SetID, date of last update, and whether the ledger is balanced. Also shows open accounting periods, the adjustments year, and journal error handling options. (SQR) |
Set Up Financials/Supply Chain, Business Unit Related, Reports, Ledgers For A Unit |
RUN_FIN0021 |
Detail Ledger Definition |
Displays general information about detail ledgers. Includes a description, error handling options, accounting periods, record names, and a listing of the ChartFields associated with the ledger. (Crystal) |
General Ledger, Ledgers, Detail Ledger Report |
RUN_FIN0022 |
Detail Ledger Definition (XMLP) |
Displays general information about detail ledgers. Includes a description, error handling options, accounting periods, record names, and a listing of the ChartFields associated with the ledger. (XMLP) |
General Ledger, Ledgers, Detail Ledger Report |
RUN_FIN0022 |
Detail Ledger Template Definition |
Displays the records and fields included in detail ledger templates. (Crystal) |
General Ledger, Ledgers, Template Report |
RUN_FIN0023 |
Detail Ledger Template Definition (XMLP) |
Displays the records and fields included in detail ledger templates. (XMLP) |
General Ledger, Ledgers, Template Report |
RUN_FIN0023 |
Valid Budget Reference |
Lists all valid Budget Reference ChartField values in a SetID. (Crystal) |
Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Reports, ChartField Report, Select Budget Reference |
RUN_FIN0024 |
Valid Budget Reference (XMLP) |
Lists all valid Budget Reference ChartField values in a SetID. (XMLP) |
Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Reports, ChartField Report, Select Budget Reference |
RUN_FIN0024 |
Scenario |
Lists by setID the current active budget scenario. |
Set Up Financial/Supply Chain, Common Definitions, Design ChartFields, Reports, ChartField Reports, Scenario |
RUN_FIN0025 |
Scenario (XMLP) |
Lists by setID the current active budget scenario. (XMLP) |
Set Up Financial/Supply Chain, Common Definitions, Design ChartFields, Reports, ChartField Reports, Scenario |
RUN_FIN0025 |
PS/nVision Reports |
Displays the PS/nVision reports for selected business units. Each report shows the ID, description, layout, scope ID, scope description, business unit, last run date, as-of date type, as-of date, tree date type, and tree date. (Crystal) |
General Ledger, General Reports, nVision Request Summary |
RUN_FIN0030 |
PS/nVision Reports (XMLP) |
Displays the PS/nVision reports for selected business units. Each report shows the ID, description, layout, scope ID, scope description, business unit, last run date, as-of date type, as-of date, tree date type, and tree date. (XMLP) |
General Ledger, General Reports, nVision Request Summary |
RUN_FIN0030 |
PS/nVision Scopes |
Displays the details of each PS/nVision Scope definition. (Crystal) |
General Ledger, General Reports, nVision Scope |
RUN_FIN0031 |
PS/nVision Scopes (XMLP) |
Displays the details of each PS/nVision Scope definition. (XMLP) |
General Ledger, General Reports, nVision Scope |
RUN_FIN0031 |
Valid Operating Units |
Displays the valid operating units for a selected SetID. For each SetID it shows the operating units, their description, their status, and the effective date of the status. (Crystal) |
Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Reports, ChartField Reports, select Operating Unit |
RUN_FIN0032 |
Valid Operating Units (XMLP) |
Displays the valid operating units for a selected SetID. For each SetID, it shows the operating units, their description, their status, and the effective date of the status. (XMLP) |
Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Reports, ChartField Reports, select Operating Unit |
RUN_FIN0032 |
Valid Alternate Account |
Displays the valid Alternate Accounts for a SetID. For each alternate account, the report prints a description, account type, if it has open items, if it's a statistical account, any control flags, the current effective status and, its effective date. (Crystal) |
Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Reports, ChartField Reports, select Alternate Account |
RUN_FIN0033 |
Valid Alternate Account (XMLP) |
Displays the valid Alternate Accounts for a SetID. For each alternate account, the report prints a description, account type, if it has open items, if it's a statistical account, any control flags, the current effective status and, its effective date. (XMLP) |
Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Reports, ChartField Reports, select Alternate Account |
RUN_FIN0033 |
Currency Codes |
Displays information about a currency, including code, effective date, description, symbol, country, and decimal point. (Crystal) |
Set Up Financials/Supply Chain, Common Definitions, Currency, Currency Code Report |
RUN_FIN0035 |
Currency Codes (XMLP) |
Displays information about a currency, including code, effective date, description, symbol, country, and decimal point. (XMLP) |
Set Up Financials/Supply Chain, Common Definitions, Currency, Currency Code Report |
RUN_FIN0035 |
Alternate Account Cross Reference |
Displays accounts with corresponding cross-referenced alternate accounts, by SetID and Effective Date. (SQR) |
Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Reports, Alt Acct Cross Reference |
RUN_FIN0036 |
Chartfield 1 |
Displays the valid values for a selected setID. |
Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Reports, ChartField Reports, Chartfield 1 |
RUN_FIN0037 |
Chartfield 1 (XMLP) |
Displays the valid values for a selected setID. (XMLP) |
Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Reports, ChartField Reports, Chartfield 1 |
RUN_FIN0037 |
Chartfield 2 |
Displays the valid values for a selected setID. |
Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Reports, ChartField Reports, Chartfield 2 |
RUN_FIN0038 |
Chartfield 2 (XMLP) |
Displays the valid values for a selected setID. (XMLP) |
Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Reports, ChartField Reports, Chartfield 2 |
RUN_FIN0038 |
Chartfield 3 |
Displays the valid values for a selected setID. |
Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Reports, ChartField Reports, Chartfield 3 |
RUN_FIN0039 |
Chartfield 3 (XMLP) |
Displays the valid values for a selected setID. (XMLP) |
Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Reports, ChartField Reports, Chartfield 3 |
RUN_FIN0039 |
Valid Fund Codes |
Displays a list of all valid fund code ChartField values. (Crystal) |
Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Reports, ChartField Reports, Fund Code |
RUN_FIN0050 |
Valid Fund Codes (XMLP) |
Displays a list of all valid fund code ChartField values. (XMLP) |
Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Reports, ChartField Reports, Fund Code |
RUN_FIN0050 |
Valid Program Codes |
Displays a list of all valid program code ChartField values. (Crystal) |
Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Reports, ChartField Reports, select Program Code |
RUN_FIN0052 |
Valid Program Codes (XMLP) |
Displays a list of all valid program code ChartField values. (XMLP) |
Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Reports, ChartField Reports, select Program Code |
RUN_FIN0052 |
Valid Class |
Displays a list of all valid class ChartField values. (Crystal) |
Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Reports, ChartField Reports, select Class Field |
RUN_FIN0053 |
Valid Class (XMLP) |
Displays a list of all valid class ChartField values. (XMLP) |
Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Reports, ChartField Reports, select Class Field |
RUN_FIN0053 |
Journal Types |
Displays the various Journal Types defined on the Journal Types page for a particular SetID. Includes descriptions for each Journal Type and indicates whether they are sequenced by Document Type or Journal Code. Related to Document Sequencing. (Crystal) |
Set Up Financials/Supply Chain, Common Definitions, Document Sequencing, Journal Type Report |
RUN_FIN0057 |
Journal Types (XMLP) |
Displays the various Journal Types defined on the Journal Types page for a particular SetID. Includes descriptions for each Journal Type and indicates whether they are sequenced by Document Type or Journal Code. Related to Document Sequencing. (XMLP) |
Set Up Financials/Supply Chain, Common Definitions, Document Sequencing, Journal Type Report |
RUN_FIN0057 |
Journal Codes |
Displays the various Journal Codes defined on the Journal Codes page for a particular SetID-Journal Type combination. Includes descriptions for each Journal Code, as well as Sequence Range and Sequencing Type information. Related to Document Sequencing. (Crystal) |
Set Up Financials/Supply Chain, Common Definitions, Document Sequencing, Journal Code Report |
RUN_FIN0058 |
Journal Codes (XMLP) |
Displays the various Journal Codes defined on the Journal Codes page for a particular SetID-Journal Type combination. Includes descriptions for each Journal Code, as well as Sequence Range and Sequencing Type information. Related to Document Sequencing. (XMLP) |
Set Up Financials/Supply Chain, Common Definitions, Document Sequencing, Journal Code Report |
RUN_FIN0058 |
Document Types |
Displays the various Document Types defined on the Document Type page for a particular SetID-Journal Type-Journal Code combination. Includes descriptions for each Document Type, as well as Sequence Range and Sequencing Type information. Related to Document Sequencing. (Crystal) |
Set Up Financials/Supply Chain, Common Definitions, Document Sequencing, Document Type Report |
RUN_FIN0059 |
Document Types (XMLP) |
Displays the various Document Types defined on the Document Type page for a particular SetID-Journal Type-Journal Code combination. Includes descriptions for each Document Type, as well as Sequence Range and Sequencing Type information. Related to Document Sequencing. (XMLP) |
Set Up Financials/Supply Chain, Common Definitions, Document Sequencing, Document Type Report |
RUN_FIN0059 |
Document Sequence Ranges |
Displays the detail range(s) defined on the Document Sequence Range page for a specified Sequence Range. (Crystal) |
Set Up Financials/Supply Chain, Common Definitions, Document Sequencing, Sequence Range Report |
RUN_FIN0060 |
Document Sequence Ranges (XMLP) |
Displays the detail range(s) defined on the Document Sequence Range page for a specified Sequence Range. (XMLP) |
Set Up Financials/Supply Chain, Common Definitions, Document Sequencing, Sequence Range Report |
RUN_FIN0060 |
FIN0061 ChartField Attribute Report |
This report lists all or a selected list of ChartFields and their associated attributes, attribute descriptions, and attribute values. (SQR) |
Setup Financials/Supply Chain, Common Definitions, Design ChartFields, Reports, ChartField Attributes |
RUN_FIN0061 |
Message Log Report |
Prints message logs for a process instance ID and batch report type, similar to the online query available for each background program. Displays job ID, program name, date, time, sequence number, logged message, and explanation for each process instance ID. (SQR) |
Background Processes, Print Process Report |
RUN_FIN1001 |
Journal Entry |
Displays all journal entries entered in the system for a business unit and ledger within the date range specified. Prints the journal entries in ascending ID order within the ledger and shows the journal date, the source, whether a reversal entry was created, journal status, posted date (if any), and a description. For each line included in the journal entry, lists the line number of the entry, the account number, a description, the department, product, and project ChartField values, and debit and credit detail. Also prints statistical information where included in a journal entry. (SQR) |
General Ledger, General Reports, Journal Entry Detail |
RUN_FIN2001 |
FIN5001 |
This report consists of detailed subsystem and GL journal transactions that are aggregated to the business unit, subsystem source, ledger, account or alternate account, fiscal year and accounting period level. For example, it lists the data at the system source level, such as AP, and then lists all the activity for AP, including what was posted and not posted, for one or more selected ChartFields that appear in the data that you loaded. (SQR) |
General Ledger, General Reports, GL Reconciliation Subsystem, Reconciliation by System Srce (source) |
RUN_FIN5001 |
FIN5005 |
This report lists the data based on one or more selected ChartFields that appear in the data that you loaded. Each of the subsystem amounts that fall within the ChartField combination is listed on the report along with the total amounts for the ChartFields and the related ledgers. (SQR) |
General Ledger, General Reports, GL Subsystem Reconciliation, Reconciliation by ChartFields |
RUN_FIN5005 |
GLC1001 |
List Ledger Codes with associated Book Code and provides description. (Crystal) |
General Ledger, Ledgers, Ledger Codes Report |
RUN_GLC1001 |
GLX1001 |
List Ledger Codes with associated Book Code and provides description. (XMLP) |
General Ledger, Ledgers, Ledger Codes Report |
RUN_GLC1001 |
Adjustment Types |
By setID, displays current active Adjustment Type ChartField values. (Crystal) |
Setup Financials /Supply Chain, Common Definitions, Design ChartFields, Reports, ChartField Reports, Adjustment Type |
RUN_GLC4004 |
Adjustment Types (XMLP) |
By setID, displays current active Adjustment Type ChartField values. (XMLP) |
Setup Financials /Supply Chain, Common Definitions, Design ChartFields, Reports, ChartField Reports, Adjustment Type |
RUN_GLC4004 |
Book Codes |
By setID, displays current active Book Codes. (Crystal) |
Setup Financials / Supply Chain, Common Definitions, Design ChartFields, Reports, ChartField Reports, Book Code |
RUN_GLC4005 |
Book Codes (XMLP) |
By setID, displays current active Book Codes. (XMLP) |
Setup Financials / Supply Chain, Common Definitions, Design ChartFields, Reports, ChartField Reports, Book Code |
RUN_GLC4005 |
Balancing Groups |
Display all Balancing Groups and describes whether they are active or inactive and shows the default balancing group. (Crystal) |
Setup Financials /Supply Chain, Common Definitions, Design ChartFields, Reports, ChartField Reports, Account Balancing Group |
RUN_GLC4006 |
Balancing Groups (XMLP) |
Display all Balancing Groups and describes whether they are active or inactive and shows the default balancing group. (XMLP) |
Setup Financials /Supply Chain, Common Definitions, Design ChartFields, Reports, ChartField Reports, Account Balancing Group |
RUN_GLC4006 |
Journal Entry Template Report (Crystal) |
Displays Journal Entry Templates by the security applied that is available to a user. (Crystal) If you have configured ChartFields, you might want to use the GLX4007 report to avoid manual changes to this Crystal report. |
Setup Financials/Supply Chain, Common Definitions, Journals, Entry Template Report, Journal Entry Template Report, Run, Process Scheduler Request, and select Journal Entry Template |
RUN_GLC4007 |
Journal Entry Template Report (XMLP) |
Crystal reports require manual changes when there are ChartField configurations. XMLPublisher reports do not require manual changes to support ChartField configuration and use the same criteria as the Crystal reports. Displays Journal Entry Templates by the security applied that is available to a user. (XMLP) |
Setup Financials/Supply Chain, Common Definitions, Journals, Entry Template Report, Journal Entry Template Report, Run, Process Scheduler Request, and select XMLP: Journal Entry Template |
RUN_GLC4007 |
ADB Processes Report (Crystal) |
Lists ADB calculation details, including averaged period, date, and time. (Crystal) If you have configured ChartFields, you might want to use the GLX5501 report to avoid manual changes to this Crystal report. |
General Ledger, Average Daily Balance, ADB Calculation Report |
RUN_GLC5501 |
ADB Processes Report (XMLP) |
Lists ADB calculation details, including averaged period, date, and time. (XMLP) |
General Ledger, Average Daily Balance, ADB Calculation Report |
RUN_GLC5501 |
Lists detail information that is associated with a particular allocation group. (Crystal) |
Allocations, Reports, Allocation Group |
RUN_GLC6001 |
|
Lists detail information that is associated with a particular allocation group. (XMLP) |
Allocations, Reports, Allocation Group |
RUN_GLC6001 |
The following discusses how to:
Use XMLP reports to support configured ChartFields.
Select ChartFields for SQR reports.
Oracle XML Publisher (XMLP) technology is accessible from PeopleTools 8.50 PS Query and all PeopleTools 8.50 based applications. This technology enables PeopleSoft Enterprise to deliver XML publisher reports to supplement some Crystal reports, which require manual changes if you implement ChartField configuration. These XML publisher reports do not require manual changes to support ChartField configuration and use the same criteria as the Crystal reports.
The following is a list of the reports that can be generated in both Crystal and XML formats:
Installation Options: Available as a FIN0001 Crystal or FSX0001 XMLP report.
Detail Calendars: Available as a FIN0002 Crystal or FSX0002 XMLP report.
TimeSpans: Available as a FIN0003 Crystal or FSX0003 XMLP report.
Account Types: Available as a FIN0004 Crystal or FSX0004 XMLP report.
Statistics Units of Measure: Available as a FIN0005 Crystal or FSX0005 XMLP
Valid SpeedTypes: Available as a FIN0007 Crystal or FSX0007 XML Publisher report.
Valid Accounts: Available as a FIN0010 Crystal or FSX0010 XMLP report.
Valid Departments: Available as a FIN0011 Crystal or FSX0011 XMLP report.
Valid Products: Available as a FIN0012 Crystal or FSX0012 XMLP report.
Valid Project IDs: Available as a FIN0013 Crystal or FSX0013 XMLP report.
Valid Statistics Codes: Available as a FIN0015 Crystal or FSX0015 XMLP report.
Tables by Record Group: Available as a FIN0016 Crystal or FSX0016 XMLP report.
Valid SetIDs: Available as a FIN0017 Crystal or FSX0017 XMLP report.
Detail Ledger Definition: Available as a FIN0022 Crystal or FSX0022 XMLP report.
Ledger Template: Available as a FIN0023 Crystal or FSX0023 XMLP report.
Budget Reference: Available as a FIN0024 Crystal or FSX0024 XMLP report.
Scenario: Available as a FIN0025 Crystal or FSX0025 XMLP report.
List of PS/nVision Reports: Available as a FIN0030 Crystal or FSX0030 XMLP report.
List of PS/nVision Scopes: Available as a FIN0031 Crystal or FSX0031 XMLP report.
Valid Operating Units: Available as a FIN0032 Crystal or FSX0032 XMLP report.
Alternate Accounts: Available as a FIN0033 Crystal or FSX0033 XMLP report.
Currency Codes: Available as a FIN0035 Crystal or FSX0035 XMLP report.
ChartField1: Available as a FIN0037 Crystal or FSX0037 XMLP report.
ChartField2: Available as a FIN0038 Crystal or FSX0038 XMLP report.
ChartField3: Available as a FIN0039 Crystal or FSX0039 XMLP report.
Valid Funds: Available as a FIN0050 Crystal or FSX0050 XMLP report.
Valid Programs: Available as a FIN0052 Crystal or FSX0052 XMLP report.
Valid Sub Class: Available as a FIN0053 Crystal or FSX0053 XMLP report.
Journal Types: Available as a FIN0057 Crystal or FSX0057 XMLP report.
Journal Codes: Available as a FIN0058 Crystal or FSX0058 XMLP report.
Document Types: Available as a FIN0059 Crystal or FSX0059 XMLP report.
Document Sequence Ranges: Available as a FIN0060 Crystal or FSX0060 XMLP report.
Regulatory Ledger Translation Error: Available as a FIN5101 Crystal or FSX5101 XML Publisher report.
Ledger Code: Available as a GLC1001 Crystal or GLX1001 XMLP report.
Combination Edit Group: Available as a GLC4003 Crystal or GLX4003 XMLP report.
Adjustment Type ChartField: Available as a GLC4004 Crystal or GLX4004 XMLP report.
Book Code: Available as a GLC4005 Crystal or GLX4005 XMLP report.
Account Balancing Group: Available as a GLC4006 Crystal or GLX4006 XMLP report.
Journal Entry Template: Available as a GLC4007 Crystal or GLX4007 XML Publisher report.
ADB Processes: Available as a GLC5501 Crystal or GLX5501 XMLP report.
Allocation Group Definition: Available as a GLC6001 Crystal or GLX6001 XMLP report.
Budget Attributes: Available as a GLC8100 Crystal or GLX8100 XML Publisher report.
Associated Budgets: Available as a GLC8110 Crystal or GLX8110 XML Publisher report.
Budget Checking Batch Process Statuses: Available as a GLC8530 Crystal or GLX 8530 XML Publisher report.
Activity Log Detail: Available as a GLC8570 Crystal or GLX8570 XML Publisher report.
Activity Log Summary: Available as a GLC8571 or GLX8571 XML Publisher report.
Note. The navigation to the Crystal and XMLPublisher reports listed above is included in this report lists for PeopleSoft Enterprise Application Reports and in the report lists for each of the applications.
See Using XML Reporting to Support ChartField Configuration.
See PeopleSoft Global Options and Reports: A-Z.
See Using XMLP Reports to Support Configured ChartField.
The XML Publisher report templates are designed in Microsoft Word's rich text format and contain the report layout and XML publisher tags (placeholders) that are associated with the XML input file elements.
The following are general formatting features:
All elements are placed in tables to optimize exact placement and alignment when the template is transformed to the actual report format.
XML publisher can split columns to multiple pages if the columns exceed one page.
However, the GL report templates are designed to display all of the columns for a row on one page in most instances. There will be exceptions if some of the columns will be split on multiple pages. For example, if you have additional ChartFields. Multiple ChartFields will be grouped in a single column to optimize horizontal space.
Some of the reports use intelligent formatting to display ChartFields only where a value exists in a row.
Intelligent formatting is also used on other data such as statistical amount and statistical code to optimize horizontal spacing.
The ChartField Selection grid is used by many report request pages and enables you to select the ChartFields you want to view for SQR based reports that print ChartField values.
To enter report selection criteria in the ChartField Selection Grid:
Enter the header selection criteria and click Refresh to populate the grid with rows for each ChartField.
Click Include CF for the ChartFields that you want to include values for in the report.
PeopleSoft delivers reports with a fixed number of lines on the report heading. This number is determined based on the most common business practice. There is just enough space for a few ChartFields on the heading and still retain enough space for detail lines on each page. If you elect to include more ChartFields, the report will not have enough space to print all ChartField headings. This results in report heading and detail lines that overlay each other. If your circumstances require you to print more than the optimum number of ChartField values, change the report to increase the report heading lines. Increasing the number of ChartFields is a customization and is not supported by PeopleSoft.
(Optional) Use the Value field to enter ChartField values for the budgets on which you want to report.
Leave blank to select all values for the ChartField. Some Commitment Control report request pages include Value From and Value To fields to enable you to select ranges of ChartField values.
(Optional) Change the Sequence in which the ChartFields appears on the report.
For example, if you are reporting by Account and Department and you select Account to be first in the sequence, the report displays budget rows as follows:
Account |
Department |
60000 |
100 |
|
110 |
|
120 |
62000 |
100 |
|
110 |
|
130 |
The default sequence is alphabetical.
(Optional) Select Descr to include a description of the ChartField value.
(Optional) Select Subtotal to include a subtotal of all amounts for the ChartField.
For example, if you are reporting by Account and Department as in the above example, and you select Subtotal for Account, the report displays a subtotal amount for each Account:
Account |
Department |
Amount |
60000 |
100 |
1000 |
|
110 |
2000 |
|
120 |
1000 |
Subtotal |
|
4000 |
62000 |
100 |
2000 |
|
110 |
1000 |
|
130 |
3000 |
Subtotal |
|
6000 |