PeopleSoft Enterprise eProcurement 9.1 PeopleBook

Oracle's PeopleSoft Enterprise eProcurement Preface

This preface discusses:

Oracle's PeopleSoft products
PeopleSoft application fundamentals.
Pages with deferred processing.
Common elements used in this PeopleBook.

Note. This PeopleBook documents only page elements that require additional explanation. If a page element is not documented with the process or task in which it is used, then it either requires no additional explanation or is documented with the common elements for the section, chapter, or PeopleBook.

Oracle's PeopleSoft Products

This PeopleBook refers to these products:

PeopleSoft eProcurement.
PeopleSoft Purchasing.
PeopleSoft Services Procurement.
PeopleSoft Strategic Sourcing.

PeopleSoft Application Fundamentals

This section discusses:

Where to find additional information for PeopleSoft eProcurement.
Delivered ChartFields.

Where to Find Additional Information for PeopleSoft eProcurement

The PeopleSoft eProcurement PeopleBook provides implementation and processing information for the PeopleSoft eProcurement system. However, additional, essential information describing the setup and design of the system resides in companion documentation. The companion documentation consists of important topics that apply to many or all PeopleSoft applications across the Financials, Enterprise Service Automation, and Supply Chain Management product lines. You should be familiar with the contents of these PeopleBooks.

These companion PeopleBooks contain information that applies specifically to PeopleSoft eProcurement:

PeopleSoft Application Fundamentals for FIN, ESA, and SCM PeopleBook.
PeopleSoft Setting Up Global Options and Reports.
PeopleSoft Setting Up and Using Commitment Control.
PeopleSoft Purchasing.
PeopleSoft Managing Procurement.
PeopleSoft Managing Items.
PeopleSoft Working with Third-Party Applications.

Delivered ChartFields

This table describes the ChartFields delivered for this PeopleSoft application:

Grid Order	Label Long Name	Label Short Name	ChartField Name	Field Length	Active or Inactive	Definition
1	Account	Account	ACCOUNT	10	Active	Classifies the nature of a transaction. This field is required. Use it for corporate accounts.
2	Alternate Account	Alt Acct	ALTACCT	10	Active	Classifies the nature of a transaction for regulatory authorities. Use it for statutory accounting.
3	Operating Unit	Oper Unit	OPERATING_UNIT	8	Active	Can be used to indicate a location, such as a distribution warehouse or a sales center.
4	Fund Code	Fund	FUND_CODE	5	Active	The primary structural units of Education and Government accounting.
5	Department	Dept	DEPTID	10	Active	Tracks information according to a divisional breakdown of the organization. This value can be used to indicate who is responsible for or affected by a transaction.
6	Program Code	Program	PROGRAM_CODE	5	Active	Tracks revenue and expenditures for programs within or across the organizations. This value can be used to identify groups of related activities, cost centers, revenue centers, responsibility centers, and academic programs.
7	Class Field	Class	CLASS_FLD	5	Active	When combined with a Fund, Organization, Program Code, and Budget Reference, identifies the activity for an appropriation.
8	Budget Reference	Bud Ref	BUDGET_REF	8	Active	Use to identify unique budgets when individual budgets share budget keys and overlapping budget periods.
9	Product	Product	PRODUCT	6	Active	Captures additional information useful for profitability and cash flow analysis by product sold or manufactured.
10	Project ID/Grant	Project	PROJECT_ID	15	Active	Captures additional information useful for grant and project accounting. The Project ChartField does not have effective dating.
99	ChartField 3	Variable	CHARTFIELD3	10	Inactive	Generic expansion ChartField is delivered Inactive. It can be configured for use, hidden, or deleted.
99	ChartField 2	Variable	CHARTFIELD2	10	Inactive	Generic expansion ChartField is delivered Inactive. It can be configured for use, hidden, or deleted.
99	ChartField 1	Variable	CHARTFIELD1	10	Inactive	Generic expansion ChartField is delivered Inactive. It can be configured for use, hidden, or deleted.
11	Affiliate	Affiliate	AFFILIATE	5	Active	Used to map transactions between business units when using a single interunit account.
12	Fund Affiliate	Fund Affil	AFFILIATE_INTRA1	10	Active	Use to correlate transactions between funds when using a single intraunit account.
13	Operating Unit Affiliate	Oper Unit Affil	AFFILIATE_INTRA2	10	Inactive	Use to correlate transactions between operating units when using a single intraunit account.
14	Statistics Code	Statistics Code	STATISTICS_CODE	3	Active	Identifies non-monetary statistical amounts. Statistic codes are associated with a specific unit of measure.
15	Scenario	Scenario	BD_SCENARIO	10	Active	Identifies different budget iterations that use different assumptions.
16	Currency Code	Currency Code	CURRENCY_CD	3	Active	Identifies currencies; for example, FRF for French francs.
17	Book Code	Book Code	BOOK_CODE	4	Active	Identifies subsets of ledger rows to segregate and maintain in the same ledger various accounting, recording and reporting requirements for transactions in different accounting environments.
18	Adjustment Type	Adjustment	GL_ADJUST_TYPE	4	Active	Use to define adjustment types associated with varying accounting treatments of prior period adjustments.

Pages with Deferred Processing

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

PeopleBooks and the PeopleSoft Online Library

A companion PeopleBook called PeopleBooks and the PeopleSoft Online Library contains general information, including:

Understanding the PeopleSoft online library and related documentation.
How to send PeopleSoft documentation comments and suggestions to Oracle.
How to access hosted PeopleBooks, downloadable HTML PeopleBooks, and downloadable PDF PeopleBooks as well as documentation updates.
Understanding PeopleBook structure.
Typographical conventions and visual cues used in PeopleBooks.
ISO country codes and currency codes.
PeopleBooks that are common across multiple applications.
Common elements used in PeopleBooks.
Navigating the PeopleBooks interface and searching the PeopleSoft online library.
Displaying and printing screen shots and graphics in PeopleBooks.
How to manage the locally installed PeopleSoft online library, including web site folders.
Understanding documentation integration and how to integrate customized documentation into the library.
Application abbreviations found in application fields.

You can find PeopleBooks and the PeopleSoft Online Library in the online PeopleBooks Library for your PeopleTools release.

Common Elements Used in This PeopleBook

Amount	Displays the total item price and the transaction currency from the requisition.
Account	Change this value only to change the standard accounting structure.
Business Unit	An identification code that represents a high-level organization of business information You can use a business unit to define regional or departmental units within a larger organization.
Description	Free-flow text up to 30 characters.
Due Date	The date the items are scheduled to arrive at the Ship To location.
Effective Date	Date on which a table row becomes effective; the date that an action begins. For example, if you want to close out a ledger on June 30, the effective date for the ledger closing would be July 1. This date also determines when you can view and change the information. Pages or panels and batch processes that use the information use the current row
GL Unit (general ledger unit)	Displays the PeopleSoft General Ledger business unit that is defined on the Purchasing Definition - Business Unit Definition page
Item Description	The item description as defined on the Purchasing Attributes page.
Language or Language Code	The language in which you want the field labels and report headings of reports to print. The field values appear as you enter them. Language also refers to the language spoken by an employee, applicant, or non-employee.
Percent	Enter a percentage of the quantity or the amount to distribute. The system updates either the Amount or Quantity field value, depending on the selection in the Distribute by field.
Price	Displays the vendor's unit price and currency for the item, which are assigned on the Vendor's UOM & Pricing Info (vendor's unit of measure and pricing information) page.
Product	Identifies a product. If you use PeopleSoft Project Costing, a Project ID link replaces this field.
Project ID	Click to access the Projects Information page, where you can enter any information that is relevant to the project. This field appears only if you are using PeopleSoft Project Costing.
Process Frequency (group box)	Designates the appropriate frequency in the Process Frequency group box: Once executes the request—one time only—the next time the batch process runs. After the batch process runs, the process frequency is automatically set to Don't Run. Always executes the request every time the batch process runs. Don't Run ignores the request when the batch process runs.
Process Monitor	This link takes you to the Process List page, where you can view the status of submitted process requests.
Report ID	The report identifier.
Report Manager	This link takes you to the Report List page, where you can view report content, check the status of a report, and see content detail messages (which show you a description of the report and the distribution list).
Request ID	A request identification that represents a set of selection criteria for a report or process.
Requisition	The means for ordering goods and services.
Run	Click this button to take you to the Process Scheduler request page, where you can specify the location where a process or job runs and the process output format.
SetID	An identification code that represents a set of control table information or TableSet. A TableSet is a group of tables (records) necessary to define the organizational structure and processing options.
Ship To	The location code that indicates the location where the vendor should deliver the items.
Shopping Cart	A tool used to create requisitions. The cart displays requisition line items, their quantities, and cost.
Short Description	Free-flow text up to 15 characters.
Status	The options in this field are Active or Inactive. By linking status and effective date, you can retain historical information and plan future implementation. For auditing purposes, Oracle encourages inactivating data that is no longer in use instead of deleting it.
User ID	The system identifier for the individual who generates a transaction.