This chapter provides an overview functional implementation options and discusses how to:
Maintain business units.
Set up and maintain codes.
Maintain vendors.
Maintain items.
Maintain catalogs.
Set up profiles.
Set up and maintain users.
Use the eProcurement - Administer Procurement page to navigate to all necessary pages that you use to maintain procurement options. Every link that you need to set up and maintain procurement options can be located from this central navigational page.
To define business units, use the eProcurement Business Unit Actions component (PV_ACTIONS_BU), the eProcurement Business Unit Options component (PV_BUS_UNIT_PM), the Record Group component (REC_GROUP_TABLE), and the tableset ID component (SETID_TABLE).
PeopleSoft eProcurement requires a purchase order business unit because the system uses the business unit as a key field when recording transactions.
This section discusses how to:
Create a PeopleSoft Purchasing business unit.
Create relationships between business units, setIDs, and record groups.
Define PeopleSoft General Ledger business units.
Define business unit options for PeopleSoft eProcurement.
Note. You can also access many of the pages that are listed in the Set Up Financials/Supply Chain menu within the Business Unit Related option.
Page Name |
Definition Name |
Navigation |
Usage |
Maintain Business Units |
PV_ADM_SETUP_BU |
eProcurement, Administer Procurement, Maintain Business Units |
View a list of links that you use to navigate to other pages to set up and maintain business unit information. |
Business Unit Definition |
BUS_UNIT_TBL_PM |
Click the Purchasing Definition link on the Maintain Business Units page. |
Create a PeopleSoft Purchasing business unit. |
Business Unit Options |
BUS_UNIT_TBL_PM2 |
Click the Purchasing Definition link on the Maintain Business Units page. Then select the Business Unit Options tab. |
Define business unit options. |
PO Approval Options (purchase order approval options) |
BUS_UNIT_PO_APPR |
Click the Purchasing Definition link on the Maintain Business Units page. Then select the PO Approval Options tab. |
Define purchase order approval options. |
Document Numbering |
BUS_UNIT_TBL_PM3 |
Click the Purchasing Definition link on the Maintain Business Units page. Then select the Document Numbering tab. |
View document numbering. |
Record Group |
REC_GROUP_TABLE |
Click the Record Group link on the Maintain Business Units page. |
Add a record group. After adding the group, use the TableSet Control feature to create relationships. |
TableSet Control - Record Group |
SET_CNTRL_TABLE1 |
Click the TableSet Control link on the Maintain Business Units page. |
Group record definitions for the tables that you want to share, as well as any dependent record definitions. This creates relationships between setIDs, business units, and record groups. See Enterprise PeopleTools PeopleBook: System and Server Administration, "Using the PSADMIN Utility" |
TableSet Control - Tree |
SET_CNTRL_TABLE2 |
Click the TableSet Control link on the Maintain Business Units page. Then select the Tree tab. |
Associate the Set Control Value with trees. |
TableSet ID - TableSet Control |
SETID_TABLE |
Click the TableSet ID link on the Maintain Business Units page. |
Use this page to create setIDs. |
AM Business Unit Definition (asset management business unit definition) |
BUS_UNIT_TBL_AM |
Click the Asset Mgmt Definition (asset management definition) link on the Maintain Business Units page. |
Create a PeopleSoft Asset Management business unit and specify its default processing options. |
Open Period Update |
OPEN_PERIOD_SINGLE |
Click Update Open Periods on the AM Business Unit Definition page. |
Define in which periods transactions can be posted for Asset Management. |
Warehouse Mapping |
AM_WAREHOUSE_MAP |
Click Warehouse Mapping on the AM Business Unit Definition page. |
Establish the default ChartField mapping rules that are necessary to accommodate asset-component changeout-transfers for this business unit. |
VAT Defaults Setup (Value Added Tax Defaults Setup) |
VAT_DEFAULTS_DTL |
Click VAT Default on the AM Business Unit Definition page. |
|
VAT Defaults Copy (Value Added Tax Defaults Copy) |
VAT_DFLT_SRCH_COPY |
Click Copy Defaults From on the VAT Defaults Setup page. |
Copy VAT default specifications from another key combination for the same VAT driver. |
Business Unit/Book Definition |
BU_BOOK_DEFN_01 |
Click the Asset Mgmt Definition link on the Maintain Business Units page. Then select the Business Unit/Book Definition tab. |
Define required books, book options, and accounting entry options for each book that the business unit will use. Note. You must first complete the AM Business Unit Definition page and define the asset books on the Asset Book page. |
BU Book ChartFields Summarize |
BU_BOOK_GRP_SUM |
|
(Optional) Select the ChartFields that will be used to summarize assets by a group member. |
Round Options |
ROUND_OPTIONS_SEC |
Click Round Type on the Business Unit/Book Definition page. |
(JPN) Select options for rounding depreciation amounts for the book. |
Depreciation Close List |
MR_AM_DEPR_CLOS |
Click Depreciation Close List on the Business Unit/Book Definition page. |
Review the years and periods for which depreciation has been closed. |
General Ledger - Definition |
BUS_UNIT_TBL_GL1 BUS_UNIT_TBL_GL2 BUS_UNIT_TBL_GL3 BUS_UNIT_TBL_GL4 BUS_UNIT_TBL_GL6 |
Click the General Ledger Definition link on the Maintain Business Units page. |
Define PeopleSoft General Ledger business units. See Understanding General Ledger Business Units and Options. |
BUS_UNIT_TBL_GL3 |
Click the General Ledger Definition link on the Maintain Business Units page. Then select the Currency Options tab. |
Specify currency options at the business unit level for currency balancing; base currency adjustment, and the number of foreign currencies for each journal. |
|
BUSINESS_UNIT_LED3 |
Set Up Financials/Supply Chain, Business Unit Related, General Ledger, Ledgers For A Unit, Currency Options |
Indicate how you want to record adjusting entries for out-of-balance conditions that are caused by foreign currency rounding. |
|
BUL_JE_RA_CFS_SEC |
Click the Rounding Adjust ChartFields link on the Ledgers For A Unit - Currency Options page. |
Specify ChartField options when an unbalanced condition exists between the debit and credit rows. This results when the system converts and then rounds a value from a foreign amount to a base amount. See Understanding General Ledger Business Units and Options. |
|
Purchasing Processing Options |
BUS_UNIT_OPT_PM |
Click the Processing Options link on the Maintain Business Units page. |
Define purchasing transaction processing criteria. See Defining PeopleSoft Purchasing Business Units and Processing Options. |
BU_OPT_PM_DISP |
Click the Dispatch Method link on the Purchasing Processing Options page. |
Define transaction dispatch methods for purchase orders, request for quotes (RFQs), return to vendors (RTVs), contracts, and replenishment requests. See Defining PeopleSoft Purchasing Business Units and Processing Options. |
|
BU_OPT_PM_FREIGHT |
Click the Freight Option link on the Purchasing Processing Options page. |
Define freight options, rule codes, and charge methods. See Defining PeopleSoft Purchasing Business Units and Processing Options. |
|
VAT_DEFAULTS_DTL |
Click the VAT Default link on the Purchasing Processing Options page. |
Define VAT default options for all transactions in a business unit. See Defining PeopleSoft Purchasing Business Units and Processing Options. |
|
Service VAT Treatment Defaults Setup (service value-added tax treatment defaults setup) |
VAT_DEFAULTS_DTL |
Click the VAT Service Treatment Setup link on the Purchasing Processing Options page. |
Define service-related VAT default options for service transactions in a business unit. See Defining PeopleSoft Purchasing Business Units and Processing Options. |
POA_DEF_BU_SP |
Click the POA Settings link on the Purchasing Processing Options page. |
Define POA requirements and tolerance settings. See Defining PeopleSoft Purchasing Business Units and Processing Options. |
|
eProcurement Business Unit Options |
PV_BUS_UNIT_PM |
Click the eProcurement Business Unit Options link on the Maintain Business Units page. |
Define business unit options for PeopleSoft eProcurement. |
eProcurement Business Unit Actions |
PV_ACTIONS_BU |
Click the eProcurement Business Unit Actions link on the Maintain Business Units page. |
Identify the PeopleSoft eProcurement actions that should be used for each business unit. The applicable PeopleSoft eProcurement actions enable security for items from the business template, express forms, and direct connect suppliers. |
Access the Business Unit Definition page (eProcurement, Administer Procurement, Maintain Business Units. Click the Purchasing Definition link on the Maintain Business Units page).
All PeopleSoft eProcurement transactions are recorded in a PeopleSoft Purchasing business unit. Set up a PeopleSoft Purchasing business unit even if you are not using PeopleSoft Purchasing (standalone mode).
See Also
Defining PeopleSoft Purchasing Business Units and Processing Options
Access the TableSet Control - Record Group page (eProcurement, Administer Procurement, Maintain Business Units. Click the TableSet Control link on the Maintain Business Units page).
If you are integrating with a marketplace, use the TableSet Control - Record Group page to link the PeopleSoft eProcurement record group PV_01 as a marketplace buyer.
Note. Before altering this page, you should have a clear understanding of tablesets, record groups, and relational database concepts. Please see your database administrator before making changes.
See Also
Integrating with a Marketplace
Defining PeopleSoft Purchasing Business Units and Processing Options
Access the General Ledger - Definition page (eProcurement, Administer Procurement, Maintain Business Units. Click the General Ledger Definition link on the Maintain Business Units page).
Set up a PeopleSoft General Ledger business unit even if you are not using the PeopleSoft General Ledger system.
See Also
Defining PeopleSoft Purchasing Business Units and Processing Options
Access the eProcurement Business Unit Options page (eProcurement, Administer Procurement, Maintain Business Units. Click the eProcurement Business Unit Options link on the Maintain Business Units page).
Enable Req Region Security (enable requisition region security) |
Select to indicate that requisitions for this business unit have regional security. This means that the result of an item search from a requisition displays only those items and vendors that are relevant to the regions for a requester. |
Allow Req Change in Purchasing (allow requisition change in purchasing) |
Select to indicate that you can change requisitions added in PeopleSoft eProcurement (that is, having a SYSTEM_SOURCE of EPO) using the PeopleSoft Purchasing components. A eProcurement requisition can be altered in PeopleSoft Purchasing; however, a requisition added in PeopleSoft Purchasing cannot be altered using PeopleSoft eProcurement components. |
Allow Changes to Dispatched PO |
Select to enable users to create a change request when the requisition line has been source to a purchase order and the purchase order has already been dispatched. This value is overridden by the same option on the linked supplier's Supplier Properties page (i.e. ALLOW_PO_CHNG = N). Un-select to prevent users from creating a change request when the purchase order has already been dispatched. |
Workflow Approval Required |
Select to indicate that requisitions and change requests for this business unit must go through the approval workflow framework before the requisition is set to the status of approved. If this same check box is selected on the PeopleSoft Purchasing business unit then the approval workflow framework is turned on for both Purchasing and eProcurement and this check box on this page is unavailable. Selecting the Workflow Approval Required check box on the eProcurement business unit but not the Purchasing business unit turns on the approval workflow framework only in PeopleSoft eProcurement; in this case, if you edit an eProcurement requisition within a Purchasing component, the approval process is not triggered. Keep in mind that a requisition added in PeopleSoft eProcurement can be changed using the PeopleSoft Purchasing components only if you have selected the Allow Req Change in Purchasing check box on this page. A requisition added in PeopleSoft Purchasing cannot be altered using PeopleSoft eProcurement components. See Using the Approval Framework in PeopleSoft eProcurement. |
Resubmit Workflow for Quantity or Price Decrease |
Select this check box to require the approval of a change request with a decrease in item quantity or price. When a requisition is changed to increase the item quantity or price, then the system automatically requires approval of the change request. |
Item Source |
Select the catalog source for this business unit. Items can come from the item master tables, the express catalog, or both. This field is available for selection when the Item Source Option on the eProcurement Installation Options page is set to Master and Express Items. |
Show PO Acknowledgements Icon (show purchase order acknowledgements icon) |
Select to display the POA icon on the requisition cycle. This icon can be used to view a purchase order acknowledgement received from a vendor. The requisition cycle can be viewed on the Manage Requisitions page or the Requisition Cycle for: <requester> page. |
Select to display the ASN icon on the requisition cycle. This icon can be used to view an advanced shipping notice (ASN) receive from a vendor. The requisition cycle can be viewed on the Manage Requisitions page or the Requisition Cycle for: <requester> page. |
|
Integration Type |
Select the type of integration that you will be using. Examples are Oracle, PeopleSoft 8.4, and SAP. |
PO ID Scheme (purchase order ID scheme) |
Select the purchase order ID scheme that you will be using. Examples are PO ID - User Defined and PO ID by Business Unit. |
Integration Option |
Select an option to control how the business unit acts for requisitions. Values include: Do Not Consolidate: Select to have the system create all requisition lines for this business unit with the Do Not Consolidate field set to Yes. External Invoices: Select to indicate the requisition cycle sources invoice data from a set of staging tables that can be populated from an external accounting system. External Payments: Select to indicate the requisition cycle sources payment data from a set of staging tables that can be populated from an external accounting system. External Receiving: Select to indicate the requisition cycle sources receiving data from a set of staging tables that can be populated from an external system. No Deletion After Integration: Select to indicate that deletions will not occur after the integration processes are run. One Distribution per Schedule: Select to indicate that users cannot create requisitions with multiple distributions per schedule. One Schedule per Line: Select to indicate that users cannot create requisitions with multiple schedules per line. PeopleSoft PO ID Used (PeopleSoft purchase order ID used): Select to indicate that the external system will have the same purchase order ID as the PeopleSoft order when integrating with an external system. |
Note. You can select more than one integration option by adding rows to the Integration Options group box.
To set up and maintain codes, use these components:
Carrier (CARRIER_TBL).
Currency Code (CURRENCY_CD_TABLE)
File Location (FILE_LOC_GBL)
Freight Terms (FREIGHT_TERMS)
Location Definition (LOCATION_TBL)
Reason Code (REASON_CD)
Ship To (SHIP_TO_CODES)
Ship Via (SHIP_VIA_CD)
State (STATE_DEFN)
Standard Comment (STD_COMMENT_TYPE)
Tax Authority (TAX_AUTHORITY)
Tax Code (TAX_CODE)
Unit of Measure (UNITS_OF_MEASURE)
This section provides an overview of purchasing codes and lists the pages used to set up and maintain codes.
Purchasing codes control information that is used during the purchasing process. Examples of these codes include carrier, currency, and commodity codes, as well as freight, location, and tax codes.
If you are using supplier integration, be sure that the country, currency, and units of measure codes that you define are the same as those that appear on the supplier's website. Use International Organization for Standardization (ISO) standards.
Note. You can also access many of the pages that are listed in the following table by selecting Setup Financials/Supply Chain, Common Definitions and Setup Financials/Supply Chain, Product Related.
Page Name |
Definition Name |
Navigation |
Usage |
Maintain Codes |
PV_ADM_SETUP_CODES |
eProcurement, Administer Procurement, Maintain Codes |
View a list of links that are used to navigate to other pages to set up and maintain purchasing codes. |
Carrier |
CARRIER_TBL |
Click the Carrier link on the Maintain Codes page. |
Define the carriers that the organization uses to move freight. |
Std Comm Type (Standard Comment Type) |
STD_COMM_TYPE_PO |
Click the Comment Types link on the Maintain Codes page. |
Define standard comment types to use to identify the purpose of a particular comment. |
Standard Comments |
STD_COMMENTS_PO |
Click the Comments link on the Maintain Codes page. |
Create standard comments that can be assigned to a purchase order. |
Commodity Code |
COMMOD_CODE |
Click the Commodity Codes link on the Maintain Codes page. |
Define commodity codes. Commodity codes, which are also called freight classes, are used on bills of lading to group and identify shipped products for freight rating and insurance purposes. |
Country Description |
COUNTRY_DEFN |
Click the Countries link on the Maintain Codes page. |
Add or review country descriptions. |
Address Format |
ADDR_FORMAT_TABLE |
Click the Countries link on the Maintain Codes page. Then select the Address Format tab. |
Select address fields for a country so that the system displays addresses in the appropriate format. |
Currency Code |
CURRENCY_CD_TABLE |
Click the Currency Codes link on the Maintain Codes page. |
Define the currencies that you will be using in the eProcurement application. |
FILE_DIR_FS |
Click the File Locations link on the Maintain Codes page. |
Define file extensions that you want the system to recognize, system locations for transaction attachments, email and fax file extensions, and file server directories. |
|
Freight Terms |
FREIGHT_TERMS |
Click the Freight Terms link on the Maintain Codes page. |
Set up freight terms. |
LOCATION_TBL |
Click the Location Codes link on the Maintain Codes page. |
Define a location code, such as a branch office or shipping office. |
|
LOCATION_TBL2 |
Click the Location Codes link on the Maintain Codes page. Then select the Location Details tab. |
Add details to a location definition. |
|
Reason Codes |
REASON_CD |
Click the Reason Codes link on the Maintain Codes page. |
Define reason codes, which provide explanations for occurrences such as returned stock and changes to order headers, lines, or schedules. For example, you might set up a reason code called CUST-CA for orders that have been canceled at the customer's request. You can also define return and reject reason codes for items that are received in PeopleSoft Purchasing. |
SHIPTO_HDR |
Click the Ship To Locations link on the Maintain Codes page. |
Associate the sourcing region with the appropriate ship to location. |
|
Sales Use Tax |
SUT_DFLT_TBL |
Click the Ship To Locations link on the Maintain Codes page. Then click the Sales/Use Tax link. |
Enter default sales and use tax information for each ship to location. The sales and use tax rates are normally based on the final destination of the shipment (the ship to location). |
Ship To Vendor Order Location |
SHIPTO_VNDR_LOC |
Click the Ship To Locations link on the Maintain Codes page. Then click the Vendor Order Location link. |
Associate ship to vendor locations with the vendor order locations, setIDs, and vendor ID. |
Ship Via Codes |
SHIP_VIA_CD |
Click the Shipping Methods link on the Maintain Codes page. |
Set up shipping codes. |
State |
STATE_DEFN |
Click the States link on the Maintain Codes page. |
Add or review a state or province codes. |
Tax Authorities |
TAX_AUTHORITY |
Click the Tax Authorities link on the Maintain Codes page. |
Add to or update sales and use tax authorities. |
Tax Codes |
TAX_CODE |
Click the Tax Codes link on the Maintain Codes page. |
Add or update sales and use tax codes. |
Units of Measure |
UNITS_OF_MEASURE |
Click the Units of Measure link on the Maintain Codes page. |
Establish units of measure for the resources. |
To maintain vendors, use the Maintain Vendor URLs (PV_VNDR_URL_MAINT), Procurement Card Issuers (CC_CARD_TBL), Vendor Control (VENDOR_CONTROL), and Vendor Information (VNDR_ID) components.
This section discusses how to enter URLs for vendor websites.
See Also
Entering Vendor Identifying Information
Access the Maintain Vendor Hyperlinks page (eProcurement, Administer Procurement, Maintain Vendors. Click the Maintain Vendor URLs link on the Maintain Vendors page).
To enter the URL for a vendor's website:
Click the Update Vendor List button to display the vendors within the designated setID.
This button disappears after the vendors appear.
In the Vendor Home Page field, enter the URL for the vendor.
Click the Save button to save the work.
Click the Vendor link on the Search Catalog page to access the vendor's website.
See Also
Entering Vendor Identifying Information
This section provides an overview of item maintenance and lists the pages used to maintain items.
You can establish the items that are used on PeopleSoft eProcurement requisitions, purchase orders, and other transactions. You can also perform these tasks:
Assign one or multiple item catalogs to a business unit.
Define item categories and purchasing attributes, such as primary buyer, receiving controls, and price tolerances.
Define item families.
Define item groups.
Set up item number control, which enables the system to assign sequential item IDs.
Add and maintain manufacturer information about an item.
Approve new items and define their definitions, their units of measure, and their ship to locations.
Maintain item prices and their purchasing attributes.
Set up purchasing kits for items and load tree data for item catalogs.
Maintain item and purchasing attribute fields that trigger the Verity online update process.
Build the Verity search engine for searching item catalogs when creating PeopleSoft eProcurement requisitions.
Note. You can also access many of the pages that are listed in the following table by selecting Items, Define Controls and Items, Define Items and Attributes.
This section provides an overview of item catalogs and discusses how to maintain catalogs.
Item catalogs control the items that are available to users when they are creating requisitions. Using the Maintain Catalog feature, you can:
Define the catalog security implementation to use for PeopleSoft eProcurement requisitions.
Define catalog types, such as item catalogs, templates, express forms, and direct connect suppliers.
Set up catalog security types, including attributes and default information for the type.
Grant different catalog type access for different security types.
Page Name |
Definition Name |
Navigation |
Usage |
Maintain Catalogs |
PV_ADM_CATALOGS |
eProcurement, Administer Procurement, Maintain Catalogs |
Maintain catalogs by adding security and catalog types. Access is limited to users with the SYSTEM_ADMIN action role. |
See Also
Access the Maintain Catalogs page (eProcurement, Administer Procurement, Maintain Catalogs).
Use the links on this page to navigate to other pages where you can add security and catalog types to the Customer Relationship Management (CRM) application.
This section discusses how to:
Manage personal templates for a profile.
Copy a personal template for a profile.
Manage favorites group for a profile.
Copy a favorites group for a profile.
Page Name |
Definition Name |
Navigation |
Usage |
My Profile |
PV_ADM_MY_PROFILE |
eProcurement, My Profile |
Define information about users, including email addresses, passwords, alternate IDs, and preferred languages. |
Manage Personal Templates |
PV_REQ_TEMP_MGR |
eProcurement, My Profile Click the Manage Personal Templates link. |
Add item templates to the user, allow the templates to be shared with other roles and users, view the item details within each template, and copy templates that are created by other users. |
Copy a Personal Template(s) |
PV_REQ_TEMPL_COPY |
eProcurement, My Profile Click the Manage Personal Templates link. Click the Copy a Personal Template link. |
Copy personal templates for a profile. |
Request Procurement Card |
PV_CC_REQUEST |
Click the Request Procurement Card link on the My Profile page. |
Define user information for a procurement card. The information includes amount and transaction limits. |
Manage Favorites Groups |
PV_REQ_FAV_GRP |
eProcurement, My Profile Click the Manage Favorites Groups link. |
Add favorite groups to the user, allow the favorites groups to be shared with other roles and users, view the item details within each favorite group, and copy favorite groups that are created by other users. |
Copy a Favorites Group |
PV_REQ_GRP_COPY |
eProcurement, My Profile Click the Manage Favorites Groups link. Click the Copy a Favorites Group link. |
Copy favorites groups for a profile. |
Access the Manage Personal Templates page (eProcurement, My Profile. Click the Manage Personal Templates link).
You create personal templates by using the Create Requisition - Add Items and Services - Favorites page.
Allow Sharing |
Select to indicate that this template can be copied by other roles and users. If not selected, the template cannot be copied. |
Share Details |
Click to access the Share Details page. Select Share with All Roles and Requesters to share this template, or select specific roles and requesters to specify only the individuals who can share the template. |
View Details |
Click to access the View Details page, which lists the items in the template. Items can be removed from this page, but they cannot be added. |
Copy a Personal Template |
Click to access the Copy a Personal Template page, which enables you to copy a template that is shared by other requesters. |
Access the Copy a Personal Template page (eProcurement, My Profile. Click the Manage Personal Templates link. Click the Copy a Personal Template link).
Source Template
Requester |
Select a requester who has granted you access on the Share Details page for the template. |
Template Name |
Select a template that a requester has granted you access. |
Target Template
Template Name |
Enter a template that will be used for the profile. Press the Tab key after completing this field. |
Description |
Enter a description that will be used for the profile. This field appears after you tab out of the Template Name field. |
Copy to Target Template |
Click to copy the items that are selected from the Source Template section to the Target Template section. |
Access the Manage Favorites Groups page (eProcurement, My Profile. Click the Manage Favorites Groups link).
You create favorites groups by using the Create Requisition - Add Items and Services - Favorites page.
See Selecting Favorite Items and Item Groups to Include in Requisitions.
See Finding Requisition Items.
Allow Sharing |
Select to indicate that this favorites group can be copied by other roles and users. If this option is not selected, the favorites group cannot be copied. |
Share Details |
Click to access the Share Details page. Select Share with All Roles and Requesters to share this favorites group, or select specific roles and requesters to specify only the individuals who can share the favorites group. |
View Details |
Click to access the View Details page, which lists the items in the group. Items can be removed from this page, but they cannot be added. |
Copy a Favorites Group |
Click to access the Copy a Favorites Group page, which enables you to copy favorites groups that are shared by other requesters. |
Access the Copy a Favorites Group page (eProcurement, My Profile. Click the Manage Favorites Groups link. Click the Copy a Favorites Group link).
Source Favorites Group
Requester |
Select a requester who has granted you access on the Share Details page for the Favorites Group. |
Group Name |
Select a favorites group that a requester has granted you access. |
Target Favorites Group
Group Name |
Enter a name that will be used for the profile. Press the Tab key after completing this field. |
Description |
Enter a description that will be used for the profile. This field appears after you tab out of the Group Name field. |
Copy to Target Group |
Click to copy the items that are selected from the Source Favorites Group section to the Target Favorites Group section. |
To set up and maintain users, use the Procurement component (PV_OPR_DEFAULT).
This section discusses how to define user preferences in PeopleSoft eProcurement.
Page Name |
Definition Name |
Navigation |
Usage |
Maintain Procurement Users |
PV_ADM_PROCU_USERS |
eProcurement, Administer Procurement, Maintain Procurement Users |
Use this page to set up and maintain users in PeopleSoft eProcurement (buyers, employee profiles, requesters, and user preferences). Access is limited to users with the SYSTEM_ADMIN action role. |
Procurement |
OPR_DEF_TABLE_PM1 |
Click the User Preferences link on the Maintain Procurement Users page. Then click the Procurement link. |
Define user preferences for PeopleSoft eProcurement. |
Access the Procurement page (eProcurement, Administer Procurement, Maintain Procurement Users. Click the User Preferences link on the Maintain Procurement Users page. Click the Procurement link).
Use this page to enter the user preferences for the user's location, origin, department, and ship to location. You can also enter the requester and buyer that is most often associated with the user.
See Also