PeopleSoft Enterprise Purchasing Preface

This preface discusses:

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.

Click to jump to parent topicPeopleSoft Products

This PeopleBook refers to these products:

Click to jump to parent topicPeopleSoft Application Fundamentals

The PeopleSoft Enterprise Purchasing PeopleBook provides you with implementation and processing information for the Oracle's PeopleSoft Enterprise Purchasing 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 of the Oracle's PeopleSoft applications across the Financials, Enterprise Service Automation, and Supply Chain Management product lines. You should be familiar with the contents of these PeopleBooks.

The following companion PeopleBooks contain information that applies specifically to Oracle's PeopleSoft Enterprise Purchasing:

Click to jump to parent topicPages With Deferred Processing

Several pages in Oracle's PeopleSoft Enterprise Purchasing 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.

Click to jump to parent topicPeopleSoft Enterprise Purchasing Default Hierarchies

Oracle's PeopleSoft Enterprise Purchasing application defaulting behavior is discussed in the Using Default Hierarchies chapter. The information in this chapter replaces default documentation at the field level and provides the same information efficiently in a central location.

In the chapter, we provide charts of transaction and item default sources, as well as explanations of multicurrency pricing calculation, unit of measure assignment and conversion, and vendor and vendor location selection.

Click to jump to parent topicPeopleBooks and the PeopleSoft Online Library

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

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

Click to jump to parent topicCommon Elements Used in This PeopleBook

Description

Free-flow text up to 30 characters.

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.

Language or Language Code

The language in which you want the field labels and report headings of your reports to print. The field values appear as you enter them.

Language also refers to the language spoken by an employee, applicant, or nonemployee.

Process Frequency (group box)

Designates the appropriate frequency in the Process Frequency group box:

Once executes the request 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).

Recipient's

Select to have a report print in the language defined for the recipient of the report.

Request ID

A request identification that represents a set of selection criteria for a report or process.

Run

This button takes you to the Process Scheduler request page, where you can specify the location where a process or job runs and the process output format.

Run Control ID

Each run control you create receives a unique run control ID. When you select a process from a menu, a search dialog box appears, asking for a run control ID. If you're in Add mode, enter a new ID for the run control you're about to define. If you're in Update/Display mode, enter an existing run control ID or click the Search button and select from the list of available run control IDs.

Short Description

Free-flow text up to 15 characters.

Specified

Select to have a report print in the language that you specify in the Language field.

Status

Your 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, PeopleSoft 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.