PeopleSoft Financials, ESA, ALM, and SCM Portal Packs 9.1 PeopleBook

Using Pagelets Enabled by PeopleSoft Receivables

This chapter discusses how to:

Set up PeopleSoft Receivables for the PeopleSoft Financials Portal Pack.
View aging summary information.
View average days to resolve deductions.
View days sales outstanding (DSO).
View deductions by amount.
View deductions by reason.
View outstanding and past due balances.
View sales for new and existing customers.
View top customer sales balances.
View top customer write-offs.
View write-off trends.

Setting Up PeopleSoft Receivables for the PeopleSoft Financials Portal Pack

This section provides an overview of setup and lists the page used to set up PeopleSoft Receivables for the PeopleSoft Financials Portal Pack.

Understanding Setup

If you are currently using PeopleSoft Receivables and want to use the PeopleSoft Receivables pagelets in the PeopleSoft Financials Portal Pack, you must schedule and run the Receivables Update Pagelet Statistics Application Engine process (AR_CFOLOAD). The Update Pagelet Statistics process summarizes transaction data and converts different currency amounts to the currency specified on the run control. PeopleSoft Receivables stores the data in summary tables and displays it on pagelets based on your personalized settings.

Page Used to Set Up PeopleSoft Receivables for the PeopleSoft Financials Portal Pack

Page Name	Definition Name	Navigation	Usage
Update Pagelet Statistics	AR_CFOLOAD_RQST	Accounts Receivable, Receivables Update, Update Pagelet Statistics	Run a process that creates summary data used by PeopleSoft Receivables pagelets in the PeopleSoft Financials Portal Pack. Select the currency and rate type used to display the data on pagelets.

Viewing Aging Summary Information

This section discusses how to:

View aging summary information.
Personalize aging summary.

Pages Used to View Aging Summary Information

Page Name	Definition Name	Navigation	Usage
Aging Summary pagelet	AR_PE_AGING_PAGE	Click the Personalize Content link on the PeopleSoft homepage. Select Aging Summary.	View a bar graph that shows the total aging amount in up to five aging categories.
Aging Summary Personalization	AR_PE_AGSUM_PRS	Click the Customize Aging Summary icon on the Aging Summary pagelet.	Define default display information for the Aging Summary pagelet.

Page Name

Definition Name

Navigation

Usage

Aging Summary pagelet

AR_PE_AGING_PAGE

Click the Personalize Content link on the PeopleSoft homepage.

Select Aging Summary.

View a bar graph that shows the total aging amount in up to five aging categories.

Aging Summary Personalization

AR_PE_AGSUM_PRS

Click the Customize Aging Summary icon on the Aging Summary pagelet.

Define default display information for the Aging Summary pagelet.

Viewing Aging Summary

Access the Aging Summary pagelet. (Click the Personalize Content link on the PeopleSoft homepage and select Aging Summary.)

This pagelet uses a bar graph to display the total aging amount by aging category. The system filters the data based on the parameters on the Aging Summary Personalization page.

Personalizing Aging Summary

Access the Aging Summary Personalization page. (Click the Customize Aging Summary icon on the Aging Summary pagelet.)

Aging ID

Select an aging category to display items that are part of the age range specified by the aging ID.

Entry Type

Select an entry type to display the items for an entry type in a category.

Note. When you change any personalization options, you must run the Update Pagelet Statistics process for the pagelet to display the correct data.

Viewing Average Time to Resolve Deductions

This section discusses how to:

View average time to resolve deductions.
Personalize average time to resolve.

Pages Used to View Average Time to Resolve Deductions

Page Name	Definition Name	Navigation	Usage
Average Time to Resolve pagelet	AR_PE_DEDAVG_PAGE	Click the Personalize Content link on the PeopleSoft homepage. Select Average Time to Resolve.	Display the average time to resolve a deduction over a user-defined period using a bar graph.
Average Time to Resolve Personalization	AR_PE_DEDAVG_PRS	Click the Customize Average Time to Resolve icon on the Average Time to Resolve Deduction pagelet.	Define default display information for the Average Time to Resolve Deduction pagelet.

Page Name

Definition Name

Navigation

Usage

Average Time to Resolve pagelet

AR_PE_DEDAVG_PAGE

Click the Personalize Content link on the PeopleSoft homepage.

Select Average Time to Resolve.

Display the average time to resolve a deduction over a user-defined period using a bar graph.

Average Time to Resolve Personalization

AR_PE_DEDAVG_PRS

Click the Customize Average Time to Resolve icon on the Average Time to Resolve Deduction pagelet.

Define default display information for the Average Time to Resolve Deduction pagelet.

Viewing Average Time to Resolve Deductions

Access the Average Time to Resolve pagelet. (Click the Personalize Content link on the PeopleSoft homepage and select Average Time to Resolve.)

This pagelet uses a bar graph to display the average number of days it took to resolve deductions in each time period. For example, if each time period is 30 days, it shows the average resolution time over the last 30 days, the next 31 to 60 days, and so on.

Personalizing Average Time to Resolve

Access the Average Time to Resolve Personalization page. (Click the Customize Average Time to Resolve icon on the Average Time to Resolve Deduction pagelet.)

Number of Days

Enter the number of days for each period in the Time Frame axis.

Note. When you change any personalization options, you must run the Update Pagelet Statistics process for the pagelet to display the correct data.

Viewing Days Sales Outstanding

This section discusses how to:

View days sales outstanding.
Personalize days sales outstanding.

Pages Used to View Days Sales Outstanding

Page Name	Definition Name	Navigation	Usage
Days Sales Outstanding pagelet	AR_PE_DSO_PAGE	Click the Personalize Content link on the PeopleSoft homepage. Select Days Sales Outstanding.	View a bar graph that shows the days sales outstanding for up to five time periods.
DSO Personalization	AR_PE_DSO_PRS	Click the Customize Days Sales Outstanding icon on the Days Sales Outstanding pagelet to access the DSO Personalization (days sales outstanding personalization) page.	Define default display information for the Days Sales Outstanding pagelet.

Page Name

Definition Name

Navigation

Usage

Days Sales Outstanding pagelet

AR_PE_DSO_PAGE

Click the Personalize Content link on the PeopleSoft homepage.

Select Days Sales Outstanding.

View a bar graph that shows the days sales outstanding for up to five time periods.

DSO Personalization

AR_PE_DSO_PRS

Click the Customize Days Sales Outstanding icon on the Days Sales Outstanding pagelet to access the DSO Personalization (days sales outstanding personalization) page.

Define default display information for the Days Sales Outstanding pagelet.

Viewing Days Sales Outstanding

Access the Days Sales Outstanding pagelet. Click the Personalize Content link on the PeopleSoft homepage and select Days Sales Outstanding.)

This pagelet uses a bar graph to display the days sales outstanding by time frame. The system filters the data based on the parameters on the DSO Personalization page. This table shows the calculations the system uses to display the data in the bar graph:

Calculated Amount	Calculation Method
Ending Customer Balance	Adds all customer balance amounts in the Item table (PS_ITEM) for a given time frame.
Sales in Period	Adds all entry amounts in the Item Activity table (PS_ITEM_ACTIVITY) for all entry types that make up the customer history ID of SALES for a given time frame.
Days Sales Outstanding	Multiplies the ending customer balance by 30 divided by the sales in period.

Personalizing Days Sales Outstanding

Access the DSO Personalization page. (Click the Customize Days Sales Outstanding icon on the Days Sales Outstanding pagelet to access the DSO Personalization (days sales outstanding personalization) page.)

Number of Days

Indicate the number of days you want to see in the Time Frame axis of the bar graph on the Days Sales Outstanding pagelet.

Note. When you change any personalization options, you must run the Update Pagelet Statistics process in order for the pagelet to display the correct data.

Viewing Deductions by Amount

This section discusses how to:

View deductions by amount.
Personalize deduction by amount.

Pages Used to View Deduction by Amount

Page Name	Definition Name	Navigation	Usage
Deduction by Amount pagelet	AR_PE_DEDAMT_PAGE	Click the Personalize Content link on the PeopleSoft homepage. Select Deduction by Amount.	Display the current deduction amount and the previous year deduction amount over a user defined period on a stacked bar graph.
Deduction by Amount Personalization	AR_PE_DEDAMT_PRS	Click the Customize Deduction by Amount icon on the Deduction by Amount pagelet.	Define default display information for the Deduction by Amount pagelet.

Page Name

Definition Name

Navigation

Usage

Deduction by Amount pagelet

AR_PE_DEDAMT_PAGE

Click the Personalize Content link on the PeopleSoft homepage.

Select Deduction by Amount.

Display the current deduction amount and the previous year deduction amount over a user defined period on a stacked bar graph.

Deduction by Amount Personalization

AR_PE_DEDAMT_PRS

Click the Customize Deduction by Amount icon on the Deduction by Amount pagelet.

Define default display information for the Deduction by Amount pagelet.

Viewing the Deductions by Amount

Access the Deduction by Amount pagelet. (Click the Personalize Content link on the PeopleSoft homepage and select Deduction by Amount.)

The deduction amount pagelet displays the total amount of deductions over a user-defined period of time and is compared against the same period in the previous year. The period of time is user-defined on the Deduction by Amount Personalization page.

Personalizing Deduction by Amount

Access the Deduction by Amount Personalization page. (Click the Customize Deduction by Amount icon on the Deduction by Amount pagelet.)

Number of Days

Enter the number of days for each period. The system subtracts the numbers of days that you enter from the current date to determine the current period and includes deductions created during that period in the amount on the pagelet.

Deduction Reason

Enter each deduction reason for the deductions that you want to include in the amount.

Note. When you change any personalization options, you must run the Update Pagelet Statistics process for the pagelet to display the correct data.

Viewing Deductions by Reason

This section discusses how to:

View deductions by reason.
Personalize deductions by reason.

Pages Used to View Deductions by Reason

Page Name	Definition Name	Navigation	Usage
Deduction by Reason pagelet	AR_PE_DEDRSN_PAGE	Click the Personalize Content link on the PeopleSoft homepage. Select Deduction by Reason.	Display deductions by reason in a table format, listing the reason, current amount and currency, count of deductions making up the current amount, and the comparison amount and currency.
Deduction by Reason Personalization	AR_PE_DEDRSN_PRS	Click the Customize Deduction by Reason icon on the Deduction by Reason pagelet.	Define default display information for the Deduction by Reason pagelet.
Item List - Advanced Search	ITEM_LIST	Click the Deduction Reason link on the Deduction by Reason pagelet.	Update search parameters to create a list of items with a specific deduction reason.

Viewing the Deductions by Reason

Access the Deduction by Reason pagelet. (Click the Personalize Content link on the PeopleSoft homepage and select Deduction by Reason.)

Deduction Reason	Displays the description for the reason. Click a link to access the Item List - Advanced Search page, where you enter search criteria to display a list of items with a specific deduction reason. The system automatically populates the search criteria on the Advanced Search page using the data that you entered on the Deduction by Reason Personalization page. Modify the criteria if necessary.
Current Amount and Count	Displays the total amount and count of deductions in the current period.
Prior Amount and Count	Displays the total amount and count of deductions for the previous year or period.

Personalizing Deduction by Reason

Access the Deduction by Reason Personalization page. (Click the Customize Deduction by Reason icon on the Deduction by Reason pagelet.)

Comparison Period

Select a value that determines the length of the comparison period. Options are:

P (Prior Period): Compares the period of time to prior period of time. For example, if the period of time is 10 days, it compares the past 10 days to the past 11 to 20 days.

Y (Prior Year): Compares the period of time to the same period in the prior year.

Number of Days

Enter the number of days for the comparison period.

Note. When you change any personalization options, you must run the Update Pagelet Statistics process for the pagelet to display the correct data.

Viewing Outstanding and Past Due Balances

This section discusses how to:

View outstanding balances.
View past due balances.

Pages Used to View Outstanding and Past Due Balance Information

Page Name	Definition Name	Navigation	Usage
Outstanding Balances pagelet	AR_PE_OUTBAL_PAGE	Click the Personalize Content link on the PeopleSoft homepage. Select Outstanding Balances.	View customer accounts with large open balances.
Past Due Balances pagelet	AR_PE_PASTDU_PAGE	Click the Personalize Content link on the PeopleSoft homepage. Select Past Due Balances.	View customer accounts with collection problems.
Account Overview - Balances	CUST_BALANCES_HDR	Click a customer on the Outstanding Balances or Past Due Balances pagelet.	View a wide range of information about a customer's balances and use links to view items that comprise each balance.

Viewing Outstanding Balances

Access the Outstanding Balances pagelet. (Click the Personalize Content link on the PeopleSoft homepage and select Outstanding Balances.)

Customer

Displays up to five customers that have a large outstanding balance. The pagelet displays only corporate customer balances.

Click a customer to access the Account Overview - Balances page, where you view detailed information regarding the outstanding balance.

Amount

Displays the total amount owed to your organization regardless of the payment due date.

See Also

Reviewing Customer Account Information

Viewing Past Due Balances

Access the Past Due Balances pagelet. (Click the Personalize Content link on the PeopleSoft homepage and select Past Due Balances.)

Customer

Displays up to five customers that have a large unpaid balance past a specified due date. The pagelet displays only corporate customer balances.

Click a customer to access the Account Overview - Balances page, where you view detailed information regarding the outstanding balance.

Amount

Displays the total amount of the unpaid balances past the specified due date.

See Also

Reviewing Customer Account Information

Viewing Sales for New and Existing Customers

This section discusses how to:

View sales for new and existing customers.
Personalize new and existing customers.

Pages Used for View Sales to New and Existing Customers

Page Name	Definition Name	Navigation	Usage
Sales New/Existing Customers pagelet	AR_PE_SALES_PAGE	Click the Personalize Content link on the PeopleSoft homepage. Select Sales New/Existing Customers.	View a bar graph that compares the sales for new and existing customers over a period of time.
New and Existing Customers Personalization	AR_PE_SALES_PRS	Click the Customize Sales New/Existing Customers icon on the Sales New/Existing Customers pagelet.	Define default display information for the Sales New/Existing Customers pagelet.

Page Name

Definition Name

Navigation

Usage

Sales New/Existing Customers pagelet

AR_PE_SALES_PAGE

Click the Personalize Content link on the PeopleSoft homepage.

Select Sales New/Existing Customers.

View a bar graph that compares the sales for new and existing customers over a period of time.

New and Existing Customers Personalization

AR_PE_SALES_PRS

Click the Customize Sales New/Existing Customers icon on the Sales New/Existing Customers pagelet.

Define default display information for the Sales New/Existing Customers pagelet.

Viewing Sales for New and Existing Customers

Access the Sales New/Existing Customers pagelet. (Click the Personalize Content link on the PeopleSoft homepage and select Sales New/Existing Customers.)

The bar graph's scale adjusts to fit both positive and negative data. Hold your cursor over a bar to see the name of the customer and the exact sales amount.

Amount	Displays the amount of sales for new or existing customers. Amounts appear in hundreds, thousands, millions, and so on, depending on the size of the smallest amount.
Timeframe	Displays the number of days of sales included in the amount.

The system uses this criteria to determine which sales to include in the amount in the bar graph and how to calculate the amount:

A customer is considered new if the date the customer was added to the system is greater than the cutoff date entered on the New and Existing Customers Personalization page.
A customer is considered existing if the date the customer was added to the system is less than the cutoff date entered on the New and Existing Customers Personalization page.
The system calculates sales by adding the entry amounts in the Item Activity table (PS_ITEM_ACTIVITY) for all entry types that make up the customer history ID of SALES.

Personalizing Sales for New and Existing Customers

Access the New and Existing Customers Personalization page. (Click the Customize Sales New/Existing Customers icon on the Sales New/Existing Customers pagelet.)

Cutoff Date

Enter the cutoff date that the system uses to determine whether a customer is new or existing.

Number of Days

Enter the number of days to use in the Time frame axis of the Sales New/Existing Customers pagelet bar graph.

Note. When you change any personalization options, you must run the Update Pagelet Statistics process for the pagelet to display the correct data.

Viewing Top Customer Sales Balances

This section discusses how to:

View top customer sales balances.
Personalize top customers sales balances.

Pages Used to View Top Customer Sales Balances

Page Name	Definition Name	Navigation	Usage
Top Customer Sales Balances pagelet	AR_PE_TOPCST_PAGE	Click the Personalize Content link on the PeopleSoft homepage. Select Top Customer Sales Balances.	View the sales balances and the percentage of total sales for up to five corporate customers.
Top Customers Personalization	AR_PE_TPCST_PRS	Click the Customize Top Customer Sales Balances icon on the Top Customer Sales Balances pagelet.	Define default display information for the Top Customer Sales Balances pagelet.
Account Overview - Balances	CUST_BALANCES_HDR	Click a customer on the Top Customer Sales Balances pagelet.	Use to view a wide range of information about a customer's outstanding balance or past due balance and use links to view items that comprise each balance.

Viewing Top Customer Sales Balances

Access the Top Customer Sales Balances pagelet. (Click the Personalize Content link on the PeopleSoft homepage and select Top Customer Sales Balances.)

Click a customer link to access the Account Overview - Balances page.

% (percent)

Displays the percentage of total sales for the sales period contributed by this customer.

See Also

Reviewing Customer Account Information

Personalizing Top Customer Sales Balances

Access the Top Customers Personalization page. (Click the Customize Top Customer Sales Balances icon on the Top Customer Sales Balances pagelet.)

From Date and To Date

Enter a date range for the sales period. The system adds the total sales for each customer in the date range to determine whether they are the top customers.

Note. When you change any personalization options, you must run the Update Pagelet Statistics process for the pagelet to display the correct data.

Viewing Top Customer Write-offs

This section discusses how to:

View top customer write-offs.
Personalize top customer write-offs.

Pages Used to View Top Customer Write-offs

Page Name	Definition Name	Navigation	Usage
Bad Debt Write-off by Customer pagelet	AR_PE_DETWO_PAGE	Click the Personalize Content link on the PeopleSoft homepage. Select Bad Debt Write-off by Customer.	View the balances that have been written off for up to five top corporate customers.
Customer Write-off Personalization	AR_PE_DETWO_PRS	Click the Customize Bad Debt Write-off by Customer icon on the Bad Debt Write-off by Customer pagelet.	Define default display information for the Bad Debt Write-off by Customer pagelet.
Account Overview - Balances	CUST_BALANCES_HDR	Click a customer on the Bad Debt Write-off by Customer pagelet.	View a wide range of information about a customer's outstanding balance or past due balance and use links to view items that comprise each balance.

Viewing the Top Customer Write-offs

Access the Bad Debt Write-off by Customer pagelet. (Click the Personalize Content link on the PeopleSoft homepage and select Bad Debt Write-off by Customer.)

Click a customer link to access the Account Overview - Balances page, where you view various customer balances and use links to view a list of items included in each balance.

See Also

Reviewing Customer Account Information

Personalizing Top Customer Write-offs

Access the Customer Write-off Personalization page. (Click the Customize Bad Debt Write-off by Customer icon on the Bad Debt Write-off by Customer pagelet.)

Display Reason

Select this option to display the write-off reason on the pagelet broken down by customer and reason code. Deselect this option if you do not want to display the write-off reason. In this case, the amount is broken down by customer only.

From Date and To Date

Enter the date range of the write-off items to include in the pagelet. This field is required.

Note. When you change any personalization options, you must run the Update Pagelet Statistics process for the pagelet to display the correct data.

Viewing Write-off Trends

This section discusses how to:

View write-off trends.
Personalize write-off trends.

Pages Used to View Write-off Trends

Page Name	Definition Name	Navigation	Usage
Write-off Trends pagelet	AR_PE_WO_PAGE	Click the Personalize Content link on the PeopleSoft homepage. Select Write-off Trends.	Display the amount written off over a user-defined period using a bar graph.
Write-off Trends Personalization	AR_PE_WO_PRS	Click the Customize Write-off Trends icon on the Write-off Trends pagelet.	Define default display information for the Write-off Trends pagelet.

Page Name

Definition Name

Navigation

Usage

Write-off Trends pagelet

AR_PE_WO_PAGE

Click the Personalize Content link on the PeopleSoft homepage.

Select Write-off Trends.

Display the amount written off over a user-defined period using a bar graph.

Write-off Trends Personalization

AR_PE_WO_PRS

Click the Customize Write-off Trends icon on the Write-off Trends pagelet.

Define default display information for the Write-off Trends pagelet.

Viewing Write-off Trends

Access the Write-off Trends pagelet. (Click the Personalize Content link on the PeopleSoft homepage and select Write-off Trends.)

The graph displays the amount written off over a user-defined period. For example, if the period is 30 days, it shows the total amount of items written off in the past 30 days, the next 31 to 60 days, and so on.

Personalizing Write-off Trends

Access the Write-off Trends Personalization page. (Click the Customize Write-off Trends icon on the Write-off Trends pagelet.)

Number of Days

Enter the number of days for each period of time.

Entry Reason

Enter each entry reason for the write-off items that you want to include in the amount.

Note. When you change any personalization options, you must run the Update Pagelet Statistics process for the pagelet to display the correct data.

Aging ID	Select an aging category to display items that are part of the age range specified by the aging ID.
Entry Type	Select an entry type to display the items for an entry type in a category.

Number of Days	Enter the number of days for each period. The system subtracts the numbers of days that you enter from the current date to determine the current period and includes deductions created during that period in the amount on the pagelet.
Deduction Reason	Enter each deduction reason for the deductions that you want to include in the amount.

Display Reason	Select this option to display the write-off reason on the pagelet broken down by customer and reason code. Deselect this option if you do not want to display the write-off reason. In this case, the amount is broken down by customer only.
From Date and To Date	Enter the date range of the write-off items to include in the pagelet. This field is required.

Number of Days	Enter the number of days for each period of time.
Entry Reason	Enter each entry reason for the write-off items that you want to include in the amount.