PeopleSoft Pay/Bill Management 9.1 PeopleBook

PeopleSoft Pay/Bill Management Preface

This preface provides an overview for:

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

PeopleSoft Products

This PeopleBook refers to these PeopleSoft products and product lines:

PeopleSoft Contracts
PeopleSoft Expenses
PeopleSoft General Ledger
PeopleSoft Financial Management Solutions
PeopleSoft Enterprise Performance Management
PeopleSoft Project Costing
PeopleSoft Resource Management
PeopleSoft Staffing Front Office
PeopleSoft Enterprise Service Automation
PeopleSoft Enterprise Service Automation Portal Pack

Understanding PeopleSoft Application Fundamentals

The PeopleSoft Pay/Bill Management PeopleBook provides you with implementation and processing information for PeopleSoft Pay/Bill Management. However, additional, essential information describing the setup and design of your 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, Supply Chain Management, and Human Resources Management product lines. You should be familiar with the contents of these PeopleBooks.

The following companion PeopleBooks apply to PeopleSoft Pay/Bill Management:

PeopleSoft Application Fundamentals PeopleBook
PeopleSoft Application Fundamentals for HRMS PeopleBook
PeopleSoft Bank Setup and Processing PeopleBook
PeopleSoft Billing PeopleBook
PeopleSoft Contracts PeopleBook
PeopleSoft General Ledger PeopleBook
PeopleSoft Global Options and Reports PeopleBook
PeopleSoft Global Payroll PeopleBook
PeopleSoft Human Resources PeopleBook: Administer Workforce
PeopleSoft Payables PeopleBook
PeopleSoft Payroll for North America PeopleBook
PeopleSoft Project Costing PeopleBook
PeopleSoft Receivables PeopleBook
PeopleSoft Staffing Front Office PeopleBook
PeopleSoft Time and Labor PeopleBook
PeopleSoft Order to Cash Common Information PeopleBook

Understanding Pages With Deferred Processing

Several pages in PeopleSoft Pay/Bill Management 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

Order	A request by a customer of a staffing agency to find one or more people to perform work at the client site on a temporary or permanent basis. When PeopleSoft Pay/Bill Management creates an order it also creates one PeopleSoft Contracts contract and one PeopleSoft Project Costing project. When you have PeopleSoft Staffing Front Office installed in addition to PeopleSoft Pay/Bill Management, these two applications share the same Order component and tables.
Assignment	The placement of a resource to perform work at a client on a temporary or permanent basis. When PeopleSoft Pay/Bill Management creates an assignment it also creates one PeopleSoft Contracts contract line, one Project Costing activity, and one PeopleSoft Human Resources job (if an existing job record cannot be reused). When you have PeopleSoft Staffing Front Office installed in addition to PeopleSoft Pay/Bill Management, these two applications share the same Assignment component and tables.
Branch	Branches can represent units within your organization for which you want to track orders, assignments, applicants, and employees. For example, branches may represent your different staffing office locations. You must map each staffing branch to business units for the following PeopleSoft products: Contracts Project Costing Payables
Business Unit	Identification code that represents a high-level organization of business information. Use a business unit to define regional units within a larger organization.
Contract Type	Enables you to categorize your contracts for reporting purposes.
Contracts Business Unit	PeopleSoft Contracts business unit.
Effective Date	Date on which a table row becomes effective; the date that an action begins.
EmplID (employee identification)	Unique identification code for an individual associated with your organization.
GL Unit	Individual business unit entities typically created for accounting purposes.
PC Business Unit	Business unit assigned to the project in PeopleSoft Project Costing.
Process Monitor	Click this link to access the Process List page, where you can view the status of submitted process requests.
Project ID	The ID by which a project is identified in all tables and pages in PeopleSoft Project Costing. The project must already be established in PeopleSoft Project Costing.
Report ID	Report Identifier.
Report Manager	Click this link to access the Report List page, where you can view report content, check the status of a report, and see content detail messages that describe the report and the distribution list.
Request ID	Request identification that represents a set of selection criteria for a report or process.
Run	Click this button to access the Process Scheduler Request page. On this page you can specify the location where a process or job runs and the process output format.
Run Control ID	Identification code that identifies the run parameters for a report or process.
SetID	Identification code that represents a set of control table information or TableSets. A TableSet is a group of tables (records) necessary to define your company's structure and processing options.
User ID	System identifier for the individual who generates a transaction.