This chapter provides an overview of user preferences available in Oracle's PeopleSoft applications and discusses how to:
Define cross-application user preferences.
Define application-specific user preferences.
Before you set up user preferences for PeopleSoft applications, you must set up user IDs for those who will define default codes and values. After you have completed table setup and defined all default values, use the User Preferences pages to define profiles for your PeopleSoft system users.
After setting up user preferences, generate the User Preferences report (FIN0006) to display information that includes a listing of the preferences that are defined for each user.
Use the User Preferences component (OPR_DEFAULT) to define cross-application user preferences. Use the OPR_DEFAULT_FIN component interface to load data into the tables for this component.
This section discusses how to:
Define overall user preferences.
Define object linking and embedding (OLE) information.
Define process group preferences.
See Also
Setting Up On-Demand Processing
Page Name |
Definition Name |
Navigation |
Usage |
OPR_DEF_TABLE_FS1 |
Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Overall Preferences |
Define overall default user preferences for specific PeopleSoft system users. |
|
OPR_DEF_TABLE_OLE1 |
Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, OLE Information, OLE Information |
Identify the client operating system and the user's web browser. |
|
OPR_DEF_TBL_RTM |
Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Process Group, Process Group |
Specify by source transaction the process groups that a user can use for on-demand processing. |
Access the Overall Preferences page (Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Overall Preferences).
Business Unit and SetID |
Select values that become the user's default values in business unit and setID search fields. |
As of Date |
Displays the default as of date for the Combo Edit process. |
Localization Country |
Displays the default localization country for this user ID. |
Alternate Character Enabled |
Select to activate alternate description buttons or links, which appear to the right of fields on many of the application pages. Click a button or link to enter or display alternate characters on the auxiliary page that appears. |
Display Debit/Credit Amounts in Subsystems |
Select to display debit and credit amounts of the default business unit on journal entry and inquiry pages. A subsystem is any PeopleSoft application, such as Payables or Receivables, that contributes entries to PeopleSoft General Ledger. |
See Also
Defining Alternate Characters for Language Codes
Access the OLE Information page (Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, OLE Information, OLE Information).
OLE functionality enables you to store internet addresses with vendor identification information. When using a page that offers web access (such as the Location page in the Vendor Information component (VNDR_ID), users can click a button or link that activates a web browser to access the vendor's website.
Client Operating System |
Select the user's operating system. |
WWW Browser (World Wide Web browser) |
Select the user's web browser. |
Note. Some browsers do not support an OLE interface that enables this function.
See Also
Entering Vendor Contact Information
Access the User Preferences - Process Group page (Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Process Group, Process Group).
See PeopleSoft Application Fundamentals PeopleBook, "Setting Up On-Demand Processing," Defining Process Group Preferences.
Use the User Preferences component (OPR_DEFAULT) to define PeopleSoft application-specific user preferences. Use the OPR_DEFAULT_FIN component interface to load data into the tables for this component.
This section discusses how to:
Define Asset Management user preferences.
Define IT Asset Management user preferences.
Define Billing user preferences.
Define Contracts user preferences.
Define General Ledger user preferences.
Define Inventory user preferences.
Define Lease Administration user preferences.
Define Manufacturing user preferences.
Define Sales Order user preferences.
Define Pay Cycle user preferences.
Define Supply Planning user preferences.
Define Project Costing user preferences.
Define Procurement user preferences.
Define contract process preferences.
Define vendor rebate agreement authorization.
Define Payables user preferences.
Define receiving user preferences.
Define requisition user authorizations.
Define purchase order user authorizations.
Define document tolerance authorizations.
Define Promotions Management user preferences.
Define Receivables user preferences.
Define Receivables write-off and discount tolerances.
Define Strategic Sourcing user preferences.
Define Staffing general preferences.
Define Staffing job data preferences.
Define Supplier Contract Management user preferences.
Define Maintenance Management user preferences.
Define Mobile Inventory Management user preferences.
Page Name |
Definition Name |
Navigation |
Usage |
OPR_DEF_TABLE_AM1 |
Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Asset Management, Asset Management |
Establish date default values, transaction loader processing options, interface table transaction edit options, and property pagelet defaults for a user. |
|
OPR_DEF_TABLE_IT1 |
Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, IT Asset Management, IT Asset Management |
Define user preferences that are specific to IT Asset Management. |
|
OPR_DEF_TABLE_BI1 |
Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Billing, Billing |
Define default user preferences that are specific to Billing. |
|
OPR_DEF_TABLE_CA1 |
Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Contracts, Contracts |
Define default user preferences that are specific to Contracts. |
|
OPR_DEF_TABLE_GL1 |
Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, General Ledger, General Ledger |
Set up user defaults for General Ledger. |
|
OPR_DEF_TABLE_IN1 |
Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Inventory, Inventory |
Define preferences for Inventory users. |
|
RE_OPR_DFLTS |
Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Lease Administration, Lease Administration |
Define default lease administration preferences for Real Estate Management users. |
|
OPR_DEF_TABLE_MG1 |
Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Manufacturing |
Maintain the default server by user ID. Configure a default server to run the Update Pick Plan and Automatic Material Release process (SFCONREL). |
|
OPR_DEF_TABLE_OM2 |
Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences |
Set up the default business unit for quotation processing pages for a user. You can also specify a beginning sequence code for your quotations. |
|
OPR_DEF_TABLE_OM3 |
Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences |
Set up defaults for users who are entering returned material authorizations (RMAs). |
|
OPR_DEF_TABLE_OM1 |
Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Orders - Sales |
Set up business-unit, order-source, and order-group defaults for a user who enters sales order information. You can also specify a beginning sequence code for your sales orders. |
|
OPR_DEF_TBL_PYCYCL |
Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Paycycle |
Define default output destinations for the Pay Cycle Manager and the Express Payment Manager components (PYCYCL_MGR and EXP_PYCYCL_MGR, respectively). These default values are not required to perform any pay cycle process. |
|
OPR_DEF_TABLE_PL1 |
Setting Up Financials/Supply Chain, Install, Installation Options, Planning |
Select a default planning instance. A planning instance is a set of data (business units, items, supplies, and demands) constituting the inputs and outputs of a supply plan. |
|
OPR_DEF_TABLE_PC1 |
|
Assign default parameters for transaction processing and set up data entry defaults. |
|
OPR_DEF_TABLE_PM1 |
Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Procurement |
Define options and authorizations for procurement users. |
|
OPR_DEF_CNTRCT_SEC |
Click the Contract Process link on the Procurement page. |
Define contract process preferences by specifying the default contract status and authorized actions for a user. |
|
OPR_DEF_VRBT_SEC |
Click the Rebate Authorizations link on the Procurement page. |
Define rebate manager maintenance authorization and access rights for vendor rebate agreements. |
|
OPR_DEF_RFQ_SEC |
Click the Request for Quote Process link on the Procurement page. |
Specify the default request for quote (RFQ) status and authorized actions for a user, including the ability to select the vendors to which an RFQ is dispatched. |
|
OPR_DEF_TABLE_AP1 |
Click the Payables Online Vouchering link on the Procurement page. |
Specify user voucher authorities, online voucher processing, and quick invoice configuration options for a user. |
|
VCHR_AUTHORITY_SEC |
Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Procurement Click the Payables Online Vouchering link on the Procurement page Click the Security for Voucher Styles link on Payables Online Vouchering page. |
Define user authority (security) for each of the voucher styles. Selections determine whether the user has the authority to add or modify different types of vouchers. You must be in the Update/Display mode to select the Allow Claimback Voucher option. |
|
OPR_DEF_RECV_SEC |
Click the Receiver/RTV Setup link on the Procurement page. |
Define receiver and RTV user preferences. |
|
OPR_REQ_AUTH |
Click the Requisition Authorizations link on the Procurement page. |
Authorize users to initiate and update requisitions for applicable requesters. Define a user's requisition processing authority in relation to applicable requesters. |
|
OPR_PO_AUTH |
Click the Purchase Order Authorizations link on the Procurement page. |
Authorize users to create and update purchase orders for applicable buyers. Define a user's purchase-order processing authority in relation to applicable buyers. |
|
OPR_DEF_TABLE_VND1 |
Click the Vendor Processing Authority link on the Procurement page. |
Authorize users to perform vendor maintenance functions (enter, approve, deactivate). |
|
OPR_DEF_DOC_TOL |
Click the Doc Tolerances link on the Procurement page. |
Provide authority to users to override document tolerances. |
|
OPR_DEF_TABLE_TD1 |
Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Promotions Management |
Define default user preferences for promotions management. |
|
OPR_DEF_TABLE_AR1 |
Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Receivables Data Entry 1 |
Define the default group unit, deposit unit, and address that is associated with a user. |
|
OPR_DEF_TABLE_AR2 |
Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Receivables Data Entry 2 |
Specify write-off tolerances and discount tolerances. |
|
OPR_DEF_TBL_SS |
Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Strategic Sourcing |
Create strategic sourcing user preferences and defaults. |
|
OPR_DEF_TABLE_FO1 |
Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences Click the Staffing - General Preferences link. |
Define general user preferences for Staffing Front Office and Pay/Bill Management. |
|
OPR_DEF_TABLE_FO2 |
Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences Click the Staffing - Job Data link. |
Define Staffing Front Office and Pay/Bill Management values to be supplied by default to the Job Data section of the Applicant setup pages. |
|
Supplier Contract Management |
OPR_DEF_TABLE_CS |
Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences Click the Supplier Contract Management link. |
Define user authorizations for managing contract documents through their life cycles and to grant the types of controls that the user who is defined in the User ID field can perform on documents. |
OPR_DEF_TABLE_WM1 |
Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Maintenance Management |
Define default maintenance management preferences. |
|
MIN_USER_TASK_OPT |
Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Mobile Inventory and select a task flow. |
Define user preferences for Mobile Inventory Management. |
Access the Asset Management - User Preferences page (Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Asset Management, Asset Management - User Preferences).
Field Drilldown Group Id |
Select a drill-down group to be used by online reporting when filtering data. |
Date Default Values
Accounting Date |
Supply a default date on which you want this transaction distributed to the general ledger. The accounting date is validated against the open periods that you establish for Asset Management in the FIN_OPEN_PERIOD table to determine to which period the system posts. The difference between the transaction date and the accounting date determines whether any prior period depreciation must be calculated. For example, suppose that a computer was acquired and placed in service on March 15, 2006 but was not entered in Asset Management until August 1, 2006. All general ledger periods prior to August are closed. In this case, Asset Management automatically calculates depreciation starting in March and posts it to the general ledger in August. |
Transaction Date |
Supply a default date for asset transactions or leave this field blank to use the system date. Note. The transaction date must always be prior to or equal to the accounting date. |
Auto-Run Transaction Loader
Asset Management Integration |
Select to add transactions from Maintenance Management to the transaction loader process (AMIF1000). |
Impairment/Revaluation Process |
Select to always run impairment and revaluation processing when running the transaction loader process. |
Edit Options for Interface Tables
Edit Financial Information |
Select the editing options for this user for the asset management financial transaction tables. The available options are: All: Select this option if this user is allowed to make edits to all financial transaction table entries. Date: Select this option if this user is allowed to make edits to transaction and accounting dates on the financial transaction table. None: Select this option if this user is not allowed to make any edits to any financial transaction table entries. |
Edit Phy A Information |
Select the editing options for this user for the asset management physical A tables. The available options are: All: Select this option if this user is allowed to make edits to all physical A table entries. None: Select this option if this user is not allowed to make any edits to any physical A table entries. |
Edit Phy B Information |
Select the editing options for this user for the asset management physical B tables. The available options are: All: Select this option if this user is allowed to make edits to all physical B table entries. None: Select this option if this user is not allowed to make any edits to any physical B table entries. |
Note. When the interface status is in the status of Errored, On Hold, or Pending, the options to edit the transaction tables come into effect. Depending on the load type, some fields may not be editable even when the All option has been selected. For example, you cannot enter proceeds or removal costs in an FAD (Financial Addition) transaction because those fields are related to retirements.
Property Pagelets
Business Unit |
Select the business unit. This user will then have access to property assets from within the selected business unit. |
Space Unit of Measure |
Select the default unit of measure to access when a user is working with space allocations. The available options are: Acres Feet Hectares Meters |
Property Class |
Select the property class to be commonly used by default for this user ID when he or she is working with property assets. The available options are: Area Building Floor Site Space |
Access the IT Asset Management page (Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, IT Asset Management, IT Asset Management).
Currency Code |
Enter a currency code to be used by financial values, statistics, and reports for a given user within IT Asset Management. The currency code at the User ID level overrides the currency code that is supplied at the Installation Options level for this user. |
Rate Type |
Enter a rate type to be used by financial values, statistics, and reports for a given user within IT Asset Management. The rate type at the User ID level overrides the rate type that is supplied at the Installation Options level for this user. |
IT Financial Statistics
Tree Name |
Select a default tree to be used by the user within the application pages and for reporting within IT Asset Management. |
Level Name |
Select a default tree level within the tree to be used in reporting within IT Asset Management by user. |
View Amount in |
Select to present financial statistics within the application as rounded amounts based on the designation in this field according to the user's preference. If this field is blank, the financial statistics will be presented as whole numbers. |
Financial Impact
Show Net Book Value |
Select to display the net book value (NBV) of assets within the application pages and portal pagelets in IT Asset Management for a given user. The NBV is used for financial impact analysis in compliance with regulatory requirements. |
Show Cost |
Select this option to display the cost basis of assets within the application pages and portal pagelets in IT Asset Management for a given user. The cost basis is used for financial impact analysis in compliance with regulatory requirements. |
Show Fair Value |
Select to display the fair value of assets within the application pages and portal pagelets in IT Asset Management for a given user. The fair value is used for financial impact analysis in compliance with regulatory requirements. |
View Amount in |
Select to present financial impact amounts within the Assets not Reporting and Manage Exceptions pagelets as rounded amounts based on the designation in this field according to user preference. If this field is blank, the financial impact will be presented as whole numbers. |
Reconciliation Option
Run Trans Loader Automatically |
Select to invoke the Transaction Loader process automatically. When Manage Exceptions processes asset additions, Transaction Loader must be run to complete the additions. Selecting this option automatically runs the Transaction Loader and processes the additions. |
Software
Allow Authorization |
Select to enable a user to authorize employees for software titles from the Discover Software Inventory Detail page. |
Device Monitor |
Select the software device group to be used as the default value in the Software Device Monitor portal pagelet. This effectively assigns to users the device group (within the enterprise software device group hierarchy) that they will see on the Software Device Monitor pagelet. |
Assets Not Reporting
Inventory Age |
Select the default inventory age for both the Assets Not Reporting Inquiry and the Assets Not Reporting portal pagelet. |
Access the Billing page (Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Billing, Billing).
Note. Before you define user preferences, you must configure your default process scheduler servers.
Server Name |
Select the server with the default output destination that you want the system to use when you run Billing processes from a button. |
Job Run Opt |
Select a job run option, which determines whether multiprocess jobs run with or without the Currency Conversion, Load AR Pending, Pre-load, Load GL Interface, Commitment Control, and Federal Invoice Formats 1080 and 1081 processes, when you initiate multiprocess jobs from a button. Options are: No Load: Select to run the processes in the job except for the Currency Conversion, Load AR, Pre-load, Load GL, Commitment Control, and Standard Form 1080 and 1081 processes. Print/Load: Select to run all of the processes in a multiprocess job, including Currency Conversion, Load AR, Pre-Load, Load GL, Commitment Control, and Federal Invoice Formats 1080 and 1081.
Note. The system initiates the Commitment Control process
only if commitment control is enabled on the Installation Options - Installed
Products page. |
Print Listing |
Enables the printing of reports that are produced by the PeopleSoft Billing Load AR, Load GL, and Generate AP Voucher (generate accounts payable voucher) processes whenever you initiate these processes from a button. The Load AR, Load GL, and Generate AP processes write summary information to the message log, regardless of whether the process generates a printed report. On the Message Log page, you can view the summary information that is written to the message log, such as what input parameters were used in a particular process run and how many bills it processed. You can also review process summary information for the Load AR and Load GL processes on the Load AR Pending Items page, the Accounting Entries By Journal - Accounting Entry page, and Accounting Entries By Invoice - Accounting Entries page. |
Web, File, or Printer |
Displays the invoice destination. |
Output Destination |
Specify the path to the file or printer. Note. The system does not use the billing job defaults when you initiate processes from a process menu. Use the Schedule Process Request page to specify output type and destination. |
You can initiate Billing processes from a button in the Bill Entry, Bill Inquire, and Bill Summary components as well as from the Direct Invoice Test page.
Note. If you are running a multiprocess job from a button, you can specify only one output destination for all processes within the job. You cannot vary the output destination for individual processes within a job.
In Inventory, you can initiate Billing processes by clicking a link on the Shipping/Issues Order Summary page. When you initiate the process, you can select process options such as the server name and output destination.
Single Action and Direct Invoicing Alternates
Single Action Invoice and Direct Invoice multiprocess jobs comprise groups of processes that you submit to the server as a unit. Billing delivers an alternate set of corresponding Single Action and Direct Invoicing multiprocess jobs that run only up to invoice printing, enabling you to run the remaining processes at another time.
The alternate set of corresponding Single Action and Direct Invoicing multiprocess jobs do not include the following processes:
Currency Conversion (BICURCNV).
Load AR Pending Items (load accounts receivable pending items) (BILDAR01).
Billing Pre-load (BIPRELD).
Load GL Interface (load general ledger interface) (BILDGL01).
Federal Invoice Formats SF1080 and SF1081 Report (BISF108X).
Commitment Control Budget Processor (FSPKBDP3).
Single Action and Direct Invoice Jobs and Corresponding Alternates
The following table lists multiprocess jobs that include certain processes and the corresponding alternate jobs that do not include the processes.
Multiprocess Jobs That Include BICURCNV, BILDAR01, BIPRELD,BILDGL01, FSPKBDP3, and BISF108X |
Initiated From |
Corresponding Alternate Jobs That Do Not Include BICURCNV, BILDAR01, BIPRELD, BILDGL01, FSPKBDP3, and BISF108X |
DIRCTIVC |
Shipping/Issues page |
DIRCTIV2 |
BIDIRIVC |
Direct Invoice Test page |
BIDIRIV2 |
BIINIU |
Shipping/Issues page |
BIINIU2 |
BIJOB03, BIJOB03K |
Bill Entry, Bill Inquiry, and Bill Summary pages |
BIJOB08 |
Note. BIJOB03K includes commitment control only if you enabled commitment control at the installation level.
Currency Code |
Displays the default currency code that is used when you enter data for functions that are unrelated to the business unit. These functions include accumulations, billing charge codes, and discount and surcharge IDs. |
See Also
Running Single-Action Jobs for Regular and Consolidated Invoices
PeopleTools PeopleBook: PeopleSoft Process Scheduler
Access the Contracts page (Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Contracts, Contracts).
Note. If you have enabled contract status security, you must define the list of contract statuses to which this user is authorized to set a contract.
Business Unit |
To minimize data entry on contract processing pages, select the default Contracts business unit that this user will use most frequently. |
Beginning Sequence |
Select the three-character value that the system will use as a prefix for system-generated contract numbers for this user. For example, contracts for the western region might begin with WES. |
Region Code |
Select the default region code for setting up new contracts for this user. Contracts uses region codes to enable you to categorize your contracts by region, for example, East, West, North, and South. Region codes in Contracts are informational only. |
Contract Status Authorizations
Contract Status |
If you selected to enforce contract status security on the Contracts Definition - BU Definition page, define the list of contract statuses to which this user can change the contract status. If contract status security is enabled, this user is able to change the contract status only to contract status values that you've specified here. Select the contract statuses to which this user can change a contract. |
Processing Status |
When you select a contract status, the system displays the processing status to which the contract status is mapped. |
Description |
Displays the contract status description. |
Access the General Ledger page (Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, General Ledger).
Select the ledger, ledger group, and source to be used as defaults for a user.
Journal Entry Options
Change Date on Correction Journals |
Select to change the journal date in the corrections journal (which is on the Journal Suspense Correction page). |
Use Next Journal ID |
Select to limit this user ID to the NEXT journal ID that is automatically entered by the system during online journal entry. If this option is selected, the Journal ID field becomes unavailable to this user ID, and the user cannot manually enter a journal ID. |
Change Journals from Journal Generator |
Select to allow a specific user to update the ChartField and amounts on the Journal Entry page for a journal that was created by the Journal Generator process. Warning! If you select Change Journal from Journal Generator, and then you change the ChartField values and reedit the journal, you can create inconsistencies between the subsystem data and the general ledger data. Also, for journals that are generated for a subsystem that supports commitment control, the journal will not be budget checked again even though the ChartField values or the amounts are changed. |
Enter Adjustment Type Journal |
Select to allow a specific user to enter a Book Code adjustment type journal. Note. This option is used for the Book Code feature, not the Adjusting Entry feature. |
Save Journal Incomplete Status |
When you select this option for a specific user and the user adds a new journal, the selected option appears on the Journal Header page of various journal entry options. This option enables the user to save journal entry transactions with an incomplete status and prevents them from being edited or posted until they are complete. Note. The option is a default option. When it is deselected, it does not prevent the user from seeing the option on the header, but the user cannot set the default journal header status to incomplete. |
Allow GL Entry Event Bypass |
Select to enable the user to bypass selecting entry events in PeopleSoft General Ledger journal entry, even if they are required on the Installation Options - Entry Event page. |
Allow Copy Journal with Control Accounts |
Select to allow journals that contain Control Accounts to be copied. This applies to online or batch journal copy. |
Allow Delete Journal with Control Accounts |
Select to allow journals that contain Control Accounts to be deleted. This applies to online or batch journal delete. |
Allow Unpost Journal with Control Accounts |
Select to allow journals that contain Control Accounts to be unposted. |
Note. Accounts are designated as Control Accounts on the Account page and generally represent a summarization of detail from a feeder application (such as PeopleSoft Payables) that is posted by PeopleSoft to the general ledger. The intent is that these accounts can only be updated by the Journal Generator or a load process from a spreadsheet or third-party system to prevent manual posting to the account, thereby altering a control balance that is used for reconciliation of subledger to general ledger. Be aware that if you allow posting to Control Accounts in General Ledger by selecting the options above, the Control Account balance in the subledger may not match the control account balance in the general ledger.
Online Journal Edit Defaults
Journal Post Defaults
Budget Post Options
Skip Entry Event Processing |
Select to enable a specific user to post the budget that is associated with a journal entry or allocation without generating entry events through the Entry Event Processor. This may occur when an error occurs in a transaction; however, the entry event processing is correct. |
Parent Budget Generation |
Select to enable a specific user to generate parent budget impacts when posting child budget journals. This option determines how the Generate Parent Budget(s) option on the Commitment Control - Budget Journals - Enter Budget Journals - Budget Header page acts. Available options are:
|
See Also
Understanding Journal Generator
Access the Inventory page (Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Inventory, Inventory).
Order Key Defaults
Enter default values to be used in prompts for the order keys in Inventory.
Demand Source |
Select a demand source. Options are based on the PeopleSoft applications that you have installed, and can include: IN: Material stock requests originating in Inventory. OM: Sales orders originating in Order Management. PL: Planning requisitions originating in Supply Planning. PO: (not used). PR: Purchasing requisitions originating in Purchasing. RT: Return-to-vendor requests originating in Purchasing. SF: Production requests from the shop floor, originating in Production Management. WM: Work order. |
Source Bus Unit (source business unit) |
The business unit from which the demand originated. |
Auto Numbering
MSR Beginning Sequence and Receiver Beginning Sequence |
Enter values if you plan to use automatic numbering to manage your stock requests and item numbers. |
Putaway Default
Flag Items for Auto-Putaway |
Select to use the auto-putaway function that is provided with Inventory. |
Schedule Process Defaults
Server Name |
The default server that is used when processes are initiated automatically from Inventory pages instead of through Process Scheduler. |
See Also
Understanding Receiving and Putaway Processing
Access the Lease Administration page (Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Lease Administration, Lease Administration - User Preferences).
Information that you enter on this page applies solely to the specific user ID that is identified at the top of the page. You can select default values to help minimize data entry.
Business Unit |
Select the business unit that you want as the default for the system when creating leases and viewing pagelets. |
Currency |
Select the currency to which you want the system to default when creating leases and viewing pagelets. |
Region |
Select the region to which you want the system to default when creating new leases and viewing pagelets. |
Access the Manufacturing page (Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Manufacturing).
Server Name |
Select a default server to run the Update Pick Plan and Material Release process (SFCONREL). This process can be run only on a server. When you review the production pick plan, you can optionally release the material after you've confirmed the pick plan. |
See Also
Creating and Processing Picking Plans
Access the Orders - Sales page (Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Orders - Sales).
Order Defaults
Select options as defaults for the sales order for the user ID.
Order Management BU (order management business unit) |
Specify the business unit to default on the sales order. |
Default Order Source Code |
Specify the source of the order for the user. |
Beginning Sequence |
Select the default prefix for the sales order number. |
Default Order Quantity |
Specify the order quantity to default to the sales order. |
Ship From INV BU ship from inventory business unit) |
Select the Inventory business unit where the order will typically be picked up. This option is used in the counter sales environment where the customer will come to the location and take the order with them. |
Cash Drawer ID |
Select the cash drawer that the user will be using. |
Price Adjustment Reason |
Select a reason code for price adjustments. This option is used for margin adjustments to default a reason code so that the user doesn't have to enter a code for each product that is adjusted. |
Order Owner |
Select the owner for the order. The field is used for counter sales. |
Sales Order Display
This section shows how information is initially displayed during sales order entry based on the default for the business unit.
Customer Address |
Init (initial): Display the customer address on the Order Header Page only when entering a new order header or displaying an existing order header from the add or search page. |
Header Summary, Header Information Area, Purchase History Area, Price Summary Area, Order Summary, margin Adjustments, Line Express Entry Tab, Bill To Area, Bill-to Customer Options, Sold To Area, Sold-To Customer Options, Ship To Area, Ship-to Customer Options, Line Filter, and Line Actions |
Select to move by default the display of information in the designated areas of the Order Entry Form page. During order entry, you can open or close the area as needed. Options are: Collapsed: The section appears in a collapsed mode. Default: The Header Summary, Header Information Area, Price Summary,Order Summary, Line Express Entry Tab, Bill to Area, Sold To Area, Ship To Area and Line Actions appear in the open mode. The Purchase History Area, Margin Adjustments, Bill-to Customer Options, Sold-To Customer Options, Ship-to Customer Options, and Line Filter appear in the collapsed mode. Open: The section appears in an open mode. |
Access the PayCycle page (Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Paycycle).
Output Destination
Server File Destination |
Enter a default output destination for files. When you are specifying the server file destination, a meta string (such as %%OutputDirectory%%) is not permitted. You must specify a full directory path followed by a backslash (for example, C:\TEMP\). |
Server Destination Printer |
Enter a default output destination printer. |
Server |
Select a server. |
Specify a recipient email address for payment error notifications. This field is limited to 70 characters. You can enter multiple email addresses, separated by a comma (,). This is helpful in the following situations:
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Note. If these default values are not specified, the output destination will be required to be entered for every report process that is initiated from the Pay Cycle Manager and Express Check components (PYCYCL_MGR and PYMNT_EXPRESS, respectively).
See Also
Access the Planning page (Setting Up Financials/Supply Chain, Install, Installation Options, Planning).
Default Planning Instance |
Displays the default planning instance for the user. A planning instance is a set of data (business units, items, supplies, and demands) constituting the inputs and outputs of a supply plan. |
Order Key Separator |
Displays a character that is used by the system to format the display for a single field that contains a line, schedule, and kit number for sales orders and quotes in Supply Planning grids. |
Access the Project Costing page (Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Project Costing).
Information that you enter on this page applies solely to the specific user ID that is identified at the top of the page. You can select default values to help minimize data entry.
Data Entry Default Values
Tree Name, Tree Effective Date, and Parent Tree Node |
Enter values that appear by default when you assign projects to trees. |
Project Business Unit |
Enter a value that appears by default in project business unit search fields in the Project Costing application. |
Project |
Enter a value that appears by default in project search fields. |
Integration |
Enter the integration template that appears by default in the Integration field on the Project Definitions - General Information page when you create projects. |
Analysis Group |
Enter a value that appears by default when you search for transactions on the Transaction List page. |
Rate Type |
Enter the default conversion rate that the system uses when you add transactions by using the Add Transactions page and the incoming transaction rate type for the business unit is Source. |
Currency Code |
Enter a value that appears by default in the Source Currency field when you add transactions by using the Add Transactions page. |
Flexible Analysis Template |
Enter the default template that specifies how flexible analysis data appears on the Flexible Analysis page. |
Edit Project List Option |
Select an option to specify how projects appear for selection on the My Projects page. Available options are: BYBU: By business unit. BYTR: By project tree. |
Date Default Values
From Date and To Date |
Enter a date range that appears by default when you search for transactions. |
Access the Procurement page (Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Procurement).
Location |
Enter the default location where requested items should be delivered when they are received from the vendor. |
Origin |
Enter the default origin of this user's POs. The origin is used for reporting purposes. |
Requester |
Enter the name of the requester for whom this user will be authorized to enter requisitions. |
Buyer |
Enter the name of the buyer for whom this user will be authorized to enter POs. |
Access the Contract Process page (click the Contract Process link on the User Preferences – Procurement page).
Use this page to specify the default contract statuses and authorized actions for a user and to define how the system initially displays the collapsible areas on the Contract page.
Contract Process
Contract Status |
Select the status at which you want this user to open contracts. When the user creates a contract, the status appears by default based on the value you select. |
Approve Contracts |
Select to provide the user the authority to approve procurement contracts. |
Allow PO Contract Releases (allow purchase order contract releases) |
Select to provide the user the authority to release purchase order contracts. |
Enter Contracts/New Version |
Select to provide the user the authority to create contracts and new contract versions. |
Allow AP Contract Releases (allow accounts payable contract releases) |
Select to provide the user the authority to release accounts payable contracts. |
Hold Contracts |
Select to provide the user the authority to place procurement contracts on hold. |
Close Contracts |
Select to provide the user the authority to close procurement contracts. |
Cancel Contract |
Select to provide the user the authority to cancel procurement contracts. |
Display Options
Use this grid to define how the system initially displays the collapsible areas on the Contract page. The system applies display settings by expanding and collapsing group boxes as you indicate on this page. Group boxes appear based on the contract process type. So, for example, if the system is applying display options to a contract with a process type of Prepaid Voucher, then only the Header, Amount Summary, and Add Items group boxes are expanded or collapsed.
Process Option |
Select a contract process option that you want to set up for this user. Contract process options enable you to determine a specific contract process for use throughout the contract's life cycle. |
Header Information, Order Options, Voucher Options, Item Lines, Category Lines, andPO Information |
Select a group box option that you want to apply for this user. The value you select controls how the group box initially appears on the Contract page. Valid values for the group boxes are:
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Access the Procurement - Rebate Authorizations page (Click the Rebate Authorizations link on the Procurement page).
Rebate Agreement Defaults
Rebate Agreement Status |
Select the default status for the rebate manager when you are creating vendor rebate agreements. Statuses are Approved and Open. |
Allowed Rebate Agreement Actions
Select the check box next to the specific actions that you want the rebate manager to have.
Rebate Manager Access
Unrestricted Rebate Manager |
This check box is deselected by default. Select this check box if you want this rebate manager to have unrestricted access to all vendor rebate agreements. This manager can view, modify (perform all the actions checked), process, and analyze all vendor rebate agreements. |
See Also
Defining Vendor Rebate Agreements
Access the Procurement - Payables Online Vouchering page (click the Payables Online Vouchering link on the Procurement page).
Origin |
Select the voucher origin for this user. The system tags all vouchers that are entered by this user with this origin, and uses the processing settings for this origin when it processes the voucher. |
Pay Unmatched Vouchers and Pay Unmatch Amt (pay unmatched amount) |
Select Pay Unmatched Vouchers to give users the authority to pay vouchers that have not been matched up to the maximum amount that is specified in the Pay Unmatch Amt field. Authorized users must select the Pay UnMatched Voucher check box on the Voucher Attributes page in the Voucher component (VCHR_EXPRESS) for the system to select the voucher during the Pay Cycle Application Engine process (AP_APY2015).
Note. If you select the Pay Unmatched Voucher option,
vouchers with the following match statuses (MATCH_STATUS_VCHR) are available
for payment: T (ready), E (exception), D (dispute), O (overridden), and C (credit note). |
Copy Matched and Closed PO (copy matched and closed purchase orders) |
Select to enable the user to copy matched and closed POs. Note. If this option is selected for your user preferences and you create a voucher that references a PO that has a matched line (because an earlier voucher also referenced the PO) and an unmatched line, then when you copy the PO to the voucher, the matched PO line copies with both the amount and the quantity at zero. |
Override Accounting Date Edit |
Select to enable the user to override the accounting date edit option on the Procurement Control - General Controls page. |
Security for Voucher Styles |
Click to access the Voucher Styles page, where you can define the user authority for each of the voucher styles by selecting the appropriate check boxes. |
Do Not Check Voucher Amount and Check Voucher Amount |
Select one of these options to determine whether the system performs an edit during online voucher entry against the voucher gross amount. |
Entry Limit |
If you selected Check Voucher Amount, specify the voucher entry limit amount for this user. When you specify the entry limit, you must also specify its currency and a rate type. |
Prepay Limit |
If this user has the authority to prepay vouchers, you can specify a maximum amount for each prepayment that the user can enter. You must also specify a currency and a rate type for the prepayment. |
Currency |
Specify a currency for the entry limit or prepay limit amount. |
Rate Type |
Specify a rate type for conversion to the transaction currency that is entered on the voucher. |
Enter Vouchers Only in Groups |
Select to enable the user to enter only vouchers that are attached to a control group ID as defined on the Control Group Information page. |
Post Vouchers |
Select to enable the user to post approved vouchers. |
Manually Schedule Payments |
Select to enable the user to schedule payments manually, overriding the system's automatic payment scheduling. If you do not select this option, the user is unable to modify any of the scheduled payment information on the Voucher - Payments page. |
Authority to Override Match |
Select to enable the user to override the match status of a voucher. If the voucher requires matching, the user has the authority to change the voucher match status to Not Applicable. In addition, if the Matching Application Engine process (AP_MATCH) has been run but the process encountered match exceptions or errors, the user can override the match exceptions. When the exceptions are overridden, the user can rerun the Matching process; the Matching process updates the voucher match status to Matched. Note. The Matching process still generates workflow notifications for exceptions to the user even if the Authority to Override Match option is not selected. However, the user is not able to override the match status. |
Record Payment |
Select to enable the user to manually record payments for a voucher. When this option is deselected, the user is unable to specify Record as a payment action on the Payments page of the Voucher component. Note. You must also select the Manually Schedule Payments option to be able to record payments for a voucher. |
Override Withhold Calculation |
Select to enable the user to override the timing of the withholding calculation on the Withholding page of the Voucher component. Withholding calculation can be at payment time or voucher posting time based on the withholding entity setting. |
Req. Valid Chart Field Combo's (require valid ChartField combinations) |
Select this check box for the system to automatically validate ChartField combinations on Quick Invoice vouchers. If the ChartField combination is invalid, the system prevents the user from saving the voucher. |
Require Balanced Invoice |
Select this check box for the system to automatically perform balancing algorithms on Quick Invoice vouchers. If the vouchers are out of balance, the system prevents the user from saving the voucher. |
The AP Operator Profile report (APY0003) displays accounts payable user defaults by setID.
See Also
Application Fundamentals Reports
Access the Procurement - Receiver Setup page (Click the Receiver Setup/RTV Setup link on the Procurement page).
Mobile Receiving Printer
The options in this group box are used with PeopleSoft Mobile Inventory Management. Use this group box to set up printer default values. These values are used by the Receiving PO and Receiving Ad Hoc components when printing the Mobile Receipt Delivery report.
Server Name |
Select a Process Scheduler Server Name that will be used for running the print delivery report. |
Output Destination Type |
Select an output destination type as printer to direct the delivery report to the printer. |
Output Destination Format |
Select a output destination format for printing the delivery report. |
Output Destination |
Select the Printer to print the receipt delivery report . |
For additional information about PeopleSoft Mobile Inventory Management:
See Also
Receiving Non-Purchase Order Items
Access the Procurement - Requisition Authorizations page (Click the Requisition Authorizations link on the Procurement page).
Can Work Approved Reqs (can work approved requisitions) |
Select to enable a user to change a requisition that has already been approved. |
Full Auth for All Requesters (full authority for all requesters) |
Select to give the user authority to add, update, cancel, delete, and close requisitions for all requesters. If you select this option, you don't need to configure the rest of this page. |
Override Preferred Vendor |
Select to enable a user to change the default vendor on a requisition line. If this authority is not selected, the user is unable to manually suggest a vendor. |
Override RFQ Required Rule Flag |
Select to enable a user to override the RFQ Required Rule option that was previously specified for a requisition in the requisition component. |
View/Override VAT Details (view or override value-added tax details) |
Select to view and override VAT details within the requisition component. |
Override Non-Qualified Requisitions for Close |
Select to enable a user to close requisitions that are nonqualified for close. |
Requesters User Authorization
Requesters User Auth For (requesters user authority for) |
Requesters for whom this user can work requisitions. Select the requester that you want to designate as the user's default requester by selecting the check box to the left of the requester's name. |
Add, Update, Cancel, Delete, Close, and Reopen |
Select to enable the user to add, update, cancel, delete, close, and reopen requisitions for this requester. |
Access the Procurement - Purchase Order Authorizations page (click the Purchase Order Authorizations link on the Procurement page).
Allowed Purchase Order Actions
Can Work Approved POs (can work approved purchase orders) |
Select to enable a user to change a purchase order that has already been approved or dispatched. |
Can Dispatch Un-Approved POs |
Select to enable a user to dispatch purchase orders with a status of pending approval. |
Full Authority for All Buyers |
Select to give the user authority to add, update, cancel, delete, and close purchase orders for all buyers. If you select this option, you don't need to configure the rest of the page. |
Override Non-Qualified POs for Close |
Select to enable a user to close purchase orders that are nonqualified for close. |
Rebate ID Security Control |
Select the vendor rebate agreement security control option for purchase orders. Options are:
|
Buyers User Authorization
Buyers User Authorized For |
Select the buyers for whom this user can enter purchase orders. |
Add, Update, Cancel, Delete, Close, and Reopen |
Select to enable the user to add, update, cancel, delete, close, and reopen requisitions for this buyer. |
Access the Procurement - Document Tolerance Exceptions Override page (Click the Doc Tolerances link on the Procurement page).
Override Purchase Order to Requisition Exceptions |
Enables you to override document tolerance exceptions that are generated when an encumbrance exceeds the preencumbrance during document tolerance checking. |
Override Voucher to Purchase Order Exceptions |
Enables you to override document tolerance exceptions that are generated when an expenditure exceeds the encumbrance during document tolerance checking. |
See Also
Access the Promotions Management page (Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Promotions Management).
Bank SetID, Bank Code, and Bank Account |
Select the values to use as defaults in the payments process. When you create a claim with a payment method of field draft, the system provides the bank code and bank account values that are defined here. (You can override these values.) You then use the payment interface to send this claim to Payables, and the system creates a voucher or payment. |
National Allowance Prefix, Promotions Prefix, and Claims Prefix |
Select the prefixes. The system uses these prefixes in the automatic numbering process when creating national allowances or customer promotions or when processing claims. You create the prefix values when you define number types on the Automatic Numbering page. When you create the claim number type, you are creating the values for the claims prefix. The values for the national allowance prefix and promotions prefix are tied to the promotion code number type. |
View Product Cost? |
Select to enable the user to view product cost details in PeopleSoft Promotions Management. If you have access to view product cost details, you can consider this data as a determining factor in analyzing planned versus actual customer promotion metrics. |
See Also
Setting Up Automatic Numbering
Processing Payments for Promotional Activity
Access the Receivables Data Entry 1 page (Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Receivables Data Entry 1).
Use the address fields to store addresses for followup letters. The address information that you enter on this page is not validated against any table.
Access the Receivables Data Entry 2 page (Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Receivables Data Entry 2).
Payment Worksheet
Enter the write-off tolerances and discount tolerances for the payment worksheet.
Discount Tolerance Percent andDiscount Tolerance |
Enter the percent and amount to use to calculate the discount tolerance. These tolerances enable the user to enter an unearned discount amount that is less than or equal to the value that you enter. Enter the additional percentage that the user can add to the payment terms. For example, if an item is 700.00 and the discount terms are 2 percent for 10/Net30, the normal discount would be 14.00. If you enter 10 in the percent field, the user can take up to an additional 10 percent of the discount amount, which is 1.40. The total discount would be 15.40. However, the total discount can never be more than the value in the amount field. |
Write-Off Percent Under andUnderpayment Write-Off and Write-Off Percent Over and Overpayment Write-Off |
Enter the percent and amount that defines the maximum write-off for underpayments and overpayments. These values apply only to automatic write-offs. These values do not apply to standalone overpayments or underpayments. The user can enter an adjustment below the amount as long as the amount does not exceed the percentage of the payment. |
Item Write-Off |
Enter the highest amount that this user can write off when the user writes off an amount for an individual item on a payment worksheet. |
Maintenance Worksheet
Enter the write-off tolerances for the maintenance worksheet.
Warning! If you do not define write-off tolerances for the user, the system uses zero for the user's write-off tolerances, and the user cannot write off items.
Max Write Off (maximum write-off) |
Enter the maximum amount that the user can write off for either an individual item or for the remaining balance for a normal group or match group. The user can write off an amount below the maximum amount as long as it does not exceed the percentage of the original amount for the item. For example, if you enter an amount of 25.00, the user can write off amounts up to 25.00. However, if you enter a maximum write-off percentage of 10 percent, and the total original amount of an item is 240.00, the user cannot write off more than 24.00. For no limit, enter all 9s. |
Max Refund (maximum refund) |
Enter the maximum refund amount that a user can create. |
Write-off Days |
Enter the minimum age of an item before a user can write it off on the maintenance worksheet. For no limit, enter 0. |
Max WO Percent (maximum write-off percent) |
Enter the maximum percentage of an item that this user can write off. For no limit, enter 100. |
Override Write off Tolerance |
Select to enable the user to write off items or amounts that do not meet the write-off tolerances that are defined for the business unit, customer, or entry reason as long as the write-off meets the user's write-off tolerances. If the user's write-off action exceeds the tolerances in the business unit, customer, or entry reason levels, the system issues only a warning. |
Currency Precision
Format Currency |
Enter the currency for the write-off tolerance amounts for conversion purposes. The system uses this currency to calculate the tolerance amounts for an item. |
See Also
Access the Strategic Sourcing page (Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Strategic Sourcing).
Permissions and Defaults |
Set up the formats and types of events that the user can create and that are defaults. You can give the user permission to create buy, sell, or RFI events of auction or RFx types. |
Event Authorizations |
Select the event actions that are authorized for the selected user ID so that the user can approve, cancel, award events, or award more than the requested quantity. Note. If you are integrating with Purchasing, you must have the authority to enter and approve vendors using the Procurement User Preferences - Vendor Processing Authority page. Selecting the option to award events here does not mean that you have access to Purchasing vendor pages, but it enables you to actually post an award on the Award Details page. Also, you must have the authority to create POs and contracts in Purchasing to award events to a PO or contract. |
Copy-From Transactions |
You can use requisitions, manufacturing BOMs, POs, engineering BOMs, contracts, or planning orders as the basis of Strategic Sourcing events. While creating events, you can copy from any transactions that are selected on the user preferences page. |
Award Type |
If you select the Award Events option in the Event Authorizations region, you must select at least one Award Type option. The user will have access to create only the documents selected here. Options are:
Note. To award purchase orders or contracts, users must have access on the User Preferences – Procurement page to create contracts and purchase orders. If the Allow Vendor Creation at Award option is selected in the Strategic Sourcing business unit definition, the user must also have the appropriate vendor processing authority on the Procurement – Vendor Processing Authority page to enter and approve vendors. See PeopleSoft Strategic Sourcing PeopleBook, "Analyzing Bids and Awarding Events," Posting Awards. See PeopleSoft Strategic Sourcing PeopleBook, "Setting Up Business Units in PeopleSoft Strategic Sourcing." |
Sourcing Constraint Permission |
Select the constraint types for which you want to allow overwriting of default mandatory constraints. Options are:
During the posting of the award, the system will check the user's permissions. If one or more default mandatory constraints have been violated, the following will occur:
Note. If you manually add a mandatory constraint to an event, the system does not prevent you from posting an award if that constraint was violated. Only mandatory constraints are passed as default constraints onto an event. These mandatory constraints are based on the default rules, and the system checks to determine whether the award can proceed. |
Template Type |
Select the sourcing template type to enable for the selected user ID. Values are:
Select the appropriate check box to give the user access to add, update, or delete templates. |
See Also
Copying Events from Other Transactions
Access the Staffing - General Preferences page (Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences and click the Staffing - General Preferences link).
Branch |
Enter the staffing branch to be associated with the user ID. |
As of Date |
Select a date to be used on some reports to populate the AsOfDate variable. |
Currency Code |
Select the initial or default value for the currency that you want the system to supply the applicant setup pages. |
National ID Type |
Select a default format for the applicant and employee pages to track a person's tax identification number, such as social security number or social insurance number. |
Email Signature |
Enter a signature to be used on emails that are sent using the Send Email page. |
Automatically Send Mail For Pending Applicants |
If this option is selected, when the user makes the applicant(s) Valid or Invalid through the Action button on the Pending Applicants pagelet, the system will automatically send an e-mail to the corresponding applicant(s). |
Show Completed Agenda Items |
This option applies only when Staffing Front Office is installed. Select to indicate that the completed items appear initially in the agenda pages. |
Order Approval Security |
This option indicates whether a user can save orders with a status of Approved. When this check box is deselected, users can save only orders with a status of Pending Approval. Orders pending approval can only be saved with a status of Draft and cannot have assignments created. Consider using this feature with the order customer self-service component. For example, you may not want to give order approval access to the user IDs that are granted to your customers. |
Use Hot List Categories |
Select this check box to set up categories for the Hot List. |
User Applicant Hot List Categories |
Select the Use Hot List Categories check box, then define your own categories for the Hot List setup page. |
My Searches |
Set up the searches you want to appear on the My Searches pagelet. You can also define this by clicking the Customize button on the pagelet. |
User Hot List Categories
Specify user specific categories to be displayed on the Applicant Hot List pagelet.
This grid only appears if you select the Set Up for Applicant Hot List Category check box.
Category |
Enter a title for the category. |
Description |
Enter a description for the category. |
Max Num of Applicants |
Enter the maximum number of applicants to display in the Applicant Hot List pagelet. |
Show |
Select to show the category in the grid displayed when adding applicants to the hot list. |
Note. You cannot delete any categories that have applicants attached to them.
Access the Staffing - Job Data page (Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences and click the Staffing - Job Data link).
Email and Phone
Email Type |
Select Business, Campus, Dorm, Home, or Other to indicate which email address type to default when adding applicants to the system. |
Phone Type |
Select a type, such as Business, FAX, or Main, to indicate the preferred phone number type to default when adding applicants to the system. |
Job Information
The values entered in the following fields will be used as defaults when you are adding applicants, orders, and new reports to the system. Users can override or keep these default values. After the applicant is hired, if Pay/Bill Management is installed, the applicant field values will be used to create the employee job record in HRMS, driving the process by which the employee should be paid.
Company |
Enter a default value for the company to be associated with the applicants that you add to the system. The company is the employer or legal entity who hires the employee. |
Pay Group |
Enter a default value for the Payroll for North America pay group to be associated with the applicants that you add to the system. Payroll for North America may have several pay groups, for weekly, bimonthly, and monthly pay, for example. Each organization has its own set of valid paygroups. |
Global Pay Group |
Enter a default value for the Global Payroll pay group to be associated with the applicants that you add to the system. Note. This field is applicable only if Pay/Bill Management and Global Payroll are installed. |
Job Code |
Enter a default value for the job code to be associated with the applicants that you add to the system. |
Benefit Program |
Enter a default value for the benefit program to be associated with the applicants that you add to the system. In HRMS, you may define several benefit programs based on the different types of benefits that your company extends to its employees. |
Tax Location Code |
Enter a default taxing location to be associated with the applicants that you add to the system. This information is used by Payroll for North America to determine how taxes should be withheld. |
HR Business Unit (human resources business unit) |
Enter a default business unit to associate with the applicants that you add to the system. This information applies only when Pay/Bill Management is installed. |
Workgroup |
Enter a default workgroup to associate with the applicants that you add to the system. Workgroups are used by the Time and Labor application, among other things, to determine which Time and Labor rule programs to apply to reported time, which time reporting codes are available to employees in the group, and whether time entry approval is required. This information applies only when Pay/Bill Management is installed. |
Taskgroup |
Enter a default taskgroup to associate with the applicants that you add to the system. Taskgroups are used by the Time and Labor application, among other things, to determine which task-related information should be captured when you are entering time into the system. This information applies only when Pay/Bill Management is installed. |
Department |
Enter a default department ID to associate with the applicants that you add to the system. |
Location Code |
Enter a default location code to associate with the applicants that you add to the system. |
Regulatory Region |
Enter a default regulatory region to associate with the applicants that you add to the system. This information applies only when PeopleSoft Pay/Bill Management is installed. |
User Order Type |
Enter a user order type to associate with new orders. |
Customer ID |
Enter a customer ID to associate with new orders and history items. |
Priority |
Enter a priority to associate with new orders. |
Order Event Group |
Enter an order event group to associate with new orders. |
Service Order Source |
Enter a service order source to associate with new orders. |
Order Reason |
Enter an order reason to associate with new orders. |
Line of Business |
Enter a line of business to associate with new orders. |
Non-Compliance Reason |
Enter a non-compliance reason to associate with new reports. |
Empl ID |
Enter an employee ID to associate with new reports. |
Sales Operator |
Enter a sales operator to associate with new orders and reports. |
Run Control ID |
Enter a run control ID to use for running reports. |
Allow forcing additional jobs |
Select to enable power users to override the system logic that reuses employee job records across different assignments. This option is applicable only when Pay/Bill Management is installed. |
Access the Supplier Contract Management page (Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences and click the Supplier Contract Management link).
This user preference page is enabled only for users who have administration rights for authored contracts, and those users can approve library sections and set configurator status.
Document Authorizations
The application administrator uses this group box to grant users security for document administrators and users who will manage section approvals and status changes for configurators.
Full Authorization for All Documents |
Select to grant a user the authority to perform all tasks that are listed on this page. This user has full authority for all users in the system, and is considered a super user with access to perform all actions on contracts in the system. When you select the check box, the system disables the remaining fields and check boxes and they cannot be changed. If you do not select to fully authorize the user for all documents, then you can select individual authorizations for document tasks. |
Document Administrator |
Select to indicate that the user has document administrator authority to perform selected contract document tasks. As a document administrator, users can generate, regenerate, refresh, check out, edit, and check in documents. You can select one or all tasks in this grid. Document administrators can also control life cycles for contracts for authors by submitting contracts for collaboration and approvals. |
Approve Sections |
Select to indicate that the user can mark a section as approved, making the section available for use in documents. Section statuses can be changed or set to Approved using the Section Definition page. |
Change Configurator Status |
Select to indicate that the user can update the status of a document configurator. You can change Configurator statuses using the Configurator Definition page. |
Bypass Approval |
Select to indicate that the user can set a document to bypass approvals. This means that the document can be automatically set to approved. Normally approved steps are required, but when necessary, the user can expedite the document. When users have the authority to push a document through its approvals, the Bypass Approval button appears on the Document Management page. |
Reset to Dispatch |
Select to indicate that the user can reset a document to a Dispatched status. After a document has been completed between a supplier and customer, it is in an Executed status. At that status, the Reset to Dispatch button is available on the Document Management page. This feature is useful if you want to do minor changes, such as correct typographical errors, in the current version of the document without processing an amendment. |
Authorize Document Access for
These authorizations enable this user to act on behalf of other users who are selected in the Document Administrator column of the grid. You might use this feature, for example, if the selected user is a senior contract administrator, and while members of his department or group are away from the office, then the user has the authority to perform tasks for his or her documents.
Document Administrator (column) |
Select additional users for whom the selected user will have authority to perform document tasks. Use the corresponding check boxes to define the authorities for the selected user. |
Document Administrator (check box) |
Select to indicate that the selected user has document administrator authority for the corresponding user's documents. This means that the selected user can generate and edit the user's documents just as if he were the administrator. |
Reset to Dispatch |
Select to indicate that the selected user has authority to reset a processed contract document back to dispatch for the corresponding user. This authority is in addition to any other task authorities that you select in this grid. |
Bypass Approval |
Select to indicate that the selected user has authority to bypass approvals and expedite a contract document for the corresponding user. This authority is in addition to any other task authorities that you select in this grid. |
Access the Maintenance Management page (Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Maintenance Management, Maintenance Management).
Select the business unit that you want to serve as the default service request business unit value when this user creates a service request. Normally business unit is not exposed to self-service users and they can never override it; however, agents creating new service requests via the Agent Service Request component may override the business unit default. |
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Select the Service Request Center that you want to serve as the default value whenever this user creates a service request. Users can override this value in the service request. |
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Select the business unit that you want to serve as the default work order business unit value when this user creates a work order without a service request. Users can override this value at the work order level. This is also the default business unit for the Task Search page used by the Technician Workbench, the Work Order Workbench, the Crew Scheduling Workbench, and the Labor Assignment Workbench. Note. Work orders that are created from service requests derive the work order business unit from the Problem Tree setup, not from user preferences. |
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Select the Service Group to serve as the default value for a work order created by this user. Users can override this value at the work order level. |
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Select the shop to serve as the default value for a work order created by this user. Users can override this value at the work order level. |
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Select the resource group value to use as the default value in the work order. Note. The Resource Group is used in the Matching process to match members in the group to demand for resources. This default value is normally set up for users who schedule work orders and use the matching process. Note. This option only applies to the Time Entry page of the Technician Workbench. It does not apply to time entered on the Work Order Completion component. |
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Select the business unit that you want to serve as the default Asset Management business unit value in a work order for this user. Users can override this value in the work order. |
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Select the asset type to display as the default value in the work order, which is used to search for assets to maintain or repair in the work order. You can override this value in the work order. |
Select the component that you want to access when you select a work order assignment link on a resource's calendar. When you click on a work order task assignment on a resource's calendar, the link takes this user to either the Work Order or the Technician Workbench, depending on selecting either:
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Select the format by which this user records their time worked on work order tasks on the Technician Workbench Time Entry page. Options are: Elapsed Time: Select to report time as the total hours worked per day. Punch Time: Select to report times by entering start times and end times. |
User Authorizations – Work Order
Select this check box to enable this user to view work order requirements by enabling access to the Labor, Inventory, Purchase/On-hand, and Tools links in the Requirements page of the Work Order component. If you do not select this check box, then the Labor, Inventory, Purchase/On-hand, and Tools links are not available on the Requirements page of the Work Order component Note. This user can only view this information if any of the Schedule Labor, Schedule Inventory, or Schedule Tools options in a work order's business unit are selected. |
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Select this check box to enable this user to view work order resource schedules in the Schedules page of the Work Order component and to enable drill down to it from the Crew Schedule Inquiry page. Note. This user can only view this information if any of the Schedule Labor, Schedule Inventory, or Schedule Tools options in a work order's business unit are selected. |
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Select this check box to enable this user to view and update the accounting ChartField distributions on the Schedules page for labor, inventory, purchase/on-hand, and tools in the Work Order component. Selecting this check box also enables users to view and update the ChartField distributions on the Tools Cost tab of the Tool Usage page in the Technician Workbench and the Work Order Completion component. Selecting this check box also enables access to the distribution templates for the Inventory, Labor, and Purchase/On-Hand Schedules in the Work Order component. However, these options are not available in the Technician Workbench or the Work Order Completion component. |
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Select this check box to enable a user to select the Submit Time for Posting button in the Time Entry page of the Technician Workbench and Work Order Completion page. This check box is selected by default. If you do not select this check box this user will be prevented from submitting work order task time entries to Expenses for posting. The user can still enter time. In addition, selecting this option enables the user's manager or supervisor to edit the time entry, if necessary, and then submit it to posting. If you do not select this check box, the Submit Time for Posting button does not appear on the Time Entry page in the Technician Workbench or on the Work Order Completion component for this user. |
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Select this check box to enable this user to copy an existing work order to a new work order. Note. The Copy button in the work order is not visible unless this check box is selected. |
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Select this check box to enable the selected user to manually cancel a work order. |
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Select this check box to enable this user to change the status of a work order to Complete in the Work Order component, the Technician Workbench, and the Work Order Completion component. Note. This option only applies to a manual close does not enable this user to perform the WO_CLOSE batch close process. |
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Select this check box to enable this user to close a work order online. Note. This option only applies to a manual close and does not enable this user to perform the WO_CLOSE batch close process. |
User Authorizations – Asset/EPL
Authorized to Set Asset Action |
Select this check box to enable specific users to select the Asset Action for a task on the Requirements page of the work order. The Asset Action dropdown list enables you to install, retire, and replace assets. |
Select this check box to enable this user to create a warranty claim. If you do not select this check box, the Warranty Claim link is not available on the Schedules page of the Work Order component. |
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Select this check box to enable this user to override the capitalization limit on the Task Accounting component, which is set up on the Maintenance Management, Setup, Capitalization Rules component for the asset used in a work order. The user can increase or decrease the minimum amount that it costs to repair an asset in a work order task before it can be capitalized by Project Costing. Note. If you do not select this check box, the capitalization limit cannot be accessed by this user. |
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Select this check box to enable a user to enter planned downtime for an asset specified for a work order task. Users can enter planned and actual downtime for an asset via the Downtime Entry component, a link at the work order task level in the Work Order Component, and a link at the work order task level on the Technician Workbench . When the work order is closed, the asset downtime updates the Asset Maintenance History. This information can be useful for creating warranty claims based on the downtime of an asset. If you do not select this check box, the downtime Planned tab does not display, and users can only enter the actual downtime. Note. Downtime entries are not updated to Warranty Claim processing. |
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Allow Update Non-specific EPLs (allow update non-specific equipment parts lists) |
Select this check box to enable the Add to EPL button for this user, which appears above the Inventory and Purchase/On-Hand grids on the Requirements and Schedules pages in the Work Order and Express Work Order components, and the Requirements grid in the Work Order Task Template component. Equipment Parts List (EPL) templates are set up in PeopleSoft Asset Management (Set Up Financials/Supply Chain, Product Related, Asset Management, Service and Repair) based on categories of assets (asset type, asset subtype, manufacturer's ID, and model). An EPL template lists the parts that are used to maintain and repair assets falling under these asset categories. Non-specific EPL templates refer to any EPL template that is not selected as the default EPL template for the asset that is selected for a work order task. When this user selects an asset for the work order task and clicks the Add To EPL button for one or more selected Inventory or Purchase/On-Hand task rows, the Add to Equipment Parts List page appears. This page lists one or more non-specific EPL templates, which were set up for one or more asset categories that apply to the asset selected for the task. For example, these three EPL templates are set up under the asset type, Facilities, and the asset subtype, HVAC/Heating.
The Asset ID MMFACTLTY0009 is an Air Conditioner Unit that is categorized under the asset type, Facilities, and asset subtype, HVAC/Heating. When you select the asset ID MMFACTLTY0009 for a work order task, define and select one or more inventory item rows that you want to add to one or more EPL templates, and click the Add to EPL button. All three of these EPL templates will appear on the Add to Equipment Parts List page. The user adds the one or more inventory items selected for the task to one or all of the EPL templates by selecting the check box for each EPL template row and clicking the Add to EPL button. |
Allow Update Asset Default EPL |
Select this check box to enable this user to access the Add to EPL button, which appears above the Inventory and Purchase/On-Hand grids in the Work Order and Express Work Order components, and above the Inventory and Purchase/On-Hand Requirements grid in Work Order Task Template component. You can set up asset definitions in PeopleSoft Asset Management and select a default EPL template for each asset. If the Allow Update Asset Default EPL check box is selected, and this user selects one of these assets, defines and selects one or more inventory or purchase on-hand rows, and clicks the Add to EPL button, the default EPL template defined for the selected asset displays as preselected on the Add to Equipment Parts List page. Important! If you select both the Allow Update Non-specific EPLs and the Allow Update Asset Default EPL buttons, then both the asset default EPL and any non-specific EPLs will appear on the Add to Equipment Parts List page as long as the selected asset has a default EPL selected in its definition. See Defining Work Order Templates. |
User Authorizations – Labor/Crew
Select this check box to enable this user to view and update the labor rates in the work order. When this option is selected the user can override any default rates from a business unit, shop, or craft. Note. You cannot update labor cost and bill rates in the Work Order Completion component. |
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Select this check box to enable a user, such as a craft supervisor, to schedule labor resources for a work order task. This check box must be selected for anyone responsible for scheduling labor resources in your organization. |
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Select this check box to enable specific users to manually update the crew schedule compliance on the Crew Schedule Compliance Revision page of the Crew Schedule Metrics component and enables selection of the Update Schedule Metrics check box on the Maintenance Schedule Completion Report Request page of the Schedule Completion Report. |
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Allow Override Metrics |
Select this check box to allow the confirmation of metrics on past or current periods for the crew selected on the Crew Scheduling Workbench. |
Report Crew Assgnmt Completion (report crew assignment completion) |
Select this option to enable specific users to access the Report Completed Hours and Report Completed Date fields. It enables users to update the Completed Hours and Completed Date fields on the Report Crew Assignment Time component, which is accessible through the Technician Workbench or the Crew Assignments grid of the Crew Scheduling Workbench. |
Report Crew Carryover Hours |
Select this check box to enable specific users to access the Report Carryover Hours Action and update the Carryover Hours field on the Report Crew Assignment Time component, which is accessible through the Technician Workbench. |
User Authorizations – Inventory
Select this check box to enable this user to select and enter inventory items in the work order. Note. If you leave this check box blank, the Inventory link on the Work Order component's Requirements and Scheduling pages, the Express Work Order page, and the Work Order Workbench are unavailable for selection. This setting overrides the selections in the work order business unit and/or shop. |
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Select this check box to enable this user to create online, immediate reservations by selecting a Reserve button in the Work Order component. Selecting the Reserve button enables the user to override the Commit and Reservation Rule default hierarchy and reserve selected items in the work order task immediately. The default hierarchy is based on how the rules are specified in the business unit, shop, and work order type, |
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Select this check box to enable this user to select the Picking Plan button to generate a picking plan. Note. The Picking Plan button in the Schedules page of the work order, on the Technician Workbench, and the Work Order Completion component is not available for selection unless this check box is selected. |
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Picking Plan Run Control |
Click this link to access Inventory's Process/Output Options page where you must set up pick plan run control data, which is used to allocate parts selected in Maintenance Management to Inventory and runs an SQR (structured query report) to create the picking plan list. See Assigning and Scheduling Inventory Resources for Work Order Tasks. |
User Authorizations – Procurement
Select this check box to enable this user to select various procurement options within the Purchase/On Hand schedule page of the Work Order component. If this option is not selected, the user will not be able to procure items from a work order. |
Select this check box to enable a user to view and update the cost rate and billing rate for tools in the work order, the Technician Workbench, and the Work Order Completion component. If this check box is left blank, these rates become unavailable to access. |
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Select this check box to enable a user, such as a tools supervisor, to schedule tools for a work order task. This check box must be selected for anyone responsible for scheduling tools in your organization. |
User Authorizations – Advanced
Select this check box to enable a user to select the View button on the Technician Workbench to access the Task Search page and search for and access any task based on the search criteria entered on the Task Search page. If you do not select this check box, the View button does not appear on the Technician Workbench page for this user. In this case, the technician (user) only has access to specific work order tasks based on predefined views. |
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Select this check box to enable a technician to access another technician's work order task in the Technician's Workbench. Selecting this check box enables a user, other than the assigned user, to remove or change the technician's user ID from the Assigned To field on the Task Search page and search for more than one user's assigned tasks. If this check box is not selected, the Assigned To field on the Task Search page associated with the Technician Workbench defaults to the assigned technician and cannot be modified. Note. Selecting this check box only applies to the Technician Workbench and not the Work Order Completion component. Any user with access to the Work Order Completion component can enter time for multiple employees assigned to one or more tasks associated with a selected work order. |
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Allow Access to WO Security (allow access to work order security) |
Select this check box to enable a user, who is responsible for managing the access of resources to work orders, to click the Technician Work Order Access link on the Miscellaneous page of the Work Order component in order to display the Work Order Access page. If a work order is created with a business unit that has Shop or Shop and Resource Pool selected as the Technician WO Security option on the Definition page of the business unit, then this user can add or remove shops on the Work Order Access page of any work orders created with this business unit. The shop used to create the work order is automatically added to the list and cannot be removed. Resources assigned to any shops listed on the Work Order Access page of a work order have access to the work orders and work order tasks on the Work Order, Express Work Order, and Technician Workbench components. See Setting Up a Work Order Business Unit. See Using the Work Order Miscellaneous Page |
Select this check box to restrict the access of this user to specific work orders, work order tasks, and express work orders associated with business units that have Technician WO Security set up for a resource pool, a shop, or a shop and a resource pool. If this check box is not selected, this user has full access to any work order and work order tasks on the Work Order, Express Work Order, and Technician Workbench components, depending on the user's PeopleSoft Security setup for these components. Note. To enable a specific technician to have access to the work order tasks on the Technician Workbench that are assigned to other technicians, you must also select the Allow Access to Other's Tasks check box. |
Access the User Preferences – Mobile Inventory page (Set Up Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Mobile Inventory, and select a task flow).
Mobile Inventory Management pages enables you to tailor PeopleSoft Mobile Inventory Management pages for an individual user. User preferences pages are optional in Mobile Inventory Management. When a user ID does not have this page defined or when the Use Installation Values check box is selected, the system uses the values defined for installation values.
User preferences can be defined for these task flows in Mobile Inventory Management:
Adjustments
Bin to Bin Transfer
Delivery, Delivery Cart
Express Issue
Count by Location, Count by Item, Guided Count, and Manual Count
Item Stock Inquiry
Par Count
Perform Putaway
Receiving Ad Hoc and Receiving PO
For additional information about each task flow and the fields that appear for each task flow:
See PeopleSoft Mobile Inventory Management 9.1 PeopleBook.