This preface discusses:
PeopleSoft products.
PeopleSoft application fundamentals.
Pages with deferred processing.
PeopleSoft Purchasing default hierarchies.
Common elements in this PeopleBook.
Note. This PeopleBook documents only page elements that require additional explanation. If a page element is not documented with the process or task in which it is used, then it either requires no additional explanation or is documented with the common elements for the section, chapter, or PeopleBook.
This PeopleBook refers to these products:
Oracle's PeopleSoft Asset Management.
Oracle's PeopleSoft Cost Management.
Oracle's PeopleSoft Mobile Inventory Management
Oracle's PeopleSoft Collaborative Supply Management.
Oracle's PeopleSoft eProcurement.
Oracle's PeopleSoft eSupplier Connection.
Oracle's PeopleSoft Supply Planning Multisite Material Planner and PeopleSoft Supply Planning Advanced Multisite Planner.
Oracle's PeopleSoft Manufacturing.
Oracle's PeopleSoft Flow Production.
Oracle's PeopleSoft Engineering.
Oracle's PeopleSoft General Ledger.
Oracle's PeopleSoft Inventory.
Oracle's PeopleSoft Maintenance Management.
Oracle's PeopleSoft Order Management.
Oracle's PeopleSoft Payables.
Oracle's PeopleSoft Project Costing.
Oracle's PeopleSoft Product Configurator.
Oracle's PeopleSoft Quality.
Oracle's PeopleSoft Receivables.
Oracle's PeopleSoft Strategic Sourcing.
Oracle's PeopleSoft Purchasing.
Oracle's PeopleSoft CRM Call Center Applications.
Oracle's PeopleSoft Integrated FieldService.
The PeopleSoft Purchasing PeopleBook provides you with implementation and processing information for Oracle's PeopleSoft Purchasing system. However, additional, essential information describing the setup and design of the system resides in companion documentation. The companion documentation consists of important topics that apply to many or all of Oracle's PeopleSoft applications across the Financials, Enterprise Service Automation, and Supply Chain Management product lines. You should be familiar with the contents of these PeopleBooks.
The following companion PeopleBooks contain information that applies specifically to Oracle's PeopleSoft Purchasing:
PeopleSoft Application Fundamentals PeopleBook
PeopleSoft Managing Items PeopleBook
PeopleSoft Mobile Inventory Management PeopleBook
PeopleSoft Global Options and Reports PeopleBook
PeopleSoft Commitment Control PeopleBook
PeopleSoft Source-To-Settle Common Information PeopleBook
PeopleSoft Working With Third-Party Applications PeopleBook
PeopleSoft Supply Chain Management Integrations PeopleBook
PeopleSoft SCM Electronic Data Interchange Messaging PeopleBook
Several pages in Oracle's PeopleSoft Purchasing operate in deferred processing mode. Most fields on these pages are not updated or validated until you save the page or refresh it by clicking a button, link, or tab. This delayed processing has various implications for the field values on the page, for example, if a field contains a default value, any value you enter before the system updates the page overrides the default. Another implication is that the system updates quantity balances or totals only when you save or otherwise refresh the page.
Oracle's PeopleSoft Purchasing application defaulting behavior is discussed in the Using Default Hierarchies chapter. The information in this chapter replaces default documentation at the field level and provides the same information efficiently in a central location.
In the chapter, we provide charts of transaction and item default sources, as well as explanations of multicurrency pricing calculation, unit of measure assignment and conversion, and vendor and vendor location selection.
A companion PeopleBook called PeopleBooks and the PeopleSoft Online Library contains general information, including:
Understanding the PeopleSoft online library and related documentation.
How to send PeopleSoft documentation comments and suggestions to Oracle.
How to access hosted PeopleBooks, downloadable HTML PeopleBooks, and downloadable PDF PeopleBooks as well as documentation updates.
Understanding PeopleBook structure.
Typographical conventions and visual cues used in PeopleBooks.
ISO country codes and currency codes.
PeopleBooks that are common across multiple applications.
Common elements used in PeopleBooks.
Navigating the PeopleBooks interface and searching the PeopleSoft online library.
Displaying and printing screen shots and graphics in PeopleBooks.
How to manage the locally installed PeopleSoft online library, including web site folders.
Understanding documentation integration and how to integrate customized documentation into the library.
Application abbreviations found in application fields.
You can find PeopleBooks and the PeopleSoft Online Library in the online PeopleBooks Library for your PeopleTools release.
Description |
Free-flow text up to 30 characters. |
Effective Date |
Date on which a table row becomes effective; the date that an action begins. For example, if you want to close out a ledger on June 30, the effective date for the ledger closing would be July 1. This date also determines when you can view and change the information. Pages or panels and batch processes that use the information use the current row. |
Language or Language Code |
The language in which you want the field labels and report headings of your reports to print. The field values appear as you enter them. Language also refers to the language spoken by an employee, applicant, or nonemployee. |
Process Frequency (group box) |
Designates the appropriate frequency in the Process Frequency group box: Once executes the request the next time the batch process runs. After the batch process runs, the process frequency is automatically set to Don't Run. Always executes the request every time the batch process runs. Don't Run ignores the request when the batch process runs. |
Process Monitor |
This link takes you to the Process List page, where you can view the status of submitted process requests. |
Report ID |
The report identifier. |
Report Manager |
This link takes you to the Report List page, where you can view report content, check the status of a report, and see content detail messages (which show you a description of the report and the distribution list). |
Recipient's |
Select to have a report print in the language defined for the recipient of the report. |
Request ID |
A request identification that represents a set of selection criteria for a report or process. |
Run |
This button takes you to the Process Scheduler request page, where you can specify the location where a process or job runs and the process output format. |
Run Control ID |
Each run control you create receives a unique run control ID. When you select a process from a menu, a search dialog box appears, asking for a run control ID. If you're in Add mode, enter a new ID for the run control you're about to define. If you're in Update/Display mode, enter an existing run control ID or click the Search button and select from the list of available run control IDs. |
Short Description |
Free-flow text up to 15 characters. |
Specified |
Select to have a report print in the language that you specify in the Language field. |
Status |
Your options in this field are Active or Inactive. By linking status and effective date, you can retain historical information and plan future implementation. For auditing purposes, PeopleSoft encourages inactivating data that is no longer in use instead of deleting it. |
User ID |
The system identifier for the individual who generates a transaction. |