PeopleSoft ProductsWelcome to the PeopleSoft Enterprise Performance Management Fundamentals 9.1 PeopleBook, which describes how to set up Enterprise Performance Management (EPM) and use the EPM Foundation toolset.
This preface discusses:
PeopleSoft products.
Common elements used in the EPM documentation set.
Deferred processing in EPM.
PeopleSoft ProductsThis PeopleBook refers to these PeopleSoft products:
Oracle's PeopleSoft Activity-Based Management
Oracle's PeopleSoft Campus Solutions Warehouse
Oracle's PeopleSoft Customer Relationship Management Warehouse
Oracle's PeopleSoft Financial Management Solutions Warehouse
Oracle's PeopleSoft Global Consolidations
Oracle's PeopleSoft Human Capital Management Warehouse
Oracle's PeopleSoft Planning and Budgeting
Oracle's PeopleSoft Scorecard
Oracle's PeopleSoft Supply Chain Management Warehouse
Common Elements Used in the PeopleSoft EPM Documentation SetThis section lists common elements used in PeopleSoft EPM.
|
SetID |
Provides the ID code for a tableset. A tableset is a group of tables (records) necessary to define your company's structure and processing options. |
|
Effective Date |
Establishes the date the row in the table becomes effective. It determines when you can view and change the information. Pages and batch processes that use the information use the current row. |
|
Status |
Indicates whether a row in a table is active or inactive. You cannot select inactive rows on pages or use them for running batch processes |
|
Description |
Enables you to input free flow text, up to 30 characters, that describes what you are defining. |
|
Run Control ID |
Identifies specific run control settings for a process or report. |
|
Report ID |
Identifies the report. |
|
Program Name |
Provides the EPM program name for which you are running the report or process. |
|
When |
Specifies the frequency with which you want to run a process. You can choose Once, Always, or Don't. |
|
Last Run On |
Indicates the date the report or process was last run. |
|
As Of Date |
Indicates the last date for which the report or process includes data. |
|
Scenario ID |
Provides an identifier for a specific scenario. |
|
Model ID |
Provides an identifier for a model. A model uniquely identifies the types of data you want to include in a scenario. For example, you might want to review revenue by region—a very high-level scope. Or, if you use Activity-Based Management, you might want to review only those activities that relate to a certain product line for certain types of resources—a very narrow scope. |
|
Fiscal Year |
Specifies the fiscal year for your scenario or process run. |
|
Period |
Specifies the accounting period for the object being defined or process being run. |
|
Job ID |
Specifies an instance of an engine. |
Deferred Processing in PeopleSoft EPM
Several pages in PeopleSoft EPM 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 that you enter before the system updates the page overrides the default. Another implication is that the system updates quantity balances or totals only when you save or otherwise refresh the page.
PeopleBooks and the PeopleSoft Online LibraryA 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.