PeopleSoft Application Fundamentals for Financial Services Industry 9.1 PeopleBook

PeopleSoft Application Fundamentals for Financial Services Industry Preface

This chapter discusses:

Oracle's PeopleSoft products.
PeopleSoft application fundamentals and companion documentation.
Deferred processing.
Common elements used in this PeopleBook.

Oracle's PeopleSoft Products

This PeopleBook refers to these PeopleSoft products:

PeopleSoft Funds Transfer Pricing
PeopleSoft Risk-Weighted Capital
PeopleSoft Enterprise Performance Management warehouses

PeopleSoft Application Fundamentals and Companion Documentation

The PeopleSoft Application Fundamentals for Financial Services Industry 9.1 PeopleBook provides you with implementation and processing information for your PeopleSoft Application Fundamentals for Financial Services Industry system. However, additional, essential information describing the setup and design of your system resides in companion documentation. The companion documentation consists of important topics that apply to many or all PeopleSoft applications across the PeopleSoft Enterprise Performance Management (EPM) product lines. You should be familiar with the contents of these PeopleBooks:

PeopleSoft Funds Transfer Pricing 9.1 PeopleBook.

Provides information needed to implement and process Oracle's PeopleSoft Funds Transfer Pricing.
PeopleSoft Risk-Weighted Capital 9.1 PeopleBook.

Provides information needed to implement and process Oracle's PeopleSoft Risk-Weighted Capital.
PeopleSoft Performance Management Fundamentals 9.1 PeopleBook.

Provides information needed to complete the core setup for all PeopleSoft EPM applications. This PeopleBook also describes the system architecture, the mapping of data into the EPM warehouses, and the EPM warehouse foundation tools.

Deferred Processing

Several pages in PeopleSoft Application Fundamentals for Financial Services Industry 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.

Common Elements Used in this PeopleBook

This section lists common elements used in PeopleSoft Application Fundamentals for Financial Services Industry.

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 on which 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. You cannot select inactive rows on pages or use them for running batch processes.
Description	Enables you to enter up to 30 characters of free-form text to describe 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 PeopleSoft Enterprise Performance Management 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 select Once, Always, or Don't.
Last Run On	Indicates the date on which the report or process was most recently run.
As Of Date	Indicates the most recent 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 that you want to include in a scenario. For example, you might want to review revenue by region, which would be a broad scope. Or, if you use PeopleSoft Activity-Based Management, you might want to review only the activities that relate to a certain application for certain types of resources, which would be a narrow scope.
Fiscal Year	Specifies the fiscal year for your scenario or process.
Period and Accounting Period	Specifies the accounting period for the object or process.
Job ID	Specifies an instance of an engine.

PeopleBooks and the PeopleSoft Online Library

A companion PeopleBook called PeopleBooks and the PeopleSoft Online Library contains general information, including:

Understanding the PeopleSoft online library and related documentation.
How to send PeopleSoft documentation comments and suggestions to Oracle.
How to access hosted PeopleBooks, downloadable HTML PeopleBooks, and downloadable PDF PeopleBooks as well as documentation updates.
Understanding PeopleBook structure.
Typographical conventions and visual cues used in PeopleBooks.
ISO country codes and currency codes.
PeopleBooks that are common across multiple applications.
Common elements used in PeopleBooks.
Navigating the PeopleBooks interface and searching the PeopleSoft online library.
Displaying and printing screen shots and graphics in PeopleBooks.
How to manage the locally installed PeopleSoft online library, including web site folders.
Understanding documentation integration and how to integrate customized documentation into the library.
Application abbreviations found in application fields.

You can find PeopleBooks and the PeopleSoft Online Library in the online PeopleBooks Library for your PeopleTools release.