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Using PF Ledger Drilldown

The PF Ledger Drilldown tool enables you to view Activity-Based Management-specific data that comes from the general ledger.

Ledger Drilldown uses rules you defined in Data Manager to determine which page to automatically navigate towards. That information appears in the Source column on the Drill Details page. Data originating in Activity-Based Management is defined as Activity-Based Management.

Note: You can also use Object Navigator to perform these functions, as well as to view graphics.

Page Used to Drill Back

Page Name

Definition Name

Navigation

Usage

Activity-Based Management Ledger Data

AB_DRILL_TBL2

  • select Performance Ledger, then select Performance Journals, then select Review Ledger Details

  • Click the Get Drill Data button.

  • Click the Get More Drill Back Data button.

View the criteria you mapped to the Ledger Mapping table (PF_LEDMAP_F00).

Drilling Back with PF Ledger Drilldown

To drill back using Ledger Drilldown:

  1. You must have run a jobstream that included the Activity-Based Management engine, Activity-Based Management Drillback engine, and Profit Manager processes, including PF Post and PF Edit.

  2. Select select Performance Ledger, then select Performance Journals, then select Review Ledger Details, then select and set up the Drill Criteria page (PF_DRILLSRCH_TBL1) with the following criteria in the Drill Criteria group box: business unit, scenario ID, fiscal year, accounting period, and source (be sure to enter Activity-Based Management as the source).

  3. Click the Get Drill Data button near the upper right on the page. Doing so transfers you to the Drill Details page. You can use this page to drill down through Activity-Based Management calculations to the Ledger table (PF_LEDGER_F00). Here you can choose data from the ledger and drill back to the source for data from PeopleSoft Activity-Based Management.

  4. On the Drill Details page, in the left-hand column, click the Get More Drill Back Data button for the line item (object) on which you want to drill back. Doing so immediately populates the next drilldown page, the Activity-Based Management Ledger Data page (AB_DRILL_TBL2), with the appropriate data.

    This is a view only page that displays the criteria you mapped to the Ledger Mapping table (PF_LEDMAP_F00).

  5. On the Drill Details page the Scenarios tab displays information about the scenario and the dimension, while the Amounts tab displays information about the currency and the amount.