Defining Additional Common Information

Use the following components to define additional common information:

Accounting Entry Template (ACCOUNTINGENTRY)
Activity Monitor Registry (PV_WL_REGISTRY)
Attachments (ATTACHMENT_TBL)
Automatic Numbering (AUTO_NUM_PNL)
Commodity Code (COMMOD_CODE)
Distribution Network (DS_NETWORK)
Freight Terms (FREIGHT_TERMS)
Tax Vendor Geo Code Update (RUN_TAXGEOUPD)
Harmonized Tariff Code (HRMN_TARIFF_CD)
Image Location (IMAGE_LOCATION)
Personal Data (Edit) (EX_PERSONAL_DATA2)
Planner Code (PLANNER_CODE)
Reason Codes (REASON_CD)
Ship Via Codes (SHIP_VIA_CD)
Ship To Locations (SHIP_TO_CODES)
Ultimate Use Code (SUT_USE_CD)
Units of Measure (UNITS_OF_MEASURE)

Use the following component interfaces to load data into the respective component tables:

Use the COMMOD_CODE_CI component interface to load data into the tables for the Commodity Code component.
Use the HRMN_TARIFF_CD_CI component interface to load data into the tables for the Harmonized Tariff Code component.
Use the SHIP_VIA_CD_CI component interface to load data into the tables for the Ship Via Codes component.
Use the SUT_USE_CI component interface to load data into the tables for the Ultimate Use Code component.

The pages described in this section do not represent all of the pages in the Common Definitions menu. Additional common pages are described as part of the business processes that include them.

Pages Used to Define Additional Common Information

Page Name	Definition Name	Navigation	Usage
Attachment Type	ATTACHMENT_TBL	select Set Up Financials/Supply Chain, then select Common Definitions, then select Attachments, then select Attachment Types, then select Attachment Type	Define attachment types.
Accounting Entry Template	ACCTG_TEMPLATE_AP	select Set Up Financials/Supply Chain, then select Common Definitions, then select Accounting Entry Templates, then select Templates, then select Accounting Entry Template	Define or modify an accounting entry template.
Register Worklists for Activity Monitor	PV_WL_REGISTRY	select Set Up Financials/Supply Chain, then select Common Definitions, then select Activity Monitor, then select Activity Monitor Registry, then select Register Worklists for Activity Monitor	Select which worklist entries can appear on the buyer's Activity Monitor pagelet.
Auto Numbering	AUTO_NUM_PNL	select Set Up Financials/Supply Chain, then select Common Definitions, then select Codes and Auto Numbering, then select Auto Numbering, then select Auto Numbering	Define automatic numbering specifications for PeopleSoft fields, such as a unique prefix for regular customers or for customers who are also vendors. The system automatically increments numbers by one.
Auto Num BU	AUTO_NUM_BU_PAGE	select Set Up Financials/Supply Chain, then select Common Definitions, then select Codes and Auto Numbering, then select Auto Numbering by BU, then select Auto Numbering by BU	Define automatic numbering specifications at the business-unit level for PeopleSoft fields.
Commodity Code	COMMOD_CODE	select Set Up Financials/Supply Chain, then select Common Definitions, then select Shipping and Receiving, then select Commodity Code, then select Commodity Code	Define commodity codes. Commodity codes, also called freight classes, are used on bills of lading to group and identify shipped products for freight rating and insurance purposes.
Distribution Network	DS_NETWORK	select Set Up Financials/Supply Chain, then select Common Definitions, then select Shipping and Receiving, then select Distribution Network, then select Distribution Network	Define distribution network codes.
Forecast Sets	FORECAST_SET	Inventory, Forecast Items, Forecast Sets	Define versions of forecasts for PeopleSoft Supply Planning.
Freight Terms	FREIGHT_TERMS	select Set Up Financials/Supply Chain, then select Common Definitions, then select Shipping and Receiving, then select Freight Terms, then select Freight Terms	Set up freight terms.
Tax Vendor Geo Code Update	RUN_TAXGEOUPD	select Set Up Financials/Supply Chain, then select Common Definitions, then select Sales and Use Tax, then select Tax Vendor Geo Code Update, then select Tax Vendor Geo Code Update	Update geocodes for tax-related transactions, locations and addresses using the GeoCodes Mass Update Process Application Engine process (TAXGEOUPD). Generate a report listing any errors that occurred during the GeoCodes Mass Update Process using the GeoCodes Mass Update report, TAXXGEOX0 (BI Publisher).
Harmonized Tariff Code	HRMN_TARIFF_CD	select Set Up Financials/Supply Chain, then select Common Definitions, then select Shipping and Receiving, then select Harmonized Tariff Code, then select Harmonized Tariff Code	Set up harmonized tariff codes. These codes are required on various documents that accompany shipments across international and Canadian borders. The codes are pre-established for all commodities by the United States Commerce Department.
Image Location	IMAGE_LOCATION	select Set Up Financials/Supply Chain, then select Common Definitions, then select File Locations and Images, then select Image Location	Set location for storing images.
File Locations	FILE_DIR_FS	select Set Up Financials/Supply Chain, then select Common Definitions, then select File Locations and Images, then select File Locations, then select File Locations	Define file extensions that you want the system to recognize, system locations for transaction attachments, email and fax file extensions, and file server directories.
Personal Data	EX_PERSONAL_DATA	select Set Up Financials/Supply Chain, then select Common Definitions, then select Employee Data, then select Review Personal Data, then select Personal Data	Review and edit employee address data.
Personal Data (Edit)	EX_PERSONAL_DATA2	select Set Up Financials/Supply Chain, then select Common Definitions, then select Employee Data, then select Create/Update Personal Data, then select Personal Data (Edit)	Add and edit employee information, including address data.
Planner Codes	PLANNER_TBL	select Set Up Financials/Supply Chain, then select Product Related, then select Planning, then select Planner Code, then select Planner Codes	Enter planner codes.
Reason Codes	REASON_CD	select Set Up Financials/Supply Chain, then select Common Definitions, then select Codes and Auto Numbering, then select Reason Codes, then select Reason Codes	Define reason codes to provide explanations for various activities performed in the system. You can also define return and reject reason codes for items received in PeopleSoft Purchasing.
Ship Via Codes	SHIP_VIA_CD	select Set Up Financials/Supply Chain, then select Common Definitions, then select Shipping and Receiving, then select Ship Via Codes, then select Ship Via Codes	Define ship via codes (also called shipping method codes) to use in multiple features in PeopleSoft Inventory, Purchasing, and Order Management. Ship via codes describe the dimensions and options of a shipping vehicle.
ShipTo Sales/Use Tax Default	SUT_DFLT_TBL	select Set Up Financials/Supply Chain, then select Product Related, then select Procurement Options, then select Purchasing, then select Ship To Locations, then select Ship To Locations Click the Sales/Use Tax link.	Enter default sales and use tax information for each ship-to location. The sales and use tax rates are normally based on the final destination of the shipment (the ship-to location).
Standard Industry Codes	SIC_CODE_PNL	select Set Up Financials/Supply Chain, then select Common Definitions, then select Customers, then select Standard Industry Codes, then select Standard Industry Codes	View, modify, or add SIC codes for vendors. This page offers you various methods for finding particular codes. You can search by SIC code or by parent SIC code.
Ultimate Use Codes	SUT_ULTIMATE_USE	select Set Up Financials/Supply Chain, then select Common Definitions, then select Sales and Use Tax, then select Ultimate Use Code, then select Ultimate Use Codes	Define ultimate use codes for vendors. Ultimate use codes are used to determine tax applicability.
Units of Measure	UNITS_OF_MEASURE	select Set Up Financials/Supply Chain, then select Common Definitions, then select Units of Measure, then select Units of Measure	Establish units of measure for your resources.

Attachment Type Page

Use the Attachment Type page (ATTACHMENT_TBL) to define attachment types.

Navigation

select Set Up Financials/Supply Chain, then select Common Definitions, then select Attachments, then select Attachment Types, then select Attachment Type

Enter the Attachment Type, Description, and Short Description for the attachment you are defining.

Accounting Entry Template Page

Use the Accounting Entry Template page (ACCTG_TEMPLATE_AP) to define or modify an accounting entry template.

Navigation

select Set Up Financials/Supply Chain, then select Common Definitions, then select Accounting Entry Templates, then select Templates, then select Accounting Entry Template

Image: Accounting Entry Template page

This example illustrates the fields and controls on the Accounting Entry Template page. You can find definitions for the fields and controls later on this page.

Although users enter individual expense line items on the voucher, the system generates additional accounting entry lines based on the accounting entry templates that you define and associate with individual vouchers. These additional accounting entry lines include the offset to accounts payable, or freight and tax expense entries.

The PeopleSoft Payables voucher and payment posting processes apply the accounting entry templates to individual vouchers to create balanced accounting entries. You set up accounting entry templates by setID so that multiple business units can share the same (or different) accounting entries.

When you create a new template, the system presents you with a list of accounting entry types that includes standard types such as Accounts Payable, Cash Distribution, and Employee Advances. This list is delivered with the system, but you must add the specific account values that your organization uses for the offset.

Account

Specify the associated account value for each accounting entry type.

You can also specify other ChartField values such as Alternate Account, Fund Code, Operating Unit, and so on. There is one row for each account type, which tells the system what ChartField values to use when it performs posting. An account value for each is mandatory; values for other ChartFields are optional.

When setting up inheritance for PeopleSoft Payables, if you select Don't Inherit as the inheritance option for an inheritance group, the system uses the ChartField values established on the accounting entry template to generate the appropriate accounting entry lines.

If you are using PeopleSoft Payables and Project Costing; if you leave the Project ID field blank on the accounting entry template and select the Discount Allocation Policy field on the General Controls page in PeopleSoft Payables, then you should use ChartField inheritance for the project ID. This allows you to book discounts against same project as the original source amount.

After you have set up accounting entry templates, you can generate a report that displays the data that you have entered for each accounting entry template. The Accounting Entry Template report (APY0012) includes a description as well as a listing of the accounting entry templates that you have defined for your system.

Auto Numbering page

Use the Auto Numbering page (AUTO_NUM_PNL) to define automatic numbering specifications for PeopleSoft fields, such as a unique prefix for regular customers or for customers who are also vendors. The system automatically increments numbers by one.

Navigation

select Set Up Financials/Supply Chain, then select Common Definitions, then select Codes and Auto Numbering, then select Auto Numbering, then select Auto Numbering

Image: Auto Numbering Page

This example illustrates the fields and controls on the Auto Numbering page. You can find definitions for the fields and controls later on this page.

Field Name

Select a field for automatic numbering.

Start Seq (start sequence)

Enter a prefix using up to three characters. For example, for the CUST_ID field, you may want to use a unique prefix of CST for regular customers and VND for regular customers who are also vendors.

Max Length (maximum length)

Enter a maximum length of number.

Last Number Issued

If you enter the last number assigned, automatic numbering starts by incrementing the last number issued by one.

If you leave this field blank, the system uses automatic numbering by default.

Default

Select if you want the system to use automatic numbering by default.

Note: Default flag on the Autonumber Table does not apply for Purchase Orders, Requisitions, Receivers, Return to Vendor(Suppliers).

Automatic Numbering by BU Page

Use the Auto Num BU page (AUTO_NUM_BU_PAGE) to define automatic numbering specifications at the business-unit level for PeopleSoft fields.

Navigation

select Set Up Financials/Supply Chain, then select Common Definitions, then select Codes and Auto Numbering, then select Auto Numbering by BU, then select Auto Numbering by BU

This page is similar to the Auto Numbering page that you use for automatic numbering; however, auto numbering by business unit limits auto numbering to one sequence for each field. Using the page, you can setup a single, auto-numbering sequence for a field across the business unit. This provides broader control of numbering within the business unit. The Default field value is always selected because there is only one numbering sequence for a given field in a business unit.

See the previous topic, Setting Up Automatic Numbering, for descriptions of fields on this page.

Distribution Network Page

Use the Distribution Network page (DS_NETWORK) to define distribution network codes.

Navigation

select Set Up Financials/Supply Chain, then select Common Definitions, then select Shipping and Receiving, then select Distribution Network, then select Distribution Network

A distribution network consists of a prioritized list of inventory business units. When a customer orders a product, distribution networks are used to determine the warehouse from which the stock should ship.

You can specify a distribution network code for each of your ship-to customers on the General Information - Ship To Options page. This code then appears by default on the customer's sales order shipment schedules.

When using PeopleSoft Order Management, you can elect to establish a default ship from Inventory business unit on the Order Management business unit Shipping and Returns page. You can use this as the default Inventory business unit for all order lines and schedules. This option is useful if you don't have a complicated distribution network, or if you always ship from one location. The other option on the Shipping and Returns page is to select a default distribution network code that the system uses on orders for ship-to customers who don't have an assigned distribution network code. You are allowed one or the other.

Inventory Unit

Enter the Inventory business units that you want to be included in the distribution network.

Forecast Sets Page

Use the Forecast Sets component (FORECOST_SETS) to set up forecast sets.

Use the Forecast Sets page (FORECAST_SET) to define versions of forecasts for PeopleSoft Supply Planning.

Navigation

Inventory, Forecast Items, Forecast Sets

You can define different versions of forecasts for PeopleSoft Supply Planning. For example, you might have three different versions of a forecast; conservative, most likely, and optimistic. For each case, you can define forecast quantities by product or item to create what-if scenarios with different versions of the material and capacity plan based on different forecasts. You associate forecast sets with product forecasts in PeopleSoft Order Management and with item forecasts in PeopleSoft Inventory.

You might want to create two unique forecast sets—for example, OPTIMISTIC and LIKELY. Each item or product forecast record that you define in the system ties to one of these sets. This enables multiple versions of a forecast to exist for the same item or product. This table gives an example of how this works:

Optimistic Forecast	Likely Forecast
Item: 1000	Item: 1000
Date: 12/1/00	Date: 12/1/00
Qty: 3500	Qty: 2500
Forecast Set: Optimistic	Forecast Set: Likely

Freight Terms Page

Use the Freight Terms page (FREIGHT_TERMS) to set up freight terms.

Navigation

select Set Up Financials/Supply Chain, then select Common Definitions, then select Shipping and Receiving, then select Freight Terms, then select Freight Terms

Freight terms determine when the title passes for shipments. PeopleSoft Order Management passes freight term information to PeopleSoft Inventory along with requests for stock fulfillment. Freight term codes and descriptions print on quotations, order acknowledgments, packing lists, bills of lading, shipping manifests, and invoices.

Delivery Terms 1

Values are used in Intrastat reporting for European Union member states.

Intermediate Consignee

Select if you use a freight company that assumes responsibility for goods in transit.

Tax Provider Geo Code Update Page

Use the Tax Provider Geo Code Update page (RUN_TAXGEOUPD) to update geocodes for tax-related transactions, locations and addresses using the GeoCodes Mass Update Process Application Engine process (TAXGEOUPD).

Generate a report listing any errors that occurred during the GeoCodes Mass Update Process using the GeoCodes Mass Update report, TAXXGEOX0 (BI Publisher).

Navigation

select Set Up Financials/Supply Chain, then select Common Definitions, then select Sales and Use Tax, then select Tax Provider Geo Code Update, then select Tax Provider Geo Code Update

Image: Tax Provider Geo Code Update Page

This example illustrates the fields and controls on the Tax Provider Geo Code Update Page. You can find definitions for the fields and controls later on this page.

Update Option

Choose Specific Address Record to update the geocodes in a single table. Choose All Tax Address Records to update the geocodes in all tables containing tax-related addresses. You can also limit the tables updated to those owned by a specific PeopleSoft application using the Record Owner control.

Record Owner

Select the PeopleSoft application that owns the address tables to be updated. Leave blank to process all tax address tables (when Update Option is set to All Tax Address Records).

Address Record

Specify the application table that contains the addresses to be updated. The Address Record field is enabled when Update Option is set to Specific Address Record.

Control Parameters

Select the option labeled , "This option defaults in Geo Code from Third Party Tax Software for undefined geo code records only," when you want the system to update the geocodes for all rows that are matched with the selection criteria and for which the geocodes are currently unassigned.

Select the option labeled, "This option overrides Geo Code for all qualified records," when you want the system to update the geocodes for all rows that are matched with the selection criteria.

Auto Fill Address

Select to have the system populate the address data with information from the selected geocode.

Geocode Selection Option

Choose whether the GeoCodes Mass Update Process should use the first geocode record encountered or flag the address record as an error when more than one geocode entry is found for an address. Run the GeoCodes Mass Update report (TAXGEOX0 or TAXXGEOX0) to view a list of geocode update errors.

Additional Selection Criteria

Set the additional selection criteria fields to limit the addresses processed

Note: Refer to your Taxware or Vertex documentation for recommendations on how often you should update your geocodes. The GeoCodes Mass Update Process Application Engine process (TAXGEOUPD) can be scheduled to run accordingly.

Personal Data Page

Personal Data or Personal Data (Edit) page (Set Up Financials/Supply Chain, Common Definitions, Employee Data, Review Personal Data) and (Set Up Financials/Supply Chain, Common Definitions, Employee Data, Create/Update Personal Data, Personal Data).

It is recommended that you update employee tables in your human resources system and load the employee data into your PeopleSoft application. However, you may need to add or edit employee profiles in the Financials or Supply Chain Management database. Because employee information is sensitive, it is suggested that you authorize access to these pages carefully.

Note: If your system receives data from human resources, any changes you make using Personal Data pages may be overwritten in subsequent updates from human resources unless you configure your loading process.

Reason Codes Page

SetID

Set up reason codes with a setID on the Add a New Value page so that they can be accessed by multiple applications and multiple business units.

Reason Type

Enter information that categorizes the Reason Code. For example, there are three reasons codes set up with the Reason Type Prenote Reasons to indicate that the code is used with direct debit prenotes. Another example is Sales Contracts, to indicate that the reason code is used in relationship with sales contracts.

Reason Code

Enter a code that best represents the reason that you are defining, such as BANKEFT to indicate that the status of a direct debit prenote was changed by the Bank EFT File process; or, you might set up a reason code called CUST-CA for orders that have been cancelled at the customer's request. Reason codes provide explanations for returned stock, changes to order headers, lines, or schedules, direct debit prenote confirmations and more.

Note: Reason codes are effective dated to enable you to make and track changes by date.

Description

Enter a short and long descriptions defining what the reason code stands for.

Email Long Description

Select this check box to generate an email based on workflow. You use PeopleSoft Workflow Administrator to access, monitor, analyze, and control workflow in your organization.

See PeopleTools: Workflow Technology.

Include in Quality Metric

Select this check box for the system to automatically include this reason code in the quality metric that tracks the percentage and actual number of vendor shipment quantities that are inspected, accepted, rejected, and returned by period. If you leave this check box blank, you can exempt (or include) certain receiving reject or return reason codes from the percentage of defectives that your supplier performance metrics reflect.

For example, you may not want to use incomplete shipments as a performance measurement for product quality. You can use the Return/Reject Reasons page to remove the Include in Quality Metric flag from that particular reason code.

Note: This field only appears reason codes defined for quality metrics related to supplier performance in PeopleSoft eSupplier.

See Understanding Supplier Performance Metrics.

Ship Via Codes Page

Use the Ship Via Codes page (SHIP_VIA_CD) to define ship via codes (also called shipping method codes) to use in multiple features in PeopleSoft Inventory, Purchasing, and Order Management.

Ship via codes describe the dimensions and options of a shipping vehicle.

Navigation

select Set Up Financials/Supply Chain, then select Common Definitions, then select Shipping and Receiving, then select Ship Via Codes, then select Ship Via Codes

Image: Ship Via Codes page

This example illustrates the fields and controls on the Ship Via Codes page. You can find definitions for the fields and controls later on this page.

Define ship via codes (also called shipping method codes) to use in multiple features in PeopleSoft Inventory, Purchasing, and Order Management. Ship via codes describe the dimensions and options of a shipping vehicle.

Customer Pick-Up

Select Yes to note that the customer will be picking up the order instead of the order being shipped from the warehouse. This field is used with the counter sales feature in PeopleSoft Order Management. You would most likely establish a separate ship via code for counter sales. The ship via code can default from the ship-to customer (or short-term customer template), the order group, or the buying agreement.

Transport Mode

Select the method that the order will be transported.

Minimum Weight, Maximum Weight, Minimum Volume, Maximum Volume, Weight UOM, and Volume UOM

The system uses this information to monitor shipment capacity in PeopleSoft Inventory when it establishes delivery ID, load IDs, routes, and shipping IDs.

Standard Industry Codes Page

Use the Standard Industry Codes page (SIC_CODE_PNL) to view, modify, or add SIC codes for vendors.

This page offers you various methods for finding particular codes. You can search by SIC code or by parent SIC code.

Navigation

select Set Up Financials/Supply Chain, then select Common Definitions, then select Customers, then select Standard Industry Codes, then select Standard Industry Codes

Standard Industrial Classification (SIC) codes identify different types of industries. These SIC codes are organized in a hierarchical structure that, at its most detailed level, contains thousands of different industry types. The PeopleSoft system delivers the standard hierarchy of codes from Canada, Germany, France, the United Kingdom, the United States, and Australia.

You can use the SIC identifiers as an additional means of classifying your vendors or customers. You can also use the parent SIC code for reporting your vendor transactions by industry groups if you need to analyze your purchases based on the industrial classifications of your vendors.

Search Criteria

SIC Code

Enter or select a SIC code to search the system for existing values by SIC code. To find all existing SIC codes for the selected SIC code type, click the Search button without entering any data.

Parent SIC Code

Enter or select a parent SIC code to search the system for existing values by parent SIC code.

Standard Industrial Classification Codes

SIC Code

Displays the SIC codes that you selected for your search. If you are adding a new SIC code, enter the new code in this field.

Parent SIC Code

Displays the parent SIC code that you selected for your search. If you are adding a new SIC code, select the parent SIC code to which the new SIC code belongs.

Ultimate Use Codes Page

Use the Ultimate Use Codes page (SUT_ULTIMATE_USE) to define ultimate use codes for vendors.

Ultimate use codes are used to determine tax applicability.

Navigation

select Set Up Financials/Supply Chain, then select Common Definitions, then select Sales and Use Tax, then select Ultimate Use Code, then select Ultimate Use Codes

Ultimate Use Code

Enter the ultimate use code and its description. The PeopleSoft system uses ultimate use codes as qualifiers for sales and use tax (SUT) applicability. For each ship-to location, you can associate these codes with a tax rate and other criteria—such as item ID and vendor ID—to set up alternate tax rates that depend on the ultimate use of an item.

You can enter any ultimate use code defined for a voucher's ship-to location directly on a voucher in the Voucher component.

For example, if you buy a computer for personal or office use, you may be charged a 5% tax rate. If you buy the same computer and use it to manufacture something else, you may only be charged a 3% tax rate. If you set up your ship-to location sales and use tax defaults with an ultimate use code defined at the 3% tax rate, you can assign that ultimate use code to the voucher to retrieve the 3% rate instead of the 5% rate.

Ship To Locations - Sales/Use Tax Info Page

Use the Ship To Locations - Sales/Use Tax Info page to attach ultimate use codes to a ship to location.

Navigation

select Set Up Financials/Supply Chain, then select Product Related, then select Procurement Options, then select Purchasing, then select Ship To Locations. Click the Sales/Use Tax link.

Image: Ship To Locations - Sales/Use Tax Info Page

This example illustrates the fields and controls on the Ship To Locations - Sales/Use Tax Info Page. You can find definitions for the fields and controls later on this page.

At the ship-to location level you have five options:

Enter an ultimate use code, select Taxable in the Sales/Use Tax Applicability field, and enter a tax code in the Sales Tax field.

This allows you to have an alternate tax rate based on how the item being purchased will be used.
Enter an ultimate use code and select Exempt in the Sales/Use Tax Applicability field.

When you select this ultimate use code on a voucher for this ship-to location, it will be tax exempt.
Enter an ultimate use code and attach it to a specific vendor and vendor location.

The default tax code for vendors and vendor locations shipping to this ship-to location will be the one that you enter here, unless you override it on the voucher.
Enter an ultimate use code and attach it to a specific item category.

Items in that category for the ship-to location will be taxed at the rate indicated by the tax code, unless you override it on the voucher.
Enter an ultimate use code and attach it to a specific item.

For the ship-to location, the default tax rate for this item will be the one indicated by the tax code that you enter here.

Units of Measure Page

Use the Units of Measure page (UNITS_OF_MEASURE) to establish units of measure for your resources.

Navigation

select Set Up Financials/Supply Chain, then select Common Definitions, then select Units of Measure, then select Units of Measure

To assign a default conversion rate between this UOM and another unit of measure, select a convert-to UOM and enter a conversion rate. The system automatically calculates the inverse conversion rate.

You can view information about units of measure and the resources to which they are assigned in the Units of Measure report.