Setting Up Cross-Application Installation Options

All PeopleSoft products are delivered to your database and are automatically selected by the system. Deselect all those you have not licensed.

Click the check box for each PeopleSoft product, or application, for which you want to enable Commitment Control.

You can enable or disable Commitment Control for each of these products at any time, but disabling Commitment Control for an application during a budget period may corrupt the consistency and integrity of your data.

Many applications have dependencies with other applications that require you to maintain integration points between those applications for valid budget checking and notification. Do not enable or disable Commitment Control for an application unless you know precisely what effect your action will have on other applications.

Displays a number that represents where to begin numbering journals. You can change the numbering for your journals so that the next journal number assigned is one number greater than the journal number that appears in this field. All journals increment sequentially from the first journal created.

Select a country to appear by default on your pages. You can override the default on the actual pages.

Enter the last value-added tax (VAT) authority number used for the system to automatically start assigning when you create new VAT authority numbers. You can edit this field only if the VAT authority number changes. When you use the Express VAT Code function, the system automatically creates a VAT authority number at the time that you create a VAT code. You then assign one or more tax authorities to a VAT code, to define the VAT rate applicable for that VAT code.

History, aging, events, and some profiles are available for subdivisions within customers if you enable subcustomer levels in your system. Select whether you want to use the first SubCustomer field, both SubCustomer fields, or no SubCustomer fields. These fields appear on any pages where a customer that has subcustomers appears.

Select None, Taxware, or Vertex as the type of tax provider software that you use. This option determines what fields appear on PeopleSoft application pages that have implications for sales and use tax. Before selecting a third-party tax application, the application should be installed and configured to communicate with the PeopleSoft system.

The Tax Provider Setup link appears when you choose a third-party from the Tax Vendor list. Click the link to complete setup for the chosen tax vendor solution.

Identify the type of business unit-level security to use for the bank reconciliation process. Select All BUs if you want the reconciliation process to include all business units set up in the system. Select Single BU if you want reconciliation to adhere to the business unit security that you have already defined. When you select Single BU, the run parameters for the Auto Reconciliation process requires you to select the business unit that you want to perform reconciliation. The list displays the business units that the user is allowed to access.

Select one of the due-to and due-from balancing methods for InterUnit transactions from the following values.

Direct: The due-to and due-from ChartFields used to balance each entity in the transaction are retrieved from the Inter/IntraUnit template definition of the entity.

Indirect: The due-to and due-from ChartFields used to balance each entity in the transaction are retrieved from the Inter/IntraUnit template definition of the affiliate entity.

Pairs: The due-to and due-from ChartFields used to balance each entity in the transaction are retrieved from a definition for the pair of entities, or business units, involved in the transaction. Pairs are defined on the InterUnit Pair Maintenance page.

See Setting Overall Interunit Installation Options.

Select one of the following options.

• Summarize: The Summarize option affects processing only if you are not using affiliate ChartFields. Select this option for the system-generated Inter/IntraUnit offset lines to be summarized together whenever all the fields (except for the amount and line sequence fields) are equal. For example, if business unit A pays expenses for business units B and C, without InterUnit summarization, two InterUnit balancing lines are created for business unit A (one for B and one for C). However, with InterUnit summarization, InterUnit processing creates only one InterUnit receivable journal line for business unit A instead of two. If there is additional activity among business units A, B, and C, the InterUnit processor summarizes the activity to create a minimal number of InterUnit journal lines while maintaining the overall balance among the business units.

• No Summarization: Select if you do not want to summarize system-generated Inter/IntraUnit offset lines or if you are using affiliate ChartFields.

See Setting Overall Interunit Installation Options.

Click to access the Financial Sanctions Options page, where you can set up financial sanctions validation.

Select to use document sequencing for the overall installation.

Select to enable alternate account processing. Alternate account produces journal-line and transaction-level balances for statutory reporting requirements. The primary account field contains the corporate accounts, and an alternate account contains the statutory accounts. You define mapping options for each alternate account or the system accesses by default the suspense account defined on the Ledger For a Unit page. It is not necessary to install General Ledger to use alternate accounts in other applications.

Select to enable the system to create multibook accounting entries on an auxiliary page in the subsystems. General Ledger must be installed for this option to be available.

Select to improve processing performance. You must have performed the procedures necessary to enable multiple General Ledger Post processes to run concurrently with unique data partitions. This option is available only if you have installed General Ledger.

Select Manual or Workflow as your approval method. If you select Manual, an authorized user can set the status of individual items on the Item Approval page to Approved or Denied. If you select workflow approval, you must establish item approval as a business process in PeopleSoft Workflow.

Select to perform document tolerance checking, which is an edit that checks the percentage or monetary amount discrepancy between a requisition and purchase order document or a purchase order and voucher. This tolerance checking is performed at the distribution line level. You define these tolerance thresholds by ChartField value. In the ChartField field, enter the ChartField whose values you use to define document tolerance checking.

Select to have the Document Tolerance Checking Application Engine process (FS_DOC_TOL) check that the voucher has been approved. If the voucher is not approved, the process issues an exception. If you do not select this option, the process proceeds with the regular validation—whether or not the voucher has been approved—passing vouchers that are within tolerance and generating exceptions for those that are over tolerance.

Enter the ChartField whose values you use to define document tolerance checking.

Select if you want to segregate InterUnit transactions for business units by legal entities, such as corporations, partnerships, and sole proprietors, and if you want to use different InterUnit payables and receivables, depending on whether the transaction is InterEntity or IntraEntity. Deselect this field if the InterUnit method is pairs.

Select to enable the integration of a Geographic Information System (GIS) with PeopleSoft Maintenance Management and PeopleSoft Asset Management.

There are specific setup requirements to enable PeopleSoft Maintenance Management and PeopleSoft Asset Management to integrate with ESRI:

• Installation of the Adobe Flash Player that matches the browser of each user's computer.

• Setup of GIS integration on PeopleSoft Installation Options, Options page. (Set Up Financials/Supply Chain, Install, Installation Options, Overall page.)

• Setup of GIS integration in the Asset Management (AM) business unit. (Set Up Financials/Supply Chain, Business Unit Related, Assets, Asset Management Definition, Interface Options page.)

• Setup of GIS integration in the work order business unit for PeopleSoft Maintenance Management. (Set Up Financials/Supply Chain, Business Unit Related, Maintenance Management, Work Order Definition, Integration page.)

See also Location/Comments/Attributes Page.

Select to enforce the budgetary only edit when you save a transaction.  This enables edit of Budgetary Only ChartField values if there are multiple effective-dated values with different Budgetary Only values. Deselect this option if you do not require this edit.

Select to enable users to use the Dun and Bradstreet interface to order and purchase Dun and Bradstreet reports.

Enter the maximum number of rows that you want to receive from the Dun and Bradstreet system when you are searching for a Data Universal Numbering System (DUNS) number.

Click to access the D & B Account page, where you enter login information for each Dun and Bradstreet account.

Select the appropriate check box to activate the following account balancing attributes:

Balance Sheet Indicator: If you define an account value as balance sheet or off-balance sheet, you must also assign various General Ledger processes, such as Journal Edit, Revaluation, Closing, Position Accounting, and so on, with the appropriate balance sheet or off-balance sheet account to perform the necessary balancing.

Book Code: If you use the Book Code feature to further segregate transactions into balancing subsets within the same ledger, it is particularly important that the Book Code ChartField values and the Balance Sheet Indicator values be properly grouped and matched with your account ChartField to ensure proper balancing. You define a combination of a book code and a balance sheet indicator value as an account balancing group. You associate the two with an account as an attribute.

You can activate any one of the account balancing attributes. You do not need to activate both if you want to activate only one. The system populates the Default Value field with the default account balancing group value that you set up when you configure your ChartFields.

Select a code to which you can assign an alternate character value from the available options. When you select a code for a user (during security setup) and enable for that user the use of alternate characters, the system allows the user to use only the character set assigned to the user's language code for all fields with an associated Alternate Character field.

When you enable alternate characters for a specific user, this button is activated to the right of all the fields in the system with an associated Alternate Character field. Click the Alternate Character button to enter and display the field value in the Alternate Character set. Alternate character sets are linked with language codes and then selected for use by user ID. Only the character set specified on this page for the specific language code of the user ID is allowed in the Alternate Character field.

Select if you want to enable the embedded enterprise document management system. Selecting this option activates the Documentum installation options.

Displays the name of the document database that contains the documents that you access with pages for a specific PeopleSoft product.

Displays the maximum number of documents that the system retrieves when you run document management system queries within the Documentum-enabled product. This value is the maximum number of documents that the system returns to the Query Result page, not the maximum number of documents that result from the document management system query itself.

Displays the document management system object supertype that you want to use when you access documents within the document database. The object type controls the set of valid attributes of the documents within Documentum. This object type must contain all attributes (fields) that you reference from PeopleSoft Engineering document query pages.

Select this check box to enable the loading of interface files from the federal registry.

Select this check box to allow users to create vendors from federal registry data.

Select this check box to allow users to create customers from federal registry data.

Select one of these options to identify how to use entry events for each product:

• No EE

  Entry events cannot be used with the selected product.

• Optional

  Entry events may or may not be used with the selected product.

• Required

  Entry events must be used with the selected product.

Select to perform upward and downward adjustments using entry events for commitment control budgets that are identified as having expired year funding in Commitment Control.

Displays a default value of 100. You can override this value.

This value controls the number of customers that will be displayed AS WELL AS the number of customers that the user will be able to add to a hierarchy.

There is no limit to the number of customers that you can add to a hierarchical relationship (corporate, correspondence, or remit from). However, if the number of customers that you add exceeds either the default value of 100 or the number that you enter in this field, then the entire tree will not be displayed on the page and a message will appear in the graphical hierarchy explaining that the hierarchy contains more customers than the Maximum Customers in Display entered on this page allows.

Accept the default value of Corporate or select one of these values to appear in the level field on the Customer Hierarchy page.

• Corporate

• Correspondence

• Remit From

Select this check box to display the customer's setID on the customer detail nodes and the summary nodes of customer hierarchy tree in the Customer Hierarchy page or the Collections Workbench Hierarchy tab.

Select this check box to display the number of customers associated with each node on the customer hierarch tree in Customer Hierarchy page or the Collections Workbench Hierarchy tab.