Using Operational Threshold Alerts (OTA) for PeopleSoft Expenses

This topic provides an overview of personalizing operational threshold alerts and discusses how to personalize and view the Total Expense Costs OTA pagelet.

Page Name

Definition Name

Usage

Personalize Operational Threshold Alerts Page

PC_PE_OTA_PRS

Select the OTAs to display on the Operational Threshold Alert or Operational Threshold Chart pagelets. Access the page to personalize individual OTA tolerance levels.

See Understanding the Total Expense Costs OTA and the Personalize Operational Threshold Alerts Page for more information.

Operational Threshold Alert Pagelet

PC_PE_OTA_LIST

View up to five Operational Threshold Alerts that display real-time monitoring data according to tolerance levels that you define.

See the Operational Threshold Alert Pagelet for more information.

Operational Threshold Chart Pagelet

PC_PE_OTA_CHART

View an Operational Threshold Alert that displays a real-time monitoring chart according to tolerance levels that you define.

See theOperational Threshold Chart Pagelet for more information.

Personalize Total Expense Costs Page

EX_PE_TEXP_PRS

Define default data for calculating and displaying the Total Expense Costs OTA.

The Total Expense Cost OTA reflects the total amount of all pending, submitted, approved, partially approved, staged, paid, on hold, and posted expense lines within PeopleSoft Expenses. PeopleSoft Expenses ignores expense lines with a status of closed or denied and ignores expenses that are not reimbursable.

You must select the Total Expense Costs OTA on the Personalize Operational Threshold Alerts page before PeopleSoft Expenses displays the information on the pagelet. View OTAs on the Operational Threshold Alert pagelet with data personalized by an administrator or user.

Use the Personalize Total Expense Costs page (EX_PE_TEXP_PRS) to define default data for calculating and displaying the Total Expense Costs OTA.

Image: Personalize Total Expense Costs page (1 of 2)

This example illustrates the fields and controls on the Personalize Total Expense Costs page (1 of 2). You can find definitions for the fields and controls later on this page.

Personalize Total Expense Costs page (1 of 2)

Image: Personalize Total Expense Costs page (2 of 2)

This example illustrates the fields and controls on the Personalize Total Expense Costs page (2 of 2). You can find definitions for the fields and controls later on this page.

Personalize Total Expense Costs page (2 of 2)

This page uses fields that are common to other pages discussed in this topic. Refer to the beginning of the topic to review descriptions of these common elements.

Field or Control

Definition

Alert Threshold Amount

Enter an Alert Threshold dollar amount that triggers an alert. When the PeopleSoft Expenses dollar amount exceeds the target threshold, the OTA page displays a red indicator.

Show Only if Alert

Select to indicate that an OTA displays only if the measurement threshold reaches the level at which an alert or warning is triggered.

Return to Personalize Alerts

Click to return to the Personalize Operational Threshold Alerts page.

Note: You can only set the Alert Settings under the User Personalization page. The fields are hidden to the administrator.