Setting Up PeopleSoft Payables for the PeopleSoft Financials Portal Pack

This topic provides an overview of setup and lists the page used to set up PeopleSoft Payables for the PeopleSoft Financials Portal Pack.

Page Name

Definition Name

Usage

AP CFO Portal Job Page

AP_CFOP_JOB_RQST

Specify a run control ID, currency, and rate type and run the Payables CFO Portal Job process, which creates summary data used by PeopleSoft Payables pagelets in the PeopleSoft Financials Portal Pack.

Go to Accounts Payable > Batch Processes > Vouchers > AP CFO Portal Job.

If you are currently using PeopleSoft Payables and want to use the PeopleSoft Payables pagelets in the PeopleSoft Financials Portal Pack, you must schedule and run the Payables CFO Portal Job Application Engine process (AP_CFOP_JOB). The Payables CFO Portal Job process summarizes transaction data by month and converts different currency amounts to the currency specified on the run control. The data is stored in summary tables and appears on pagelets according to your personalized settings.

Note: Run the Payables CFO Portal Job process before customizing personalization pages to obtain field data. Depending on your data volume, it is recommended to run the CFO Portal Job process independent from other processes to minimize data contention.