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Getting Started With PeopleSoft Application Fundamentals
PeopleSoft Application Fundamentals Overview
Using PeopleSoft Classic Plus
Implementation Considerations
Common Elements Used in Application Fundamentals
Using the PeopleSoft Data Migration Workbench for Application Data
Understanding the PeopleSoft Data Migration Workbench
Using Application Data Sets
Using the PeopleSoft Data Export Import Utility
Understanding the Data Export Import Utility
Mapping File Layouts and Document Relationships
Defining the Data Source and Target
Requesting the Data Export Import Process
Using Application Data Sets to Migrate DEIU Data
Using PeopleSoft Business Process Weaver
Understanding PeopleSoft Business Process Weaver
Configuring Business Process Weaver
Defining Business Processes
Defining Business Process Weaver Security Options
Executing and Managing Business Processes
Setting Up and Using Business Process Notifications
Using the Data Migration Workbench for PeopleSoft Business Process Weaver
Defining Financials and Supply Chain Management Common Definitions
Defining Agency Location Codes
Setting Up Financials Audit Framework (Audit Logging)
Setting Up Document Management Options
Setting Up Resources
Setting Up Locations
Establishing Regions and Region Codes
Establishing Distribution Rules and Sets
Establishing Carriers
Defining Sales and Use Tax Authorities and Codes
Defining Additional Common Information
Defining Common Journal Definitions
Setting Up Workflow Transactions
Setting Up Credit Card Options and Groups
Changing Credit Card Encryption
Setting Up Credit Card Processing for a Hosted Implementation
Setting Up Electronic Payment Options
Defining File Attachments
Setting Installation Options for PeopleSoft Applications
Setting Up Cross-Application Installation Options
Defining Tax Provider Installation Options
Setting Up Application-Specific Installation Options
Defining User Preferences
Understanding User Preferences
Defining Cross-Application User Preferences
Defining Application-Specific User Preferences
Securing Your System
Understanding PeopleSoft Application Security
Specifying System Security Options
Defining Security Views
Defining Row-Level Security
Granting Access to Users
Securing Advanced Queries
PeopleSoft Search for Financials and Supply Chain Management
Understanding Financials and Supply Chain Search
Understanding Global Searches
Understanding PeopleSoft Insights Using PeopleSoft Search Framework
Understanding Delivered Visualizations in FSCM
Understanding Keyword Search within Components
Understanding Search Results
Understanding Search Attachments
Understanding Performance Considerations within Financial and Supply Chain Management Search
Understanding the Build Index Process
Understanding Real Time Indexing in FSCM
Securing ChartFields
Understanding ChartField Security
Common Elements Used in Securing ChartFields
Describing General ChartField Security Functionality
Enabling ChartField Security
Defining ChartField Security Rules, Exceptions, and Values
Building ChartField Security Rules
Copying ChartField Security Rule Assignments
Securing Customized ChartFields
Securing ChartFields for PeopleSoft Payables
Securing ChartFields for PeopleSoft Asset Management
Securing ChartFields for PeopleSoft Receivables
Securing ChartFields for PeopleSoft Billing
Securing ChartFields for PeopleSoft Commitment Control
Securing ChartFields for PeopleSoft Contracts
Securing ChartFields for PeopleSoft Cost Management
Securing ChartFields for PeopleSoft eProcurement
Securing ChartFields for PeopleSoft Expenses
Securing ChartFields for PeopleSoft General Ledger
Securing ChartFields for PeopleSoft Grants Management
Securing ChartFields for PeopleSoft Inventory
Securing ChartFields for PeopleSoft Order Management
Securing ChartFields for PeopleSoft Project Costing
Securing ChartFields for PeopleSoft Purchasing
Securing ChartFields for PeopleSoft Services Procurement
Securing ChartFields for PeopleSoft Treasury
Defining and Using ChartFields
Understanding PeopleSoft ChartFields
Prerequisites
Common Elements Used in Defining and Using ChartFields
Defining and Using Account Types and Attributes
Entering and Maintaining ChartField Values
Using Trees to Summarize ChartFields
Defining and Using SpeedTypes
Defining and Using ChartField Value Sets
Producing ChartField Reports
Setting Up ChartField Display Templates
Setting Up Accounting Tags
Using Accounting Tags in PeopleSoft Classic
Editing ChartField Combinations
Understanding ChartField Combination Editing
Common Elements Used in Editing ChartField Combinations
Prerequisites
Defining Combination Editing by Transaction Source
Setting Up Combination Editing
Running the Build Combination Data Process
Using User-Defined Combination Data
Working with Combination Objects
Viewing Combination Editing Data
Running ChartField Combination Reports
Configuring ChartFields
Understanding PeopleSoft ChartField Configuration
Using Standard ChartField Configuration
Using Advanced ChartField Configuration
Running and Verifying the ChartField Configuration Program
Performing Manual Configuration Tasks
Performing ChartField Configurations for New Products and Application Fixes
Reviewing ChartField Configuration Programs and Processes
Summarizing ChartFields Using Trees
Understanding ChartField Summarization with Trees
Creating and Maintaining Trees
Using Tree Flattener
Securing Bank Accounts in FSCM
Understanding Bank Account Encryption
Setting Up Bank Account Encryption
Setting Up and Using Business Request and Approval
Understanding the Business Request and Approval Process
Setting Up and Using Business Request and Approval
Configuring the Approval Framework for Business Requests
Defining and Using ChartField Request and Approval
Managing the Business Request and Approval Process
Inquiring on Business Requests
Setting up and Using Fluid Financial Structure Requests
Understanding Fluid Financial Structure Requests
Setting Up and Using Fluid Financial Structure Requests
Using Entry Events
Understanding Entry Events
Setting Up Entry Events
Processing Entry Events
Setting up and Processing Entry Event for Various Applications and Transactions
Using Entry Events with Commitment Control Budgets
Using Alternate Account
Understanding Alternate Accounts
Prerequisites
Enabling Alternate Accounts
Adding and Mapping Accounts and Alternate Accounts
Defining Accounting Calendars
Understanding Accounting Calendars Based on Open and Close Periods
Setting Up Calendar Builder
Defining Detail Calendars
Defining Summary Calendars
Defining Business Calendars
Defining and Updating Open Periods and Adjustment Periods
Setting Up Ledgers
Understanding Ledgers
Defining a Ledger Template
Defining a Detail Ledger
Linking Ledgers to a Ledger Group
Defining Ledgers for a Business Unit
Setting Up and Using Multibook Ledgers
Combining Accounts Using Summary Ledgers
Using TimeSpans
Importing and Exporting Ledgers
Using Journal Generator
Understanding Journal Generator
Prerequisites
Setting Up for Journal Generator
Generating Journal Entries
Using Interunit and Intraunit Accounting and ChartField Inheritance
Understanding PeopleSoft Interunit and Intraunit Functionality
Setting Up Interunit and Intraunit Processing
Running the Centralized Interunit and Intraunit Processor
Using Mass Maintenance for Interunit Pairs
Using ChartField Inheritance
Verifying Interunit, Intraunit, and ChartField Inheritance Setup
Processing Allocations
Understanding Oracle's PeopleSoft Allocations Process (FS_ALLC)
Using the Data Migration Workbench for PeopleSoft Allocations
Defining Allocation Process Steps
Defining the Allocation Group
Copying, Renaming, or Deleting Allocation Steps
Creating Adjusting Entry Journals
Setting Up Interunit and Intraunit Allocations
Using Allocations with PeopleSoft Project Costing
Running an Allocation Request
Producing Allocations Reports
Viewing Process Messages
Restarting and Recovering the Allocations Process
Setting Up On-Demand Processing
Understanding Setting Up On-Demand Processing
Setting Up On-Demand Processing Options
Defining Process Group User Preferences
Using Common Usability Features
Understanding Mouse Over Popup Pages
Activating the Mouse Over Popup Feature
Working with and Personalizing PeopleSoft Classic WorkCenters
Understanding PeopleSoft Classic WorkCenters and Dashboards
Understanding How to Set Up PeopleSoft Classic and Fluid WorkCenters As a System Administrator
Understanding Delivered WorkCenters and Dashboards
Using the Data Migration Workbench for PeopleSoft WorkCenters
Working With and Personalizing the Classic WorkCenter As an End User
Working With and Personalizing the Classic My Work Pagelet As an End User
Working With and Personalizing the Classic Links Pagelet As an End User
Working With and Personalizing the Classic Queries Pagelet As an End User
Working With and Personalizing the Classic Reports and Processes Pagelet As an End User
Working with and Personalizing PeopleSoft Fluid WorkCenters
Understanding PeopleSoft Fluid WorkCenters
Understanding How to Set Up PeopleSoft Classic and Fluid WorkCenters As a System Administrator
Understanding Delivered WorkCenters and Dashboards
Setting Up and Personalizing PeopleSoft Fluid WorkCenters
Understanding Pivot Grids
Understanding Delivered Pivot Grids
Understanding Drop Zones
Understanding Drop Zones
Setting Up and Using PeopleSoft Fluid for Financials and Supply Chain Management
Understanding PeopleSoft Fluid User Interface
Understanding Delivered Fluid Pages
Adding Homepages and Tiles
Understanding Configuration Specialist Tiles
Sending Notifications Using PeopleSoft Fluid Pages
Viewing the Business Card
PeopleSoft Fluid Approvals
Understanding Fluid Approvals
Configuring Fluid Approvals
Using Fluid Approvals
Third Party Images Provided with Sample Data
Using Third Party Images Provided with Sample Data
FSCM Abbreviations
FSCM Abbreviations
Application Fundamentals Reports
Application Fundamentals Reports: General Description
Managing ChartFields for Reports
Report Samples