Defining Application-Specific User Preferences

Accounting Date

Supply a default date on which you want this transaction distributed to the general ledger. The accounting date is validated against the open periods that you establish for Asset Management in the FIN_OPEN_PERIOD table to determine to which period the system posts. The difference between the transaction date and the accounting date determines whether any prior period depreciation must be calculated. For example, suppose that a computer was acquired and placed in service on March 15, 2006 but was not entered in Asset Management until August 1, 2006. All general ledger periods prior to August are closed. In this case, Asset Management automatically calculates depreciation starting in March and posts it to the general ledger in August.

Transaction Date

Supply a default date for asset transactions or leave this field blank to use the system date.

Edit Review AP/PO Information

Select the options for this user for editing the Review AP/PO Information component. The available options are:

• All: Select this option to allow user to make edits to the following entries; Load Status, Asset ID, Dates Only fields and Operation Asset Details fields.

• Dates Only: Select this option to allow user to make edits to Load Status, Accounting Date and Transaction Date.

• Operational Asset Details: This is the default option. Select this option to allow user edits to asset operational fields only.

• None: Select this option to allow edits to only the Load Status.

Edit Review Transactions Info

Select the options for this user for editing the Review Transactions component. The available options are:

• All: Select this option to allow user to make edits to the following entries; Load Status, Auto Approval Status, Dates Only fields, Operation Asset Details fields and most fields in the Distribution and Cost Information section.

• Dates Only: Select this option to allow user to make edits to Load Status, Auto Approval Status, Acquisition Date, In-Service Date, Accounting Date and Transaction Date.

• Operational Asset Details: Select this option to allow user edits to asset operational fields only.

• None: This is the default option. Select this option to allow edits to only the Load Status and the Auto Approval Status.

Edit Unitization Information

Use this field to manage user editing privileges of the asset unitization details on the Unitize - TO Asset page.

• Select All to allow user edits to all fields except for Interface ID and Interface Line Number.

  Note: PeopleSoft 9.2 release enables split-funding for assets. Therefore, you cannot edit all the fields on the Unitize – To Asset page for any asset. This is to avoid potential issues when updating the Transaction Amount of an asset with multiple chartfields. The respective transaction amount fields must first be updated.

  For example, assume that the total cost of the asset is 1,000 USD and it belongs to two different departments (Dept A = 600 USD and Dept B = 400 USD). If you want to edit the total cost of the asset to 2,000 USD, you cannot directly edit the transaction amount. Instead, you must update the individual chartfield rows and properly distribute the amount, that is, update the transaction amount for the Dept A to 11, 000 USD and that of the Dept B to 900 USD (or whatever the distribution actually is). The total Cost will be computed from the adjustments to the chartfields of each of the departments and the transaction amount will be automatically updated.

• Select Operational Asset Details to allow user edits to asset operational fields only. Users granted this edit option cannot edit transaction amounts or distribution details.

• Select None to restrict user edits to all fields.

Edit Consolidation Information

Use this field to manage user editing privileges of the asset consolidation details on the Consolidate - TO Asset page.

• Select All to allow user edits to all fields except for Interface ID and Interface Line Number.

• Select Operational Asset Details to allow user edits to asset operational fields only. Users granted this edit option cannot edit transaction amounts or distribution details.

• Select None to restrict user edits to all fields.

To Default Distribution Only

Select this option to consolidate interface lines with different ChartFields to a single ChartField distribution. If you do not select this option, interface lines with different ChartFields will be consolidated into a single asset ID with multiple ChartField distributions.

Asset Management Integration

Select to add transactions from Maintenance Management to the transaction loader process (AMIF1000).

Impairment/Revaluation Process

Select to always run impairment and revaluation processing when running the transaction loader process.

See Understanding Adjusting, Transferring, Reversing, and Evaluating Assets

Asset Retirement Obligations

Select this option to enable automatic always run Asset Retirement Obligation transaction processing when you click the Generate ARC button from either the ARO Measurement page or from the ARO Measurement in Mass – Process Parameters page when running the transaction loader process (AMIF1000).

See Reviewing ARO Processing Results

Business Unit

Select the business unit. This user will then have access to property assets from within the selected business unit.

Space Unit of Measure

Select the default unit of measure to access when a user is working with space allocations. The available options are:

Acres

Feet

Hectares

Meters

Property Class

Select the property class to be commonly used by default for this user ID when he or she is working with property assets. The available options are:

Area

Building

Floor

Site

Space

Business Unit

Select a default business unit to use with the Scan Asset, Scan By Location, and Find Asset pages:

• The business unit you select here will appear in the search criteria for the Scan Asset and Find Asset pages.

• For the Scan By Location page, the business unit you select here controls the scan location prompt values.

See Tracking Assets with the Asset Tracking Homepage.

Tree Name

Select a default tree to be used by the user within the application pages and for reporting within IT Asset Management.

Level Name

Select a default tree level within the tree to be used in reporting within IT Asset Management by user.

View Amount in

Select to present financial statistics within the application as rounded amounts based on the designation in this field according to the user's preference. If this field is blank, the financial statistics will be presented as whole numbers.

Show Net Book Value

Select to display the net book value (NBV) of assets within the application pages and portal pagelets in IT Asset Management for a given user. The NBV is used for financial impact analysis in compliance with regulatory requirements.

Show Cost

Select this option to display the cost basis of assets within the application pages and portal pagelets in IT Asset Management for a given user. The cost basis is used for financial impact analysis in compliance with regulatory requirements.

Show Fair Value

Select to display the fair value of assets within the application pages and portal pagelets in IT Asset Management for a given user. The fair value is used for financial impact analysis in compliance with regulatory requirements.

View Amount in

Select to present financial impact amounts within the Assets not Reporting and Manage Exceptions pagelets as rounded amounts based on the designation in this field according to user preference. If this field is blank, the financial impact will be presented as whole numbers.

Run Trans Loader Automatically

Select to invoke the Transaction Loader process automatically. When Manage Exceptions processes asset additions, Transaction Loader must be run to complete the additions. Selecting this option automatically runs the Transaction Loader and processes the additions.

Allow Authorization

Select to enable a user to authorize employees for software titles from the Discover Software Inventory Detail page.

Device Monitor

Select the software device group to be used as the default value in the Software Device Monitor portal pagelet. This effectively assigns to users the device group (within the enterprise software device group hierarchy) that they will see on the Software Device Monitor pagelet.

Inventory Age

Select the default inventory age for both the Assets Not Reporting Inquiry and the Assets Not Reporting portal pagelet.

DIRCTIVC

Shipping/Issues page

DIRCTIV2

BIDIRIVC

Direct Invoice Test page

BIDIRIV2

BIINIU

Shipping/Issues page

BIINIU2

BIJOB03, BIJOB03K

Bill Entry, Bill Inquiry, and Bill Summary pages

BIJOB08

Currency Code

Displays the default currency code that is used when you enter data for functions that are unrelated to the business unit. These functions include accumulations, billing charge codes, and discount and surcharge IDs.

Contract Status

If you selected to enforce contract status security on the Contracts Definition - BU Definition page, define the list of contract statuses to which this user can change the contract status. If contract status security is enabled, this user is able to change the contract status only to contract status values that you've specified here.

Select the contract statuses to which this user can change a contract.

Processing Status

When you select a contract status, the system displays the processing status to which the contract status is mapped.

Description

Displays the contract status description.

Change Date on Correction Journals

Select to change the journal date in the corrections journal (which is on the Journal Suspense Correction page).

Use Next Journal ID

Select to limit this user ID to the NEXT journal ID that is automatically entered by the system during online journal entry. If this option is selected, the Journal ID field becomes unavailable to this user ID, and the user cannot manually enter a journal ID.

Change Journals from Journal Generator

Select to allow a specific user to update the ChartField and amounts on the Journal Entry page for a journal that was created by the Journal Generator process.

Enter Adjustment Type Journal

Select to allow a specific user to enter a Book Code adjustment type journal.

Save Journal Incomplete Status

When you select this option for a specific user and the user adds a new journal, the selected option appears on the Journal Header page of various journal entry options. This option enables the user to save journal entry transactions with an incomplete status and prevents them from being edited or posted until they are complete.

Allow GL Entry Event Bypass

Select to enable the user to bypass selecting entry events in PeopleSoft General Ledger journal entry, even if they are required on the Installation Options - Entry Event page.

Allow Copy Journal with Control Accounts

Select to allow journals that contain Control Accounts to be copied. This applies to online or batch journal copy.

Allow Delete Journal with Control Accounts

Select to allow journals that contain Control Accounts to be deleted. This applies to online or batch journal delete.

Allow Unpost Journal with Control Accounts

Select to allow journals that contain Control Accounts to be unposted.

Enter Date Code Adjustments

Select to enable a user to enter date code adjustments for journal entries. The Date Code is displayed on journal lines only for users with the Enter Date Code Adjustments check box selected.

If the user is enabled to enter date code adjustments, and the Date Code is enabled for the ledger group, the user can flag the journal entry as a Date Code Adjustment on the Journal Entry - Header page.

Enabled Online Journal Post

Select this check box to indicate that the user can select the Post Journal option from the Process field on the Create/Update Journal Entries - Lines Page.

Update Amortization Journal ChartField Values

Select to enable a user to update ChartField values on the Amortization Journal – Stage Journal Page and the Journal Entry page for the actual amortization journals created.

Re-Edit Previously Edited

Select to reedit journals marked as valid. When this option is deselected, valid journals are not edited again when you run Journal Edit from the Journal Entry page by clicking the Edit button.

Mark Journal(s) to Post

Select to mark valid journals with a process request status of Post. If this option is not selected, it prevents batch journals from being marked to post.

To approve journal entries using PeopleSoft Workflow, you should deselect this option.

For more information about using PeopleSoft Workflow, see Understanding Configurable Workflow.

For more information about approving journal entries, see Understanding the Journal Entry Approval Process

Recalc Currency Exchange Rates

Select to reprocess foreign currency conversion at the journal line level.

Skip Open Item Reconciliation

Select to bypass open items for a specific user ID during the online journal post process, allowing the user to reconcile the open items at a later time by using the Open Item Maintenance page.

Skip Summary Ledger Update

Select to bypass summary ledger updates for a specific user ID during the online journal post process.

Skip Essbase Incremental Load

Select to bypass the Essbase Incremental Load for a specific user ID during the online journal post process.

Skip Entry Event Processing

Select to enable a specific user to post the budget that is associated with a journal entry or allocation without generating entry events through the Entry Event Processor. This may occur when an error occurs in a transaction; however, the entry event processing is correct.

Parent Budget Generation

Select to enable a specific user to generate parent budget impacts when posting child budget journals. This option determines how the Generate Parent Budget(s) option on the Commitment Control - Budget Journals - Enter Budget Journals - Budget Header page acts. Available options are:

• Always Generate: Select this option to always generate parent budget impacts. When this option is selected, the Generate Parent Budget(s) option on the Budget Header page is also selected and the field is unavailable and cannot be changed.

• Never Generate: Select this option to not generate parent budget impacts. When you select this option, the Generate Parent Budget(s) option on the Budget Header page is deselected and the field is unavailable and cannot be changed.

• User Specified: Select this option to choose whether to generate parent budget impacts for each budget journal. When you select this option, the Generate Parent Budget(s) option on the Budget Header page is available for you to choose.

Demand Source

Select a demand source. Options are based on the PeopleSoft applications that you have installed, and can include:

IN: Material stock requests originating in Inventory.

OM: Sales orders originating in Order Management.

PL: Planning requisitions originating in Supply Planning.

PO: (not used).

PR: Purchasing requisitions originating in Purchasing.

RT: Return-to-vendor requests originating in Purchasing.

SF: Production requests from the shop floor, originating in Production Management.

WM: Work order.

Source Bus Unit (source business unit)

The business unit from which the demand originated.

MSR Beginning Sequence and Receiver Beginning Sequence

Enter values if you plan to use automatic numbering to manage your stock requests and item numbers.

Flag Items for Auto-Putaway

Select to use the auto-putaway function that is provided with Inventory.

Server Name

The default server that is used when processes are initiated automatically from Inventory pages instead of through Process Scheduler.

Order Management BU (order management business unit)

Specify the business unit to default on the sales order.

Default Order Source Code

Specify the source of the order for the user.

Beginning Sequence

Select the default prefix for the sales order number.

Default Order Quantity

Specify the order quantity to default to the sales order.

Ship From INV BU ship from inventory business unit)

Select the Inventory business unit where the order will typically be picked up. This option is used in the counter sales environment where the customer will come to the location and take the order with them.

Cash Drawer ID

Select the cash drawer that the user will be using.

Price Adjustment Reason

Select a reason code for price adjustments. This option is used for margin adjustments to default a reason code so that the user doesn't have to enter a code for each product that is adjusted.

Order Owner

Select the owner for the order. The field is used for counter sales.

Printer Path

Select a printer path to print a Pick Plan report.

Customer Address

Init (initial): Display the customer address on the Order Header Page only when entering a new order header or displaying an existing order header from the add or search page.

Header Summary, Header Information Area, Purchase History Area, Price Summary Area, Order Summary, margin Adjustments, Line Express Entry Tab, Bill To Area, Bill-to Customer Options, Sold To Area, Sold-To Customer Options, Ship To Area, Ship-to Customer Options, Line Filter, and Line Actions

Select to move by default the display of information in the designated areas of the Order Entry Form page. During order entry, you can open or close the area as needed. Options are:

Collapsed: The section appears in a collapsed mode.

Default: The Header Summary, Header Information Area, Price Summary,Order Summary, Line Express Entry Tab, Bill to Area, Sold To Area, Ship To Area and Line Actions appear in the open mode. The Purchase History Area, Margin Adjustments, Bill-to Customer Options, Sold-To Customer Options, Ship-to Customer Options, and Line Filter appear in the collapsed mode.

Open: The section appears in an open mode.

Server File Destination

Enter a default output destination for files. When you are specifying the server file destination, a meta string (such as %%OutputDirectory%%) is not permitted. You must specify a full directory path followed by a backslash (for example, C:\TEMP\).

Server Destination Printer

Enter a default output destination printer.

Server

Select a server.

Email ID Financial Gateway integration email notification

Specify a recipient email address for payment error notifications. This field is limited to 70 characters.

You can enter multiple email addresses, separated by a comma (,). This is helpful in the following situations:

• When multiple users share the same user ID.

• When a single user has multiple email addresses.

Tree Name, Tree Effective Date, and Parent Tree Node

Enter values that appear by default when you assign projects to trees.

Project Business Unit

Enter a value that appears by default in project business unit search fields in the Project Costing application.

Project

Enter a value that appears by default in project search fields.

Integration

Enter the integration template that appears by default in the Integration field on the Project Definitions - General Information page when you create projects.

Analysis Group

Enter a value that appears by default when you search for transactions on the Transaction List page.

Rate Type

Enter the default conversion rate that the system uses when you add transactions by using the Add Transactions page and the incoming transaction rate type for the business unit is Source.

Currency Code

Enter a value that appears by default in the Source Currency field when you add transactions by using the Add Transactions page.

Flexible Analysis Template

Enter the default template that specifies how flexible analysis data appears on the Flexible Analysis page.

Edit Project List Option

Select an option to specify how projects appear for selection on the My Projects page. Available options are:

BYBU: By business unit.

BYTR: By project tree.

From Date and To Date

Enter a date range that appears by default when you search for transactions.

Contract Status

Select the status at which you want this user to open contracts. When the user creates a contract, the status appears by default based on the value you select.

Approve Contracts

Select to provide the user the authority to approve procurement contracts.

Enter Contracts/New Version

Select to provide the user the authority to create contracts and new contract versions.

Hold Contracts

Select to provide the user the authority to place procurement contracts on hold.

Close Contracts

Select to provide the user the authority to close procurement contracts.

Cancel Contract

Select to provide the user the authority to cancel procurement contracts.

Allow PO Contract Releases (allow purchase order contract releases)

Select to provide the user the authority to release purchase order contracts.

Allow AP Contract Releases (allow accounts payable contract releases)

Select to provide the user the authority to release accounts payable contracts.

Process Option

Select a contract process option that you want to set up as default for the user. Contract process options enable you to determine a specific contract process for use throughout the contract's life cycle. You can use other process options, but the value you choose here defaults on the Contract Entry page (for the selected user).

Values include:

• AP (Recurring Voucher)

• BRO (Release to Single PO Only)

• DST (Distributor)

• GN (General Contract)

• GRPM (Group Multi Supplier)

• GRPS (Group Single Supplier)

• MFG (Manufacturer)

• PADV (Prepaid Voucher with Advance PO)

• PO (Purchase Order)

• PPAY (Prepaid Voucher)

• RPOV (Recurring PO Voucher)

• SPP (Special Purpose)

Contract Style

Select a contract style that you want to set up as the default style for this user. You can use other contract styles, but the value you choose here defaults on the Contract Entry page.

Contract Style page

Header Information, Contract Control,Voucher Options,Amount Summary,Order Options,Item Lines, Category Lines, and PO Information

Select a group box option that you want to apply for this user. The value you select controls how the group box initially appears on the Contract page. Valid values for the group boxes are:

• Collapsed: Select to collapse (hide) the group box when the user initially accesses the Contract page.

• Open: Select to expand (open) the group box when he user initially accesses the Contract page.

Rebate Agreement Status

Select the default status for the rebate manager when you are creating vendor rebate agreements. Statuses are Approved and Open.

Unrestricted Rebate Manager

This check box is deselected by default. Select this check box if you want this rebate manager to have unrestricted access to all vendor rebate agreements. This manager can view, modify (perform all the actions checked), process, and analyze all vendor rebate agreements.

Requesters User Auth For (requesters user authority for)

Requesters for whom this user can work requisitions. Select the requester that you want to designate as the user's default requester by selecting the check box to the left of the requester's name.

Add, Update, Cancel, Delete, Close, and Reopen

Select to enable the user to add, update, cancel, delete, close, and reopen requisitions for this requester.

Can Work Approved POs (can work approved purchase orders)

Select to enable a user to change a purchase order that has already been approved or dispatched.

Can Dispatch Un-Approved POs

Select to enable a user to dispatch purchase orders with a status of pending approval.

Full Authority for All Buyers

Select to give the user authority to add, update, cancel, delete, and close purchase orders for all buyers. If you select this option, you don't need to configure the rest of the page.

Override Non-Qualified POs for Close

Select to enable a user to close purchase orders that are nonqualified for close.

Rebate ID Security Control

Select the vendor rebate agreement security control option for purchase orders. Options are:

• Hidden: Vendor rebate agreement fields are hidden from this user when he or she is maintaining purchase orders.

• Update: Vendor rebate agreement fields can be updated by this user when he or she is maintaining purchase orders.

• View Only: Vendor rebate agreement fields are only able to be viewed by this user when he or she is maintaining purchase orders.

Can Send Approval Reminder

Select to enable a user to send reminders to pending approvers of purchase orders.

Buyers User Authorized For

Select the buyers for whom this user can enter purchase orders.

Add, Update, Cancel, Delete, Close, and Reopen

Select to enable the user to add, update, cancel, delete, close, and reopen requisitions for this buyer.

Discount Tolerance Percent andDiscount Tolerance

Enter the percent and amount to use to calculate the discount tolerance. These tolerances enable the user to enter an unearned discount amount that is less than or equal to the value that you enter. Enter the additional percentage that the user can add to the payment terms.

For example, if an item is 700.00 and the discount terms are 2 percent for 10/Net30, the normal discount would be 14.00. If you enter 10 in the percent field, the user can take up to an additional 10 percent of the discount amount, which is 1.40. The total discount would be 15.40. However, the total discount can never be more than the value in the amount field.

Write-Off Percent Under andUnderpayment Write-Off and Write-Off Percent Overand Overpayment Write-Off

Enter the percent and amount that define the maximum write-off for underpayments and overpayments. These values apply only to write-offs (such as Entry Types WAU and WAO). These values do not apply to adjustments or deductions associated with overpayments or underpayments (these are not write-offs). The user can enter a write-off amount as long as the amount does not exceed the specified write-off percentage of the payment.

Item Write-Off

Enter the highest amount that this user can write off when the user writes off an amount for an individual item on a payment worksheet.

Max Write Off (maximum write-off)

Enter the maximum amount that the user can write off for either an individual item or for the remaining balance for a normal group or match group. The user can write off an amount below the maximum amount as long as it does not exceed the percentage of the original amount for the item. For example, if you enter an amount of 25.00, the user can write off amounts up to 25.00. However, if you enter a maximum write-off percentage of 10 percent, and the total original amount of an item is 240.00, the user cannot write off more than 24.00.

For no limit, enter all 9s.

Max Refund (maximum refund)

Enter the maximum refund amount that a user can create.

Write-off Days

Enter the minimum age of an item before a user can write it off on the maintenance worksheet. For no limit, enter 0.

Max WO Percent (maximum write-off percent)

Enter the maximum percentage of an item that this user can write off. For no limit, enter 100.

Override Write off Tolerance

Select to enable the user to write off items or amounts that do not meet the write-off tolerances that are defined for the business unit, customer, or entry reason as long as the write-off meets the user's write-off tolerances. If the user's write-off action exceeds the tolerances in the business unit, customer, or entry reason levels, the system issues only a warning.

Format Currency

Enter the currency for the write-off tolerance amounts for conversion purposes. The system uses this currency to calculate the tolerance amounts for an item.

Email Signature

Enter a signature to be used on emails that are sent using the Send Email page.

Automatically Send Mail For Pending Applicants

Select to indicate that the system should automatically send an e-mail to the applicant when a user changes the applicant’s status to Valid or Invalid. This procedure is performed by using the Action button on the Pending Applicants pagelet.

Show Completed Agenda Items

Select to indicate that the completed items initially appear in the agenda pages. This option only applies when Staffing Front Office is installed.

Order Approval Security

This option indicates whether a user can save orders with a status of Approved. When this check box is deselected, users can save only orders with a status of Pending Approval. Orders pending approval can only be saved with a status of Draft and cannot have assignments created. Consider using this feature with the order customer self-service component. For example, you may not want to give order approval access to the user IDs that are granted to your customers.

Use Hot List Categories

Select this check box to set up categories for the Hot List.

When this option is selected, the system displays the User Hot List Categories grid.

Set up hot list categories using the Hot List Categories page.

User Applicant Hot List Categories

Enter a value in the Maximum Number of Applicants to determine how many applicants the system should display on the pagelet.

Select the Show check box to determine if the category is to be displayed on the pagelet.

The All category represents system data and displays all the hot elements in pagelets regardless of categorization.

Use the add a new row icon to define a new hot list category. If a user defines their own hot category on this page, they must enter the category code, description, maximum number of applicants, and whether to show the category on the pagelet. The user can delete the category as well.

Hot list categories can also be defined using the Hot List Categories page.

Search Type

Select a search type.

Saved Search Name

Select a search name.

Show

Select to indicate that you want this search type to appear on the My Searches pagelet.

Category

Enter a title for the category.

Description

Enter a description for the category.

Max Num of Applicants

Enter the maximum number of applicants to display in the Applicant Hot List pagelet.

Show

Select to show the category in the grid displayed when adding applicants to the hot list.

Email Type

Select Business, Campus, Dorm, Home, or Other to indicate which email address type to default when adding applicants to the system.

Phone Type

Select a type, such as Business, FAX, or Main, to indicate the preferred phone number type to default when adding applicants to the system.

Company

Enter a default value for the company to be associated with the applicants that you add to the system. The company is the employer or legal entity who hires the employee.

Pay Group

Enter a default value for the Payroll for North America pay group to be associated with the applicants that you add to the system. Payroll for North America may have several pay groups, for weekly, bimonthly, and monthly pay, for example. Each organization has its own set of valid paygroups.

Global Pay Group

Enter a default value for the Global Payroll pay group to be associated with the applicants that you add to the system.

Job Code

Enter a default value for the job code to be associated with the applicants that you add to the system.

Benefit Program

Enter a default value for the benefit program to be associated with the applicants that you add to the system. In HRMS, you may define several benefit programs based on the different types of benefits that your company extends to its employees.

Tax Location Code

Enter a default taxing location to be associated with the applicants that you add to the system. This information is used by Payroll for North America to determine how taxes should be withheld.

HR Business Unit (human resources business unit)

Enter a default business unit to associate with the applicants that you add to the system. This information applies only when Pay/Bill Management is installed.

Workgroup

Enter a default workgroup to associate with the applicants that you add to the system. Workgroups are used by the Time and Labor application, among other things, to determine which Time and Labor rule programs to apply to reported time, which time reporting codes are available to employees in the group, and whether time entry approval is required. This information applies only when Pay/Bill Management is installed.

Taskgroup

Enter a default taskgroup to associate with the applicants that you add to the system. Taskgroups are used by the Time and Labor application, among other things, to determine which task-related information should be captured when you are entering time into the system. This information applies only when Pay/Bill Management is installed.

Department

Enter a default department ID to associate with the applicants that you add to the system.

Location Code

Enter a default location code to associate with the applicants that you add to the system.

Regulatory Region

Enter a default regulatory region to associate with the applicants that you add to the system. This information applies only when PeopleSoft Pay/Bill Management is installed.

User Order Type

Enter a user order type to associate with new orders.

Customer ID

Enter a customer ID to associate with new orders and history items.

Priority

Enter a priority to associate with new orders.

Order Event Group

Enter an order event group to associate with new orders.

Service Order Source

Enter a service order source to associate with new orders.

Order Reason

Enter an order reason to associate with new orders.

Line of Business

Enter a line of business to associate with new orders.

Non-Compliance Reason

Enter a non-compliance reason to associate with new reports.

Empl ID

Enter an employee ID to associate with new reports.

Sales Operator

Enter a sales operator to associate with new orders and reports.

Run Control ID

Enter a run control ID to use for running reports.

Allow forcing additional jobs

Select to enable power users to override the system logic that reuses employee job records across different assignments. This option is applicable only when Pay/Bill Management is installed.

Full Authorization for All Documents

Select to grant a user the authority to perform all tasks that are listed on this page.

This user is considered a super user with the ability to perform all actions on contracts that are in the system. When you select this option the Document Administrator fields become display only and cannot be edited.

If you do not select this check box, then you can select individual authorizations for document tasks.

Document Administrator

Select this option to indicate that the user has administrative authority to author supplier contract documents. As a document administrator, a user can generate, re-create, refresh, check out, edit, and check in documents. You can select one or all tasks in this group box.

Document administrators can also control the life cycle of a contract for authors, by submitting contracts for collaboration and approvals. Depending on how you are using document types, document administrators may include only contract specialists or may include a broader list of users who generate documents.

Delete Documents

Select this option to indicate that the user has the authority to delete supplier contract documents.

This option grants or restricts the ability of document owners and super users to delete documents once they are created.

This option is available when either the Full Authorization for All Documents or Document Administrator option is selected.

Bypass Approval

Select this option to indicate that the user can bypass approvals. In other words, the document can be automatically approved by this administrator.

If your organization uses supplier contract approvals, there are steps required to approve a document. However, if necessary, a user can expedite the document if this option is selected for their user ID.

When users have the authority to push a document through the approval process, a Bypass Approval button appears on the Document Management Page.

This option is available when either the Full Authorization for All Documents or Document Administrator option is selected.

Reset to Dispatch

Select to indicate that the user can reset a document to a Dispatched status. After a document has been completed between a supplier and customer, it is in an Executed status. At that status, the Reset to Dispatch button is available on the Document Management Page. This feature is useful if you want to perform minor changes, such as correct typographical errors, in the current version of the document without processing an amendment.

Copy PO Authorized for Users(copy purchase order authorized for user)

Click to copy buyer IDs from the Purchase Order Authorization or Buyers User Authorization grid to the Authorized Document Access for grid. These IDs belong to users who are authorized to perform purchase order tasks for the current user.

This button is available when the Full Authorization for All Documents check box is not selected and the Purchase Order check box is selected as a valid transaction source (Enabled Transaction Source section ) on the Installation Options - Supplier Contract Management Page.

When you click this button, the system checks for users who are defined in the Buyers User Authorization grid for the user whose preferences you are defining. If user IDs exist in the grid, the system copies those user IDs to the Authorized Document Access for grid box. After the user IDs are copied, you can select the authorization access that you want to provide to the users.

Approve Sections

Select to indicate that a librarian can approve a section, making the section available to use in documents. The status of a section can be changed or Approved using the Section Definition Page.

Default Section Status

Select a status that indicates when the librarian can create a new section. This saves time when submitting the section for approval. Values include Approved and Initial. This field is available when the Approve Sections check box has been selected.

When this value is Approved, and the librarian checks out and changes an approved section, the system does not change the status to Initial. Instead, the status remains Approved.

Default Clause Status

Select a status that indicates when the librarian can create a new clause. This saves time when not using clause approvals because the librarian can change the status of a clause to Approved by default. Values include Approved and Initial.

This field is not available when the Clause Approval option is selected on the Installation Options - Supplier Contract Management Page. In this case, the default value is Initial because all clauses must be submitted for approval.

When this value is Approved, and the librarian checks out and changes an approved clause, the system does not change the status back to Initial. Instead, the status remains Approved.

Change Configurator Status

Select to indicate that the user can update the status of a document configurator. Configurator statuses can be changed on the Document Configurator Definition Page.

Document Administrator (column)

Select additional users for whom the current user (listed at the top of the page) can act on behalf of and perform certain document tasks.

Use the corresponding check boxes to define the authorities for the selected user.

Document Administrator (check box)

Select to indicate that the selected user has document administrator privileges for the documents belonging to the document administrator. This means that the selected user can generate and edit documents that belong to the document administrator as if he or she were the administrator.

Reset to Dispatch

Select to indicate that the selected user can change a processed document to Dispatch for the documents that belong to the document administrator.

Bypass Approval

Select to indicate that the selected user can bypass approvals and expedite a document for documents that belong to the document administrator.

Service Request Business Unit

Select the business unit that you want to serve as the default service request business unit value when this user creates a service request. Normally business unit is not exposed to self-service users and they can never override it; however, agents creating new service requests via the Agent Service Request component may override the business unit default.

Service Request Center

Select the Service Request Center that you want to serve as the default value whenever this user creates a service request. Users can override this value in the service request.

Work Order Business Unit

Select the business unit that you want to serve as the default work order business unit value when this user creates a work order without a service request. Users can override this value at the work order level. This is also the default business unit for the Task Search page used by the Technician Workbench, the Work Order Workbench, the Crew Scheduling Workbench, and the Labor Assignment Workbench.

Service Group

Select the Service Group to serve as the default value for a work order created by this user. Users can override this value at the work order level.

Shop

Select the shop to serve as the default value for a work order created by this user. Users can override this value at the work order level.

Resource Group

Select the resource group value to use as the default value in the work order.

Asset Business Unit

Select the business unit that you want to serve as the default Asset Management business unit value in a work order for this user. Users can override this value in the work order.

Asset Type

Select the asset type to display as the default value in the work order, which is used to search for assets to maintain or repair in the work order.

You can override this value in the work order.

Calendar Item Link Option

Select the component that you want to access when you select a work order assignment link on a resource's calendar. When you click on a work order task assignment on a resource's calendar, the link takes this user to either the Work Order or the Technician Workbench, depending on selecting either:

• Technician Workbench (default)

• Work Order

Time Report Method

Select the format by which this user records their time worked on work order tasks on the Technician Workbench Time Entry page. Options are:

Elapsed Time: Select to report time as the total hours worked per day.

Punch Time: Select to report times by entering start times and end times.

See Creating Work Order Tasks.

Enable Actual Hours

Select to enter the actual labor hours for work order tasks on the Technician Workbench page. When the Enable Actual Hours check box is selected, the Technician Workbench page displays the Actual Hours tab with fields for specifying the employee ID, Craft, Actual Start Date, Actual Start Time, Actual End Date, Actual End Time, and Actual hours.

Allow Mass Change Hours

Select to enable the Actual Hours option on the Technician Workbench - Mass Change page. This check box is enabled only if the Enable Actual Hours check box is selected.

Max rows in mobile

Enter the maximum number of rows of the Fluid Quick Work Order search results grid to be displayed on a mobile.

Max rows in PM Mass Update

Enter the number of rows to be displayed in the PM Schedule Mass Update grid. The default value is 300 rows and the maximum value is 999999.

View WO Requirements (view work order requirements)

Select this check box to enable this user to view work order requirements by enabling access to the Labor, Inventory, Purchase/On-hand, and Tools links in the Requirements page of the Work Order component. If you do not select this check box, then the Labor, Inventory, Purchase/On-hand, and Tools links are not available on the Requirements page of the Work Order component

View Scheduled Resources

Select this check box to enable this user to view work order resource schedules in the Schedules page of the Work Order component and to enable drill down to it from the Crew Schedule Inquiry page.

View and Update Accounting

Select this check box to enable this user to view and update the accounting ChartField distributions on the Schedules page for labor, inventory, purchase/on-hand, and tools in the Work Order component. Selecting this check box also enables users to view and update the ChartField distributions on the Tools Cost tab of the Tool Usage page in the Technician Workbench and the Work Order Completion component.

Selecting this check box also enables access to the distribution templates for the Inventory, Labor, and Purchase/On-Hand Schedules in the Work Order component. However, these options are not available in the Technician Workbench or the Work Order Completion component.

Allow Submit Time for Posting

Select this check box to enable a user to select the Submit Time for Posting button in the Time Entry page of the Technician Workbench and Work Order Completion page. This check box is selected by default. If you do not select this check box this user will be prevented from submitting work order task time entries to Expenses for posting. The user can still enter time. In addition, selecting this option enables the user's manager or supervisor to edit the time entry, if necessary, and then submit it to posting.

If you do not select this check box, the Submit Time for Posting button does not appear on the Time Entry page in the Technician Workbench or on the Work Order Completion component for this user.

Copy to New Work Order

Select this check box to enable this user to copy an existing work order to a new work order.

Cancel Work Order

Select this check box to enable the selected user to manually cancel a work order.

Complete a WO (complete a work order)

Select this check box to enable this user to change the status of a work order to Complete in the Work Order component, the Technician Workbench, and the Work Order Completion component.

Set completed WO to Incomplete (set completed work order to incomplete)

Select this check box to enable a user to reverse a work order status from Complete to Incomplete (Open) online.

Close a WO (close a work order)

Select this check box to enable this user to close a work order online.

Authorized to Set Asset Action

Select this check box to enable specific users to select the Asset Action for a task on the Requirements page of the work order. The Asset Action dropdown list enables you to install, retire, and replace assets.

Authorize Cost Recovery Claim

Select this check box to enable this user to create a warranty claim. If you do not select this check box, the Warranty Claim link is not available on the Schedules page of the Work Order component.

Override Capital Limit

Select this check box to enable this user to override the capitalization limit on the Task Accounting component, which is set up on the Maintenance Management, Setup, Capitalization Rules component for the asset used in a work order. The user can increase or decrease the minimum amount that it costs to repair an asset in a work order task before it can be capitalized by Project Costing.

See WO Capitalization Limit Page.

Allow Planned Downtime

Select this check box to enable a user to enter planned downtime for an asset specified for a work order task. Users can enter planned and actual downtime for an asset via the Downtime Entry component, a link at the work order task level in the Work Order Component, and a link at the work order task level on the Technician Workbench . When the work order is closed, the asset downtime updates the Asset Maintenance History. This information can be useful for creating warranty claims based on the downtime of an asset.

If you do not select this check box, the downtime Planned tab does not display, and users can only enter the actual downtime.

Allow Update Non-specific EPLs(allow update non-specific equipment parts lists)

Select this check box to enable the Add to EPL button for this user, which appears above the Inventory and Purchase/On-Hand grids on the Requirements and Schedules pages in the Work Order and Express Work Order components, and the Requirements grid in the Work Order Task Template component.

Equipment Parts List (EPL) templates are set up in PeopleSoft Asset Management (Set Up Financials/Supply Chain, Product Related, Asset Management, Service and Repair) based on categories of assets (asset type, asset subtype, manufacturer's ID, and model). An EPL template lists the parts that are used to maintain and repair assets falling under these asset categories. Non-specific EPL templates refer to any EPL template that is not selected as the default EPL template for the asset that is selected for a work order task.

When this user selects an asset for the work order task and clicks the Add To EPL button for one or more selected Inventory or Purchase/On-Hand task rows, the Add to Equipment Parts List page appears. This page lists one or more non-specific EPL templates, which were set up for one or more asset categories that apply to the asset selected for the task.

For example, these three EPL templates are set up under the asset type, Facilities, and the asset subtype, HVAC/Heating.

• B&GWaterPump

• LIEBERT AC

• PUMP_IMPELLER

The Asset ID MMFACTLTY0009 is an Air Conditioner Unit that is categorized under the asset type, Facilities, and asset subtype, HVAC/Heating.

When you select the asset ID MMFACTLTY0009 for a work order task, define and select one or more inventory item rows that you want to add to one or more EPL templates, and click the Add to EPL button. All three of these EPL templates will appear on the Add to Equipment Parts List page. The user adds the one or more inventory items selected for the task to one or all of the EPL templates by selecting the check box for each EPL template row and clicking the Add to EPL button.

Allow Update Asset Default EPL

Select this check box to enable this user to access the Add to EPL button, which appears above the Inventory and Purchase/On-Hand grids in the Work Order and Express Work Order components, and above the Inventory and Purchase/On-Hand Requirements grid in Work Order Task Template component.

You can set up asset definitions in PeopleSoft Asset Management and select a default EPL template for each asset. If the Allow Update Asset Default EPL check box is selected, and this user selects one of these assets, defines and selects one or more inventory or purchase on-hand rows, and clicks the Add to EPL button, the default EPL template defined for the selected asset displays as preselected on the Add to Equipment Parts List page.

See Setting Up Work Order Templates.

See Understanding Work Order Task Resource Requirements.

See Understanding Resource Scheduling.

View and Update Labor Rates

Select this check box to enable this user to view and update the labor rates in the work order. When this option is selected the user can override any default rates from a business unit, shop, or craft.

Schedule Labor

Select this check box to enable a user, such as a craft supervisor, to schedule labor resources for a work order task. This check box must be selected for anyone responsible for scheduling labor resources in your organization.

Update Crew Schedule Metrics

Select this check box to enable specific users to manually update the crew schedule compliance on the Crew Schedule Compliance Revision page of the Crew Schedule Metrics component and enables selection of the Update Schedule Metrics check box on the Maintenance Schedule Completion Report Request page of the Schedule Completion Report.

Allow Override Metrics

Select this check box to allow the confirmation of metrics on past or current periods for the crew selected on the Crew Scheduling Workbench.

Report Crew Assgnmt Completion (report crew assignment completion)

Select this option to enable specific users to access the Report Completed Hours and Report Completed Date fields. It enables users to update the Completed Hours and Completed Date fields on the Report Crew Assignment Time component, which is accessible through the Technician Workbench or the Crew Assignments grid of the Crew Scheduling Workbench.

Report Crew Carryover Hours

Select this check box to enable specific users to access the Report Carryover Hours Action and update the Carryover Hours field on the Report Crew Assignment Time component, which is accessible through the Technician Workbench.

Authorized to Enter Inventory

Select this check box to enable this user to select and enter inventory items in the work order.

Allowed to Reserve Inventory

Select this check box to enable this user to create online, immediate reservations by selecting a Reserve button in the Work Order component. Selecting the Reserve button enables the user to override the Commit and Reservation Rule default hierarchy and reserve selected items in the work order task immediately. The default hierarchy is based on how the rules are specified in the business unit, shop, and work order type,

Run Picking Plan

Select this check box to enable this user to select the Picking Plan button to generate a picking plan.

Picking Plan Run Control

Click this link to access Inventory's Process/Output Options page where you must set up pick plan run control data, which is used to allocate parts selected in Maintenance Management to Inventory and runs an SQR (structured query report) to create the picking plan list.

See Schedules Page - Inventory Schedules.

Authorized to Procure

Select this check box to enable this user to select various procurement options within the Purchase/On Hand schedule page of the Work Order component. If this option is not selected, the user will not be able to procure items from a work order.

View and Update Tools Rates

Select this check box to enable a user to view and update the cost rate and billing rate for tools in the work order, the Technician Workbench, and the Work Order Completion component. If this check box is left blank, these rates become unavailable to access.

Schedule Tools

Select this check box to enable a user, such as a tools supervisor, to schedule tools for a work order task. This check box must be selected for anyone responsible for scheduling tools in your organization.

Allow Access to Search Views

Select this check box to enable a user to select the View button on the Technician Workbench to access the Task Search page and search for and access any task based on the search criteria entered on the Task Search page.

If you do not select this check box, the View button does not appear on the Technician Workbench page for this user. In this case, the technician (user) only has access to specific work order tasks based on predefined views.

Allow Access to Other's Tasks

Select this check box to enable a technician to access another technician's work order task in the Technician's Workbench. Selecting this check box enables a user, other than the assigned user, to remove or change the technician's user ID from the Assigned To field on the Task Search page and search for more than one user's assigned tasks. If this check box is not selected, the Assigned To field on the Task Search page associated with the Technician Workbench defaults to the assigned technician and cannot be modified.

Allow Access to WO Security (allow access to work order security)

Select this check box to enable a user, who is responsible for managing the access of resources to work orders, to click the Technician Work Order Access link on the Miscellaneous page of the Work Order component in order to display the Work Order Access page. If a work order is created with a business unit that has Shop or Shop and Resource Pool selected as the Technician WO Security option on the Definition page of the business unit, then this user can add or remove shops on the Work Order Access page of any work orders created with this business unit.

The shop used to create the work order is automatically added to the list and cannot be removed. Resources assigned to any shops listed on the Work Order Access page of a work order have access to the work orders and work order tasks on the Work Order, Express Work Order, and Technician Workbench components.

See Setting Up a Work Order Business Unit.

See Using the Work Order Miscellaneous Page

Apply WO Access Security apply work order access security

Select this check box to restrict the access of this user to specific work orders, work order tasks, and express work orders associated with business units that have Technician WO Security set up for a resource pool, a shop, or a shop and a resource pool. If this check box is not selected, this user has full access to any work order and work order tasks on the Work Order, Express Work Order, and Technician Workbench components, depending on the user's PeopleSoft Security setup for these components.

See Business Unit Setup Options.

See Work Order Creation Using the Work Order Component.

See Using the Work Order Miscellaneous Page.