Understanding Setting Up On-Demand Processing

Oracle's PeopleSoft Financial Management and Supply Chain Management provides on-demand process groups that certain users can run directly from transaction entry pages. These process groups generally consist of logically related and sequentially ordered processes that a transaction might require.

The process groups available depend on your user ID and whether or not a given transaction requires the processing. For example, if budget checking is not applicable to a particular voucher, the Budget Checking (BUDGET_CHK) process group is not available.

Warning! Some of the on-demand processing depends on products installed. For example, if PeopleSoft General Ledger is licensed and installed, the Journal Generator (FS_JGEN) process will also execute the Journal Edit and Journal Post process. If you do not choose to license and install PeopleSoft General Ledger, deselect the check box for the PeopleSoft General Ledger product on the Installation Options - Products page. This eliminates the wasted time your system will incur by executing the Journal Edit and Journal Post process when these processes are not needed. In general, deselect all check boxes on the Installation Options - Products page for all products that you have not licensed.

Payables

When you finish entering a voucher in PeopleSoft Payables, you can either save the voucher and process it in batch, or you can process it on demand on the following pages:

  • Cancel Payment (PYMNT_CANCEL).

  • Close Voucher (VCHR_CLOSE1).

  • Complete Register Voucher (VCHR_HDR_CMP).

  • Mass Payment Cancellation (AP_PMT_MASS_CNL).

  • Match Exception Workbench Details (AP_MTCH_WB_EXCPTN).

  • Match Overridden Workbench Details (AP_MTCH_WB_OVRD).

  • Match Workbench (AP_MTCH_WB).

  • Payment Escheatment (PYMNT_ESCHEAT).

  • Quick Invoice (VCHR_HEADER_QV1 and VCHR_HEADER_QV2).

  • Voucher component (VCHR_EXPRESS).

  • Voucher Maintenance component (VCHR_CORRECTION).

  • Voucher Mass Maintenance – Close (VCHR_MMT_CLSE_SEC1).

  • Voucher Mass Maintenance – Delete (VCHR_MMT_DLTE_SEC1).

  • Voucher Mass Maintenance – Field Replace (VCHR_MMT_RPLC_SEC1).

  • Voucher Mass Maintenance – UnPost (VCHR_MMT_UNPS_SEC1).

  • Withholding Invoice Line Update (WTHD_LINE_UPDT).

  • Withholding Vendor Update (VNDR_UPDT).

On-demand processing is also available from the Voucher On-Demand Process component for batch processing by process group.

Processes are numbered to indicate the order of how the processes run. For example, on the Quick Invoice page if you select 4. Journal Generate, the system automatically initiates the number 1 process (Voucher Build), the number 2 process (Matching), the number 3 process (Voucher Posting), and then the number 4 process (Journal Generate). The process group used in this example is All Processes through Journal Generate (QVJGEN).

Note: The system automatically displays the on-demand processing functionality only to assigned users. Definitions configured on the User Preferences - Process Group page determine whether the system enables this functionality for a specific user, and further, a specific process.

See Invoice Information Page.

Receivables

In PeopleSoft Receivables, a process group is not associated with a process; it is associated with a posting action. The posting action that is associated with a process group determines which processes to run, and when to run those processes.

Each process group (posting action) is associated with six different source transactions, for example payment worksheets and maintenance worksheets.

See Understanding the Receivables Update Application Engine Process.

This table shows the process groups, their associated processes and posting actions, and the products that use them:

Process Group

Processes and Posting Actions

PeopleSoft Products

Voucher Build (AP_VCHRBLD)

Runs the Voucher Build Application Engine process (AP_VCHRBLD).

Payables

Mass Cancellation (APPMTCNL1)

Runs the Mass Cancellation Application Engine (AP_MASSPMTCN).

Payables

Cancel, Payment Post (APPMTCNL2)

Runs the Mass Cancellation process followed by the Payment Posting Application Engine process (AP_PSTPYMNT).

Payables

Cancel, Payment Post, Voucher Post (APPMTCNL2A)

Runs three processes: first, the Mass Cancellation process, followed by the Payment Posting process, and then the Voucher Posting Application Engine process (AP_PSTVCHR).

Payables

All Processes Through Journal Generate (BLDTOPOST)

Runs the following Application Engine processes, in the order listed:

  • Voucher Build.

  • Matching.

    Note: Matching runs only if vouchers have associated copied purchase orders or receivers.

  • Document Tolerance Checking.

  • Commitment Control Budget Checking.

  • Voucher Posting.

  • Journal Generator.

Payables

Budget Checking (BUDGET_CHK)

Runs the Commitment Control Budget Chk on-demand process (FS_BCHK), which in turn calls the Budget Processor Application Engine process (FS_BP).

Payables

Document Tolerance (DOC_TOL)

Runs the Document Tolerance Checking Application Engine process (FS_DOCTOL).

Payables

Voucher Mass Maintenance (MASSMAINT)

Runs the Voucher Mass Maintenance Application Engine process (APVCHMASSMNT).

Payables

Mass Maintenance and Voucher Build (MASSMNTVB)

Runs the same process as the Voucher Mass Maintenance process group, along with the Voucher Build Application Engine Process (AP_VCHRBLD).

Payables

Voucher Maintenance and Voucher Posting (MASSPOST)

Runs the same process as the Voucher Mass Maintenance process group, along with the Voucher Posting Application Engine process (AP_PSTVCHR).

Payables

Voucher Maintenance, Post and Journal Generator (MASSPOSTGL)

Runs the same process as the Voucher Maintenance and Voucher Posting process group, along with and the Journal Generator Application Engine process (FS_JGEN).

Payables

Matching (MATCHING)

Note: eSettlements delivers Matching (ESMATCH).

Runs the Matching Application Engine process (AP_MATCH).

Payables

Matching, Doc Tolerance, Budget Check (MTCH_DT_BC)

Runs the Matching process, the Document Tolerance Checking process, and the Commitment Control Budget Chk on-demand process.

Only the processes that apply to the voucher are run.

Payables

Payment Post (PAYPAYPOST)

Runs the Payment Posting Application Engine process (AP_PSTPYMNT).

Payables

Payment Post and Journal Generator (PAYPOSTGL)

Runs the same process as the Payment Post process group, along with the Journal Generator Application Engine process (FS_JGEN).

Payables

Payment, Voucher Post and Journal Generator (PAYVCHRJG)

Runs the same processes as the Payment Post and Voucher Post process group, along with the Journal Generator Application Engine process (FS_JGEN).

Payables

Payment Post and Voucher Post (PAYVCHRPST)

Runs the same process as the Payment Post process group, along with the Voucher Posting Application Engine process (AP_PSTVCHR).

Payables

Payment Post (PYMNTPOST)

Runs the Payment Posting Application Engine process (AP_PSTPYMNT).

Payables

Voucher Post (PST_VCHR)

Runs the same processes as the Matching, Doc Tolerance, Budget Check process group, and also runs the Voucher Posting Application Engine process (AP_PSTVCHR).

Payables

Journal Generate (PST_VCHRGL)

Runs the same processes as the Voucher Post process group and also runs the Journal Generator process (FS_JGEN).

Payables

Voucher Post Load AM (POSTAPAM)

Runs the following Application Engine processes, in the order listed:

  • Matching.

  • Document Tolerance Checking.

  • Commitment Control Budget Checking.

  • Voucher Posting

Only the processes that apply to the voucher are run.

Runs the AP/AM Interface Application Engine process (INTFAPAM), and the Pre-Interface Loader process (AMPS1000), which in turn calls the Transaction Loader process (AMIF1000).

This posts the voucher and sends asset information to Asset Management.

Payables

Journal Gen, Load AM (POSTAPGLAM)

Runs the same processes as the Voucher Post Load AM process group, with the addition of the Journal Generator process (FS_JGEN).

This performs all possible voucher processes on the voucher, therefore there is no need to run any other process. This process sends the information to Asset Management, Payables, and General Ledger.

Payables

Payment Post (PYCNCLPOST)

Runs the Payment Posting Application Engine process (AP_PSTPYMNT).

Payables

All Processes Through Budget Check (QVBUDGCC)

Runs the following Application Engine processes, in the order listed:

  • Voucher Build.

  • Matching.

    Note: Matching runs only if vouchers have associated copied purchase orders or receivers.

  • Commitment Control Budget Checking.

Payables

All Processes through Budget Check (QVBUDGDTCC)

Runs the following Application Engine processes, in the order listed:

  • Voucher Build.

  • Matching.

    Note: Matching runs only if vouchers have associated copied purchase orders or receivers.

  • Document Tolerance Checking.

  • Commitment Control Budget Checking.

Payables

All Processes through doc tolerances (QVDOCDT)

Runs the following Application Engine processes, in the order listed:

  • Voucher Build.

  • Matching.

    Note: Matching runs only if vouchers have associated copied purchase orders or receivers.

  • Document Tolerance Checking.

Payables

All Processes through Doc Tol (QVDOCDTCC)

Runs the following Application Engine processes, in the order listed:

  • Voucher Build.

  • Matching.

    Note: Matching runs only if vouchers have associated copied purchase orders or receivers.

  • Document Tolerance Checking.

  • Commitment Control Budget Checking.

Payables

All Processes through Journal Generate (QVJGEN)

Runs the following Application Engine processes, in the order listed:

  • Voucher Build.

  • Matching.

    Note: Matching runs only if vouchers have associated copied purchase orders or receivers.

  • Voucher Posting.

  • Journal Generator.

Payables

All Processes through Journal Generate (QVJGENCC)

Runs the following Application Engine processes, in the order listed:

  • Voucher Build.

  • Matching.

    Note: Matching runs only if vouchers have associated copied purchase orders or receivers.

  • Commitment Control Budget Checking.

  • Voucher Posting.

  • Journal Generator.

Payables

All Processes through Journal Generator (QVJGENDT)

Runs the following Application Engine processes, in the order listed:

  • Voucher Build.

  • Matching.

    Note: Matching runs only if vouchers have associated copied purchase orders or receivers.

  • Document Tolerance Checking.

  • Voucher Posting.

  • Journal Generator.

Payables

All Processes through Journal Generate (QVJGENDTCC)

Runs the following Application Engine processes, in the order listed:

  • Voucher Build.

  • Matching.

    Note: Matching runs only if vouchers have associated copied purchase orders or receivers.

  • Document Tolerance Checking.

  • Commitment Control Budget Checking.

  • Voucher Posting.

  • Journal Generator.

Payables

Matching (QVMTCH)

Runs the Matching Application Engine processes, only if vouchers have associated copied purchase orders.

Payables

All Process through Matching (QVMTCHCC)

Runs the following Application Engine processes, in the order listed:

  • Voucher Build.

  • Matching.

    Note: Matching runs only if vouchers have associated copied purchase orders or receivers.

Payables

Voucher Build and Matching DT On CC Off (QVMTCHDT)

Runs the following Application Engine processes, in the order listed:

  • Voucher Build.

  • Matching.

    Note: Matching runs only if vouchers have associated copied purchase orders or receivers.

Payables

All Processes through Matching (QVMTCHDTCC)

Runs the following Application Engine processes, in the order listed:

  • Voucher Build.

  • Matching.

    Note: Matching runs only if vouchers have associated copied purchase orders or receivers.

Payables

All Processes through Voucher Post (QVPOST)

Runs the following Application Engine processes, in the order listed:

  • Voucher Build.

  • Matching.

    Note: Matching runs only if vouchers have associated copied purchase orders or receivers.

  • Voucher Posting.

Payables

All Processes through Voucher Post (QVPOSTCC)

Runs the following Application Engine processes, in the order listed:

  • Voucher Build.

  • Matching.

    Note: Matching runs only if vouchers have associated copied purchase orders or receivers.

  • Commitment Control Budget Checking.

  • Voucher Posting.

Payables

All Processes through Voucher Post (QVPOSTDT)

Runs the following Application Engine processes, in the order listed:

  • Voucher Build.

  • Matching.

    Note: Matching runs only if vouchers have associated copied purchase orders or receivers.

  • Document Tolerance Checking.

  • Voucher Posting.

Payables

All Processes through Voucher Post (QVPOSTDTCC)

Runs the following Application Engine processes, in the order listed:

  • Voucher Build.

  • Matching.

    Note: Matching runs only if vouchers have associated copied purchase orders or receivers.

  • Document Tolerance Checking.

  • Commitment Control Budget Checking.

  • Voucher Posting.

Payables

Voucher Build (QVVBLD)

Runs the Voucher Build Application Engine process (AP_VCHRBLD).

Payables

Voucher Build (QVVBLDCC)

Runs the Voucher Build Application Engine process (AP_VCHRBLD).

Payables

Voucher Build Doc Tol On CC Off (QVVBLDDT)

Runs the Voucher Build Application Engine process (AP_VCHRBLD).

Payables

Voucher Build (AVVBLDDTCC)

Runs the Voucher Build Application Engine process (AP_VCHRBLD).

Payables

Mass Maintenance & Journal Generator (UNPSTJGEN)

Runs the same processes as the Voucher Mass Maintenance and Journal Generate process groups, and also calls the Voucher UnPost Application Engine process (APVCHRUNPOST).

Payables

Voucher Post (VCHRPOST)

Runs the Voucher Posting Application Engine Process (AP_PSTVCHR).

Payables

Voucher Post and General Ledger (VCHRPOSTGL)

Runs the same process as the Voucher Post process group, with the addition of the and the Journal Generator Application Engine process (FS_JGEN).

Payables

Withhold Post and Update (WHUPDPST)

Runs the same process as the Withhold Update process group, along with the Withholding Posting Application Engine process (AP_WTHD).

Payables

Withhold Update (WTHDUPD)

Runs the Withholding Update Application Engine process (AP_WTHD_UPDT).

Payables

Do Not Post (ARACTIONA)

Posting Action: Do Not Post

Changes the posting status for the group so that the group is not processed by a scheduled run of the Receivable Update multiprocess job (ARUPDATE).

Receivables

Batch Standard (ARACTIONL)

Posting Action: Batch Standard

Changes the posting status for the group so that the group is processed by the Receivable Update multiprocess job, which calls the Revenue Estimate and Budget Processor processes the next time it is scheduled to run. The Budget Processor process runs only if you have enabled the commitment control feature for Receivables and the business unit.

Receivables

Batch Priority (ARACTIONN)

Posting Action: Batch Priority

Changes the posting status for the group so that the group is processed by the Receivable Update multiprocess job, which calls the Revenue Estimate and Budget Processor processes the next time it is scheduled to run with the RP_RUN_OPTIONS "PRIORITY" flag set.

The Budget Processor process runs only if you have enabled commitment control for Receivables and the business unit.

Receivables

Post Now (ARPOST)

Posting Action: Post Now

Runs the Receivable Update job immediately, which calls the Revenue Estimate and Budget Processor processes if you have enabled the commitment control feature for Receivables and the business unit.

Receivables

Post Now to GL (ARPOSTGL)

Posting Action: Post Now to GL

Runs the Receivable Update job immediately, which calls the Revenue Estimate and Budget Processor processes if you have enabled the commitment control feature for Receivables and the business unit. Also runs the Journal Generator process (FS_JGEN), the Journal Edit process (GL_JEDIT), and the Journal Post process (GLPPPOST).

Receivables

Note: If a given voucher is not asset related, then neither the Voucher Post Load AM nor Journal Gen, Load AM process groups will be available. These process groups are only available for selection if the voucher is asset related.