Common Elements Used When Creating Reports for Library and Document Contents
Field or Control |
Description |
|---|---|
As Of Date |
Select a date. This is the date for the template layout. Typically, you leave the date as the current date so that you use the latest version of the report. The field is required, and the system displays an error message if the template is not active as of the As Of Date field value. |
Created Date From and To Date |
Select a date from which you want to create a report for when documents were created. All documents that were created within the date range that you enter, and that meet other criteria, are included in the report. You cannot enter dates in the future and the date that you select in the Created Date From field must be earlier than or equal to the to date. |
Department |
Select a department on which to base a contract document search. |
Document Administrator |
Select a document administrator on which to base a contact document report. The system retrieves information about those documents for which the administrator is responsible. |
Document Status |
Select a document status on which to base a report. The status represents the life-cycle state of the document. Only documents that are in the status you select are included in the report. |
Document Type |
Select a document type on which to base a report. Document types help you define specific settings, defaults, and security for fine-tuning the use of each type of document. Only documents that were created using the document type that you select appear in the report. |
Last Modified Date From andTo Date |
Select a date from which you want to create a report for changed documents. The date cannot be in the future and must be less than or equal to the to date. The last modified date to must be greater than or equal to the last modified date from. |
Library SetID |
Select a library SetID. The SetID is used in conjunction with a document type. The document type is SetID controlled. So, you need to enter a library SetID before you can enter a document type, which is a library element. |
Sponsor |
Select a sponsor on which to base the report. |
Source Transaction |
Select the source transaction type on which to base the contract document report. The source transaction indicates the transaction from which the document originated. If you do not make a selection, all source transaction types are included in the report. If you select a source transaction, the system provides additional entry fields based on the source transaction. Valid values include: Ad hoc: A stand-alone document that is not associated with a transaction. When you select this value, the system displays the Ad Hoc ID field and ad hoc ID from and to fields. Purchasing Contract: A document that is based on transactional purchasing contract information. When you select this value, the system displays the Contract SetID field and contract ID from and to fields. Purchase Order: A contract document generated from a purchase order. When you select this value, the system displays fields that relate to a purchase order, such as the Business Unit and Purchase Order ID From and Purchase Order ID To fields. Also, if you select Purchase Order, the system displays the Supplier SetID and Supplier ID fields for you to define specific suppliers. |
Template ID |
Select the template that you want to use to run the contract document report. PeopleSoft Supplier Contract Management provides basic templates that you can use or tailor to meet organizational needs. This list provides the report followed by the default template provided for the report:
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