Prerequisites for the PeopleSoft Financials Portal Pack

Before you can view and use the pagelets in the PeopleSoft Financials Portal Pack, you must:

  1. Install the Financials database on your system.

  2. Install the enabling Financial application.

    To find a pagelet's enabling application, refer to the table in the Using Roles and Permission Lists for the PeopleSoft Financials Portal Pack section.

    See Using Roles and Permission Lists for the PeopleSoft Financials Portal Pack.

  3. Specify pagelet security for each user ID on the ChartField Pagelet Security page to access information on the PeopleSoft General Ledger Actual vs Budgeted pagelet.

    See Viewing Actual Versus Budgeted (Standard Budget) Information.

    Note: ChartField pagelet security applies only to the General Ledger Actual vs Budgeted pagelet. For each user ID that can view pagelet information, specify values for the DEPTID (department ID) and OPERATING_UNIT ChartFields.

  4. Ensure that required prerequisite job processes appear on the portal menu navigation.

    For the Payables CFO Portal Job Application Engine process (AP_CFOP_JOB), navigate to PeopleTools > Portal > Structure and Content. In the Folders grid, select Accounts Payable, Batch Processes, and Vouchers In the Content References grid, select the Edit link for AP CFO Portal Job to access the Content Reference Administration component (PORTAL_CREF_ADM). On the Content Ref Administration page, deselect the Hide from portal navigation option.

    For the Receivables Update Pagelet Statistics Application Engine process (AR_CFOLOAD), navigate to PeopleTools > Portal > Structure and Content. In the Folders grid, select Accounts Receivable and Receivables Update. In the Content References grid, select the Edit link for Update Pagelet Statistics to access the Content Reference Administration component. On the Content Ref Administration page, deselect the Hide from portal navigation option.

  5. Grant security access to run a prerequisite process by navigating to PeopleTools > Security > Permission & Roles > Permission Lists.

    Select the desired permission list, navigate to the Pages tab, and scroll to the appropriate menu name. Click the Edit Components link and select the Authorized check box for the component that runs the required process.

    • For the Payables CFO Portal Job process, the menu name is ENTER_VOUCHER_INFORMATION and the component is AP_CFOP_JOB.

    • For the Receivables Update Pagelet Statistics process, the menu name is MAINTAIN_RECEIVABLES and the component is AR_CFOLOAD.

  6. If you use PeopleSoft Receivables, run the Receivables Update Pagelet Statistics Application Engine process (AR_CFOLOAD) to create summary data that is used by PeopleSoft Receivables portal pagelets.

  7. If you use PeopleSoft Payables, run the Payables CFO Portal Job Application Engine process (AP_CFOP_JOB) to create data that is used by PeopleSoft Payables portal pagelets.

  8. Users specify the default settings on a personalization page (if a pagelet has a personalization page) before they use the pagelet.

    The system uses these settings to retrieve the transactional information that appears on the pagelet. To open a personalization page, click the Customize (pencil) icon in the upper right corner of the pagelet.

    Note: When you select a pagelet to appear on the homepage, the system informs you if you need to set up personalization settings for the pagelet. A message appears on the pagelet such as There is no information in Personalization page.

    See also PeopleTools: PeopleTools Portal Technology.

    See also PeopleTools: Using PeopleSoft Applications.