Understanding Search Framework in PeopleSoft Payables
PeopleSoft Payables allow you to search on a keyword when viewing voucher, suppliers, supplier conversations, and payments.
This topic provides information related to PeopleSoft Payables for:
Components
Search definitions, global search categories, and search keys.
Faceted fields
Related actions
Queries
These components use the PeopleSoft Search Framework:
Suppliers (VNDR_ID)
Conversations (VNDR_CNVSTN)
Voucher Entry (VCHR_EXPRESS)
Payments (PYMNT_INQ_SRCH)
Search Definitions, Search Categories, and Search Keys are all part of the PeopleSoft Search Framework
Search Definitions
Search definitions define the main structure of a search index. A search definition contains everything needed to create a search index, which includes facets, security, attachments, pre- and post-processing, and component mapping.
PeopleSoft Payables has these search definitions:
AP_SDN_ADDRESS - used for Financial Sanctions
AP_SDN_AKA_NAME - used for Financial Sanctions
EP_AP_PAYMENTS
EP_AP_VENDOR
EP_AP_VENDOR_CONVER
EP_AP_VOUCHERS
Global Search Categories
Global search categories contain one or more search definitions. Search categories are secured by role within PeopleTools security and reduce the number of indexes searched, which can improve search performance.
PeopleTools uses Permission List Security when performing component searches, which is based on the search definition for the component. If you don’t have access (through your permission list) to that component, then the system doesn’t display results when searching against the indexes built for the search definition.
PeopleSoft Payables has these global search categories:
EP_PAYABLES
EP_VENDORS
Faceted Fields
A facet is a field that is relevant to the search and that allows you to browse or refine search results.
These fields are predefined as faceted fields for PeopleSoft Payables;
|
Search Definition |
Faceted Fields |
|---|---|
|
EP_AP_PAYMENTS |
Bank SetID Bank Code Supplier Name Payment Method Payment Status AP Post Status Payment Source Business Unit Remit SetID Payment Date Document Date Hierarchy Remit Supplier |
|
EP_AP_VENDOR |
SetID Supplier Status Supplier Classification Open for Ordering Document Date Hierarchy Created Date Address |
|
EP_AP_VENDOR_CONVER |
Conversation Date Document Date Hierarchy SetID Supplier Conversation Keyword1 Supplier Conversation Keyword2 Supplier Conversation Keyword3 |
|
EP_AP_VOUCHERS |
Business Unit Entered By Voucher Source Match Status Document Date Hierarchy Invoice Date Bank Code Supplier Name Payment Terms |
For additional information about faceted fields, see Search Result Facets in Viewing PeopleSoft Search Results.
Queries are used with the Search Framework to extract data from the database for component and global searches.
Queries must be assigned to an access group and a related security tree.
Query Tree Definition
The security information (access groups) for the Payables tree (SEARCH_TREE_AP) definition is:
PAYMENTS - Payment Information
Vouchers - Voucher Information
SDN - Financial Sanctions
Vendors - Supplier Information
Types of Queries
To see which queries are part of the search definition, see PeopleTools: PeopleSoft Search Technology documentation.
RTI Batch Switch allows you to set a threshold that is checked by a set of delivered batch programs. When a batch program is enabled and the threshold is exceeded, RTI is disabled until the next incremental build.
Access the Configure Real Time Indexing page to see which batch programs are configured to use RTI Switch and delivered by Payables.
See PeopleTools: PeopleSoft Search Technology documentation.
RTI Switch is enabled for these two search definitions:
|
Search Definition |
Batch Programs |
|---|---|
|
EP_AP_VOUCHERS |
|
|
EP_AP_PAYMENTS |
|