ChartField Combination Editing Online

Typically, you click either an edit or a save button to initiate PeopleCode that starts an online edit for transactions that you enter in a particular application. For example, when you save Accounts Payable vouchers, many edits and processes occur automatically, including online combination editing if you implement this option.

Various underlying tables that are available to the Combination Editing process do support online editing. These underlying table options are described in a separate topic in this topic

After you decide on the table type and build the underlying table, the system can use the table to validate accounting and voucher lines against combinations in the table while online if the application supports online combination editing. This enables PeopleSoft General Ledger feeder systems, such as PeopleSoft Accounts Payable, to capture and correct errors as a standalone application before running the journal generator and performing journal edits. By performing the combination edit in the feeder system, you can correct errors promptly at the source before you post journals to the general ledger.

The online edit process edits one transaction line at a time. Each line is edited against all the process groups that are attached to the business units. The online edit process cannot dynamically build the tables, so you must build the COMBO_DATA_TBL, the master selector tables, the PS_COMB_EXPLODED table, or the user-defined table prior to using online edits in the feeder system applications.

The online combination editing process in the feeder systems does the following:

  • If the combination exists in the table, it marks the line as valid or invalid depending on the Combination Group Defines option that you select.

  • It analyzes transaction lines that are not found on the table to determine if the anchor ChartField has a value for which you have defined a combination rule.

    • If the anchor ChartField value has a combination rule that is defined for it and if the entire combination is not found, the combination fails.

    • On the ChartField Combination Group page, you can select a value for the Anchor Values Not in Rules field. This option determines if the system marks valid or invalid those journal lines having an anchor ChartField value that has no combination rule that is defined for it.

Feeder systems have three ways to initiate online logic:

  • Use the edit_combo function in FUNCLIB_FS.EDIT_COMBINATION FieldFormula record PeopleCode.

  • Use the ComboEdit application class in the FS_COMBO_EDIT application package.

  • Use the combination edit service operation to perform edits on data originating from other than the financial database. The Web service calls ComboEdit to perform combination editing and returns the results to the requesting application whether PeopleSoft or third party application.

Every page component that uses the edit_combo function must include the COMBO_EDIT_WRK page. When you select the Save button, the system first populates the work page with information from combination editing groups and rules. Combination editing online uses the information that is on the work page to process the transaction lines. The system refreshes the work page when the business unit changes.

Components that use the ComboEdit application class do not need the COMBO_EDIT_WRK page. The ComboEdit application class should be instantiated at the component level so that the combination editing groups and rules that are stored in the class object can be reused for all transactions that are going to the same business unit. PeopleSoft recommends that feeder systems use the ComboEdit application package instead of the edit_combo function.