Global Search Category Facets

Facets refine the search results when they are dynamically selected by the user, without the need to apply filters. Global Search categories have a unique set of facets.

If a Global Search category contains only one search definition, such as Asset Management, Expenses, General Ledger, or Strategic Sourcing categories, then the facets should be the same as those defined on the search definition.

If a search category contains multiple search definitions, then the facets presented are those that are common to each search definition in the category. However, for performance reasons, not all common facets should be used in a search category. Instead, a subset is defined.

Note:

If a facet is defined for a search category that does not exist on one or more search definitions within that category, then the results are limited to the search definitions that have the facet defined.

Some facets have been specially defined for Global Search categories and may have similar information, even though this information is named differently within each application. These facets were designed to provide a common filter that applies to each search definition.

The facets that are created to be common to each Global Search category are:

Category
Business Unit/SetID, which is disabled by default.
Document Date
Supplier Name
Customer Name
Entered By, which is disabled by default.

Note:

Enabling facets incurs additional overhead building indexes and impacts search performance. The Business Unit/SetID and Entered by global search facets are delivered disabled by default to improve search performance.

For more information about Facets, see Search Result Facets.

Category

Category is a special facet that is automatically created by PeopleTools and identifies each search definition that is referenced in the search category. Only the categories for which results are found are displayed. When performing Global Searches for common values such as a receipt number, the search results are displayed for each category, which provides a way to search across components within the business process.

Search Category	Description
EP_AP_PAYMENTS	Payments
EP_AP_VOUCHERS	Vouchers
EP_AR_ITEMS	AR Items
EP_AR_PMT_ENTRY	AR Payments
EP_BI_BILLING	Billing
EP_CA_CONTRACTS	Contracts
EP_EX_REPORT	Expense Reports
EP_GL_JOURNAL	Journals
EP_GM_GRANTS	Grants
EP_OM_CUSTOMER	Customers
EP_PC_PROJ_GENERAL	Projects
EP_PO_CONTRACTS	Procurement Contracts
EP_PO_PURCHASE_ORDERS	Purchase Orders
EP_PO_RECEIPTS	Receipts
EP_PO_REQUISITIONS	Requisitions
EP_SS_EVENTS	Sourcing Events
EP_AM_ASSET	Assets
EP_AP_VENDOR	Vendors/Suppliers
EP_AP_VENDOR_CONVER	Vendor/Supplier Conversations
EP_PV_EXPRESSITEMS_SD	Catalog Express Items
EP_PV_MASTERITEMVENDOR_SD	Catalog Items with Supplier
EP_PV_MASTERITEM_SD	Catalog Items without Supplier
EP_CS_AUTHORED_DOCS	Supplier Contract Documents
EP_WM_SRCH_WO_ASSETS	Maintenance Assets
EP_WM_SRCH_WORK_ORDERS	Maintenance Work Orders

Business Unit/SetID

Business Unit/SetID, which is disabled by default, is a facet that is created for the Procure-to-Pay and Credit-to-Cash Global Search categories. Some search definitions contain a Business Unit facet and others contain a SetID within the facet value as required by the underlying search definition. For example, purchase orders are mapped to a business unit and purchase order contracts are mapped to a SetID. Therefore, the Business Unit/SetID facet is displayed for search categories where the results could contain business unit and SetID.

Note:

This attribute exists on many search definitions but the facet value is disabled to improve build and search performance. As a minor customization, you can enable this facet as long as performance is acceptable.

Document Date

The Document Date is a common facet that is created for transaction Global Search categories, such as Procure-to-Pay, Credit-to-Cash, Purchasing, Procurement, and Accounts Payable. The document date facet represents the transaction date for multiple transactions that use different names to describe the transaction date. For example, Purchase Order Date, Received Date, Journal Date, and so on. Assets use the Acquisition Date as the Document Date.

This facet is displayed at the Global Search category level. However, if the user selects a specific category or component, the appropriate transaction date field is displayed for that component. For example, if the user searches Procure To Pay, the Document Date appears as a facet. Then, if the user clicks on the Receipts category facet, the Received Date appears as a facet.

The Document Date facet is hierarchical. The year is displayed first and you can drill into a year to select a specific month or day. Sub-facets define the month and day of the transaction. The month facet is assigned a number so that it can be sorted in numerical order, as it appears on a calendar.

For more information about facets, see Search Result Facets.

Supplier Name

The Supplier Name is a facet created for transaction Global Search categories, such as Procure-to-Pay, Accounts Payable and Procurement. The Supplier Name facet represents the Supplier Long Name and was selected over the Short Supplier Name and Supplier ID as the standard facet for all search definitions.

Note:

Facet value labels are limited to 30 characters, which makes it possible for long names to be truncated.

Customer Name

The Customer Name is a facet created for transaction Global Search categories, such as Credit-to-Cash, AR items and Billing.

Entered By

The Entered By, which is disabled by default, is a facet that represents the user who created the transaction. Keep in mind that this facet may not be the same as the owner of the transaction. For example, an expense report is filed for User-1 by User-2. The Entered By result is User-2.

Note: