Performing Product-Specific Configuration Tasks

The following table summarizes the product-specific manual configuration tasks that might be listed on the report:

Seq # Product Tasks Notes/Require/Optional

20010

Update Pages

Required for Add

Optional for:

  • Reorder

  • Change Display Size

40010

Update Queries

Required for:

  • Add

  • Delete

40020

Update Reports and Queries

See Managing ChartFields for Reports.

Required for:

  • Add

  • Delete

  • Rename

  • Resize

Optional for:

  • Activate/Inactivate

  • Relabel

  • Reorder

  • Change display size

70030

Copy AMCHARTS.SQC to your SQR folder

Required for:

  • Add

  • Delete

  • Rename

80010

Update Mass Change Templates

Required for:

  • Add

  • Delete

80020

Update Mass Change Types

Required for:

  • Add

  • Delete

80030

Update Delivered PS/nVision Layouts

Required for:

  • Add

  • Rename

  • Delete

Optional for Resize.

80040

Update Message Definitions

Optional for Activate/Inactivate.

80050

Update File Layouts

Required for:

  • Add

  • Rename

  • Delete

  • Resize

Optional for Activate /Inactivate.

80070

Update Component Interfaces

Required for:

  • Add

  • Delete

Optional for Activate/Inactivate.

90010

Mark Actions complete on the Configuration Status - Action Status page.

Required for:

  • Add

  • Rename

  • Delete

  • Resize

Note:

Review System Setup Data - If using the Business Request and Approval process for ChartFields, update the Business Request Setup and Core Table Fields pages. This is required for Add, Rename, and Delete.

See Setting Up and Using Business Request and Approval.

Update Pages (Seq.# 20010)

Update the pages listed to reflect the ChartField configuration actions requested.

For newly-added ChartFields, check the page field names where multiple grids occur on a page. The page field names should be unique for each field on the page. Modify added ChartFields on the multiple grids to conform to page field-naming specific for each grid.

Update Queries (Seq.# 40010)

Access PeopleTools and update the queries listed to reflect the ChartField configuration actions requested.

For newly added ChartFields, select the new field to be included in the query. Click the Edit button for the new ChartField and change the column number to reflect the desired position of the ChartField. Edit the field properties and criteria and make any changes necessary to match the model ChartField.

Update Reports and Queries (Seq.# 40020)

For added or deleted ChartFields, update the query associated with each report listed. Update the reports listed to reflect the ChartField configuration actions requested.

You must modify the reports listed if any ChartFields are set to an Inactive status. You must remove Inactive ChartFields from these reports. You can do this by opening each report and using the Verify Database function, remove the Inactive fields.

Note:

See Managing ChartFields for Reports.

Copy AMCHARTS.SQC to your SQR Folder (Seq. # 70030)

This step is required only if PeopleSoft Asset Management is installed.

In Process Monitor, click the Details link for the AMCFBULD SQR Report process and then select the View Log/Trace link. Right-click the AMCHARTS.SQC entry and copy that file to your %HOME%\SQR folder.

Update Mass Change Templates (Seq.# 80010)

Access PeopleTools, Mass Changes, and select Templates.

For newly added ChartFields, access each template listed and select the Criteria and Fields tab to update each template with the new ChartField in every instance that the model ChartField name appears.

For deleted ChartFields, delete all rows that contain a reference to the deleted ChartField.

Update Mass Change Types (Seq.# 80020)

Access PeopleTools, Mass Changes, Types, and select the Record and Join Fields tab.

For newly added ChartFields, access each type listed and select the Criteria and Fields tab to update each template with the new ChartField in every instance that the model ChartField name appears.

For deleted ChartFields, delete all rows that contain a reference to the deleted ChartField. Also update the other pages in the component.

Update Delivered PS/nVision Layouts (Seq.# 80030)

Access PS/nVision from Application Designer. For newly added or renamed fields, open each layout listed and enter the new name or new ChartField on the layout, if appropriate.

For deleted ChartFields, remove each reference to the deleted ChartField.

For resized ChartFields, verify that the new length will fit the space provided.

Update Message Definitions (Seq.# 80040)

If you are inactivating any of the delivered ChartFields, you might also want to exclude them from Message Definitions. If so, open the Messages listed and disable the Include flag on the inactivated ChartField.

Update File Layouts (Seq.# 80050)

Update the file layouts listed to reflect the ChartField configuration actions requested.

If you are inactivating any of the delivered ChartFields, you might also want to exclude them from File Layout Definitions. If so, delete the inactivated ChartField from the definitions listed.

Update Component Interfaces (Seq.# 80070)

Update the component interfaces listed to reflect the ChartField configuration actions requested.

If you are inactivating any of the delivered ChartFields, you can also delete the inactivated ChartField from the listed component interfaces.

Oracle delivers a component interface for each ChartField that can be used to load values for the ChartField rather than having you enter the values through its online page.

When you add a new ChartField, you can create an associated component interface by copying the component interface for one of the delivered fully configurable ChartFields, such as Operating Unit, and updating the copy to use the new ChartField.

Mark Actions Complete (Seq.# 90010)

When you complete the manual steps associated with an Advanced ChartField action for a product, mark the product complete using the Mark Complete button on the Configuration Status - Action Status page under the Product Status link. This changes the status from Auto Configuration Complete to Complete.

When all products are marked complete for a particular Advanced ChartField action, the status of the action is set to Complete. This step does not apply to Standard ChartField actions because their status is set to Complete by the full configuration process.

Review System Setup Data

If you are using the Business Request and Approval process, follow the steps for adding a new ChartField as documented in the Application Fundamentals documentation, Setting Up and Using Business Request and Approval, to add the new ChartField to the Business Request Setup and Core Table Fields pages.

When deleting an existing ChartField, navigate to the Business Request Setup page (Set Up Financials/Supply Chain, Common Definitions, Business Request Configuration, Business Request Setup, Business Request Setup), and deselect its Enabled check box if it is selected.

When renaming an existing ChartField, deselect the Enabled check box on the Business Request Setup page as described in the previous paragraph (for deleting the ChartField with the old name); then follow the Business Request setup process as described in the first paragraph for adding the new row for the new ChartField name. You can clone all the information from the old (disabled) ChartField name.

Verify Results

Review your most frequently used pages, enter transactions, and run critical processes to verify that your requested ChartField actions have been applied properly.

If you have installed General Ledger, also verify that:

  • If you are using the Journal Import feature, you update the Excel file JRNL1.XLS to reflect the ChartField configuration actions requested.

  • If you are using summary ledgers, you review your summary ledger definitions and update as appropriate.