Understanding Setting Up On-Demand Processing

Oracle's PeopleSoft Financial Management and Supply Chain Management provides on-demand process groups that certain users can run directly from transaction entry pages. These process groups generally consist of logically related and sequentially ordered processes that a transaction might require.

The process groups available depend on your user ID and whether or not a given transaction requires the processing. For example, if budget checking is not applicable to a particular voucher, the Budget Checking (BUDGET_CHK) process group is not available.

WARNING:

Some of the on-demand processing depends on products installed. For example, if PeopleSoft General Ledger is licensed and installed, the Journal Generator (FS_JGEN) process will also execute the Journal Edit and Journal Post process. If you do not choose to license and install PeopleSoft General Ledger, deselect the check box for the PeopleSoft General Ledger product on the Installation Options - Products page. This eliminates the wasted time your system will incur by executing the Journal Edit and Journal Post process when these processes are not needed. In general, deselect all check boxes on the Installation Options - Products page for all products that you have not licensed.

Payables

When you finish entering a voucher in PeopleSoft Payables, you can either save the voucher and process it in batch, or you can process it on demand on the following pages:

  • Cancel Payment (PYMNT_CANCEL).

  • Close Voucher (VCHR_CLOSE1).

  • Complete Register Voucher (VCHR_HDR_CMP).

  • Mass Payment Cancellation (AP_PMT_MASS_CNL).

  • Match Exception Workbench Details (AP_MTCH_WB_EXCPTN).

  • Match Overridden Workbench Details (AP_MTCH_WB_OVRD).

  • Match Workbench (AP_MTCH_WB).

  • Payment Escheatment (PYMNT_ESCHEAT).

  • Quick Invoice (VCHR_HEADER_QV1 and VCHR_HEADER_QV2).

  • Voucher component (VCHR_EXPRESS).

  • Voucher Maintenance component (VCHR_CORRECTION).

  • Voucher Mass Maintenance – Close (VCHR_MMT_CLSE_SEC1).

  • Voucher Mass Maintenance – Delete (VCHR_MMT_DLTE_SEC1).

  • Voucher Mass Maintenance – Field Replace (VCHR_MMT_RPLC_SEC1).

  • Voucher Mass Maintenance – UnPost (VCHR_MMT_UNPS_SEC1).

  • Withholding Invoice Line Update (WTHD_LINE_UPDT).

  • Withholding Vendor Update (VNDR_UPDT).

On-demand processing is also available from the Voucher On-Demand Process component for batch processing by process group.

Processes are numbered to indicate the order of how the processes run. For example, on the Quick Invoice page if you select 4. Journal Generate, the system automatically initiates the number 1 process (Voucher Build), the number 2 process (Matching), the number 3 process (Voucher Posting), and then the number 4 process (Journal Generate). The process group used in this example is All Processes through Journal Generate (QVJGEN).

Note:

The system automatically displays the on-demand processing functionality only to assigned users. Definitions configured on the User Preferences - Process Group page determine whether the system enables this functionality for a specific user, and further, a specific process.

See PeopleSoft Payables: Invoice Information Page.

Receivables

In PeopleSoft Receivables, a process group is not associated with a process; it is associated with a posting action. The posting action that is associated with a process group determines which processes to run, and when to run those processes.

Each process group (posting action) is associated with six different source transactions, for example payment worksheets and maintenance worksheets.

See PeopleSoft Receivables: Understanding the Receivables Update Application Engine Process.