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 Expenses:

  • Business Unit

  • Creation Date

  • Name (employee name)

  • Report Status

  • Expense Business Purpose

  • Expense Type

  • Expense Location

  • Approver Name

For additional information about faceted fields, see Search Result Facets in Application Fundamentals: Viewing PeopleSoft Search Results.

Approver Name

PeopleSoft Expenses identifies the “next approver” when the current approver completes the approval. For example, if an expense report needs approval from three people—A, B, and C— but only A is initially identified; when A approves the expense report, then B will be identified as the next approver.

With a view that indicates that the next approver should have access to the expense report using a Search Framework search engine, the approver view has been added to the logic that determines which users have access to the expense report Search Framework search engine data.

Therefore, you may find that approvals by A, B, and C may have been completed before an incremental index build has captured the next approver details. Based on the frequency of the incremental builds and the timing in which approvals take place, B and C may not see some expense reports listed from an Search Framework search engine.

For more information about building search indexes for PeopleSoft Expenses, see the documentation that discusses PeopleSoft Supplier Contract Management: Setting Up and Building Search Indexes.