PeopleSoftv9.

IntroductionandBasicNavigationCourse

ContactInformation:

SpearMCConsulting,Inc.
1866SPEARMC
[email protected]
www.spearmc.com

2010SpearMCPeopleSoftv9.1IntroductionandBasicNavigation

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2010SpearMCPeopleSoftv9.1IntroductionandBasicNavigation


TableofContents
PREFACE

LESSON1

WHATISPEOPLESOFT?

TOPIC1
TOPIC2
TOPIC3
TOPIC4
TOPIC5

ERPDEFINED
HISTORYOFPEOPLESOFT
PEOPLESOFTV9.1MODULES
PEOPLESOFTPUREINTERNETARCHITECTURE
PEOPLETOOLSV8.5

4
5
6
8
9

LESSON2LOGGINGONANDBASICNAVIGATION

11

TOPIC1
TOPIC2
TOPIC3
TOPIC4
TOPIC5

11
15
22
29
31

LOGGINGONANDSYSTEMSECURITY
HOMEPAGELAYOUTANDNAVIGATIONFEATURES
UNIVERSALNAVIGATIONHEADER
THEPAGEBAR
USINGKEYBOARDSHORTCUTS

LESSON3PERSONALIZATIONOPTIONS

32

PERSONALIZINGYOURHOMEPAGE
PASSWORDS
MYPERSONALIZATIONS
MYSYSTEMPROFILE
MYDICTIONARY

32
38
40
43
48

LESSON4PEOPLESOFTSYSTEMSTRUCTURE

51

TOPIC1 UNDERSTANDINGTHEPEOPLESOFTRELATIONALDATABASESTRUCTURE
TOPIC2 DEFINEBUSINESSUNITSANDSETIDS

51
54

LESSON5

58

TOPIC1
TOPIC2
TOPIC3
TOPIC4
TOPIC5

TOPIC1
TOPIC2
TOPIC3
TOPIC4

USINGSEARCHPAGES
WORKINGINPEOPLESOFTCOMPONENTPAGES
EFFECTIVEDATING
PAGEACTIONOPTIONSCORRECTHISTORY

LESSON6
TOPIC1
TOPIC2
TOPIC3
TOPIC4

WORKINGINPEOPLESOFTPAGES

RUNNINGPROCESSESANDREPORTS

RUNCONTROLS
RUNNINGAPROCESSWITHTHEPROCESSMONITOR
REPORTMANAGER
PROCESSSCHEDULER

LESSON7

PEOPLESOFTWORKFLOW

58
68
96
98
107
107
110
115
121
122

TOPIC1 DEFININGWORKFLOWS

122

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TOPIC2 WORKLISTS
TOPIC3 WORKFLOWNOTIFICATIONS

123
125

LESSON8

129

TOPIC1
TOPIC2
TOPIC3
TOPIC4

PEOPLESOFTQUERY

CREATINGAQUERY
RUNNINGQUERIESANDEXPORTINGQUERYRESULTS
SHEDULINGQUERIES
ADDINGQUERIESTOMYFAVORITEQUERIESLIST

LESSON9

PEOPLESOFTINTEGRATIONTOOTHERSYSTEMS

129
139
141
144
146

TOPIC1 ENTERPRISEINTEGRATIONPOINT(EIPS)
TOPIC2 PEOPLESOFTPORTALPACKS

146
147

LESSON10

149

PEOPLEBOOKS

TOPIC1 ACCESSINGTHEPEOPLEBOOKSHOMEPAGEINTERFACE
TOPIC2 NAVIGATINGPEOPLEBOOKS
TOPIC3 SEARCHINGPEOPLEBOOKS

149
150
155

LESSON11

SYSTEMSECURITYFEATURES

158

UNDERSTANDINGPEOPLESOFTONLINESECURITY
PERMISSIONLISTS
ROLES
USERPROFILES

158
161
164
166

TOPIC1
TOPIC2
TOPIC3
TOPIC4

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PREFACE
COURSEOBJECTIVE
TheSpearMCPeopleSoftv9.1IntroductionandBasicNavigationcourseguideandintroductioncourse
willprovidestudentswithbasicconceptsandfunctionalityusedinallPeopleSoftEnterprisev9.1
modules.
Thiscoursecontentwillcoverthenewestpowerfulfeaturesuniquetov9.1asaresultofPeopleTools
v8.5release.ThisguidewillprovideanintroductiontoEnterpriseRequirementPlanningSystems(ERP)
andthelatestfeaturesfornavigatingandunderstandingthebasicPeopleSoftnotions.
ParticipantswhoreadthisguideandtakepartintheBasicNavigationcoursewillunderstandnavigating
PeopleSoftpagesandkeytipstopersonalizingcontentandgeneralmethodsofupdatingsystemdata.
ConceptsrelatedtoPeopleSoftspecifictoolssuchasPSQuery,Workflow,andProcessMonitorwillbe
explained.StudentswillleavethecoursewiththeskillsnecessarytotakenextlevelSpearMCPeopleSoft
v9.1courses.

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LESSON1WHATISPEOPLESOFT?
Inthislesson,anoverviewofwhatmakesupanERPSystemwillbepresented.Abriefhistoryofthe
PeopleSoftapplicationwillbecoveredalongwithdesignhighlightsofthelatestPeopleSoftv9.1Release.

Topic1:

ERPDefined

EnterpriseResourcePlanning(ERP)isanintegratedcomputerbasedsystemusedtomanagean
organizationsinternalandexternalresourcesincluding,butnotlimitedto,inventory,financial
resources,customers,suppliers,humanresourcesandintellectualproperty.
ERPsystemsconsolidateallbusinessoperationsintoauniformandenterprisewidesystemenvironment.
ThedesignofERPsoftwarefacilitatestheflowofinformationbetweenallbusinessfunctionsinsideofan
organizationandmanagestheconnectionstooutsidestakeholderssuchascustomersandvendors.
ERPisbuiltonacentralizeddatabaseonacommoncomputingplatformandtypicallyresidesona
centralizedserver,whichcommunicatesacrossalocalareanetworkandtheinternet.
TobeconsideredanERPsystem,asoftwarepackageshouldhavethefollowingtraits:
Itshouldbeintegratedandoperateinrealtimewithnoperiodicbatchupdates.
All applications should access one database to prevent redundant data and multiple data
definitions.
Allmodulesshouldhavethesamelookandfeel.
Usersshouldbeabletoaccessanyinformationinthesystemwithoutneededintegration
workonthepartoftheITdepartment.
BusinessprocessessupportedinmostERPpackagesincludethefollowing:
AccountingandFinancials
GeneralLedger,AccountsPayable,AccountsReceivable,Billing,CashManagement,Asset
Management
Sales
OrderManagement,DemandPlanning,Fulfillment&Distribution
CustomerRelationshipManagement(CRM)
HumanResources
Payroll,Time&Attendance,Benefits
SupplyChainManagement
Inventory,Purchasing,SupplyPlanning(MRP,CRP),Manufacturing,Warehouse
Management(WMS)
ProjectManagement
Costing,TimeTracking,ActivityManagement
DecisionSupport
DataWarehouseandReporting

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OtherERPrelatedFactsandTerminology:
EAS(EnterpriseApplicationSuite)
EASisanewnameforformerlydevelopedERPsystemswhichincludealmostallsegments
ofbusinessusingordinaryInternetbrowsersasthinclients.
"BestPractices"
IndustryBestPracticesareincorporatedintomostERPvendor'ssoftwarepackages.Best
Practicesarewhatthesoftwarevendordeemsasthemostefficientwaytocarryouta
particularbusinessprocessinanIntegratedEnterpriseWidesystem

Topic2:

HistoryofPeopleSoft

1987 PeopleSoftFoundedbyDavidDuffieldandKenMorris

PeopleSoftwasoriginallyheadquarteredinWalnutCreek,Californiabeforemovingto
Pleasanton,California.

PeopleSoftversion1wasthefirstfullyintegrated,robustclientserverHumanResource
ManagementSoftware

1992 PeopleSoftexpandeditsproductrangetoincludeFinancials
1994 InventoryandProductDistributionfunctionalityincorporatedintothepackage
1996 ManufacturingandSupplyPlanningadded.
1997 PeopleSoftver.7released,consideredaformalERPpackage.
2003 PeopleSoftacquiresrivalERPpackageJ.D.Edwards.
2004 OracleCorporationcompletesa2yearlongacquisitionofPeopleSoft.
2009 PeopleSoftHCMv9.1isreleased.(October2009)
2009 PeopleSoftFMSv9.1isreleased.(November2009)
NextforPeopleSoft:Oraclehasannouncedthatanewproduct,Fusion,istobereleasedinthenear
future.OraclesaysFusionwilltakethebestaspectsofthePeopleSoft,JDEdwardsandOracle
Applicationsandmergethemintoanewproductsuite.

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Topic3:

PeopleSoftEnterprisev9.1Modules

FinancialManagement
GeneralLedger

Billing

Receivables

Payables

ebillPayments

eSettlements

CashManagement

ExpenseManagement

TreasuryManagement

FinancialAnalytics

HumanCapitalManagement
HumanResources

Payroll

Benefits

TimeandAttendance

WorkforceScheduling

ePerformance(PerformanceManagement)

IncentiveCompensation

LearningManagement

Recruiting

UPKUserProductivityKit

SupplyChainManagement
DemandPlanning

SupplyPlanning

OrderManagement

Purchasing

eProcurement

Manufacturing

Inventory

CostManagement

QualityManagement

Engineering

CustomerRelationshipManagement
CustomerService

Sales&ServicesManagement

IndustrySpecificCSModules,exp.Energy,Insurance,PublicSector

MarketingSolutions
CRMAnalytics

SupplierRelationshipManagement(Procurement)
StrategicSourcing

eProcurement

eSupplierConnection

SupplierContractManagement

ServicesProcurement

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AssetLifeCycleManagement
RealEstateManagement

MaintenanceManagement

ITAssetManagement

ProjectCosting

ProjectAnalytics

ProjectManagement
ProgramManagement

PrimaveraEnterpriseProjectPortfolioManagement

CampusSolutions
StudentRecords

Recruiting&Admissions

FinancialAid

GradeBook

CampusSelfService

PeopleSoftCollaborative
WorkspaceTool

SharedTeamCalendars

Discussions

ContentAuthoringandSharing

ProjectWorkspaceandActionItem
Management

BlendPeopleSoftandNonPeopleSoftContent

EnterprisePortal

EnterprisePerformanceManagement
DataWarehouse

PerformanceAnalyticsandBusinessScoreCards

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Topic4:

PeopleSoftPureInternetArchitecture(PIA)

PureInternetArchitectureisPeopleSoftsproprietarywebcentricdesignwhereyounavigatethrough
yourcompanysbusinessfunctionsusingawebbrowser,suchasInternetExplorerorFirefox.
PeopleSoft'sinitialproductsuiteswerebasedonaclientserverapproachwithadedicatedclient.With
thereleaseofversion8,theentiresuitemovedtoawebcentricdesigncalledPureInternetArchitecture
(PIA).
SomeoftheuserfriendlynavigationattributesofPIAinclude:DropDownMenus,PortalSearchFields,
MenuandPageBars

PeopleSoftPIAArchitectureDiagram

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Topic5:

PeopleToolsv8.5

PeopleToolsistheproprietarysoftwaredevelopmentenvironmentthatwascreatedbythePeopleSoft
Corporation.SomeofthenewusabilityfeaturesinPSv9.1arearesultofnewdevelopmentfeaturesin
PTv8.5.AfewofthecomponentsofPeopleToolsare:

ApplicationDesigner

TheApplicationdesigneristhecoreapplicationusedtocreateandcustomizePeopleSoft
applications.

UsedtoDesignPages,DefinefieldsonPages,Definetablesetc

PeopleCode

Objectorientedproprietaryprogramminglanguageusedtocontroltheprocessingthat
goesonbehindPeopleSoftPages.

PeopleCodesyntaxresemblestheprogramminglanguagecalledJavalanguage.

CloseinteractionofPeopleCodeandStructuredQueryLanguage(SQL)

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ApplicationEngine

PeopleSoftprocessingenvironmentforbatchprocessingwhereyouhavedatathatmustbe
processedwithoutuserinterventionforexample,calculatingsalariesinpayrollprocessing
checks).Anotherexamplemightbeconvertingmoneyfromonecurrencytoanother.

Includesadesignerwhereyoudefineyourbatchprogramandaruntimeenvironment
whereyourunandmonitoryourprogram.

DataMover

TransferapplicationdatabetweenPeopleSoftdatabases.

Controldatabasesecurityandaccess.

Create,edit,andrunscriptswhichcombineSQLcommandsandPeopleSoftDataMover
commandsforexportingandimportingdata.

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LESSON2 LOGGINGONANDBASICNAVIGATION
ThislessonwillcoverloggingintothesystemalongwithkeyfeaturesofnavigatingonPeopleSoftpages.
CommonPeopleSoftterminologywillbedefined.

Topic1:

LoggingOn&SystemSecurity

PeopleSoftv9.1isawebbasedapplicationthatcanbeaccessedandrunusinganinternetbrowsersuch
asMicrosoftInternetExplorerorMozillaFirefox.
LoginSteps:
1. ClickonyourPCsinternetBrowserIcontoopenanewbrowsingsession.

2. IntheAddressbarofyourbrowserentertheURLforyourPeopleSoft9.1System.Thiswillbe
providedtoyoufromyourorganizationsInformationTechnologyDepartmentorPeopleSoftSystem
Administrator.

Createbookmarksinyourinternetbrowser'Favorites'listforeachofthePeopleSoft

Environmentsyouwilluseonaregularbasis.

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NoteonMultipleEnvironments.TypicallyorganizationswillhavemultiplePeopleSoft
Environmentsinstalledforthepurposesofusertraining,ITSystemsDevelopment,UserAcceptance
TestingandforliveProductionprocessing.Pleasepayattentiontoinsureyouareloggedintothe
intendedPeopleSoftenvironment.

SingleSignonAccess:Ifconfigured,PeopleSoftwillallowuserstoworkinmultiplePeopleSoft
applicationsanddatabaseswithouthavingtosignintoeachinstanceofthesoftware.Thisfeatureis
sitespecificandifyouradministratorshavenotenabledthisfeatureyouwillneedtosignontoeach
separateinstanceofPeopleSoft.

3. Selectthelanguageinwhichyouwantyourtransactionpagestoappear.
4. EnteryourassignedPeopleSoftUserIDandPasswordandpressthe
Enter.

buttonorpressTABor

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5. Afterselecting
,yourmousepointerwillmomentarilychangetoeitheranhourglassorother
'processing'icon.ThiscommonlyoccurswhenthePeopleSoftsystemisaccessingthedatabase.

Yourinitialloginscreenwilllooksimilartotheoneshownbelow.Thisscreenistypicallysetasyour
initialsystem'HOMEPAGE'.

NOTE:Yourhomepagecanbechangedtoanotherpreferredpage.Thisiscoveredlaterinthe
course.

PeopleSoftpasswordsmaybeauthenticatedthroughLDAPtechnology.LDAPenablesyour
PeopleSoftUserIDandPasswordmaybethesameasyourorganizationslocalareanetworkID
andpassword.WhenyouchangeyournetworkIDorpasswordthiswillautomaticallyupdate
yourPeopleSoftv9.1logintothesamevalues.

SystemSecurity:PeopleSoftisconfiguredtoensurethatcompanyinformationandusersareprotected
againstunauthorizedsystemaccess.Herearefewkeypointsrelatedtosystemloginsecurity.
PeopleSoftUserIDsandPasswordsarecasesensitive.
PeopleSoftUserIDsarerecordedwithinthePeopleSoftDatabaseforeachtransactionperformed
byauser.ItisimportantthatyoualwayslogoutofPeopleSoftwhilenotatyourworkarea.
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PeopleSoftSystemadministratorsmaysetupthesystemsothatyouraccountwillbecomelocked
ifyouincorrectlytypeyourpassword3consecutivetimes.
AlwayscloseyourinternetbrowserafterloggingoutofPeopleSoft
UserswillbeautomaticallyloggedoutofPeopleSoftifyoursessionisinactiveforaperiodoftime
thatissetbyyoursystemadministrator.Uponreachingthesystemautologofflimit,thewindow
belowwillappear.

Ifthe
below.

buttonisnotselected,thesystemwilllogyouoffandthebrowserscreenwillbeshownas

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Topic2:

HomePageLayout&NavigationFeatures

Background
ThePeopleSoftInternetArchitectureissimilartobrowsingwebpages.Itisasimpleandintuitivewayof
workingwithyourorganizationsbusinessinformation.Thissectionwillreviewthecommonelementsof
PeopleSoftpagesthataresharedacrossallmodulesofPSv9.1.EachimplementationofPeopleSoftmay
differslightly.ThistopicprovidesageneralunderstandingofhowtonavigateinPSv9.1.
UniversalNavigationHeader
TheoutlinedsectionofthescreenshotbelowisthenavigationheaderandiscommontoallPeopleSoft
v9.1pages.ThemoreimportantelementsintheNavigationheaderarecalledoutandwillbecoveredin
upcomingtopics.

ContentArea
TheareajustbelowtheNavigationHeaderisthe'ContentArea.'Thisdynamicareaisusedtodisplay:
TheMenuPagelet
NavigationPagelets
PagesandComponentPages
ManyoftheitemsdisplayedintheContentareaarecustomizabletomeetindividualuserpreferences.
Thesefeatureswillbecoveredinmoredetaillaterinthecourse.
MenuPagelet
AMenuPageletisanexpandablehierarchyofNavigationPagesandcontentreferences.Bydefaultitis
locatedontheleftsideofyourhomepage.Byclickingonthelistarrows,thecontentgroupscanbe
expandedandcollapsed.
ThemainleveloftheMenuPageletisalsoknownasHome.Thescreenshotbelowshowsamenu
pageletwithallPSv9.1systemoptions.
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PeopleSoftsystemsecurityisconfigurableanduserswillnotseeitemsinthemenupageletfor
whichtheyarenotauthorizedtoaccess.Typicallyausersmenupageletwillbelimitedtoamuch
smallerlistofnavigationpageletsandcontentreferences.

NavigationPagelets
Fromthemenupagelet,youcanalsodirectlyaccessNavigationpagelets.Thisstyleofpageprovidesan
alternativemethodtoaccessthesameitemsinthemenupagelet.
Theyareamoreintuitiveviewofthecontentinthelist.
Navigationpageletsuseiconsandfolderstomakenavigationmoreuserfriendly.
Justlikethemenupagelet,navigationpageletscandisplaylinkstoothernavigationpagelets
(displayedasfolders)aswellascontentreferences(icons)

StepstoAccessaNavigationPagelet:
1. ScrollthroughtheMenupagelettofindthedesireditem
2. AsneededexpandthemenulistbyusingtheListArrows
3. ClickonthebodyofthetextintheMenu.

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4. ClickonafoldertodrillintoanotherNavigationPagelet.
5. ClickonIconstogotoacontentPage.

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DropDownMenus
AnewandalternativemethodtonavigateinyourPeopleSoftsystemisDropDownMenus.DropDown
MenusarelocatedontheleftsideoftheUniversalNavigationHeader.Seethescreenimagebelow.
TheDropDownMainMenudisplaysallofthesamecontentthatisinthemenupagelet.
Provideacascadingviewofmenusandsubmenus.
Containlinkstonavigationpageletsandcontentreferencesforwhichyouhaveauthorityto
access.
Dropdownmenusalwaysexpandinaviewableregionofyourscreenandarepresentedina
breadcrumbfashionsothatthefullnavigationpathisvisible.

StepstoNavigatewithDropDownMenus
1. LeftClickontheDropDownMainMenu.
2. Hoveroverafolderlistitemtoexpandasubmenu.
3. Hoveroversubsequentfolderstoexpandanothersubmenu.
4. LeftClickonafoldericontorevealanavigationPage
5. LeftClickonaContentReferenceIcontorevealapageorcomponentpage.

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OtherDropDownMenuFeatures
Scrollthroughdropdownmenuswithyourmousewheelorusethedirectionalarrowsonthebottom
andtopofdropdownlists.
Cascadingmenuswillopentotherightortheleftdependingontheviewableareaofyourscreen
Contentsinadropdownmenucanbesortedalphabeticallyorbysystemdefaultsortorder.

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PagesandComponentPages
PagesandComponentpagesaretheprimaryworkspaceinwhichyouenternewdataorchange,delete,
andmodifytheexistingdatainyourPeopleSoftapplications.Pagesarealsousedtoretrieveandview
currentorhistoricaldataaswellasanareatoinitiatevarioustypesofsystemprocessing.Thissectionof
thecoursewillcoverthemostcommonfeaturesandfunctionalitythatareuniversalacrossall
PeopleSoftpagesandcomponentpages.

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Topic3:

UniversalNavigationHeader

Asstatedearlierinthecourse,theuniversalnavigationheaderislocatedatthetopofallPeopleSoft
pagesandremainsstaticasyounavigatethroughanypage.Theuniversalnavigationheadercontainsthe
followingimportantlinks.
Favorites
MainMenu
Home
Worklist
SignOut

Favorites
TheFavoriteslistisyourownlistofbookmarkstofrequentlyusednavigationpagesandcontentpages.
Onceyouaddafavorite,italwaysappearsunderyourFavoritesmenu.Youcanreturntothepageby
clickingtheFavoritesmenuandclickingthelinkforthepagethatyouwanttoview.

Youcanstorefavoriteswithaspecifickey,forexampleifyouconsistentlyaccesstheABCdepartment,

youcanstoreafavoritethatdirectlyaccessestheABCdepartment.
Stepstoaddfavorites
1. Openthepagethatyouwanttodesignateasafavorite.InthisexampleNavigatetothe'Customers'
NavigationPage
2. ClickontheFavoritesdropdownmenu.
3. Clickonthe

withthepagenameasthedefaultintheDescriptionfield.

4. Enteradescriptionforthepagethatismeaningfultoyou.

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5. Click

6. Thefavoriteissaved.Clickon

intheconfirmationbox.

7. ClickontheFavoritesdropdownmenuandyournewlyaddeditemislisted.Clickonthelinkandyou
willbetakentothatpage.

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Stepstoeditfavorites
1. ClickFavoritesdropdownmenu.
2. ClickEditFavoriteslistitem.
3. TheEditFavoritespageappearsasshownbelow.

4. Relabelafavoritebytypinganewtitleinthedesiredtextbox.
5. Changetheorderinwhichitemsappearinthefavoriteslistbyassigningsequentialnumberstoeach
favorite
6. Deleteafavoritebyclickingthe
7. Clickthe

buttononthedesiredrow.

buttontokeepyourchanges.

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AlsointhefavoritesdropdownlististheRecentlyUsedlist.Themostrecentlyselectedcontentpages
orcomponentpagesarelistedandareactiveforselection.

MainMenu
Themainmenudropdownlistcontainsallofthesamefolders,submenus,andcontentreferencesthat
arecontainedintheMainMenupageletontheleftsideofthecontentarea.Oneimportantfeaturein
themainmenudropdownlistandonthemainmenupageletisthePortalSearchField.
PortalSearchField
Theportalsearchfieldisusedtosearchforcontentreferencepageswithinthesystem.
1.

Enterthenameofthepageyouwanttofind

2.

PressENTERorclickthesearchbutton.

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Thesearchfeaturewillonlyreturnalistofrelevantcontentreferencepages.Folderpageswillnot
bereturned.

TypeAheadSearch
Anewfeaturetov9.1isthetypeaheadfeature.Asyoutypeinthesearchwindowthesystemwill
dynamicallysearchanddisplayrelevantcontentforwhichyouhaveauthoritytoview.

ToUsetypeaheadsearch:
1. Enterthefirstwordorfirstfewlettersofthecontentpageyouwouldliketofind.Exp.'Ven'for
Vendors
2. Waitforjustasecondandasystemdropdownwindowwillautomaticallyappear.
3. Scrollthroughthedropdownlistandselectthedesiredcontentpage.

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Home
ClickingtheHomelinkintheNavigationheaderwillalwaysreturnyoutothesystemdefaultpagesimilar
totheonebelow.Thispagecanbepersonalizedtomeetindividualuserpreferences.Thesefeaturesare
coveredinalatertopic.

Worklist
Aworklistisanorganizedlistoftheworkitemsawaitingyourattention.Ifyourorganizationutilizes
workflowenabledapplications,youtypicallywilleitherreceivenotificationofanewworklisttaskinan
emailoryoucanviewthispagetoseeallyouroutstandingworklistitems.

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MultiChannelConsole&PerformanceTrace
Becausetheseareoptionalsettingsthatyoursystemadministratorenablesyoumayormaynothave
accesstothesetoLinksintheNavigationHeader.Ifyouareauthorized,theywillappearashyperlinksin
theNavigationheaderbar.

SignOut
ClickthesignoutlinktoexitthePeopleSoftapplication.Youshouldalwaysusethesignoutlinkto
insurethatyoursessionisterminated.

ItisimportantthatyoualwayssignoutwhenyouarefinishedwithyourPeopleSoft
sessionratherthansimplyclosingthebrowserwindow.Otheruserscouldpotentiallyaccess
yourcachedhomepagebyopeninganewbrowserwindow.

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Topic4:

ThePagebar

Justbelowtheuniversalnavigationheadersitsthepagebar.Thepagebarisadynamicgroupoflinks
thatappearontransactionalpages.Notallofthelinksshownintheimagebelowappearonallpages.
Thetypesoflinksthatcanresideinapagebarare:
NewWindow
Help
CustomizePage
http

NewWindow
TheNewWindowpagebarlinkenablesuserstoopenmultiplesessionsofPeopleSoft.Thisisoften
helpfulwhenyouneedtorefertothecontentinonecomponentwhileviewinganother.
StepstoopenaNewWindow

1. ClickontheNewWindowlink.
2. Asecondwindowopenstothesamecontentpage

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Help
linkonthepagebarwilldirectyoutoPeopleBooks.

The

PeopleBooks is an online collection of user documentation for all PeopleSoft applications and
tools.
PeopleSoftHelpiscontextsensitive.So,ifyouareonapagerelatedtothesetupofvendorsand
clickhelp,youwillbenavigatedtothePeopleBookscontentforvendorsetup.
PeopleBooksisavailabletousersseveralways,dependingonyourcompanyssoftwaresetup.

Oracle hosted PeopleBooks Content is continually updated by Oracle personnel and

availableonlinetoalllicensedPeopleSoftcustomers.

DownloadablePeopleBooksFilesareperiodicallydownloadedfromOracleandinstalled
ontoyourorganizationsserver.

PDFversionsarealsoavailablefordownload.

StepstoAccessPeopleBooksHelp
1. Clickthe

linkinthePagebar.

2. Anewbrowserwindowwillopentothecontextsensitivehelppage

CustomizePage
Thecustomizepagelinkisavailableinthepagebarforthosepagesthatallowusercustomization.More
aboutthistopicwillbecoveredlaterinthecourse.
Http
ClickingtheHttplinkCopiesthecurrentpageURLtotheclipboardsothatitisavailableforpastingin
emailsorotherapplications.
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Topic5:

UsingKeyboardShortcuts

PeopleSoftofferskeyboardnavigationalternativestousingthemousewhileworking.Thissection
providesanoverviewofkeyboardshortcutsanddiscusseshowto:
Usehotkeys.
Useaccesskeys.

HotKeys
Hotkeysperformimmediateactions.Whenyoupressone,thedesignatedactionoccurs.Some
frequentlyusedhotkeysare:
CTRL+JDisplaysthesysteminformationpagesuchastheonebelow

CTRL+KWhenonasearchortransactionpage,accessesapagewithalistofkeyboardnavigation
shortcutsusinghotkeysandaccesskeys.

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LESSON3PERSONALIZATIONOPTIONS
Inthislessonspecificfeaturesthatenableyoutocustomizetheappearanceandbehaviorofthesystem
basedonindividualuserpreferences.

Topic1:

PersonalizingYourHomePage

Youcandefineandstoreyourownportalhomepagesandspecifypreferencesfortheirlayoutand
content.ThefirsttimethatyousignintoaPeopleSoftportal,youseethedefaulthomepageforthat
portaluntilyoudefineapersonalhomepage.
Thistopicdiscusseshowto:
Personalizecontent
Personalizelayout

PersonalizeContent

NAVIGATION:Home>PersonalizeContent

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Topersonalizecontentonyourpersonalhomepage:
1. Enterawelcomemessage.

Thisappearsintheheaderonyourhomepagewhenyousignintotheportal.

2. Selectthecheckboxesassociatedwiththepageletsthatyouwanttoappearonyourpersonalized
homepage.

Theportaladministratorpresetstheavailableselectionofpagelets.Youcanpreview

eachpageletbyclickingthepageletname,whichopensapageletpreviewinasmaller

window.Ifapageletisnotavailabletoyou,textinthepageletindicatesthis.Anylinksin

thepageletaredisabled.

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PersonalizingLayout
Useeitherofthesetwomethodstopersonalizeyourhomepagelayout:
ConfigurethePersonalizeLayoutpage.
Draganddroppagelets.

ConfiguringthePersonalizeLayoutPage

NAVIGATION:Home>PersonalizeLayout

BasicLayout

Selecttodisplaythepageletsineithertwoorthreecolumnsonthehomepage.A
twocolumnlayoutresultsinonenarrowcolumnontheleftsideofyour
homepageandonewidercolumntotheright.Athreecolumnlayoutresultsin
threenarrowcolumnsofequalwidth.Ifyouplaceawidepageletinanarrow
column,thecolumnstretchestoaccommodatethewiderpagelet.

Thesystemmovesrequiredpagelets(indicatedbythe*sign)fromthethirdtothesecond

columnwhenyouswitchfromathreecolumntoatwocolumnlayout.

Columns

ThepageletsselectedontheContentpagearelistedinthecolumnsections.Ifthe
basiclayoutistwocolumns,thepageletsaredividedintoleftandrightcolumns.If
thebasiclayoutisthreecolumns,thepageletsaredividedintoleft,center,and
rightcolumns.

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#indicatesarequiredfixedpositionpagelet.*indicatesarequiredmoveablepagelet.
Forexample:#SignonindicatesthattheSignonpageletcannotbemovedtoadifferentlocationonthe

homepage.

Youcannotassignrequiredfixedpageletstotherightcolumnina3columnlayout.

Usetopositionthepagelets.Highlightthedesiredpagelet,andthenclickthe
arrowstomovetheselectedpageletaboveapagelet,belowapagelet,tothenext
columnontheright,ortothenextcolumnontheleft.

DeletePagelet

Highlightthedesiredpageletandthenclicktodeleteitfromthehomepage.

ReturntoHome

Clicktoviewyournewchoices.Fromthehomepageyoucanchoosetominimizea
pageletorremoveitaltogether.Usetheminimizeandremovebuttonsinthe
pageletheadertodoso.Whenyouminimizeapagelet,theminimizebuttonis
replacedwiththe button.Clicktherestorebuttontofullyopenthepagelet
again.ClickingtheremovebuttonopenstheRemovalConfirmationpageforthat
pagelet.SelectYesRemoveorNoDoNotRemove.

Toarrangethelayout:
1.Selectabasiclayoutoption.
2.Selectthepageletname.
3.Clickthedirectionalarrowbuttonstopositionthepagelets.
4.Clickthe

button.

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DraggingandDroppingPagelets
Youcanrearrangepageletsonyourhomepagebydragginganddroppingthembetweencolumns.

1. Todragapagelet,clickanddragthepagelettitlebar.Thecursorchangesshapetoindicatethatyou
candragthepagelet.
2. Whenyouareinthenewlocation signifiedbythecolorchange releasethemouse.

Youcannotmovepageletsthattheportaladministratorconfiguresasrequiredfixed.Youalso

cannotmovepageletsifyoudonothavepermissionstocustomizethepage.

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PersonalizingPagelets
Youcanpersonalizemanyofthepageletsonyourhomepagetoshowonlytheinformationthatyouwant
tosee.Eachpageletthatallowspersonalizationhasdifferentpersonalizationoptionsthatarebasedon
thetypeofinformationdisplayedinthepagelet.
Forexample,ontheCompanyNewpageletyoucanusepersonalizationoptionstoshowspecificnews
categoriesfromthelistofthosethatareavailableorlimitthepagelettoaspecificnumberofarticles.In
theTaskspagelet,youcanchoosetoseealltasks,onlypersonaltasks,onlyworklisttasks,andsoon.
Thesechangeswillappearinyourpageletonly.

1. AccessthePageletPersonalizationpagebyclickingthe
titlebarofapageletthatsupportspersonalization.

buttononthepagelet

2. Makenecessarychanges.
3.

Notallpageletsallowpersonalization.Yoursystemadministratorcandisablethepagelet
personalizationfeature.

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Topic2:
Passwords
Thistopicdiscusseshowto:
Changeyourpassword.
Setupforgottenpasswordhelp.

ChangingPasswords

NAVIGATION:Home>ChangeMyPassword

Use1to32characterstocreateyourpassword.Youradministratormayimplementadditional
passwordrequirements.

1. EnterthecurrentpasswordintheCurrentPasswordeditbox.
2. EnteranewpasswordintheNewPasswordeditbox.

Passwordsarecasesensitive.

3. EnterthenewpasswordagainintheConfirmPasswordeditbox.
4. Click

5. Thefollowingscreenwillappeartoconfirmthechange.

6. Click.

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SettingUpForgottenPasswordHelp
IfyoursystemadministratorhassetupforgottenpasswordhelpinPeopleToolsSecurity,youcanselecta
predefinedquestiontoanswerforsecuritypurposes.Thesystemthensendsanewpasswordtoyour
emailaddressautomatically.

NAVIGATION:Home>MySystemProfile

1. SelectChangeorsetupforgottenpasswordhelp.

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2. Selectaquestionfromthedropdownlistboxorpasswordhintsetbyyoursystemadministrator.

4.Entertheappropriateresponsetoyourquestion.
5.Clicktosaveyourentry.

Topic3:

MyPersonalizations

UsetheMyPersonalizationspagetoaccessandcustomizepersonalizations,suchascollapsingtheMenu
Pageletautomatically,ortabovercertaintypesoffields/buttons.
Thistopicdiscusses:
GeneralOptions
RegionalSettings
System&ApplicationMessages
NavigationSettings

ChangesmadeintheMyPersonalizationssettingsrequireyoutologoffandlogbackonin
orderforthenewsettingstotakeeffect.

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NAVIGATION:Home>MyPersonalizations>PersonalizeOptionbutton

1. Clickthe

buttonforthecategorythatyouwant.

Eachofthepersonalizationpagesliststhepersonalizationoption,thedefaultvalueforthatoption,and
anOverrideValuedropdownlistboxwhereyoucanselectanewvaluetoreplacethedefault.Clickthe
linkattheendofeachrowforanexplanationofthecorrespondingoption.
The Personalization Explanation page offers the details for that particular setting. You can select an
OverrideValueonthispageorrestoretheoptiontoitsdefaultvalue.

GeneralOptions
Offersoptionsforuseraccessibilityfeatures,thelengthoftimethesystemholdsapageincache,multi
languagesettings,andthespellcheckdictionary.Ifyourequiresupportforassistivetechnologies,such
asscreenreaders,youcanchangetheaccessibilityoptions.ForMultiLanguageEntry,onpageswhere
multiplelanguageentryisavailable,youcanchoosetoenterdatainthelanguagethatyouspecifyinthe
DataLanguagedropdownlistbox.Onthispageyoucanalsoresetyourforeignlanguagedictionaryto
useadifferentlanguageforyourspellchecker.

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RegionalSettings
Selecttopersonalizeyourdate,time,andnumberformats.Selectsettingsforafternoonandmorning
designators(AM/PMoram/pm),dateformat(MM/DD/YY,DD/MM/YY,orYY/MM/DD),alocaltime
zone,andsoon.

System&ApplicationMessages
Letsyoucontrolthedisplayofvarioussystemmessages.OptionsincludeaSaveWarningandaSave
Confirmationmessage.

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NavigationSettings
Offersoptionsthatallowyoutotabovercertainunusedfieldsonapage.Thismeansthatifyou
frequentlypressthetabkeytomovearoundyourpage,youcanskippageelementsthatyouknowyou
willnotneedtoaccess.Forexample,youmightalwaysprefertotypethedateintoadatefieldandthen
pressthetabkeytomovequicklytothenextfieldratherthanopeningthecalendarprompt,selecting
thedate,andthenclosingtheprompt.ByselectingtheTaboverCalendaricon,whenyoupresstabto
navigatearoundyourpage,yourcursorfocusneverrestsonacalendaricon.

afterasettinghasbeenchanged.Thesystemwillacknowledgethechangewiththe
2. Click
followingmessage:

3. Click..ThesystemwillreturnyoubacktothePersonalizationspage.

Reminder:ChangestoPersonalizationsettingsrequireyoutologoffandlogbackoninorderto
takeeffect.

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Topic4:

MySystemProfile

Thistopicwillcover:
ProfilePersonalizations
AlternateUsers
WorkflowAttributes
MiscellaneousUserLinks
EmailSetup
InstantMessagingCapabilities

NAVIGATION:Home>MySystemProfile

Personalizations

Thisarealistsyourcurrentlanguagepreferenceforwebpages,andyourpreferredlanguageforreports
andemail.Youcanchangethelanguagesettingforyourreportsandemailonthispage.
Youcanalsoselectthecurrencycodeforthecurrencysymboltodisplayonpageswhenyouenter
currencyvalues.

Thedecimalplacementisapropertyofthecurrencycode;typically,twodecimalplaces
isstandard.

Selectthemobilehomepagethatshouldappearafteryousignontoamobiledevice.PeopleSoftMobile
Agentisadeprecatedproduct.Thesefeaturesexistforbackwardcompatibilityonly.

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AlternateUser

Ifyouaregoingtobeonvacationorsomeothertypeoftemporaryleave,youcanaddtheuserIDofa
colleaguewhoislookingafteryourtasksinyourabsence.
SelectthealternateuserIDandenterthedatesduringwhichyouwantthealternateIDtobeactive.
Afterthattimehaspassed,yourtasksareautomaticallyroutedbacktoyou.

WhenapplyinganalternateuserIDinyourworkflowsettings,makenoteofthefactthat
thesystemonlysendsworkflowroutingstotheimmediatealternateuserID.Thesystem
doesnotsendroutingsdownmultiplelevelsofalternateuserIDs.
Forexample,assumeuserAspecifiesuserBasthealternateuserIDwhileuserAisoutof
theoffice.AlsoassumethatuserBhappenstobeoutoftheofficeatatimeduringuserA's
absence,anduserBspecifiesuserCasanalternateuserID.Inthiscase,thesystemdoesnot
sendworkflowroutingsoriginallyintendedforuserAtouserC.

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WorkflowAttributes
Selectoneormorecheckboxes.(Theavailableoptionsaredeterminedbytheworkflowsetupatyour
site.)Thesesettingsaffecthowyoureceive"adhoc"workflowroutingsthroughyourworkflowsystem.
Anemailuserreceivesnotificationsthroughemailwhileaworklistuserreceivesnotificationsthrough
worklists.

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MiscellaneousUserLinks

Followthislinktoviewothersecuritylinks.Theselinksarecontrolledbyyoursystem'ssecurity
configuration.Contactyoursystemadministratorformoreinformation.

Email
UsetheEmailgridtoedityourcurrentemailaddressorenteradditionalemailtypes,suchashomeor
Blackberry.YoucanenteroneaddressofeachEmailType.

Selectthe

toaddordeleteanadditionalemailrow.

SelectEmailTypefromdropdownmenuandenteradditionalemailaddress.

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InstantMessagingInformation
UsetheInstantMessaging(IM)InformationgridtoedityourcurrentIMinformation.Youcaninitiatean
outboundchatwithacustomerusinginstantmessagingnetworkssuchasAOLInstantMessenger,
IBM/LotusSametime,orYahoo!Messenger.Thisfunctionalityenablesanexternalusertoparticipateina
businesstransactionthroughinstantmessaging.
PeopleSoftMultichannelFrameworkenablesinstantmessagingthroughpublicnetworks(AOLInstant
Messenger,GTALKandYahoo!Messenger),enterpriseLotusSametimeConnectnetworks,orXMPP
instantmessagingservers.

Topic5:

MyDictionary

Asyouusespellcheck,youmightneedtoaddcertainwordsoracronymstoyourpersonaldictionaryso
thatspellcheckdoesnotcontinuallyattempttocorrectthem.
YoucanaddthesewordsdirectlyfromtheSpellCheckpageoryoucanaddseveralatoncebyusingthe
SpellCheckPersonalDictionarypage.Thispageenablesyoutoadd,update,anddeletewords,aswellas
addwordsbylanguage.Thewordsthatyouenterinyourpersonaldictionaryareattachedtoyouruser
ID,soyourpersonaldictionaryisavailabletoyounomatterwhereyouaccessit.

Thistopicwilldiscuss:
SpellCheckLanguage
HowtoSpellCheckaword

Themaximumnumberofwordsinthepersonaldictionaryis2882.

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NAVIGATION:Home>MyDictionary

SpellCheckLanguage
Selectthelanguagedictionarytowhichyouwanttoaddtheword.Toenterthesamewordinmultiple
languages,makeanentryforeachlanguage.SelectSessiontoaddawordforyourcurrentsession'sspell
checkdictionary.
Aftersavingthisword,theSpellCheckLanguagefieldrefreshestothecurrentspellchecklanguage.

Youmustprovidealanguagecodeforthewordandthelanguagecodemustmatchthespell

checklanguagecodespecifiedinMyPersonalizationsforthewordtopassthespellcheck.

Forexample,ifyouspecifyFrenchasthespellchecklanguagecodeinMyPersonalizations,then

thelanguagecodethatyouselectforthewordthatyouenterontheMyDictionarypagemustbe
French.

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HowtoSpellCheckaWord
Enterthewordorabbreviationthatyouwantaddedtoyourpersonaldictionary.

Entriesmustbe40charactersorless.

Thewordsthatyouaddtoyourpersonaldictionaryarecasesensitive.Thecasedetermines
howspellcheckvalidatescorrectspelling.Thesystemappliesthefollowingcasesensitive

rules.

Iftheaddedwordisalllowercase,suchasworklist,thefollowingarevalid:

Exactmatch,alllowercase(worklist).

Alluppercase(WORKLIST).

Initialcapitals(Worklist),regardlessoftheword'spositioninthesentence.

Mixedcase(WorkList)isincorrect.

Iftheaddedwordisalluppercase,suchasCRM,onlyanexactmatchisvalid.Lowercaseand

mixedcasearenotvalid.

Iftheaddedwordisininitialcapitals,suchasCalifornia,onlyanexactmatch(California)and
alluppercase(CALIFORNIA)arevalid.
Iftheaddedwordcontainsanembeddedcapitalletter,suchasPeopleSoft,onlyanexact
matchisvalid.
Inotherwords,ifcaseisnotrelevanttothevalidityoftheword,enterthewordintoyour
dictionaryinalllowercase.

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LESSON4PEOPLESOFTSYSTEMSTRUCTURE
Topic1:

UnderstandingthePeopleSoftRelationalDatabaseStructure

AllbusinessinformationinallPeopleSoftModulesishousedinarelationaldatabase.Arelational
databaseisastructuredcollectionofinformationthatisrelatedtoaparticularsubjectorpurpose,such
asinventoryorhumanresources.
Withinthedatabase,youorganizethedataintostoragecontainerscalledtables.Tablesaremadeupof
columnsandrowssimilartoaspreadsheet.Columnsrepresentindividualfieldsinatable.Rows
representrecordsofdatainatable.ThecompletePeopleSoftv9.1systemcontainsthousandsoftables
thathouseanorganizationsbusinessdata.
Relationshipscanbedefinedbetweentablesthroughtheuseofauniquefieldorgroupingoffieldscalled
akey.Keysarefieldsintablesthatareusedtouniquelyidentifyaspecificrecord(row)fromallother
records(rows)inthetable.Akeyforatablecanbeasinglefieldinthetableoragroupingof2ormore
fields.Thisconceptcanbestbedescribedinasimpleexample:

Sales_Head_Table
Ord_Num
Cust_ID
Order_Date
Ship_to_Loc
Bill_to_loc
Order_status

Customers_Table
Cust_ID
Cust_Name
Cust_status
Date_Added

Customer_Addr_Table
Cust_ID
Loc_Code
Addr_Ln_1
City
Prov
Postal_Code
Ship_to_Loc
Bill_to_loc

EachTablecontainsakeyfieldthatmakeseachrecorduniquefromallotherrowsinthetable.Exp.Cust.
IDfieldisthekeyfortheCustomerstable.NotwocustomerIDswillbealikeinthistable.Insomecases,
2fieldstogethermaybedefinedasthekey,exp.theCustomerAddressTable.
Relationshipsaredefinedrulesthatlinkdatatogetherintableswithrelatedinformation.Inthisexample
Cust_IDfieldisthecommonfieldthatlinksallinformationtogether.RelationshipscanbeOnetoMany,
ManytoOneorManytoMany.

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Cust_ID
CAN01
CAN02
CAN03
CAN04

Cust_ID
CAN01
CAN01
CAN02
CAN02
CAN03
CAN04
CAN04

Loc_Code
1
2
1
2
1
1
2

CustomersAddressTable
Addr_Ln_1
City
BowValleySquareIV
Calgary
1742NorwoodBlvd
Calgary
10180101St.Suite1810
Edmonton
100EastStanyanStreet
Edmonton
999,bouldeMaisonneuveOuest
Montreal
440LaurierAve.West,Suite320
Ottawa
810MountainBlvd
Ottawa

CustomersTable
Cust_Name
Cust_status
CanadianHighTechSports
Active
VancouverIndustries
Active
TeknotrixCo
Active
WesternHospitalsofCanada
CreditHold

Prov
AB
AB
AB
AB
QC
ON
ON

Ord_Num
CEN0015
CEN0016
CEN0017
CEN0018

Post_Code ShipTo
T2P3H7
Y
T2P3H7
Y
T5J3S4
Y
T5J3G5
N
H3A3L4
Y
K1R7X6
Y
K1R7X7
Y

Cust_ID
CAN01
CAN01
CAN02
CAN03

Date_added
1/1/2010
1/15/2010
1/20/2010
1/20/2010

BillTo
N
Y
N
Y
Y
Y
N

SalesOrderHeaderTable
Order_Date
Ship_to_loc
3/15/2010
2
4/1/2010
1
4/15/2010
1
5/1/2010
1

Bill_to_loc Order_Status
2
Filled
2
Open
2
Filled
1
Cancelled

Dataisnotduplicatedbetweentablestooptimizeperformanceandredundancy.
Example:theShipTostreetandprovincearenotstoredintheOrdersTablebut,instead,asimple
codeisusedtotiebacktotheCustomersAddressTable.
Datafieldsinonetablecanbeusedtoverifytheinformationagainstdataenteredintoanothertable.
Example:theShipToandBillTofieldsintheSalesOrderHeaderTablecanbecheckedagainstthe
LocationsTabletoverifytheyareallowedtobeusedforShipToorBillToaddresses.
OtherattributesofthePeopleSoftRelationalDatabase:

Relationaldatabasesminimizeerrorsduetothefactthatdataisseparatedintotablesandthe
numberofvaluesthatarerepeatedbetweenthetables.

Dataisalsoclearlydefinedwithinthetables,soitcanbecrosscheckedandvalidatedonentry.

DatacanbeeasilymanipulatedandretrievedinvariouswaysusingSQL.Thismanipulationcan
producedetailedQueriesandreports.

Thedataisalsoallstoredinoneplace,eliminatingredundancyandsavingvaluablesystemdisk
storagespace.

DatafromrelatedPeopleSofttablesarecommonlydisplayedonPeopleSoftpagesintheformof
componentpageswithTabs,DropDownMenus,PopUpListBoxes,etc.Seetheimagebelowfor
anexampleoftheCustomersPageusedinthesample.

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ClientsofPeopleSoftareprovidedwithanentityrelationshipdiagramthatshowsthe
relationshipsbetweenallPeopleSoftsystemtables.

TheleadingrelationaldatabaseprovidersforbusinessinformationsystemsareOracle,IBMand
Microsoft

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Topic2:

PeopleSoftBusinessUnitsandSetIDs

Asdiscussedinthepriortopic,PeopleSoftisorganizedinonegiganticrelationaldatabasemodel.The
highestleveldatafieldsthatareusedtocontroltherelationshipsbetweentables(keys)inthe
PeopleSoftDatabaseareBusinessUnitsandSetIDs.BusinessUnitsaredefinedinthePeopleSoftsystem
tosegregateandorganizetransactionaldatainthePeopleSoftSystem.SetIDsareusedtoorganize
masterdatatables,controltablesandconfigurationsettingsthatareassignedtoBusinessunitsandare
alsocommonlysharedamongdifferentbusinessunits.

BusinessUnits
BusinessUnits(BUs)arelogicalunitscreatedwithinyourPeopleSoftsystemfororganizationaland
reportingpurposes.BUsmaybecompanies,agencies,subsidiaries,divisions,departments,warehouses
orbranchoffices.AnorganizationmaychoosetohaveasingleBUrepresenttheentireorganization.
TheBusinessUnitisthetopmostkeyfieldonalltransactionaltablesinPeopleSoft.Examplesof
transactionaltablesthatarestructuredattheBUlevelareInventory,Purchasing,GeneralLedger,
Receivables,orOrders.BusinessUnitsareoftendefinedinPeopleSoftbasedontheneedtokeep
businesstransactionsseparate,forexampleSalesforabranchvs.thoseofasecondbranch.

BusinessUnitExample:ThebestwaytoexplainthepurposeofBUsistolookatacomplexcompanysuch
asVirginInc.asanexample.Virginhasmultipledisparatelinesofbusiness.VirginhasaRecordingLabel,
RetailStoresandanAirline.
AlogicalorganizationofVirginmaybetodefineBusinessUnitsasfollows:

Virgin Example Business Unit Definition

Virgin Recording
VRNA
Virgin Recording
North America

VRERP
Virgin Recording
Europe

Virgin Air

Virgin Retail
VRT01

VANY

Virgin Retail Store 01

Virgin Air New York

VRT02

VALD

Virgin Retail Store 02

Virgin Air London

VRT03

VAJP

Virgin Retail Store 03

Virgin Air Japan

Otherimportantattributesregardingbusinessunitsarethefollowing:
BusinessUnitsareDefinedatthePeopleSoftModuleLevel
Example:WithinthePeopleSoftInventoryModule,adistinctBUwouldneedtobesetupforeach
ofthe3VirginRetailstoresaswellassettingupaBusinessUnitinthePurchasingModuleforthe
ProcurementofMerchandise.

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UserswillberequiredtoindicateaBusinessUnitforeveryPeopleSoftsystemtransaction
BUscommonlyrepresentlegalentities
BUsmayormaynotmaintaintheirownsetofAccountingBooks
BatchinPeopleSoftisrequestedbyBusinessUnit
ReportsareprintedbyBusinessUnits
SecuritycanbesetupbyBusinessUnit
EachBusinessUnithasasinglebasecurrency.
SetIDs
TheSetIDisthetopmostkeyofanytableinPeopleSoftthatdoesnotholdtransactions.SetIDsareused
toidentifydistinctsets(TableSets)ofnontransactionalbusinessdatasuchasitems,suppliers,
customers,accountcodes,etc.DatadefinedinaSetIDtableisavailableforprocessingbytheBusiness
UnitifitisassignedtothatBusinessUnit.DatadefinedattheSetIDlevelcanbesharedamongmultiple
BusinessUnits.
SetIDsarealsousedtodefinecustomsystemsettingsthatcontrolsystemprocessing.SetIDsallow
complexorganizationstouseasingleinstallationofPeopleSoft,versusrequiringmultipleinstallsof
PeopleSoftfordistinctnontransactionalbusinessdata.
SetIDExample:ThebestwaytoexplainthepurposeofSetIDsistolookagainattheVirginInc.example
introducedabove.
Asindicated,VirginhasthreedisparatelinesofbusinessandmultipleBusinessUnitsforeachcategory.
Acrossthesethreelinesofbusiness,therearecertainthingsthatneedtobehandleddifferently,suchas
theproductseachlineoffers,suppliers,customers,etc.Inaddition,eachbusinesslineoperateswith
distinctbusinessrulesandprocessingrequirements,sosegregatingsystemsetupvaluesisessential.
However,inanyorganization,therearecertainthingsthatshouldbethesameacrossallbusinessareas.
InthecaseofVirgin,theyuseacommonchartofaccountsforallBusinessUnits.Thisisdoneforthe
purposeforreportingtheentireorganizationsfinancialinformationinasingleinstance.Theyalsouse
commonPayCyclesandBusinessCalendarsacrosstheenterprise.
WhenVirginconfigureditsPeopleSoftsystemtheygroupedsimilarnontransactionalbusinessdatain
theChartofAccounts,SupplierSetup,ProductsandCustomersusingthefollowingSetIDKeyvalues,
eachcorrespondingtodifferentproductlines:

Virgin SetID Definition

Chart of Accounts
SetIDs Defined
in Single PS
Instance

V-MAIN

Suppliers

Items

Products

Customers

V-RTL

V-AIR

V-MAIN

V-RTL

V-RTL

V-REC

V-REC

V-REC

V-AIR

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Only one Chart of Account SetID is needed since all Business Units in all Business lines will share the
samefinancialrecordingmasterdata.
Sinceeachbusinesslineusesitsownuniquesetofsuppliers,aseparateSetIDvalueisdefinedforeach.
ThethreeBusinessUnitsdefinedintheretailcategorywillsharetheSupplierssetupintheVRTLSetID.
WhensettingupItems,onlyoneSetIDisneededasonlytheRetailBusinessLinesutilizethatdata.They
sharethisinformationamongallRetailBusinessUnits.
ProductsareverymuchuniquetoeachbusinesslineandVirgindecidedtoconfigureasetofproductsfor
eachcategory.BusinessUnitsineachlineshareproductdata.
Customersare sharedbetween business units in both the Retailand Air divisions, thus they share the
SetIDdataforCustomers.TheRecordingBusinessUnitshavetheirownuniquesetofcustomers.
OtherimportantattributesofthisSetIDconfiguration:

TheSetIDsaboveweredefinedforVirginEnterprisesandwithinthePeopleSoftModulesshown
inasinglePeopleSoftinstallationInstance.thusreducingredundantdata.Example:AChartof
AccountswasnotsetupforeachandeveryBusinessUnit.

TheSetIDfieldenablesalldatainthesystem,regardlessofbusinessline,toexistinthesame
tableforeachofthe3Virginbusinesslines.ForexampletheSetIDconfigurationaboveindicates
thattheSuppliersintheVirginPSsystemareuniquetoeachofthethreebusinesslines.

Note:Thecategoriesofdataintheexampleaboveareonlyafewofthehundredsofdatasets
configuredinthePSsystemattheSetIDlevel.

FurtherClarificationoftheconceptofSetIDsandBusinessUnits
Intheexamplebelow,all3businesslinesandtheirassociatedBusinessUnitswillsharethesamesetof
MasterDataforthepurposeofFinancialReporting(accounts,chartfields,etc).AllFinancialTransactions
inPeopleSoftwillberecordedusingoneofthe8definedbusinessunits.

Procurementactivities - allBusinessUnitswillusepurchasingrelatedMasterData(expSuppliers)from
oneofthethreeuniquelydefinedsetssupplierdata.

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Forexample,whenplacingpurchaseordersintheVirginRetailStore01business,theonlysuppliersthat
willbeavailablewillbetheonessetupintheVRTLSetID.
Inventorytransactions - onlytheVirginRetailgroup(VRTL)willbeusingPSInventorymoduleandother
businesslineswillnotbesetup.Duetothis,thereisauniqueSetIDconfiguredforonlyRetail.Inour
example,allBusinessUnitsintheRetaillinewillshareItemsthataresetupwithintheVRTLSetID.
SalesOrderManagementCustomerDatawillbesharedbetweentheVirginRetail(VRTL)andVirginAir
(VAIR)Divisions,thusasingleSetIDisdefinedthatwillincludeallcustomersusedbyboth(VMAIN).
VirginRecording(VREC)willhavecustomersuniqueonlytothatbusinessline.Therefore,anycustomers
neededforVirginRecording,willbeidentifiedtotheVRECSetID.
AllproductsthatareauthorizedtobeorderedintheOMModuleofeachbusinesslinehaveauniqueset
ofofferings,creatingadifferentSetIDforeach.

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LESSON5WORKINGINPEOPLESOFTPAGES
ThislessonprovidesanoverviewofthetwoprimarytypesofPeopleSoftpages,SearchPagesand
ComponentPages.AlsokeyConceptsrelatedtohowPeopleSoftdataisdisplayedandupdatedwillbe
covered.
Thetopicscoveredinthislessonare:
SearchPagesandSearchKeys
ComponentPages
EffectiveDating
PageActionOptionsCorrectHistoryExplained

Topic1:
UsingSearchPages
ThistopicexplainstheconceptofSearchPages.Searchpagesareusedastheprimarymethodto
retrieveexistingdatainyoursystem.SearchpagesresideineverysinglemoduleofPSv9.1andhavethe
samelookandmodeofoperation.
Thereare2typesofSearchpages:
BasicSearchPages
AdvancedSearchPages.
Eachofthesewillbecoveredinupcomingcontent.TofullyunderstandhowSearchpagesperformitis
necessarytounderstandhowdatabasekeysareusedonsearchpages.

UnderstandingKeys
AsstatedinLesson4,akeyisafieldoracombinationoffieldswhichuniquelyidentifiesyourdatain
everytableinyourPeopleSoftdatabase.Thesearealsoreferredtoaskeyfields.
Examplesofakeyfieldforatablerecordcouldbethefollowing:
PeopleSoftData

KeyFields

EmployeeTable

EmployeeIDNumber

CustomerAddressTable

CustomerID&LocationID

InventoryTransactionTable

BusinessUnit&ItemID&Transaction
Date/Time

TypicallyinallPeopleSofttablestheSetIDandBusinessUnitareusedasaportionofthekeyfield
combination.ThesekeyfieldsresideonallPeopleSoftsearchpagessothatthesystemcanretrievethe
uniquerow(s)ofdata.

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SearchRecord
ForeverySearchpageinthesystem,asearchrecordisthelistofdefinedsearchkeysthathelpyou
quicklylocatedata.Thesearchkeysarethefieldsthatyouarepromptedforonasearchpage.Ifyourun
Searchbyexactlyspecifyingthekeyfields,thesystemwillalwaysreturnonlyone(orno)result.

MostallPeopleSofttransactionpagesorcomponentpageshavesearchrecordsassociatedwiththem.

Ifyouselectotherpagesthathaveacommonsearchrecord,suchaspageswithina
componentoranassociatedlink,youarenotpromptedtoentersearchcriteriaagain.Youare
promptedfornewsearchkeysonlywhenyouselectanewpageoutsideofthecomponentwitha
differentsearchrecord.

BasicSearchpages
Abasicsearchpageenablesyoutosearchbyjustonefieldatatimebyusingabeginswithoperator.
FollowthenavigationbelowtotryaBasicSearch.
StepstoperformabasicSearch
1.

FromtheMainMenunavigatetotheAdd/UpdateVendorpage.

2. Abasicsearchpageisdisplayed.Onbasicsearchpagestherearegenerally2tabs.Thetoptabis
usedtoretrieveexistingdataandtheAddNewValuetabisselectedtoinsertnewdata.
3. BasicSearchpagesallowtheusertoonlyretrievedatabasedonasinglesearchvalueusingonlythe
equaltooperator.

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4.

TheSearchbyvaluerepresentsalistofallvaluesdefinedintheSearchRecord.

5.

InthisexampleentertheSHARESetID.

6.

ClicktheSearchbuttonandAllVendorsintheSHARESetIDaredisplayed.

7.

ClickonanIteminthelistandthedataisdisplayed.

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Dataisdisplayedfortheenteredsearchbyvalue.

WhenyouenteraSearchpage,thesystemwilldefaulttoeithertheBasicorAdvancedSearch
pagesdependingonhowtheSearchRecordKeyisdefined.Forexampleifthesystemrequiresthat
youdesignatea'SetID'andanothersearchvalueasacombinationsearchkey,thenyouwillbe
directedtotheAdvancedSearchpage.Ifthesearchonlyrequiresasinglevaluesearchrecordthan
youwillbetakentotheBasicSearchPage.
Todesignatethesearchfield,ifmorethanoneisavailable,selectthedesiredfieldfromtheSearchby
AdvancedSearchpages
Ontheadvancedsearchpageyoucannarrowyoursearchbysearchingbasedonmorethanonefieldat
atimeandbyusingavarietyofsearchoperators.
StepstoperformanAdvancedSearch
1.

FromtheMainMenunavigatetotheAdd/UpdateVendorpage.

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TheAdvancedSearchpageisdisplayed.OnthispagemultipleSearchCriteriacanbeselectedalongwith
severaloperatorstofilterthedesireddata.

2. EntertheSetIDequalto=SHAREandtheShortVendorNameContains:MED
3. PresstheSearchButton.

AllVendorsintheSHARESetIDwithashortvendornamethatcontaincharactersofMEDareshownand
canbeselected.

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OtherAdvancedSearchFeatures
FromanyAdvancedSearchpageotheroptionsareavailabletohelpsearchandfilterforthedesired
data.TheseincludeDropDownListsandFieldLevelSearchButtons.
enablesyoutoview
DropDownListsenableyoutoseealistofvalidvalueswhiletheSearchButton
andfurtherfilterfromalargerlistofvalidvalues.BelowisascreenshotofusingaSearchButtonfrom
anAdvancedSearchPage.

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SearchOperators
Whenperforminganadvancedsearch,youcanuseavarietyofoperatorstonarrowyoursearches
huntingforcustomersbyaparticularfirstletter,byvaluesthatarelessthanorgreaterthanaspecified
amount,andsoon.Youcanusethefollowingoperators:
Search Operator
begins with
contains
=
not=
<
<=
>
>=
between
In

Field Use
Character fields
Character fields
All field types
All field types.
All field types.
All field types.
All field types.
All field types.
All field types.
All field types.

WildCards
PeopleSoftapplicationssupportthreewildcardcharacterstohelpyousearchfordataincharacterfields.
Youcanusethesewildcardstotrackdowntheexactinformationthatyouneed.
%MatchOneorMoreCharacters
Example:Seethescreenshotbelow.IfyouweretosearchontheShortVendorNameof:CA%001,it
willreturnallvaluesthatbeginwith'CA'andendwiththevalue'001'

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_(Underscore)MatchanySingleCharacter
Example:Seethescreenshotbelow.IfyouweretosearchontheShortVendorNameof:1_9__Rit
wouldreturnallShortVendornamesthatbeganwith'1'andwithavalueinthe3rdcharacterposition
equalto'9'andasixthcharacterpositionequalto'R'

Wildcardsonlyworkwiththe'beginswith'and'contains'operatorsSearchpages.

SavingSearches
Ifyouareconductinganadvancedsearch,youcanclicktheSaveSearchCriterialinktonameandsave
thespecificsofyoursearch.Laterwhenyoureturntothesearchpageyoucanquicklyperform
commonlyusedsearches.
Ifyouhavesavedoneormoresearches,youcanusetheUseSavedSearchdropdownlistboxtoselecta
savedsearch.Onceyousaveasearch,youcanusethatspecificsearchrecordinothersearchpagesthat
usethesamesearchrecord.YoucanremoveanysavedsearchesbyclickingtheDeleteSavedSearchlink.
StepstoSaveaSearchRecord
1. EntertheDesiredSearchCriteriainandAdvancedSearchPage.
2. ClickontheSaveSearchCriteriaLink.

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3. EnteranameforyoursavedSearch.
4. ClicktheSaveButton.

5. ClickontheReturntoAdvancedSearchLink.

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6. SelectthevaluejustenteredfromtheUseSavedSearchDropDownlist.
7. ClickontheSearchButton.

Thevaluesthatmatchthecriteriainthesavedsearcharedisplayed.

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Topic2:

WorkingInPeopleSoftComponentPages

ComponentPagesaretheprimarygraphicalinterfacebywhichyouviewandalterdatainyour
PeopleSoftsystem.Inmostcases,thesepagesarerepresentationsofrowsofdatainyourdatabase
tables.ComponentpagesareconfiguredtoalloweitherupdatestoPeopleSoftdataorforviewingonly.
PeopleSoftusesmanydifferenttypesofelementstoorganizeinformationonpagesandtoenableyouto
easilyenterdata.Eachpagealsoprovidesfeaturesintheformofbuttonsorlinkstohelpyounavigate
throughthesystem.
Asyouchangeoraddinformationtoyourdatabase,youalsoneedtobefamiliarwithconceptssuchas
effectivedatinglogicandworkingwithhistoric,current,andfuturedata.
AlsomanyPeopleSoftcomponentpagesrunindeferredprocessingmodetoreduceinteractionwiththe
databaseservertherebyprovidingbetterperformance.Thismeansthat,whenusingsomepagesinthe
browser,youcaninputdatawithminimalinteractionwiththeserver.Eachtriptotheserverfordata
processingrefreshesthepageonthebrowser,whichmaycausethedisplaytoflickerandmayalsoslow
downyourapplication.
ThistopicprovidesanoverviewofPeopleSoftComponentpageelementsanddiscusseshowtouse
certaindataentryfields.

ComponentPageElements
TheelementsonPeopleSoftcomponentpagescanbecategorizedintothreetypes:Aesthetic,
FunctionalandDataEntry.Eachiscoveredbelow.

AestheticPageElements
Aestheticelementshelporganizeoremphasizedifferentfieldsorinformationonthepage.These
elementsarenotusedtoupdatedatainthedatabase;theyarepurelyvisual.Aestheticelements
include:

Element

Definition

Frames

Display-only box that groups a set of fields on a page.

Group boxes

Display-only box, with text labels, that groups and identifies

related fields, such as options.

Horizontal rule

Display-only horizontal line that separates fields or other

elements on a page.

Static images

Unchanging graphic, such as your company logo or another

visual element.

Static text

Display-only alphanumeric field that describes a page, field, or

group of fields.

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1.

FromtheMainMenunavigatetotheDefineItemPage.

2.

EnteravalidSetIDandexistingitemID.

3.

PresstheSearchButton.

InthescreenshotbelowareexamplesofeachtotheAestheticElementsusedthroughoutallPeopleSoft
ComponentPages.

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FunctionalPageElements
Functionalelementsarecontrols,suchasbuttonsandlinksthatperformaspecificfunction,asidefrom
thestandardtoolbarbuttonsatthebottomofthepage.

Atransactionpagemayincludeotherbuttonsandlinksthatarenotassociatedwithagridorscrollarea.
Forexample,abuttonnexttoafieldmayperformacalculationbasedonavaluethatyoujustentered.
YoucanactivatethisbuttonbyclickingitorbypressingtheENTERkeywhiletheelementhasthefocus.
YoucanalsoactivatelinksbypressingtheENTERkey.

1. FromtheMainMenunavigatetotheCreate/UpdateOrder.

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2. EnteravalidBusinessUnitandSoldtoCustomernumber.

3. ClickontheAddButton.

Inthescreenshotbelowareexamplesofthreefunctionalpageelementsthatarecommonthroughout
allPeopleSoftComponentPages.

ExpandandHideSectionLinks & .Byclickingonthehorizontalandverticalpointingerrors,

additionaldetailsrelatedtothecontentareawillbedisplayedorhidden.

Theseareusedtohelpmanagetheamountofviewableinformation.Seetheexamplebelow.
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ProcessingButtons
Similartotheoneshownintheexample(2)above,aprocessingbuttonwillperformcalculationsbased
ondatathatisnewlyenteredintothesystem.

1. ContinuingwiththeOrderEntryExample,enterOrderlinesfortwosalesorderitems.Enteran
Itemnumberandaquantityforeach.

2. PresstheCalculatePriceprocessingbutton.Thesystemwillretrieveandcalculateafinalprice
foreachitembasedonapredeterminedpricelist.

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DeferredandInteractiveProcessing
AtthispointisanexcellentopportunitytoexplaintheconceptofDeferredandInteractiveprocessing
modes.ManyPeopleSoftcomponentsrunindeferredprocessingmodetoreduceinteractionwiththe
servertherebyprovidingbettersystemperformance.

ThismeansthatwhenusingmanyPeopleSoftpages,youcaninputdatawithminimalinteraction,suchas
intheorderentryexampleabove.WhenalltheProductIDsandquantitieswereenteredthesystemdid
notautomaticallyretrievethepriceandcalculatetheorderlineamountuntiltheCalculatePricebutton
waspressed.Whenpressed,thesystemperformedalldataretrievalandcalculationsforalllines.Thisis
knownasdeferredprocessing.OnmostPeopleSoftpagespressingtheSavebuttonwillalsoinitiate
processingtooccur,ratherthanprocessingaftereachandeveryupdateonthecomponentpage.
Interactiveprocessingmodeistheoppositeofdeferred.Uponupdateofadataelementonapagethe
systemwillinitiateaprocessrelatedtotheactionjustperformed.Asstatedabove,thistypeof
processingrequiresexcessivesystemresourcesandcanslowdownthesystemforallusers.

DataEntryPageElements
Pagescanincludeseveraltypesofdataentryfields,eachdesignedtoprovideasimplewaytoenterand
updatedatainyourtables.Understandingthevarioustypesofdataentryfieldhelpsyouusethesystem
moreefficiently.
AllDataentryElementsarealwaysassociatedwithspecificdatabasefieldinaPeopleSoftTable.Below
arethevarioustypesofDataEntryElementsusedthroughoutallPeopleSoftComponentPages.

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Element

Definition

EditBoxes

Enter characters or numbers into edit boxes. The character limit is determined by the
length of the database field. Edit boxes for fields with prompt tables have a lookup
button to the right. Edit boxes with spell check enabled have a spell check button to
the right.

LongEditBoxes

Enter longer strings of data, such as comments, into long edit boxes. These boxes
store free-form text fields. If you type more lines than you can see at one time, use
the scroll bar on the right to move through text. Long edit boxes with spell check
enabled have a spell check button in the upper-right corner.

DropDownListBoxes

Select a value from a predefined list. Drop-down list boxes look like a data-entry field
with a prompt button at one end. Click the prompt button to display a list of valid
values from which you can select a single option.

CheckBoxes

Selecting a check box enables an option. Typically, you select one by clicking within
it or pressing the space bar when the box is highlighted. Check boxes correspond to
fields with only two valid values. You can often select more than one check box in a
related set.

RadioButton

Selecting a radio button enables an option. Typically, you select one by clicking
within it or pressing the space bar when the box is highlighted. Click it again or press
the space bar to disable the option or by clicking another radio button in the button
set.
Radio buttons represents a group of mutually exclusive options; typically, you can
only select one radio button within a related set.

Images

Insert photos or other images into your PeopleSoft Application. The format of the
image that you insert must match the image format defined for that field by the
application developer. Acceptable formats include JPG, BMP, GIF, or DIB.

GridsandScrollAreas

Serve as containers or organizers for multi-field data entry. Grids display as a minispreadsheet within a page. Scroll areas are like grids except that the fields are
arranged in a freeform manner. Both contain rows of data that may include Add,
Multi-Row Insert, or Delete buttons. Most include a navigation bar or footer with
multiple control and configuration options.

EditBoxes
EditboxesarethemostcommonmeanstoenterandupdatedatainyourPeopleSoftdatabase.
ContinuingwiththeOrderUpdateexample,therearesomeimportantconceptsrelatedtoEditBoxes.
Seethescreenshotbelowforexplanations.

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Limited Characters Edit Boxes are limited to a specific number of alphanumeric characters
basedonthesizeofthefieldinthedatabaseTable.
AnyEditBoxdenotedwithanasterisks*bythefieldnameisamandatoryfield.
Edit box content shown in light gray text is cannot be edited. Typically this is data that was
identifiedonapriorsearchpage.
Many edit boxes contain 'lookup icons' that allow the user to select from a list of allowable
values.Seethescreenshotbelowtoillustratethescreenactionthatoccurswhenclickingonthe
magnifyingglassandcalendarlookupicons.

1. SelecttheLookupMagnifyingglassnexttothedesiredfield.

2. Searchofselectthedesiredvaluefromthepopuplist.

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3. Theselectedvalueispopulatedintheeditbox.
4. ClickontheCalendarIconnexttothe

DropDownListBoxes

DropdownListboxesareusedasadataentrymethodwhentherearetypicallyalimitednumberofvalid
valuesforafield.Simplyclickontheprompticon
choices.

nexttothelisttoexpandacolumnofavailable

Forlongerlistsyoucantypethefirstcharacterofthedesireditemandthelistwilljumptoanylistitem
beginningwiththatcharacter.

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Images
YoucaninsertorupdateimagesinyourPeopleSoftsystemincertainpagesinvariousPSmodules.For
example,youcaninsertimagesofinventoryitemswhichenableyoutoviewproductsofferedbyyour
company.

1. NavigatetotheItemsMenuLink.

2. SelectanItemID

3. ClickSearch

4. ClicktheInsertImageLink
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5. ClicktheAddImageLink.

6. ClicktheBrowseButtontosearchanetworkorPCDriveforthedesiredimage.

7. Selectthedesiredimagefile

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8. ClickUpload

9. ImageisinsertedintotheItemImageframe.ClicktheOKbutton.

ImagefilesSizeslimitsaresetduringsystemconfigurationaswellasarethetypesofimage
filesallowedforuploadsuchasJPEG,Bitmap,GIFetc.

UsingGridandScrollAreaControls
Asindicatedearlier,Gridsdisplayasaminispreadsheetwithinapage.Scrollareasarelikegridsexcept
thatthefieldsarearrangedinafreeformmannerandeachrecordisviewedonebyonelikepagesina
book.BothcontainrowsofdatathatmayincludeAdd,MultiRowInsert,orDeletebuttons.Most
includeanavigationbarorfooterswithmultiplecontrolandconfigurationoptions.

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BelowisanexampleofaGridandaScrollarea.

Youcanthinkofallofthefieldsineachofthesecontrolsasbelongingtoonetableinyourdatabase.
Eachtimethatyouaddanewrow,youareactuallyaddinganewrowofdatatothedatabasetable,each
ofwhichsharesthesamehighlevelkey.
Forexample,forVendoraddresses,asshownintheexamplepageabove,youmayhavemorethanone
addressforavendor.

NavigatingthroughDatainGridandScrollAreas
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Gridsandscrollareascontainthesametypeofnavigationstructure.Insteadofusingascrollbartoscroll
throughtherowsofdata,PeopleSoftusesnavigationbuttonsandlinks.Thesebuttonsorlinksappearin
thenavigationheader,withintherowitself,ortotherightofthetabsinatabbedgrid,asappropriate.
Certainoptions,suchasCustomizeandthedownloadtospreadsheeticon,appearonlyongrids.
Thissectiondiscusseshowto:
Navigatewithbuttonsandlinks.
Addrows.
Deleterows.
Selectrows.
Finddata.
CustomizeGrids

GridandScrollAreaNavigationButtonsandLinks
Shownbelowarethevarioustypesofbuttonsandlinkswhichareusedingridsandscrollareas.The
followingtabledescribesthefunctionsforeach.
Click to insert a new row after the current row.

or
Click to insert multiple rows. A separate pop-up window is often displayed
where you Specify the number of rows (1 to 99).
Click to delete the current row of data.

or
Click to display the next row or set of rows of data.
(Show Next Row)

Note. The Show Next Row and Show Previous Row buttons are disabled if you
are viewing all rows of data.
Click to display the previous row or set of rows of data.

(Show Previous Row)

In a tabbed grid only, click this icon to expand grid columns to the right so that
tabs are no longer needed.
(Show All Columns)
In a tabbed grid only, click to return the expanded grid to its shorten tabbed
state.

(Show Tabs)
Customize

Click to access the customization page for that grid, which enables you to sort
by column and reorder, hide, and freeze columns. Not all grids contain this
option.
Click to display a new browser window, showing the contents of the grid in a
spreadsheet-like format.

(Download)
View All

Click to display the maximum number of rows available to be viewed at once on

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a page.
Note: When this feature is enabled on a grid or scroll area, the link changes to
read View 'X', where X is the maximum number of records/rows that can be
retrieved and displayed. The maximum value of X can change, and is set by the
application developer.

Find
First

Click to find a row of data containing a specified search string.

Last

Click to access the last row or set of rows of data.

Click to access the first row or set of rows of data in the Grid or Scroll area.
Note. The First and Last links are not available if you are viewing all rows at
once, in which case you scroll to see your data.

AddingRows
YoucanclicktheAdd,
scrollareas.

or

link/buttonstoaddanemptyrowafterthecurrentrowonagridor

AddingOneRow:
1. Navigatetothemenuitemshowninthescreenshotbelow

2. EnteravalidSetIDandvendorID.
3. Pressthesearchbutton.

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4. ClickontheVendorAddressTab

5. Clickonthe
Addresses.

buttonandanewAddressIDisinsertedintothescrollareaforVendor

NoticeinthescreenshotbelowthattheVendoraddressscrollareanowhas2recordsandtheaddress
IDhasincrementedfrom2to3.
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Alsonotethatonsomecomponentpages,suchasthisexample,ascrollareacanexistwithinascroll
area.InthesectionrelatedtorelatedtoEffectivedatingthisexamplewillbereferredtoagain.

6. AlwaysclicktheSavebuttonatthebottomofthecomponentpagetoconfirmthechanges.

Ifyoudonotinsertanewrow,anydatathatyouenteroverwritestheexistingdatainthecurrent
row.However,thechangesthatyoumakedonottakeeffectuntilyousavethepage.Ifyouexitthepage
withoutsaving,theoriginaldataremainsintact.Youcanonlytypeoverexistingdataintheeffective
datedtableinCorrectionmode.TheconceptofCorrectionModeiscoveredinalatertopic.

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Addingmultiplerows:
Insomecomponentscrollareasorgrids,youcanaddseveralrowsatoncetoyourgridorscrollareaby
clickingthe (multirowinsert)button.Whenyouclickthisbutton,thesystempromptsyoutospecify
thenumberofrowsneeded.Youcanaddupto99rowsatonce.Thisoptionisnotalwaysavailable.
1. NavigatetotheCreate/UpdateQuotemenuitemandclick.

2. EnteravalidBusinessUnitandCustomerID.
3. ClicktheAddButton.

4. Clickonthe

buttontoinsertadditionalrowsinthegridarea.

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5. Enterthedesirednumberofadditionalrows.
6. ClicktheOKButton.

Three additional rows are in inserted into the grid.

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7. ClickontheViewAlllinkandallrowsinthegridaredisplayed.

Alwaysclickthe
inScrollorGridareas.

buttonatthebottomofallcomponentpagesaftermakingchangestodata

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Deleterows
Youcanalsodeleterowsofdatafromagridorscrollarea.Todeletearowofdata,selecttherowby
usingthenavigationheaderorbyclickingafieldintherow.
Thesystemconfirmsthedeletionbyaskingifyouwanttoproceed.Italsoremindsyouthattherowwill
notbedeletedfromthedatabaseuntilyousavethetransaction;however,therowisautomatically
removedfromthegridorscrollarea.Toretrievetherow,clicktheBackbuttoninyourbrowserorclose
thetransactionwithoutsavingyourchanges;thesystemdoesnotsaveanyotherchangesthatyoumade
tothepage.
1. Clickon

thebutton.

2. PressOK.

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3. PressSavebuttontopermanentlydeletetherowdata.

Selectingrows
Forcertaingridsandscrollareas,youcanselectasinglerowormultiplerowsincaseyouneedtobatcha
numberofprocesses.
Singlerowselectionisavailablewhenthesystemdisplaysaradiobuttontotheleftofeachgridroworin
theupperleftcornerofascrollarea.Selectarowbyselectingoneoftheradiobuttonsinfrontofthe
row.Multiplerowselectionisavailablewhenthesystemdisplaysacheckboxtotheleftofeachgridrow
andintheupperleftcornerofascrollarea.Selectasmanyrowsasyouneedbyselectingeachcheck
box.
SelectMultipleRowsinaGridExample

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SelectSingleRowExample

Finddata
Thefindfeatureonagridorscrollareaenablesyoutolocatespecificdata,whichisparticularlyusefulif
yourtablecontainshundredsofrows.Findsearchesfromtheleftmostvisibleobjectofthecurrentrow
down,basedonthetextthatyouenterinthesearchprompt.
1. FollowtheNavigationpathshowninthescreenshotbelow.

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2. EnteravalidInventoryBusinessUnit..
3. PressSearch.

4. EnteravalidItemID
5. PressOK.

6. ClicktheFindhyperlinkinthegridheader.

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7. Enterasearchvalueinthepopuppromptwindow.
8. PressOKbutton.

AfterpressingOK,allrowsinthevisiblegridwindowwillbesortedwiththerowsthatcontainthe
enteredsearchstringatthetopofthelist.Seetheresultsbelow.

Notethatthisfeatureallowsyoutosearchthedatawithinthegridorscrollareaonly.Itdoesnot
searchforanydataoutsidethecontrol.Thefindfeaturelooksformatchesineditboxes,displayonly
fields,disabledorshadedfields,dynamiclinks,andtextinlongeditboxes.Itdoesnotfindcolumn
headings,fieldlabels,textvaluesonicons,staticlinks,andhiddenfields.

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CustomizeGrids
Formostgridsyoucancustomizetheorderofthecolumns,thesortorder,whichcolumnsarefrozen,
andwhichcolumnsarehidden.Allgridcustomizationsareuserspecificandremaininplaceuntilyou
changethem.
1. Followthenavigationpathtopurchaseordersshownbelow.

2. EnteraValidBusinessUnitandPOID.
3. PresstheSearchbuttontoretrievethedata.

4. ClickontheCustomizelinkatthetopofthedatagrid,andthecustomizegridcolumnspageis
displayed.

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ThePersonalize(Customize)ColumnandSortOrderpageisdisplayed.Seeexplanationsforthe
highlightediconsinthetablebelow.

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Moveacolumnupordowninthecolumnsortorder.
Or

Movethecolumnupordowninthesortorderpriority
Hides(checked)thecolumnfromdisplayinginthegrid

Thisisusedingridswheretherearemultipletabsofdata.Byselectingthe
frozenoptionforacolumnthatcolumnofdatawillappearonthescreen
regardlessofthetabselected.Example.IfyouselectItemIDasfrozen,it
willappearoneachandeverytabforamultitabgrid.
Movesselectedcolumnsovertothesortcriteriaframeandtheywillbe
includedinthesortorder

Inthesortorderframe,selectingthischeckboxforacolumnwillreversethe
sortorder.
Ifacolumnisincludedinthesortorderframe,selectingthecolumnandclickingthisicon
willremovethedatacolumnfromthesortcriteria.

5. SelectItemDescriptionandclick
6. SelectItemandclickthe
highlighted,checkthe

icontomoveitabovetheitemcolumn.

icontomoveitoverthesortorderframe.WhiletheItemcolumnis
checkbox.

7. SelecttheCategoryandUOMcolumnsandmarkthemashidden.

8. ClicktheOKbutton

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AfterpressingOKbutton,theresultsofthecustomizationswillbeshownasthescreenshotbelow.

Topic3:

EffectiveDating

Effectivedatinglogicenablesyoutomaintainanaccuratehistoryofinformationinthedatabase.
Effectivedatingallowsyoutostorehistoricaldata,seechangesinyourdataovertime,andenterfuture
data.Forexample,youmaywanttotrackseveraleventsinthecareerofanemployee:whenhewas
hired,transferred,andpromoted.ByinsertingrowsofdatabasedonhisemployeeID,andsignificant
dates,youcanbuildajobhistory.
Whenyouenternewinformationthatisrelatedtoexistingdata(inthiscaseaboutanemployee),such
asatransferorpayratechange,youdonotwanttoloseoroverwritethedataalreadystoredinthe
database.Toretainhistory,addadatarowidentifiedbythedatewhentheinformationgoesintoeffect:
theeffectivedate.Youcanusetheinformationtolookatwhathashappeneduptonowandplanforthe
future.ThePeopleSoftsystemcategorizeseffectivedatedrowsintothefollowingbasictypes:

Current
History
Future

Thedatarowwiththedateclosesttobutnotgreaterthanthesystemdate.
Onlyonerowcanbethecurrentrow.
Datarowsthathaveeffectivedatesearlierthanthecurrentdatarow.
Datarowsthathaveeffectivedateslaterthanthesystemdate.

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StepstoinsertaneffectivedatedRow
1. FollowtheNavigationpathshowninthescreenshotbelow.

2. EnteravalidcustomerID.
3. PresstheSearchButton.

4. ScrolldowntotheAddressLocationsFrame.
5. Clickonthe

IcontoinsertanewrowintheScrollArea

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Thesystemwillinserta2ndaddressrowanddefaulttheEffectiveDatetocurrentsystemdate.All
valuesfromthepriorrecordwillbeautopopulatedintothenewrecordasshowninthescreenshot
below.

Leavetheeffectivedateinthenewrecordequaltotoday'sdateandEnterthecustomer'snewaddress
forlocation#1.

6. Enterthenewaddressinformationinthenewrowasshowninthescreenshotbelow
7. ClickSave.

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Record1becomesacurrentrecord.Row2becomesahistoryrecord.Ifanewrecordweretobe
insertedwithaneffectivedateof9/1/2010,itwouldbeafuturerecordandwouldremainsountilthe
systemdatereached9/1/2010,atwhichtimetherecorddated7/25/2010wouldbebecomeahistory
record.

Topic4

PageActionOptions

Thetypesofactionsthatyoucanperformonrowsofdatathatutilizeeffectivedatinglogicdependon
thedatarowtype.Whenyouretrieve,modify,orinsertrowsinatabletherearespecificrulesthatare
appliedthatcontrolifdatacanbeupdated.TheserulesarereferredtoasPageActionOptions.Belowis
alistofthethreeavailableactionoptions.

PageAction
Update/Display

IncludeHistory
UpdateHistory

Description
Retrievesonlycurrentandfuturerows.Youcanchangefuturerowsbutnot
currentrows.Youcanhoweveraddanewcurrentrow,andthepreviouscurrent
rowbecomesahistoryrecord.
Retrievesallrows.However,youcanmodifyfuturerowsonly.Youcanalsoadda
newcurrentrow
Retrievesallrowsandallowsyoutochangeorcorrectanyrowandinsertnew
rowsregardlessoftheeffectivedateorsequencenumber.

Notalltablesareeffectivedated.TheIncludeHistoryandCorrectHistoryoptionsonlyappearon
pagesthataccesseffectivedatedtables.AlsotheabilitytoUpdateHistoryislimitedtousersutilizingthe
systemsecurityfunctionality.UpdatingHistoricaldatarecordscanbedangerousasitcancreateoutof
synchconditionswhereinformationinotherpartsofthesystemdoesnotmatchthecorrectedhistorical
records.
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StepsaccessdatainthevariousPageActionModes
Update/DisplayMode

Bydefaultallcomponentpagesthatutilizeeffectivedatinglogicareaccessedintheupdate/display
mode.Followthenavigationpathbelowtoseetheavailableactionmodeoptions.
1. SelectGeneralInformationforCustomers

2. ScrolldowntotheLocation/AddressScrollArea.
ThispagewasaccessedinthedefaultmodeofUpdate/Display.So2recordsforLocationAddressare
displayed.Record1isafuturerecord.ThisdatacanbeupdatedandSaved.
3recordsactuallyexistinthistable,butsinceweareinthedefaultUpdateDisplaymodeonlyfuture
andcurrentrecordsaredisplayed.Assumingtoday'sdateis7/25/2010OnlytheFutureeffectivedated
rowscanbechangedandsavedinthismode.

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3. Changetheaddressinthefuturerecord(effectivedategreaterthantoday'sdate).
4. PressSave.AnyfuturedatedrowisallowedtobeupdatedinDisplayMode.

Onthecurrentscreenselectthecurrentrecord.Thisrowwillbethelessthantoday'sdatebutgreater
thanthenextoldestrow.
5. Clickontheicontomovetorecord2inthisexample.

6. ChangethePostalCodeValue.
7. PresstheSaveButton.
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Thesystemwillnotallowachangetoacurrentrecordinupdate/displaymode...onlynewfuturedated
rowscanbeadded.Anerrormessageliketheoneshowninthescreenshotbelowisdisplayed.
Thetextofthemessageisthefollowing:
"Cannot change current or history records unless in Correction mode.
(15,1)
You have attempted to change a record that is effective dated, and the
record contains an effective date that makes it either the current record or
a historical record. Either use the Add (+) button to create a new record
with a future effective date, or change your mode to Correction."

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IncludeHistoryMode

ToenteracomponentpageintheIncludeHistorymode,followthenavigationpathbelowtoseethe
availableactionmodeoptions.
1. Followthenavigationpathshownbelow.CustomerGeneralInformation.

2. EnteravalidSetIDandCustomerIDValue.UsethesamevaluesasusedintheUpdate/Display
Historytopicabove.
3. ChecktheIncludeHistorycheckbox.
4. ClicktheSearchButton.

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InIncludehistorymodeallrowsthathaveeverbeenenteredandsavedwillbedisplayedbutonlythe
futurerecordscanbeupdatedandsavedwithoutgettingtheerrormessageshownintheprior
Update/DisplayModeexample.

CorrectHistoryMode

Asstatedearlier,theCorrectHistorymoderetrievesallrowsandallowsyoutochangeorcorrectany
rowandinsertnewrowsregardlessoftheeffectivedateorsequencenumber.
ThismodeofdataupdatecanbequitedangerousandusersauthorizedtoentertablesintheCorrect
Historymodeshoulduseextremecautionasupdatinghistoricaldatacancauseotherdatainthesystem
tobecomeoutofsynchwiththechangedhistoricalrecord
Forexample,supposethatyouchangethecustomersshiptoaddressforarowwithaneffectivestarting
dateof1/1/1900.Alsoconsiderthatexistingcurrentrowexistslikeinourexampleaboveof7/25/2010.
Assumethatyoucreatednumeroussalesorderspriorto7/25/2010andpriortochangingtheaddressof
the1/1/1900addressrecord.Nowthosesalesorderswouldcontainashiptoaddressdifferentfrom
the1/1/1900recordthatwasjustchanged.

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1. FollowthenavigationpathshownbelowtodemonstratetheCorrectHistoryPageOptionMode.

2. EnteravalidSetIDandCustomerID.
3. ChecktheCorrectHistorymodecheckbox.
4. ClicktheSearchbutton.

5. Scrolldowntotheaddressdetails.
6. Navigatetotheoldesteffectivedatedrecorded.Historicalrecordsarethelastrowsinthelist.

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7. ChangetheaddressoftheHistoricalrecord.Inthiscaserecordeffective01/01/1900.
8. PresstheSaveButton.Thehistoricalrecordissavedwithouterror.Note:Allnewsalesorders
codedwiththisaddresswouldbeupdatedwiththecurrenteffectiveaddressrecord.

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LESSON6RUNNINGPROCESSESANDREPORTS
AcrossallPeopleSoftModules,batchprocessesareinitiatedandruninacommonmanner.Thislesson
willprovidestudentswithareviewoftheprocessschedulerandhowtomonitoruserinitiatedand
scheduledprocesses.

Topic1:

RunControls

TorunaprocessorareportinPeopleSoft,youoftenmusttellthesystemwhenyouwanttheprocessor
reporttorunandwhatcontentyouwantincludedintheprocessorshownonthereport.Forexample,
youmighttellthesystemtorunareportatmidnightoreveryweekdayafternoon,oryoumighttellitto
runthereportimmediately.Formostreports,youmustalsosetparametersthatdeterminethecontent
ofthereport,suchasthebusinessunitortimeperiodonwhichtoreport.
Aruncontrolisadatabaserecordthatstoresvaluesforthesesettings.Insteadofenteringthesame
valueseachtimeyourunaprocessorreportyoucreateandsavearuncontrolwiththosedesired
settings.Thenexttimeyourunthereport,youcanselectthesavedruncontrol,andthereportis
generatedinthedesiredformatattheneededtimeinterval.

SomeexamplesofreportandprocessRunControlsinPSv9.1
ReportorProcessRun
Control

ReportorProcess
Name

Description

Process

PurchaseOrder
Dispatch

Processthatgeneratesandsendspurchaseorders
tosuppliers.

Report

OnHandInventory

Reportthatshows currentinventorybalances

Process

ReleaseSalesOrders

ProcesstoReleaseSalesOrderstobeShipped

Report

ProductPriceList

Reportthatshows currentcatalogprices

RuncontrolpagesexistthroughoutallPeopleSoftapplicationsbutgenerallyfunctioninthesame
manner.Tocreateandsaveareportruncontrolexample,followthestepsbelow.

NAVIGATION:Customers>Reports>CustomersbyUnitReport
1. NavigatetotheCustomersbyUnitReport.
2. SelecttheAddNewValueTab
3. EnterMeaningfulRunControlID.Exp.CustUnitRpt
4. ClickAdd

Run Control Names may not contain any embedded spaces. Use an Underscore character
instead.

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5. Enterthedesiredcriteriaforthereportorprocessyouarerunning.
6. ClickSave

NoweachtimethatyourequesttoruntheCustomersbyUnitReport,thecriteriaaresavedto
thepreviouslydefinedvalues.SeethescreenshotbelowofthelistofRunControlsafteryou
havesavedtherequest.

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OtherRunControlFeatures
MultiUseRunControls
You can create a single run control id that applies to several related reports. For example,
supposethatallofthereportsthatyourunattheendofamonthrequirethesameparameters:
business unit, department, and from and to dates. You can create a single run control that
provides values for these parameters and use it for every report that requires those same
parameters.
Conversely,youcancreateseveralruncontrolsforthesamereport/processtomanagedifferent
situations.Forexample,youcancreateoneruncontrolthatsetstheparametersforaquarterly
reportandanotherruncontrolthatsetsthemforayeartodateversionofthesamereport.Each
time that you run the report, you select the appropriate run control. This way, you can print
severalvariationsofthesamereportwithoutchangingthesettingseverytime.
DistributionResults
Run Controls also store information which determines the output type, distribution and
destinationofthereports.
Whenyoucreatearuncontrolandatthetimeof'run',youcanindicatewhoshouldreceivethe
output of the report and where it should be stored in system folders such as in the report
manager,whichiscoveredinthenexttopic.

Theapplicationruncontroltablestoresinformationthatisrequiredtorunaprocess,suchas
From Date, department ID, employee ID, and so on. All application run control tables are
keyedbyuserIDandruncontrolID.

Topic2:

RunningaProcesswiththeProcessMonitor

Afteryoucreateandsavearuncontrol,youcanimmediatelykickofftheprocess(Run)andusethe
ProcessMonitortoreviewthestatusofscheduledorrunningprocessrequests.Also,previouslyinitiated
requestscanalsobecontrolledusingProcessMonitor.LinkstotheProcessMonitorPagearelocated
throughoutPeopleSoftPages.
Continuingwiththeexampleinthepriortopic.ShownbelowistheRunControlPagefortheCustomer
byUnitReport
StepstoRunaProcessUsingtheProcessMonitor
InthislessonwewillkickoffareportprocessandthennavigatetotheProcessMonitortoviewthe
statusofthejob.
1. NavigatetotheCustomersbyUnitReportasshowninTopic1.
2. SelecttheFindExistingValuetab.
3. ClickontheCustUnitRptitemthatyoujustcreatedinthepriortopic.

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4. ClickRun.
5. YouwillbedirectedtotheProcessSchedulerscreen.ClickOKtoinitiatetheprocessimmediately

TheProcessSchedulerwillbecoveredfurtherintopic4ofthislesson

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6. YouwillbereturnedtotheRunControlPagefortheCustomerbyUnitReport.ClickontheProcess
Monitorlinktoviewthestatusofthejobyoujustsubmitted.

TheProcessMonitorPagebelowhasanumberofimportantfeaturesyoushouldbeawareofwhen
runningprocessesandreports.
Ifauthorized,youcanviewprocessessubmittedbyotherusers.
Youcanviewthestatusofsystemscheduledprocesses.ForexampleiftheCostAccountingjobis
scheduled to run every night at 11:00pm you can check the success of the process in the
morning.
Youcanfilterandsearchforprocessesbyseveralcriteriasuchas:ProcessType,Date,RunStatus
andUserID.
You can drill into the detailed output of a process by clicking on the Details Link of specific
process.
EachtimeaprocessorreportisinitiatedbyaPeopleSoftuseroranautomaticsystem
initiatedprocess,thejob/processisassignedauniquenumbercalledaProcessInstance.
EachlineintheProcessListoftheProcessMonitorisaprocessinstance.

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StepstoaccessaProcessInstanceDetails
ToaccessthedetailsofaspecificprocessinstanceyoucanclickontheDetailslinkonanyprocess
instanceshowninyourprocesslist.
1. ClickontheDetailslinktoviewtheresultsandoutputofaprocessinstance.OntheProcessDetail
Page,theoutputofaprocesscanbeaccessedalongwiththeabilitytoHold,Cancel,Restartand
Deleteprocessinstances.

2. ClickontheViewLog/TraceLinktoseedetailedprocessoutput

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3. ClickontheViewLog/TraceLinktoseedetailedprocessoutput

MostreportsgeneratedinPeopleSofthaveoutputtoaPDFformat.SomewillbeinanSQRfileformat
thatcanalsobeopenedandviewedinanapplicationsuchasNotePad.

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Topic3:

ReportManager

ThroughoutallPeopleSoftModulestherearelotsofsystemdeliveredreportsthatareavailabletoberun
byusers.GenerallyeachPeopleSoftmodulecontainsalistitemornavigationiconforReports.Custom
reportscanalsobeeasilydevelopedandaddedtoberunfromyourPeopleSoftmenusandnavigation
pages.ThesecustomreportsaregenerallydevelopedbyITprofessionalsusingPeopleToolsandthird
partyreportwritingsoftwaresuchasCrystalReports.
ReportsinPeopleSoftcanberequestedonanadhocbasisorscheduledtorunautomaticallyandstored
insystemfolders.UsingReportManager,youcanseeallofthereportsthatyouareauthorizedtoview
byopeningyourreportlistinabrowser.Foldersareprovidedtoassistinorganizingreports.

StepstoaccesstheReportManager
Toviewalistofreportsforwhichyouhaveaccessfollowthisnavigationpath.

NAVIGATION:ReportingTools>ReportManager>List
1. ClickonthedropdownMainMenu.
2. SelectReportingToolsfrom
3. SelectReportManager

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Afterselectingreportmanager,theFollowingScreenisdisplayedandisusedtonavigateallreports
eithersubmittedadhocorscheduled.

Thereare2tabsonthispagethatcanbeutilizedtoreviewreports:ListTabandExplorerTab.TheList
Tab(abovescreenshot)showsalistofallrecentlyuserinitiatedreportsalongwiththosethatwere
scheduledandyouareauthorizedtoview.
TheExplorerTab,below,providesahierarchicalviewofgeneratedreports.Asyoucanseefolderscanbe
definedtoorganizerecurrencesofthesamereportforeasyretrievalatalatertime.

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MaintainingReports
Ifauthorized,intheadministrationtabofreportmanager,youcandeletegeneratedreportsandalso
distributethemtootherPeopleSoftusers,evenusingemail.

AddingUserstotheDistributionList
WithintheAdministrationTabyoucanadduserstothedistributionlist:
StepstoDistributeaReporttootherPSUsers
1. ClicktheDetailslinkfortherequiredreport.
2. TheReportDetailpageappears.Ifyoudonthaveauthorizationtoaddusers,thepageisdisplay
only.
3. ClicktheAddbuttontoadduserorroleIDstothedistributionlist.

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YoucansaveareporttoyourlocalworkstationbyrightclickingtheappropriateDetaillink,
andselectingSaveTargetAs.

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Topic4:

MyReportsPagelet

TheMyReportspageletenablesyoutodisplayselectedreportsonyourPeopleSofthomepage.Thisis
especiallyhelpfulifyouareregularlyaccessingsystemgeneratedreportsaspartofyourjob.
StepstodisplaytheMyReportspagelet
1. SelectPersonalizeContent,whichislocatedabovethePeopleSoftmenu.
2. SelectMyReportsfromthePeopleSoftApplicationsmenu.
3. ClickSavetoreturntothehomepage.
4.

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TheMyReportsPageletwillbelocatedonyourHomepageonthebottomofthescreen.Youcanmoveit
tothe2ndor3rdColumnofyourhomepagebyselectingtheLayoutlinkonthetopofyourHomePage.

CrystalReports
PeopleSoftapplicationsaredeliveredtoworkwithCrystalReports9ReportDesignandPublishing
Software.YoucanusetheCrystalReports9producttocreateandeditPeopleSoftv9.1report
definitions.
AlsoCrystalReportsworkwithPeopleSoftQuery.UserscancreateaqueryinPSQueryYoucanthenuse
CrystalReportstoformatthatdataandpresenttheinformationinaneasytounderstandlayout.
Crystalreportdefinitionsdonotcontainactualdatafromyourdatabase,soeachtimeyou
useCrystalReports,PeopleSoftQueryretrievesthemostrecentdata.Thisactionensures
thatyourprintedreportsalwayscontaincurrentinformation.However,ifyouwanttotrack
thechangesovertime,youcansavethedatawithareport.

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Topic5:

ProcessScheduler

WithinaPeopleSoftapplication,youmightwanttoperformcertainprocessessuchasrunningbatch
programsandreportsinthebackgroundoftheonlinesystem.Someofexamplesofprocessesthatyou
mightwanttoperformindependentlyofthePeopleSoftapplicationincluderunninganonhand
inventoryreport,postingjournalentries,loadingbenefitenrollmentforms,andcalculatingpayroll
deductions.
PeopleSoftProcessSchedulerstreamlinesyourbusinesspracticesbyenablingyoutotakeadvantageof
thedistributedcomputingenvironmentatyoursite,wherebyyoucanscheduleperformancesensitive
jobstorunonapowerfulserverwhiletheonlinesystemisstillavailableforuserstoperformdaytoday
tasks.
PeopleSoftProcessSchedulerenablesyouto:

Schedulerecurringprocesses
CreateandRunjobs(groupsofprocesses).
Schedule a process request to run on any date or during any time interval that your business
requires,suchasmonthly,daily,hourly,orbytheminute.
Submitajobtorunseveralprocessesandconditionallyschedulesuccessiveprocessesbasedon
thestatusofapreviousprocessinthejob.

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LESSON7PEOPLESOFTWORKFLOWS
Manyofthetasksthatyouperformthroughoutthedayarepartoflargertasksthatinvolveseveralsteps
andseveralpeople.Forexample,whenyouordersupplies,youarereallyinitiatinganapprovalprocess:
someoneelsereviewstheorderandeitherapprovesordeniesit.Iftheorderisapproved,apurchase
orderissenttothevendor.Ifitisdenied,notificationissentbacktothepersonwhosubmittedthe
originalorder.Thetermworkflowreferstothislargerprocess.
Topic1:

DefiningWorkflows

PeopleSoftWorkflowinvolvesdefiningthestepsinabusinessprocessandidentifyingusersthatperform
specificsteps.Itinvolvesdefiningandmanagingtheroutingofdatabetweenmultipleuserswiththe
goalofcompletingaprocess.
PeopleSoftprovidesasetoftoolsforsystemsanalyststodefinetheworkflowprocessesandPeopleSoft
developersusePeopleToolstocodethetriggersinPeopleSoftApplicationstoinitiatethenextstepinthe
flow.Typesofitemsthataredefinedduringtheworkflowdesignare:
TriggersIsanactionthatoccursinPeopleSoftthatsignalsthenextstepintheflow.
Example:Saveapurchaserequisition.
Routings Indicate who should be notified after an event is triggered. Examples of a routing
wouldbesendanemailtotheSupervisorwhenthepurchaserequisitionissaved.
ApprovalsRulesthatdefinetheapprovallevelsinanactivityandsubsequentlywhoreceivesthe
nextnotificationintheworkflow.
Example:Employeescanapprovepurchasesuptoagivenamount,basedontheirlevelinthe
organization:supervisorscanapproveupto$500,managersupto$5000andsoon.
Workflow maps, also known as PeopleSoft Navigator maps, are visual representations of your
organization'sbusinessprocesses.Mapsarenecessarytoallworkflowprocesses,andtheycanalsobe
usedasnavigationalaidsforusers.
IconsinthemapsrepresentindividualprocessstepsthatrelatetospecificPeopleSofttransactionsthat
arerequiredtocompletetheprocess.
Example:ShownbelowisaworkflowmapwithActivitiesandthearrowsrepresentingRoutings.

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Topic2:

Worklists

UserswhoarepartofaworkflowusetheWorklisttomonitortheitemstheyareresponsibletoprocess
aspartoftheirdailyjob.
StepstoAccessWorklist
1. FromthemainmenuselecttheWorklistlink.

2. Allassignedanduncompletedworklistitemswillappear.ClickontheLinkoftheworklistitemyou
wouldliketoprocess.

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3. Afterselectingaworklistitemlink,youwillbedirectedtothedetailsoftheworklistnotification.
HereyoucanclickontheincludedhyperlinkwhereyouwillbedirectedtothePeopleSoft
transactionpagetoperformtherequiredstep.

4. AfterselectingthehyperlinkworkflowlogicwilldirectyoutothePeopleSoftpagewhereactionis
needed.Youcanseebelowthatthevendorisnotapproved.

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5. Afteryouprocessandsavetherequestedworklistitem(ApprovetheVendor),yourworklistwill
removetheworkeditemsandshowonlyunworkedrequests.Seethescreenshotbelowofwork
listaftertheabovetransactionwassaved.

Topic3:

WorkflowNotifications

EmailNotificationsInlieuofcontinuallyhavingtomonitoraworklist,workflowscanbeconfiguredto
automatically send emails to routing recipients indicating they are next in the process to perform a
workflow activity. Workflow email notifications contain hyperlinks directing them to their work list
homepage.
Timeout Work list When configuring worklists during system setup, the option exists to have a
reminderemailoranotherworklistentryifyouhavenotworkedanitembythetimeittimesout.
Alternate User (Reassigning Workflow Tasks) You can reassign workflow tasks either temporarily or
indefinitely. The system administrator can also assign user tasks either during a specific date range or
indefinitelytoanotheruser.

Theuserwhoassignsthetaskandtheuserwhoisassignedtothetaskmusthavethesame
userrole.Forexample,ifarequesterwantstoassignworklistentries,thentheuserto
whomtheworklistentriesareassignedmustalsobearequester.

StepstoreassignWorkflowTasksTemporarily
1. FromthemainmenuselectMySystemProfile.

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2. EntertheIDforanalternateuserandeffectivedaterange.
3. PressSave.Duringtheeffectivedatestheindicateduserwillreceiveallofyournewworklistitems
forprocessingaswellasremindersforpastdueworklisttasks.

ManuallyinitiatedNotificationsYoucanalsosendmanualnotificationsfrommostPeopleSoft
componentpagesbyusingtheNotifytoolbarbutton.
StepstotemporarilyreassignWorkflowtasksApproveVendorExample
1. FromtheMainMenuBar,followthenavigationpathshownandselectVendor.

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2. EntertheSetID:ShareandtheVendorID0000000044.PressSearch

3. OntheIdentifyingInformationtabsettheStatustoApproved,butthesystemwillnotallowyouto
approveduetoasecurityaccesscontrol.ClickontheNotifyTabtomanuallyroutetherequesttoa
userwhohasauthority.

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4. EnterNotificationRecipientandMessageInfo.
5. PresstheOKbuttontosendtheNotificationtotheenteredrecipients.

6. NavigatetotheWorklistpageandthenewworklisttaskwillbeshownasindicatedinthescreen
shotbelow.

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LESSON8PEOPLESOFTQUERY
Aqueryissimplyarequesttopullinformationfromadatabase.Inaqueryyouindicatewhattablesyou
wouldliketopullinformationfromandyoualsogenerallyindicatecriteriatolimityourresultstoonly
thedesiredinformation.Inqueriesyoucanalsoperformcalculationsontheextracteddataandorganize
thoseresultsbysortingandorderingcolumnsofdata.
PeopleSoftQueryisadeliveredtoolthatenablesevennontechnicaluserstowriteandruntheirown
queriesthatretrieveanddisplaybusinessinformationfromunderlyingPeopleSoftdatatables.Features
ofthequerytoolwillbepresentedinthislesson.
Topic1:

CreatingaQuery

Thereare3componentstoPeopleSoftQuery.ThefirstisQueryManagerwhichisusedtocreateand
savetheQuery.Thesecondisqueryviewerwhichallowsyoutorunyourqueryandoutputtheresultsin
variousformatsandthelastpartisQuerySchedulerwhichenablesyoutoscheduleyourquerytorunat
adesignatedtime.

ToaccessQueryManagerfollowthenavigationpathbelow.

NAVIGATION:MainMenu>ReportingTools>Query>QueryManager

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Inthefollowingstepswewillguideyouthroughtheexerciseofcreatingaverysimplequerywithasingle
table.Creatingquerieswithdatafrommultipletablesismorecomplexandisnotcoveredinthiscourse.
StepstoCreateaSimpleQuery
1. ClickontheCreateNewQuerylinkandtheQueryManagermainpageisdisplayed

Creatingaqueryisperformedinaseriesofsteps.EachTabontheQueryManagermainpageisusedin
differentstagesofcreatingyourquery.

2. EnterthenameorpartofthenameofyourdesiredRecord.Inthisexerciseenter'CUSTOMER'
3. ClickontheSearchbuttonandallrecordsinthePeopleSoftsystemthatbeginwith'CUSTOMER'are
displayed.

UsetheAdvancedSearchlinkformanymoreoptionsforlocatingarecordthatyouwant
includedinyourquery.

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4. ClicktheAddRecordLinkandtheselectedtablewillbeincludedinyourquery.Afteraddingthe
recordthe'Query'Tabisshownwiththeavailablefieldsoftheselectedtable.

5. SelecttheFieldsfromtherecordthatyouwantincludedinyourqueryresults.(SetID,CustomerID,
CustomerStatus,CustomerTypeandCustomerName).

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6. TopreviewyourresultssofarclicktheRunTab.

UsersnewtoPSQueryshouldusecautionwhenrunningqueriesfromtheQueryManager,
aslarge,complexqueriesmaytakeanexceptionalamountoftimeandsystemresourcesto
executeifthedatasetrequestedisexceptionallylarge.

ThenexttabsintheQueryManagerarethePromptandExpressiontabs.Thesefeatureswillbe
explainedbutnotshownintheexample.
Prompts
ThePrompttaballowsyoutosetuppredefinedpromptssouserscanselectspecificdatavaluesthey
wantincludedintheirqueryresults.Forexample,youcandefineapromptfor"EnterSETID"andwhen
thequeryisruntheuserisrequiredtoselectavalidSetIDforwhichthequerywillretrieveonlythose
rowsequaltotheSetIDchosen.Intheexampleabove,ifyouenteredSHARE....onlyrowswithSetIDof
SHAREwillberetrievedandshowninthequeryresults.
Expressions
ExpressionsareusedtocreatecalculatedfieldsandmanipulatetextanddateValues.Typicallyyouwill
usethemwhenyoumustcalculateavaluethatdoesnotexistinatable.Forexample,multiplythe
defaultpurchasepriceforanitemtimesthenumberofunitsininventory.
Fields
IntheFieldsTab,alistallfieldsincludedinyourqueryalongwithanycalculatedfieldsthatwerecreated
usingtheExpressionstab.InthefieldssectionofPSQuery,youcanmanipulatetheoutputresultsof
yourquerybysettingthecolumnorderandsortorder.Additionallyyoucaneditthenamesofthe
includedfieldstovaluesthataremorerelevanttoyourbusiness.

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StepstoChangetheQuerySortOrder&ColumnOrder
1. SelecttheFieldstabontheQueryManagertabrow

2. ClicktheReorder/SortButtontochangehowqueryresultsaredisplayed.

3. Enterthevaluesshownbelowtochangethecolumnorderinwhichfieldswillbedisplayedinthe
queryresults
4. Enter'1'intheName1textboxintheNewOrderbycolumn.Tohaveasecondarysortorderyou
wouldenter'2'bythedesiredfield.
5. PressOKbutton.

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AfterpressingOK,youwillbereturnedtothequeryfieldstabandnoticethattheOrdcolumnindicates
theprimarysortorderbytheName1Column.AlsothefieldsareshowninthenewColumnorder
arrangement.

6. ToseethequeryresultsafterchangingtheColumnOrderandSortOrdervaluesclickontheRuntab.

AtthistimeitisalwaysimportanttoSaveyourqueryonaregularbasistoensureyoudonotloseyour
progress.Tosaveyourquery,followthestepsbelow.
StepstoSaveYourQuery
1. ClickontheQueryTabandscrolltothebottomofthepage.
2. ClickontheSavebutton

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TheSavePageisshownwhereyoucannameyourqueryaswellasindicateifthequeryshouldbe
availabletoberunbyotherusersorjustbytheuserthatcreatedthequery.
3. EnteraQueryNameandDescription
4. Select'Public'forthequeryownervalue,sothatotheruserscanrunthequery
5. ClickontheSavebutton

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Criteria
AnotherkeyfeatureyouwilluseinmostPSqueriesisSelectionCriteria.Theselectioncriteriaservesasa
testthatthesystemappliestoeachrowofdatainthetablesthatyouarequerying.Iftherowpassesthe
test,thesystemretrievesit;iftherowdoesnotpass,thesystemdoesnotretrieveit.Forexample,
supposethatyouneededalloftheSalesOrdersenteredinthepastmonthyouwoulddefinecriteriato
tellthesystemtopullonlythoseresultswheretheSalesOrderDatewasbetween7/1/2010and
7/31/2010.
StepstodefineaQueryCriteria
Withinquerythereareacoupleofmethodstodefinecriteriaforyourquery.Thefirstandmostobvious
placeisbyaccessingtheCriteriaTabonthemainquerymanagerscreen.Thisareaisusedwhenmore
complexcriteriaaredefined.Youcanalsoestablishsimplefieldlevelcriteria,oftencalledfilters,whilein
theFieldsTabbyclickingonthe'AddCriteria'filtericonnexttothedesiredfield.Inthesestepswewill
establishcriteriaintheCriteriaTabpage
1. ClickontheCriteriaTab
2. SelectAddCriteriabutton

ContinuingwithourCurrent_CustomersQuery,wewillcreateCriteriatoonlyretrievecustomersfrom
theSHARESetID.
3. SelecttheFieldRadioButton
4. ClickontheExpression1magnifyingglasstoselectafield

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5. ChoosetheSETIDfieldfromtheCustomersRecord.

6. Selectequaltofromthelistofconditiontypes.

7. Choosethe'Constant'radiobuttonfortheExpressiontype.Constantindicatesasetnonchanging
value.
8. EntertheSetIDofSHAREforthisexample
9. ClickOKbutton

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10. Thecriteriaforthequeryisnowaddedandwhenthequeryisrun,onlythoserowswithaSetIDequal
toSHAREwillberetrievedintheresults.ClickontheRunTabtoseethenewqueryresults.

11. AfterviewingtheresultsclickonFieldstabandSavetheQuery

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Topic2:

RunningQueriesandExportingQueryResults

ToRunaQueryafteritissaved,userscannavigatetotheQueryViewermenuitemtoexecuteanysaved
queryforwhichtheyareauthorizedtorunandviewresults.

Typicallynotalluserswillhavetheauthoritytocreateandeditqueriesinquerymanageras
thistaskisamoreadvancedPeopleSoftfunction.InsteadmostuserswillusetheQuery
Viewertorunpreestablishedqueriesaspartoftheirjobfunction.

StepsRunaQuery
1. NavigatetotheQueryViewermenuoption.

NAVIGATION:MainMenu>ReportingTools>Query>QueryViewer

2. EntertheQuerynameyouwouldliketorun.
3. PresstheSearchButton.

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4. SelecttheHTMLlinkforyouroutputresultstodisplayinabrowserwindow.

5. QueryresultscanbeexportedtoMSExcel,CSVandXMLfileformats.ClickonExceltosavethe
results

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Topic3:

SchedulingQueries

ReportingofPSdataisoftenneededonarecurringbasisandwillbedistributedtootherparties.In
PeopleSoftv9.1queriescanbescheduledtorunonthePeopleSoftServerinasingleinstanceorona
definedschedule.PeopleSoftalsoenablesqueryoutputtobedistributedtootherPeopleSoftusersorto
externalemailrecipients.
StepstoScheduleaQueryonaRecurringSchedule
1. NavigatetotheScheduleQueryMenuItemasshownbelow.

2. ClickontheAddNewValueTab.
3. EnterauniqueRunControlnametoidentifytheQuery.
4. ClicktheAddbutton.

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5. EnterthenameoftheQuerytoschedule.

6. Enteradescriptionforthescheduledquery.
7. ClickSave.
8. ClickonRunbutton

9. Setthefrequencytorunthequery.
10. Choosetheoutputtype(Email,File,Web).
11. ChoosetheoutputFileFormat.

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12. SelecttheDistributionLink.

13. ClickOKtoconfirmdistributionsettings.

FromthispointforwardtheCURRENT_CUSTOMERSquerywillautomaticallyrundailyanddistributedto
theselectedrecipients.

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Topic4:

AddingQueriestoMyFavoriteQueriesList

TheQueryManagerandQueryViewersearchpagescanincludealistofqueriescalledMyFavorite
Queries.Ifyouusecertainqueriesoften,youcanputthequeriesinthislistforeasyaccess.

Althoughyoucanviewalistoffavorites,youcan'tcreatealistoffavoritesintheQuery
Viewer.

StepstoaddaquerytotheMyFavoriteQuerieslist
1. SelectQueryManagerorQueryViewerbyfollowingthenavigationpathshown.

1. Enter the Query Name to be added to the Query Favorites List.

2. EntertheQueryNametobeaddedtotheQueryFavoritesList.
3. ClickSearch

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4. ClickontheFavoriteslinknexttothedesiredQuery.

ThequeryisnowaddedtotheQueryFavoriteslist.NoweachtimeyounavigatetoQueryVieweror
QueryManagerthelistoffavoritequerieswillbeshownonthebottomsectionofthepageasinthe
screenshotbelow.

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LESSON9PEOPLESOFTINTEGRATION
OraclePeopleSoftcomesdeliveredwithanumberofprepackagedtoolstoinsurethatbusiness
informationwithinyourPeopleSoftapplicationisaccessiblebyothersystemsaswellasavailableto
individualsexternaltothebusiness.ManyofthetopicsrelatedtoIntegrationcanbequitetechnical.
Thetopicsbelowareintendedtoonlyprovideaveryhighlevelunderstandingoftheintegrationfeatures
inPSv9.1.

Topic1:

EnterpriseIntegrationPoint(EIPs)

EIPsaredeliveredPeopleSofttechnologiesthatallowbusinessdatatofloateasilyinandoutof
PeopleSoftfromNonPeopleSoftbusinessinformationsystems.
ExampleAnonPeopleSofttimeandattendancesystemcansenddataintoPeopleSoftPayrollsothat
paycheckscanbecreated.Theoutsidetimeandattendancesystemwouldsimplypublishanelectronic
messagecontainingtheneededdataatadesignatedinterval.YourPeopleSoftpayrollsystemwillalready
beconfiguredthroughapredefinedintegrationpoint(EIP)toacceptthemessage.Thetwosystems
neverrequirerealtimecommunication.Oncethe3rdpartytimeandattendancesystempublishesthe
messageitnolongerneedstodoanything.
PeopleSoftContainshundredsofEIPsthatcanbeusedbydeveloperstoshareandprocessinformation
betweenPeopleSoftandoutsideSystems.
ManyoftheIntegrationPointsinvolvethesharingofinformationbetweenyoursuppliersandyour
customerforsuchthingsas:
BillingandPayments
ShippingandReceiving
BankingandCreditCardProcessing
SalesOrders&PurchaseOrders
ListedbelowisascreenshotoftheSupplyChainOutboundmessagepublisherthatshowsafew
examplesofhowPeopleSoftcanbeconfiguredtosenddatatoothersystems.MostallPeopleSoft
Modulescontainintegrationpointstosendandreceivedata.

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Topic2:

PeopleSoftPortalPacks

ThePortalPacksareacollectionofpredefinedportalpagelets(WebPages)forincorporationintoan
intranetorextranetsitethatprovidesaccesstokeyPeopleSoftdataandtransactionsthatarewithinthe
PeopleSoftsystem.Typicallyexternalcustomers,suppliers,andoffsiteemployeesaregrantedaccessto
Portalpagestofulfillabusinessneed.Manyportalpackpageletsprovidesummaryviewsofkey
businessinformationforinformationalpurposes.
MultiplePortalPackpageletscanbeindividuallyselectedtobeincorporatedintoasinglesitetomeet
theneedsoftheaudience.OftentimeselectivePortalPackpageletsareusedtodevelopcustom
PeopleSofthomepagesthatprovidehighlevelenterprisecontentfororganizationexecutives.
SupplyChainPortalPack
SalesHistorybyCustomer
ProductAvailability
BuyingAgreements
InvoiceSummary
ProductShipments
ProductSpecifications
RecentOrdersandQuotes

Payables,ReceivablesandFinancialsPortalPacks
DaysSalesOutstanding
CustomerPayablesOutstanding
ExpenseVariances
BudgetAlerts
RevenueVariances
TopCustomerWriteoffs

RealEstateandAssetManagementPortalPacks
LeaseCostsandRevenues
AssetInventoryandExpenses

Theportalpagesincludedintheportalpackscanbeconfiguredtomeetthespecificneedsofthe
individualsaccessingthedata.BelowareafewexamplesofthemanyPortalPackPageletsthatcanbe
addedtointranetorextranetsitesforusebyinternalandexternalstakeholders.

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SalesHistorybyCustomerPortalPagelet

ProductSalesPortalPagelet

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LESSON10PEOPLEBOOKS
Asindicatedearlierinapriorlesson,Oracleprovidesverycomprhensivesystemdocumenationina
librarycalledPeopleBooks.
ThePeopleSoftOnlineLibraryisanHTMLbasedwebsitethatcontainscomprehensivedocumentation
forOracle'sPeopleSoftEnterpriseapplicationsandtools.Usethisdocumentationasaresearchlibrary
andasacontextsensitiveonlinehelpsystem.Itprovidesstandardnavigationandsearchcapabilities,
includinganexpandabletableofcontents,akeywordindex,andafulltextsearchfeature.PeopleBooks
canbecustomizedtoincorporatebusinessspecificdocumentation.
ThePeopleSoftOnlineLibraryisorganizedhierarchically,likealibraryofbooks.ThePeopleBookshome
pagedisplayslinkstoallinstalledPeopleBooks.
Topic1:

AccessingthePeopleBooksHomePageInterface

StepstoAccessPeopleBooks
1. FromthePeopleSoftHomePage,Clickonthe

LinkinthePageBarofanyTransactionalPage.

2. Anewbrowserwindowwillopen.ClickonthePeopleBooksLink.

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WhenyouclickPeopleBooksonthePeopleSoftOnlineLibraryhomepage,thePeopleBooksLibraryhome
pageappearsinyourbrowserasshowninthescreenshotbelow.ScrollthroughthelistofPeopleBook
tofindthedesiredtitle.
3. SelectApplicationsFundamentalsPeopleBook

WhenyouselectaPeopleBooktitleonthehomepage,thestandardPeopleBookinterfaceforyour
chosentitleappearsinyourbrowserwindowasshownexamplebelow.

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Topic2:

NavigatingPeopleBooks

WhenyouarelocatedonaPeopleBookinterfacepagethreepanesaredisplayed:
Document pane The pane on the right side of the window displays the document HTML file,
whichcorrespondstoachapter.
Navigation pane The pane above the document pane contains display options, navigation
controls,andthecurrentPeopleBookandchaptertitles.
ReferencepaneThepaneontheleftsideofthewindowcontainsthreetabs:Contents,Index,
and Search. Select these tabs to explore the PeopleBooks or to locate a specific topic. You can
hidethereferencepanetomaximizethesizeofthedocumentpanePeopleSoftOnlineLibrary.

NavigatebetweenPeopleBookchaptersContentsTab
1. TomovebetweenchapterswheninPeopleBooksyoucanclickonthedesiredfolderontheContents
TaboftheReferencePane.
2. ClickonatopicIconforthedesiredcontent.

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TheDesiredcontentisdisplayedinDocumentPane.(UnderstandingUserPreferences)
AsanalternatemethodclickonthePreviousandNextbuttontomovebetweenChapters.
3. ClickontheNextButton.ThenextchapterintheReferencePanelistisdisplayed(SecuringYour
System)

Navigatewithinachapter
ThreemethodsexisttoNavigatefromwithinaChapter:
1. UsetheScrollBar
2. ClickontheContentIconinaChapterFolder
3. UsetheTopofPageandPreviousTopicButtons

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UsingtheIndex
AnalternatemethodoffindingthedesiredcontentistousetheIndexTabontheReferencePane.The
indextabcontainsanalphabeticallistingofalltopicsinallPeopleBooks.
StepstousetheIndexTab
1. ClickontheIndexTabontheReferencePane
2. Scrollthroughthelistofalphabeticallyorganizedtopics.

3. Analternatemethodtosearchistotypeinthefirstwordofthedesiredtopicandthelistwill
automaticallyjumptothekeywordinthetopiclist.Type'General'intheIndexkeywordsearchfield.
4. ClickontheTopicitemandtheassociatedcontentwillbeshownintheDocumentPane.

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Enablethereferencepane
Ifthereferencepane(withtheContents,Index,andSearchtabs)doesn'tappear,clicktheShow
ReferencePanebuttonintheNavigationpaneatthetopofthebrowser.TohidetheReferencepane,
clicktheHideReferencePanebutton.Ifyouhavecookiesenabledonyourbrowser,yourlastReference
panesettingisrememberedwhenyoujumpbetweenbooks.Otherwise,jumpingtoanewbookalways
hidestheReferencepane(tospeedpageloading).
StepstoDisable/EnableReferencePane
1. ClickontheHideReferencePaneButtonintheNavigationPane.
2. ClickonthesamebuttontoredisplaytheReferencePane.

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Topic3:

SearchingPeopleBooks

SimpleandAdvancedsearchesofPeopleBookscanbeperformedfromthereferencepanebyselecting
theSearchTab.SelecttheSearchtabtoperformafulltextsearchofthecurrentPeopleBookorofthe
entirePeopleBooksLibrary.

TheSearchtabiscontextsensitive.WhenyouselectthistabonthePeopleSoftOnlineLibrary
homepage,yousearchalldocumentationinthelibrary.Whenyouselectthistabonthe
PeopleBooksLibraryhomepage,yousearchallPeopleBooksinthelibrary.Whenyouselect
thistabinaparticularPeopleBook,yousearchwithinthatbookonly.

IMPORTANT!ThesearchfeatureisavailableonlywhenyouareconnectedtothePeopleSoft
OnlineLibrarywithHTTP(onawebserver).

SimpleSearchofPeopleBooks
StepstoPerformaSimpleSearchofAllPeopleBooks
1. ClickonthePeopleBooksHomeLinktoreturntothePeopleBooksOnlineHomePage.

2. Enterakeywordorgroupofwordsinthesearchwindow.Enter'InventorySetup'
3. PresstheSearchButton.

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Alistoftopicsthatcontainthesearchword/phraseareshownalongwithresultsinthetopmatching
PeopleBooks.Clickthetopicthatyouwanttoread.

Thesimplesearchformusesanaccruelogicwhensearching.Thatis,itwillfindresults
thatcontainanyorallofthetermsthatyouentered,withprioritygiventodocumentsthat
containallormostofthekeywords.Theresultsappearsortedbybooktitle,thenbyscore.

AdvancedSearchofPeopleBooks
ForadvancedsearchesofPeopleBooksUsethePeopleSoftOnlineLibrary:AdvancedSearchpagetolimit
orexpandyoursearchtooneormoredocumentationtypesorbooktitles.Youcanalsodefinethetype
ofsearchtoperformandhowyouwanttoformatthesearchresults.

StepstoperformanadvancedSearch
1. ClickontheAdvancedSearchLinkonthePeopleBooksOnlineHomePage.

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2. Apagewillappearwhereanumberofmoredetailedcriteriacanbeenteredtorefineyoursearch
results.

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LESSON11PEOPLESOFTSYSTEMSECURITY
Securityisespeciallycriticalforcorebusinessapplications,suchasPeopleSoftapplications.Typically,you
donotwanteverydepartmentinyourcompanytohaveaccesstoallyourapplications.Nordoyouwant
everyonewithinadepartmenttohaveaccesstoallthefunctionsorallthedataofaparticular
application.Additionally,youmaywanttorestrictwhocancustomizeyourapplicationswith
PeopleTools.PeopleSoftsoftwareprovidessecurityfeatures,includingcomponentsandPeopleTools
applications,toensurethatyoursensitiveapplicationdata,suchasemployeesalaries,performance
reviews,orhomeaddresses,doesnotfallintothewronghands.Mostlikely,youuseothersecuritytools
foryournetworkandrelationaldatabasemanagementsystem(RDBMS).Thesetoolsworktogetherto
protectthePeopleSoftsystemfromunauthorizedaccess.
AsyouimplementthePeopleSoftInternetArchitecture,youneedarobustandscalablemeansbywhich
youcangrantauthorizationtousersefficiently.Whenyoudeployyourapplicationstotheinternet,the
numberofpotentialusersofyoursystemincreasesexponentiallyandsuddenly,youhavecustomers,
vendors,suppliers,employees,andprospectsallusingthesamesystem.ThePeopleSoftsecurity
approachistailoredfortheinternet.Itenablesyoutoeasilycreateandmaintainsecuritydefinitions,and
youcanperformmanymaintenancetasksprogrammatically.
Youcanapplysecuritytoallusers,includingemployees,managers,customers,contractors,and
suppliers.Yougroupyourusersaccordingtorolestogivethemdifferentdegreesofaccess.Forinstance,
theremightbeanEmployeerole,aManagerrole,andanAdministratorrole.Userswhobelongtoa
particularrolerequireaspecificsetofpermissions,orauthorizations,withinyoursystem,sothatthey
cancompletetheirdailytasks.
Topic1:

UnderstandingPeopleSoftOnlineSecurity

Becausedeployingyourapplicationstotheinternetsignificantlyincreasesthenumberofpotentialusers
yoursystemmustaccommodate,youneedanefficientmethodofgrantingauthorizationtodifferent
usertypes.PeopleSoftsecuritydefinitionsprovideamodularmeanstoapplysecurityattributesina
scalablemanner.
AsecuritydefinitionreferstoacollectionofrelatedsecurityattributesthatyoucreateusingPeopleTools
Security.ThethreemainPeopleSoftsecuritydefinitiontypesare:
PermissionLists
Roles
UserProfiles
ThePeopleSoftsystemhasmanyelements,suchasbatchprocesses,objectdefinitions,andapplication
data.UsePeopleToolssecuritytoolstocontrolaccesstomostoftheseelements.Thissectiondiscusses:
Signinandtimeoutsecurity
Pageanddialogboxsecurity
BatchProcessandReportingsecurity
Applicationdatasecurity
Definitionsecurity
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Signinandtimeoutsecurity
ThefollowingattributescanbeconfiguredusingPeopleSoftSecuritytools:
PasswordlevelSecuritywithaabilitytosetnumberofinvalidloginAttempts
Controltheusersallowedloginperiodsbytime/dateandcalendarcontrol
SettheamountofbrowseridletimebeforeautomaticsignoutofPeopleSoft.

Pageanddialogboxsecurity
YoucanrestrictaccesstoPeopleSoftmenus.Youcansettheaccessrightstotheentiremenu,orjusta
specificitemonthatmenu.BecausetheonlynormalwaytoaccessaPeopleSoftpageisthroughamenu,
ifauserhasnoaccesstoaparticularmenuormenuitem,thenyouhaveeffectivelyrestrictedthatuser's
accesstothecorrespondingpage.ThisisdonethroughtheuseofPermissions.

Youcanalsorestrictaccesstospecificactionsorcommandsonapage.Forexample,youmaywanta
clerkinyoursalesofficetobeabletoaccesscontractdata,butnotbeabletoupdatethedata.Inthis
case,yougrantaccesstothesetofpages,butyouallowdisplayonlyaccessonly.Inthiscase,theclerk
cannotupdateorcorrectanydata.Thisapproachenablesuserstogettheirworkdonewhilemaintaining
thesecurityandintegrityofyourbusinessdata.
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BatchProcess,ReportingandQuerysecurity
Asindicatedinearlierlessons,manybusinessfunctionsareperformedinPeopleSoftusingtheprocess
schedulertokickoffbatchprocesses.
Eachbatchprogramhasaruncontrolthatyoudefinebeforeyoucanrunthebatchprogram.Run
controlsaresetupusingPeopleSoftProcessScheduler
PeopleSoft Process Schedulerenables you to set up process groups, which are groups of batch
processes.
InPeopleToolsSecurityyouaddprocessgroupstoasecurityprofile.Userscanrunprocessesthat
belongtotheprocessgroupsassignedtotheirsecurityprofile.
Alsoasshownearlier,PeopleSoftReportManagerusesaspaceonservercalledtheReportRepository.
PeopleSoftReportManagerenablesyoutogenerateanddistributereportsovertheinternet,andit
storestheoutputintheReportRepository.Withreportdistributionsecurity,youdistributereportsand
viewthemaccordingtoyourassignedsecurityrole.
PeopleSoftQueryalsotakesadvantageofuser'ssecuritysettings,rowlevelsecurity,andprimary
permissionlist.ForeachQueryuser,youcanspecifytherecordstheyareallowedtoaccesswhen
buildingandrunningqueries.YoudothisbycreatingQueryAccessGroupsandthenyouassignusersto
thosegroupswithQuerypermissions.
ApplicationDataSecurity
Withapplicationdatasecurity,youcansetdatapermissionsatthefollowinglevels:
TableLevel Security: Table level security is only controllable when using Queries. You use
PeopleSoftQuerytobuildSQLqueriesandretrieveinformationfromapplicationtables.Foreach
PeopleSoftQueryuser,youcanspecifytherecordstheuserisallowedtoaccesswhenbuilding
andrunningqueries.
RowLevelSecurity: YoucandesignspecialtypesofSQLviewsaka.securityviewstocontrol
access to individual rows of data stored within application database tables. Rowlevel security
enables you to specify the data that a particular user is permitted to access. PeopleSoft
applicationsaredeliveredwithbuiltinrowlevelsecurityfunctions.
Example: PeopleSoft Human Resources security tables enable you to restrict user access to employee
rowsofdataaccordingtoorganizationalroles.Youcouldalsopermituserstoviewandupdaterowsfor
employees in their departments only. Similarly, in PeopleSoft Financials, you can use securityviews to
determineaccesstobusinessunitsandledgers.
Field Security: To enable field level security, system customizations must be configured using
People Code to restrict access to particular fields or columns within application tables. For
example,ifyouwantacertainclassofusertobeabletoaccesscertainpages,butnottoviewa
particularfieldonthosepages,suchascompensationrate,youcanwritePeopleCodetohidethe
fieldforthatuserclass.
DefinitionSecurity
UseDefinitionSecurityfeaturestocontrolaccesstodatabaseobjectdefinitions,suchasrecord
definitions,fielddefinitions,andpagedefinitions,andtoprotectparticularobjectdefinitionsfrombeing
modified.ThislevelofsecuritycontrolisusedtocontrolaccessforITdevelopers.
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Topic2:

PermissionsLists

Permissionlistsaregroupsofauthorizationsthatyouassigntoroles.Permissionlistscontrolwhatpages
auserhasaccessto.Theyalsostoreitemssuchasallowedsignintimes.Permissionslistarethefirst
securitycomponentdefinedintheprocessofsettingupthesystemsecuritystructure.
Permissionsgenerallyindicatealloftheactivitiesthataroleisauthorizedtoperforminthesystem.
ExampleswouldbeauserinthebuyerrolewouldbeauthorizedtoCreateVendors,CreatePurchase
OrdersandSetupItems.So,threedistinctpermissionslistscouldbesetupforeachofthesedistinct
functions.Thebuyermayalsobeallowedtorunprocessesandqueries.Thegraphicbelowshowsthe
relationshipofPermissionstoRolesandRolestoUsers.

Permission:
Maintain
Vendors

Role:
Buyer

User: John
Avery
SSA3

Permission:
Purchase
Orders

Permission:
Define
Items
Permission:
Process
Monitor

Role:
PeopleSoft
User

Permission:
Run
Queries

Permission:
Issue
Material

User: Sue
Johnson

Role:
Inventory
Coordinator

Permission:
Receiving

Permission:
Define
Items

Apermissionlistmaycontainoneormoretypesofpermissions.Forexamplethedefinevendors
permissionmayalsocontaintheabilitytoapprovevendors.Auserprofileinheritsmostofits
permissionsthroughroles,butyouapplysomepermissionlists,suchasprocessprofileorrowlevel
security(datapermissions),directlytoauserprofile.

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Stepstoaccesspermissionslists

1. FromtheMainMenuchoosePeopleToolsandthenPermissionLists

ThePermissionlistinthisexample(EPCO3000)isauthorizedtotheMenuMAINTAIN_VENDORS,whichis
alsoshowninthelowerright.

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AccesstothecomponentsontheVendorInformationMenu,arecontrolledbyselectingtheEdit
ComponentsLinkontheMenuItem.
2. ClickontheEditComponentshyperlink.

AccesstothecomponentsontheVendorInformationMenu,arecontrolledbyselectingtheEdit
ComponentsLinkontheMenuItem.EachItemintheComponentPermissionslistrepresentsan
individualPeopleSoftPage.

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Topic3:

Roles

Afterdefiningpermissionlists,thenextstepinsettingupthePeopleSoftsecuritystructureistocreate
Roles.Rolesareintermediateobjectsthatlinkuserprofilestopermissionlists.Youcanassignmultiple
rolestoauserprofile,andyoucanassignmultiplepermissionliststoarole.Someexamplesofroles
mightbeEmployee,Manager,Customer,Vendor,andStudent.
Amanagerisalsoanemployee,andmayalsobeastudent.Rolesenableyoutomixandmatchaccess
appropriately.Ifyourefertothesecurityhierarchyexampleonthepriorpageyoucanalsoseethatthe
samerolecanbesharedbydifferentUsers.Thisgivesatremendousamountofflexibilitywhen
configuringsystemsecurity.

BelowaresomePeopleSoftScreenshotsthatillustratetheconfigurationofRoles.

Thebuyerroleisagoodexampleasitisassignedthepermissionusedinthepriorpermissionlist
example.

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ThebuyerrolesetuppagehasanumberoftabsforconfiguringallattributesoftheRole.Remember
thatanyuserassignedtothisrolewillinheritthepermissionsandattributesoftherole.

ClickonthePermissions,Listtabtoseealistofallpermissionsassignedtothisrole.Noticethe
PermissionusedinthePermissionListsexample(DefineVendorEPCO3000)isassignedtotheBuyer
Role.

ClickontheMemberstabtoseealistofallusersthatareassignedtothisrole.Thisisagoodtoolforthe
performingofsecurityauditprocesses.

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Topic4:

UserProfiles

UserprofilesdefineindividualPeopleSoftusers.Eachuserhasanindividualuserprofile,whichinturnis
linkedtooneormoreroles.Youaddoneormorepermissionlists,whichultimatelycontrolwhatauser
canandcan'taccess,toeachrole.Afewpermissiontypesareassigneddirectlytotheuserprofile.
Typically,auserprofilemustbelinkedtoatleastoneroleinordertobeavalidprofile.
Youdefineuserprofilesbyenteringtheappropriatevaluesontheuserprofilepages.Theuserprofile
containsvaluesthatarespecifictoauser,suchasauserpassword,anemailaddress,anemployeeID,
andsoon.

AnumberofuserlevelsecurityattributesaremaintainableontheGeneralTab.Includingthosetoreset
passwords,lockoutaccountandemailaddresses.

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TheuserIDanddescriptionappearatthetopofeachpagetohelpyourecallwhichuserprofileyouare
viewingwhennavigatingfromtabtotab.

TheRolestabcontainsallrolespresentlyassignedtotheUserID.Asindicatedearlier,ausercanbe
assignedtomultipleroles.Noticethatforoursampleuser,JohnAvery,heisassignedtheexamplerole
ofBuyer.

Astalkedaboutinapriorlesson,WorkflowisconfiguredattheUserIDLevelandfromtheWorkflowtab
intheUserProfilepage,alternateUserIDscanbeassignedintheeventanemployeeisoutoftheoffice
foranextendedperiod.Also,itisrequiredformanyworkflowfunctionsthataSupervisorisassigned.

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