PeopleSoft Enterprise Funds Transfer Pricing Preface

This chapter discusses:

PeopleSoft products
PeopleSoft application fundamentals.
Deferred processing.
Common elements used in PeopleSoft Enterprise Funds Transfer Pricing

PeopleSoft Products

This PeopleBook refers to these PeopleSoft Products:

PeopleSoft Enterprise Application Fundamentals for Financial Services Industry
PeopleSoft Enterprise Funds Transfer Pricing
PeopleSoft Enterprise Risk Weighted Capital
PeopleSoft Enterprise Performance Management Warehouse.

PeopleSoft Enterprise Application Fundamentals for Financial Services Industry

The PeopleSoft Enterprise Funds Transfer Pricing PeopleBook provides you with implementation and processing information for your PeopleSoft Funds Transfer Pricing system. However, additional, essential information describing the setup and design of your system resides in companion documentation. The companion documentation consists of important topics that apply to many or all PeopleSoft Enterprise applications across the PeopleSoft Enterprise Performance Management product lines. You should be familiar with the contents of these PeopleBooks.

PeopleSoft Enterprise Application Fundamentals for Financial Services Industry 8.9 PeopleBook.

This PeopleBook provides information needed to implement and process the core functionality used by all the financial services industry applications.
PeopleSoft Enterprise Performance Management Foundation for Analytical Applications and Performance Management Warehouse 8.9 PeopleBook.

This PeopleBook provides information needed to complete the core setup for all PeopleSoft Enterprise Performance Management (PeopleSoft EPM) applications. This PeopleBook also describes the system architecture, the mapping of data into the warehouse, and the PeopleSoft Enterprise Warehouse tools.

Deferred Processing

Several pages in PeopleSoft Enterprise Funds Transfer Pricing operate in deferred processing mode. Most fields on these pages are not updated or validated until you save the page or refresh it by clicking a button, link, or tab. This delayed processing has various implications for the field values on the page. For example, if a field contains a default value, any value that you enter before the system updates the page overrides the default. Another implication is that the system updates quantity balances or totals only when you save or otherwise refresh the page.

Common Elements Used in PeopleSoft Enterprise Funds Transfer Pricing

This section lists common elements used in PeopleSoft Funds Transfer Pricing.

SetID	Provides the ID code for a tableset. A tableset is a group of tables (records) necessary to define your company's structure and processing options.
Effective Date	Establishes the date on which the row in the table becomes effective. It determines when you can view and change the information. Pages and batch processes that use the information use the current row.
Status	Indicates whether a row in a table is active or inactive. You cannot select inactive rows on pages or use them for running batch processes.
Description	Allows free-form text of up to 30 characters that describes what you are defining.
Run Control ID	Identifies specific run control settings for a process or report.
Report ID	Identifies the report.
Program Name	Provides the PeopleSoft EPM program name for which you are running the report or process.
When	Specifies the frequency with which you want to run a process. You can select Once, Always, or Don't.
Last Run On	Indicates the date on which the report or process was last run.
As Of Date	Indicates the last date for which the report or process includes data.
Scenario ID	Provides an identifier for a specific scenario.
Model ID	Provides an identifier for a model. A model uniquely identifies the types of data that you want to include in a scenario. For example, you might want to review revenue by region—a broad scope. Or, if you use PeopleSoft Enterprise Activity-Based Management, you might want to review only those activities that relate to a certain product line for certain types of resources—a narrow scope.
Fiscal Year	Specifies the fiscal year for your scenario or process run.
Period	Specifies the accounting period for the object being defined or process being run.
Job ID	Specifies an instance of an engine.

About These PeopleBooks

A companion PeopleBook called About These PeopleBooks contains general information, including:

Related documentation, common page elements, and typographical conventions for PeopleBooks.
Information about using PeopleBooks and managing the PeopleBooks Library.
Information on the International Organization for Standardization (ISO) country and currency codes used within PeopleBooks.
A glossary of useful PeopleSoft terms that are used in PeopleBooks.