This preface discusses:
PeopleSoft products.
Related documentation.
Common elements in this PeopleBook.
Note. This PeopleBook documents only page elements that require additional explanation. If a page element is not documented with the process or task in which it is used, it either requires no additional explanation or it is documented with the common elements for the section, chapter, or PeopleBook.
This PeopleBook refers to these PeopleSoft products:
PeopleSoft Enterprise Asset Lifecycle Management Portal Pack
PeopleSoft Enterprise Contracts
PeopleSoft Enterprise Expenses
PeopleSoft Enterprise Financials Portal Pack
PeopleSoft Enterprise General Ledger
PeopleSoft Enterprise IT Asset Management
PeopleSoft Enterprise Maintenance Management
PeopleSoft Enterprise Payables
PeopleSoft Enterprise Project Costing
PeopleSoft Enterprise Program Management
PeopleSoft Enterprise Proposal Management
PeopleSoft Enterprise Receivables
PeopleSoft Enterprise Resource Management
PeopleSoft Enterprise Treasury Management
PeopleSoft Enterprise Service Automation Portal Pack
This PeopleBook provides information about PeopleSoft Enterprise Financials, Enterprise Service Automation, and Asset Lifecycle Management Portal Packs pagelets. However, additional information describing the applications that enable the portal pack pagelets appears in PeopleBooks that are specific to those applications.
Additional information about portals appears in the PeopleSoft Enterprise Portal Solutions 8.9 PeopleBooks and the installation guides for portal solutions and portal products that are posted on the PeopleSoft Customer Connection website.
See Also
PeopleSoft Enterprise Portal Solutions 8.9 PeopleBooks
PeopleSoft Enterprise Portal Solutions 8.9 Installation
This section lists common elements used in the PeopleSoft Enterprise Financials, Enterprise Service Automation, Asset Lifecycle Management Portal Packs 8.9 PeopleBook.
|
Click the Customize icon to personalize the appearance of a pagelet. If you do not specify values on a pagelet’s personalization page, the pagelet either does not display any data or it uses the default settings configured by your system administrator. This icon does not appear for pagelets that do not have personalization options. |
Actual |
Displays the amount in thousands that was actually spent during the time period, such as a month or a fiscal quarter. |
Budget |
Displays the amount in thousands that is budgeted for a specific time period. |
Budget Ledger and Ledger |
Specify the budgeted ledger and actual ledger of the business unit that you want to compare. |
Business Unit |
Select a business unit associated with your user ID. |
ChartField or ChartField Value Set |
Select ChartField to select all values for a ChartField. Select ChartField Value Set to select a specific value. |
Commitment Control |
Select to see a journal that compares budget and actual ledgers within a Commitment Control ledger group. |
Display Currency and Rate Type |
Indicate the currency you want to use for the pagelet and the type of exchange rate for converting currency amounts. |
Field Name, Value By, or Field Value |
Use these fields to narrow the search to all values for a field name, a specific field value, or a ChartField value set. |
Include Encumbrance |
Select to see ledger entries that show the amount you are authorized to spend, not the actual transactions. |
Include Pre-Encumbrance |
Select to see ledger entries that show the amount you expect to spend, not any actual transactions. |
Variance Amount |
Displays the positive or negative difference between actual and budgeted amounts along with the currency. |
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.
See Also
About These PeopleBooks Preface
Managing the PeopleSoft Online Library and PeopleBooks
ISO Country and Currency Codes