PeopleSoft Enterprise Financials, Enterprise Service Automation, Asset Lifecycle Management Portal Packs Preface

This preface discusses:

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.

Click to jump to parent topicPeopleSoft Products

This PeopleBook refers to these PeopleSoft products:

Click to jump to parent topicRelated Documentation

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

Click to jump to parent topicCommon Elements Used in This PeopleBook

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.

Click to jump to parent topicAbout These PeopleBooks

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

See Also

About These PeopleBooks Preface

Using PeopleBooks

Managing the PeopleSoft Online Library and PeopleBooks

ISO Country and Currency Codes

Glossary of PeopleSoft Terms