Setting Up Financials Portal Pack

This chapter discusses:

Prerequisites for Financials Portal Pack.
Using roles and permission lists for the Financials Portal Pack.

Prerequisites for the Financials Portal Pack

Before you can view and use the pagelets in the Financials Portal Pack, you must:

Install the Financials database on your system.
Install the enabling Financial application.

To find a pagelet's enabling application, refer to the table in the section titled Using Roles and Permission Lists for the Financials Portal Pack.
Specify pagelet security for each user ID on the ChartField Pagelet Security page to access information on the PeopleSoft General Ledger Actual vs Budgeted pagelet.

See Using Pagelets Enabled by General Ledger.

Note. ChartField pagelet security applies only to the General Ledger Actual vs Budgeted pagelet. For each user ID that can view pagelet information, specify values for the DEPTID (department ID) and OPERATING_UNIT ChartFields.
Ensure that required prerequisite job processes appear on the portal menu navigation.

For the Payables CFO Portal Job Application Engine process (AP_CFOP_JOB), navigate to PeopleTools, Portal, Structure and Content. In the Folders grid, click Accounts Payable, Batch Processes, Vouchers. In the Content References grid, click the Edit link for AP CFO Portal Job to access the Content Reference Administration component (PORTAL_CREF_ADM). On the Content Ref Administration page, clear the Hide from portal navigation option.

For the Receivables Update Pagelet Statistics Application Engine process (AR_CFOLOAD), navigate to PeopleTools, Portal, Structure and Content. In the Folders grid, click Accounts Receivable, Receivables Update. In the Content References grid, click the Edit link for Update Pagelet Statistics to access the Content Reference Administration component. On the Content Ref Administration page, clear the Hide from portal navigation option.
Grant security access to run a prerequisite process by navigating to PeopleTools, Security, Permission & Roles, Permission Lists.

Select the desired permission list, navigate to the Pages tab, and scroll to the appropriate menu name. Click the Edit Components link and select the Authorized check box for the component that runs the required process.
- For the Payables CFO Portal Job process, the menu name is ENTER_VOUCHER_INFORMATION and the component is AP_CFOP_JOB.
- For the Receivables Update Pagelet Statistics process, the menu name is MAINTAIN_RECEIVABLES and the component is AR_CFOLOAD.
If you use Receivables, run the Receivables Update Pagelet Statistics Application Engine process (AR_CFOLOAD) as required to create summary data that is used by Receivables portal pagelets.
If you use Payables, run the Payables CFO Portal Job Application Engine process (AP_CFOP_JOB) as required to create data that is used by Payables portal pagelets.
Users specify the default settings on a personalization page (if a pagelet has a personalization page) before they use the pagelet.

The system uses these settings to retrieve the transactional information that appears on the pagelet. To open a personalization page, click the Customize icon in the upper right corner of the pagelet.

Note. When you select a pagelet to appear on the homepage, the system informs you if you need to set up personalization settings for the pagelet. A message appears on the pagelet such as There is no information in Personalization page.

Using Roles and Permission Lists for the Financials Portal Pack

The Financials Portal Pack delivers sample roles and permission lists in the Financials database that you can use as an example to configure your security.

When you install a portal pack, pagelets are available for authorized users from both the Enterprise Portal homepage and the Financials database application homepage. Because pagelets are assigned to specific permission lists instead of to specific roles, when you log in the system matches your role (that is associated with your user ID) to the appropriate permission lists to display authorized pagelets.

This table lists the enabling Financials applications and their associated pagelets and sample permission lists:

Enabling Financials Application	Pagelet	Permission List
Payables	Average Days in Payables Payables Discounts Top Vendors by Expenditure	EPAP1400
General Ledger	Actual vs Budgeted Expense Variance Expiring Projects Gross Margin Lapsing of Appropriation My Budget Alert Operating Budget Variance Project Revenue Variance	EPCF1300
Receivables	Aging Summary Average Time to Resolve Bad Debt Write-off by Customer Days Sales Outstanding Deduction by Dollar Amount Deduction by Reason Outstanding Balances Past Due Balances Sales New/Existing Customers Top Customer Sales Balances Write-off Trends	EPAR8000
Treasury Management	Bank Contacts Reconciliation Aging	EPCF1200
Contracts	Top Five Contracts	EPCA5000

To add pagelets to your PeopleSoft homepage, click the Personalize Content link on your homepage to access a list of pagelets to which you have access, and select one or more pagelets.

To personalize the pagelet layout on your PeopleSoft homepage, click the Layout link on the homepage.