Documentum Product Options

DC_PRODUCT

Set Up Financials/Supply Chain, Common Definitions, Documentum, Product Options

Define which PeopleSoft products are Documentum-enabled and define the document management options for a product.

Component Options

DC_PNLGRP

Set Up Financials/Supply Chain, Common Definitions, Documentum, Component Options

Control, by product and component, the document management buttons the system displays in document components.

Page Options

DC_PNL_OPT

Set Up Financials/Supply Chain, Common Definitions, Documentum, Page Options

Define Documentum page options by component name and by product and thus control pages within a given component. Use this page to make a page document-enabled.

Copy Properties

DC_PNL3_OPT

Set Up Financials/Supply Chain, Common Definitions, Documentum, Page Option, Copy Properties

Control the prompting behavior for key fields related to Documentum-enabled pages.

Document Enabled PS (PeopleSoft)/Product

Values are: Engineering/Manufacturing and Enterprise. The PeopleSoft system delivers Engineering/Manufacturing and Contracts Documentum-enabled pages. Use the Enterprise product option for Documentum-enabled components, which are used within multiple products.

Note. These pages are preloaded with PeopleSoft Engineering information.

Documentum Docbase Name

Displays the name of the document database that contains the documents that you'll access with PeopleSoft pages for a specific product. When you access the document-enabled PeopleSoft system pages, the system connects you to this document database.

Maximum Documents in Query

Displays the maximum number of documents retrieved when you run document management system queries within the Documentum-enabled product. This setting prevents you from retrieving more documents than you deem reasonable at any one time.

This is the maximum number of documents that the system returns to the Query Result page, not the maximum number of documents that results from the document management system query itself. For example, if you set this field to 10, then the system displays only 10 documents on the Query Results page, although 20 documents were found. The documents displayed are the first 10, ordered by document name.

Note. This setting doesn't limit the maximum number of documents that can be associated on a page, just how many are returned by a single query.

Document Object Type

Displays the document management system object supertype that you want to use when you access documents within the document database. The object type controls the set of valid attributes of the documents within Documentum. This object type must contain all attributes (fields) that you'll reference from Engineering document query pages.

Use BU/Item/Rev Attributes

This check box determines if you’ll use PeopleSoft business unit, item number, and item revision fields when you run queries against the document database. You must first configure the Documentum attributes. To include all three fields—Business Unit (BUSINESS_UNIT), Item ID (INV_ITEM_ID), and Revisions (EN_REVISION)—within the document object type, use the Document Control Options page.

Component Name

Select the PeopleSoft Engineering or PeopleSoft Manufacturing access capabilities that you want.

Document Enabled PS Product

Select EG (Engineering/Manufacturing) or ER (Enterprise).

If the component applies to more than one product, select ER.

Component Type

Select whether the component is an inquiry or maintenance component.

View document detail.

Query the Documentum database.

View document contents.

Launch Documentum.

Fix or unfix versions.

Copy associations.

Documentum Enabled Page

The available options consist of a list of Documentum-enabled pages from the specified component. You can remove or add document-enabled pages.

Page Name

Enter a unique name for each Documentum-enabled page. Because the page name acts as a reference during copying, it is important to create unique names if a page is being added to more than one component.

Link Record Name

Displays the record that contains Documentum document information for that page, including object ID, document name, and title. This field is required but is not an editable field. It appears here for reference purposes only.

Key Fields

Displays key fields for the link record.

Display Field

Determines if a key field appears at copy time for the Documentum-enabled page.

Prompt TableName

Displays the prompt table or view that the system uses to display valid values for the key field when you copy from the Documentum-enabled page.

Default Value

The system uses this value for display purposes at copy time.

Common Installation Options

INSTALLATION_RESRC

Set Up Financials/Supply Chain, Common Definitions, Resources Data, Resource Setup

Set up common resource information.

Default Work Days

Select the default for days of the week for which the resource is willing to work. The selected days are used as the default work days on the Resource Profile - General Info page for new resource profiles.

Standard Hours per Work Day

Enter the number of hours that make up a work day.

The Resource Match engine uses this information to calculate availability fit scores for each resource-and-resource request combination.

This field is multiplied by the default number of work days per week to determine the default value for the organization's standard hours per week. If a resource's standard hours per week are less than the organization's standard hours per week, the resource is treated as part-time.

Standard hours per work day are also used as the default hours per day for new appointments if you access the Appointment Details page from the Monthly Schedule or Weekly Schedule pages.

Standard Start Time

Enter the time of day at which the resource will begin work.

This information is used as the default start time on new appointments, assignments, and holidays.

Assignment ID Last Used

Enter the ID that the system will reference when it creates assignment ID numbers.

This field serves as a counter to track the last system-generated ID for an assignment. This value should only be manipulated to reinitialize the database from test to production mode, or to reset the assignment IDs.

Examples of valid reasons to manually change the value in this field are:

• You converted assignments from a legacy application, and your organization decides to skip a series of numbers used prior to the Resource Management implementation.

• The assignment ID value incremented as you performed testing or training on your application, and you want to reset before putting the Resource Management application into production.

Existing assignment IDs are not reused even if you reset the value in the Assignment ID Last Used field.

Holiday Hours From

Select the method of determining the duration in hours of each holiday if the holiday start and end times are not defined in PeopleSoft HRMS. This information is used to load holidays onto resources schedules. Select how the system will derive the holiday hours:

Custom Settings Defined Here: Select this option and enter a value in the adjacent field to specify the number of hours that will be used across all resource schedules when the system generates holiday entries.

Job Table Std Hours (job table standard hours): Select this option for the application to divide the resource's standard hours per work week by the number of days the resource works each week to obtain an average work day length in hours.

Standard Hours per Work Day: Select to use the organization's standard hours per work day that is defined on this page, for all resources when the system determines the duration of each holiday.

Note. This option is only used if the hours are not specified in the appropriate holiday calendar. If the calendar does specify these hours, this option is ignored.

Appointment ID Last Used

This field displays the last system-generated ID for a resource schedule appointment. Enter a value in this field only to reinitialize the database from test to production mode, or to reset the appointment IDs.

Allow Non-Employees to be established as Resources

Select this check box to enable individuals who do not have employee status to still be eligible to become resources.

By selecting this option you can control the eligibility of non-employee resources; maintain their competencies, accomplishments, and schedules; search for non-employee resources; and assign non-employee resources to projects and service orders. In addition, you can view the resources' personnel status throughout the system so that you can distinguish between employees and non-employees.

PeopleSoft HCM 8.0+

In the Data Source group box, you indicate the source for your employee and non-employee data.

Select PeopleSoft HCM 8.0+ to maintain employee and non-employee source data only in PeopleSoft HRMS. This allows the full synchronization process to update (overwrite) resource competencies and accomplishments in Resource Management with information from HRMS.

You can review any employee or non-employee records in Resource Management, regardless of the source database.

PeopleSoft HCM 8.0+ and PeopleSoft Resource Management

Select to maintain employee data records in PeopleSoft HRMS, and non-employee data records—employee IDs (EMPLIDs) with a Personnel Status field (PER_STATUS) value of N—in HRMS and Resource Management. This option allows you to create non-employee data records in either database.

This option directs the full synchronization process to update the FSCM database with HRMS data only for non-employee data records that originate in HRMS. Non-employee data records that originate in Resource Management are not affected by the full synchronization process.

In Resource Management you can review employee and non-employee records originating from HRMS, and update non-employee records that originate from Resource Management.

PeopleSoft Resource Management

Select to maintain employee and non-employee data records only in the FSCM (Financials) database.

Email Notification to Manager

Select to generate automatic email to the resource manager when competencies and accomplishments are updated in the FSCM database. This field is activated if you use the FSCM database as the source database for employee competency information.

Evaluation Type

Select the type of evaluation to be used as the valid competency profile in Resource Management. This field is activated if you use the HRMS database as the source database for employee competency information.

PeopleSoft HRMS Competency Management enables evaluations to be performed by an employee (self), manager, customer, and so on. In Resource Management you can decide which type of evaluation appears on the resource profile and is used by the Resource Match engine to calculate Competency fit scores. This option only applies if you use the HRMS database as your source database for competencies and accomplishments. If you use the FSCM database as the only source for competencies and accomplishments, the evaluation type value is Self.

Country Description

COUNTRY_DEFN

Set Up Financials/Supply Chain, Common Definitions, Location, Country, Country Description

Add or review country descriptions.

Address Format

ADDR_FORMAT_TABLE

Set Up Financials/Supply Chain, Common Definitions, Location, Country, Address Format

Select address fields for a country so that the system displays addresses in the appropriate format.

State

STATE_DEFN

Set Up Financials/Supply Chain, Common Definitions, Location, State

Add or review a state or province code.

Location Definition

LOCATION_TBL

Set Up Financials/Supply Chain, Common Definitions, Location, Location, Location Definition

Define a location code, such as a branch office or shipping office.

Location Detail

LOCATION_TBL2

Set Up Financials/Supply Chain, Common Definitions, Location, Location, Location Detail

Add details to a location definition.

Country Stat Rpt Codes

COUNTRY_STAT_PNL

Set Up Financials/Supply Chain, Common Definitions, Location, Country Statistics, Country Stat Rpt Codes

Enter country codes requiring reporting as well as reporting options for each country code that you specify.

EU Member State (European Union member state)

Select if the country is a member of the European Union. You must select this option to include a country in prompts for Intrastat reporting.

Available

Select to make the field available everywhere in the system.

Label

Enter the name of the field as it is to appear on the page.

For example, change the value in the State field to Province or Department.

Address 1, Address 2, Address 3, and Address 4

Select the address fields normally used by the country that you selected.

Postal Search

Select if you want the Postal Search link to appear on the Location Definition page. This link enables the user to find a postal delivery code.

Number 1, Number 2, House Type, Field 1 Label, Field 2 Label, and Field 3 Label

If you select these fields, they replace the Address 4 field on pages.

Numeric Code

Use to assign a number to a state or province for statistics and reports.

State

Enter a state abbreviation.

Locality

Enter a city, district, neighborhood, or place.

Locality Name

Enter the name of the district, neighborhood, or place.

In City Limit

Select if you use a third-party tax provider product and if you need to access additional city tax information.

Note. The In City Limit is not used by the Vertex O Series tax solution.

Alternate Character Set

Click to access a page where you can enter or display (or both) field values in an alternate character set. This button appears only if you selected the Alternate Character check box on the User Preferences - Overall Preferences page.

Address 2 and Address 3

If not used at this location, you can enter values in these fields to provide more information about the location, such as Printing Division or Western Annex.

Address 4

The space available to display addresses on a page is limited. The Address 4 field won’t appear if you select some of the optional address fields on the Address Format page, such as Number 1 or House Type.

GeoCode

This value is used by third-party tax applications to link a location definition to their tax calculation algorithms. If no geocode has been selected, this field displays a Lookup link. Clicking the geocode value or Lookup link accesses the Tax GeoCode Selection page, where you select a geocode value for the location definition.

You must select a geocode for each location definition in order to integrate properly with your third-party tax application.

Error messages that appear for this field are issued by the third-party application, and more information is provided in the third-party application documentation.

Attention

Enter the name that appears in the attention area of correspondence for this location.

Location Detail

Enter additional information that you want to maintain for this location.

Carton Label

Select the default format for printing carton labels for this location.

Shipping Container Label

Select the default format for printing shipping container labels for this location.

Usage Label

Select the default format for printing item usage labels for this location.

Use for Statistics

If you select this check box, the country recognized by the International Standards Organization (ISO) is also recognized by the European statistical offices as a country. If Use for Statistics is not selected, the country is recognized by the ISO but not by the European statistical offices. If this is the case, the European statistical offices assume that the country is a part of another country for the purposes of producing statistical data such as the GNP. For example, for ISO, the Principality of Monaco has its own country code, while for statistical purposes, Monaco is assumed to be part of France, and therefore has the same statistical country code as France.

2-Char Intrastat (two character intrastat)

Displays the country identifier for the European statistical offices. This code is printed on some of the Intrastat Layout forms.

2-Char ESL (two-character European Sales List)

Used for countries that are members of the European Union. This code is usually printed as part of the VAT Registration Information on the European Sales List (ESL).

3-Dig Cntry (three-digit country)

Used as a country identifier for the European statistical offices, the code is usually printed on the Intrastat report to identify source or destination countries to or from which goods are shipped.

7-Char Descr (seven-character description)

Used for the German international EFT layout to identify countries into or from which electronic funds are sent or received.

SUT Flag (sales and use tax flag)

Informational only.

Region Type Codes

REGION_TYPE

Set Up Financials/Supply Chain, Common Definitions, Location, Region Type Codes

Identify the type of activity that takes place in a particular region.

Region Codes

REGION_CD

Set Up Financials/Supply Chain, Common Definitions, Location, Region Codes

Establish territories for sales, to establish special pricing schemes for a geographic region, or to aid in determining the distribution of accounting entries.

Region Codes Address

REGION_CD_ADDR

Set Up Financials/Supply Chain, Common Definitions, Location, Region Codes, Region Codes Address

Enter location information if the region code represents a physical entity.

Distribution Sets

DST_SET_OM

Set Up Financials/Supply Chain, Common Definitions, Distribution Accounting, Distribution Sets

Define distribution sets. Establish the distribution codes on the Distribution Pcts (percentages) page.

Distribution Rules

DST_RULE_OM

Set Up Financials/Supply Chain, Common Definitions, Distribution Accounting, Distribution Rules

Define distribution rules to determine the order in which the system searches for matches against the distribution sets matrix when sales orders, contracts, and RMAs are entered.

Document Type

Your selection determines which account is debited. Valid options are: Claimback Contract, Contracts, Sales Orders, and Returned Material Authorization.

Product ID, Product Group, Customer, Customer Group, Region, Order Group, and Inventory Business Unit

You can elect to set up account distribution for an individual or a combination of these elements. Select the fields from the available options.

Note. Your combinations cannot include both an individual customer and a customer group or an individual product and a product group.

“Customer” refers to the ship-to customer.

Distribution Type

The distribution type is an attribute of the distribution set. It is not used in deriving distribution accounting.

Default

Select to indicate that this distribution rule is the rule to be used when no other rule is specified on the business unit.

Sequence Number

Determines the search hierarchy for matches with distribution sets. Once a single match is found, the system uses the set to assign distribution codes to the order, contract, claimback contract, or RMA.

Select the most detailed set definition for the first sequence and continue entering combinations in decreasing granularity. In other words, if you define a distribution set that applies to a single customer, select only the Customer check box on the first line. If you define a distribution set that applies to a region and customer group, select those check boxes on the second line, and so on.

Note. “Customer” refers to the ship-to customer.

Tax Authority

TAX_AUTHORITY

Set Up Financials/Supply Chain, Common Definitions, Sales and Use Tax, Authorities, Tax Authority

Add to or update sales and use tax authorities.

Tax Code

TAX_CODE

Set Up Financials/Supply Chain, Common Definitions, Sales and Use Tax, Codes, Tax Code

Add or update sales and use tax codes.

Tax Percent

Enter the percent tax rate that the authority uses.

Authority

Select a valid predefined tax authority. You can add or update sales and use tax authorities on the Tax Authority page.

Percent

Enter the rate that each authority uses. The total percentage for the tax code (shown at the top of the page) is updated automatically when you add or delete authorities, or when you update the tax authority tables.

Include VAT (include value-added tax)

Select when the VAT amount also needs to be taxed. If you select this check box, the system adds any VAT amount to the net-extended amount before it calculates sales and use taxes. This option is relevant when there are separate tax code fields for each bill line for sales and use and VAT. If you provide separate tax codes for sales and use and VAT, it is possible to have both on a particular line, resulting in a tax-on-tax situation. In these instances, the system always calculates VAT first. The system then calculates sales and use taxes either on the net-extended amount for the line or on the sum of the net-extended amount and the VAT amount.

Include Freight

If selected, indicates that the freight amount must be taxed. The system adds the freight amount to the net-extended amount before calculating sales and use tax.

Include Misc Charges (include miscellaneous charges)

If selected, indicates that the miscellaneous charges need to be taxed. The system adds the miscellaneous charges to the net-extended amount before calculating sales and use tax.

Attachment Types

ATTACHMENT_TBL

Set Up Financials/Supply Chain, Common Definitions, Attachments, Attachment Types

Define attachment types.

Accounting Entry Template

ACCTG_TEMPLATE_AP

Set Up Financials/Supply Chain, Common Definitions, Accounting Entry Templates, Templates

Define or modify an accounting entry template.

Register Worklists for Activity Monitor

PV_WL_REGISTRY

Set Up Financials/Supply Chain, Common Definitions, Activity Monitor, Activity Monitor Registry, Register Worklists for Activity Monitor

Select which worklist entries can appear on the buyer's Activity Monitor pagelet.

Auto Numbering

AUTO_NUM_PNL

Set Up Financials/Supply Chain, Common Definitions, Codes and Auto Numbering, Auto Numbering

Define automatic numbering specifications for PeopleSoft fields, such as a unique prefix for regular customers or for customers who are also vendors. The system automatically increments numbers by one.

Carrier

CARRIER_TBL

Set Up Financials/Supply Chain, Common Definitions, Shipping and Receiving, Carrier Table

Define the carriers that your organization uses to move freight.

Carrier - Phone Information

CARRIER_PHONEPOP

Click the View Phone Information link on the Carrier page.

Enter phone information for the carrier.

Carrier URL

CARRIER_URL

Set Up Financials/Supply Chain, Common Definitions, Shipping and Receiving, Carrier Table, Carrier URL

Set up shipment tracking for deliveries made by external carriers. Enable freight charge calculation by a third-party freight application.

Commodity Code

COMMOD_CODE

Set Up Financials/Supply Chain, Common Definitions, Shipping and Receiving, Commodity Code

Define commodity codes. Commodity codes, also called freight classes, are used on bills of lading to group and identify shipped products for freight rating and insurance purposes.

Distribution Network

DS_NETWORK

Set Up Financials/Supply Chain, Common Definitions, Shipping and Receiving, Distribution Network

Define distribution network codes.

Ferc Cd Defn

FERC_CD_DEFN

Set Up Financials/Supply Chain, Common Definitions, Product Related, Asset Management, FERC Code

Add or update FERC codes. FERC codes are used to associate assets with the FERC Uniform System of Accounts for utilities. They are for information only and do not affect any calculations.

Forecast Sets

FORECAST_SET

Inventory, Forecast Items, Forecast Sets

Define versions of forecasts for PeopleSoft Supply Planning.

Freight Terms

FREIGHT_TERMS

Set Up Financials/Supply Chain, Common Definitions, Shipping and Receiving, Freight Terms

Set up freight terms.

Tax Geo Update

RUN_TAXGEOUPD

Set Up Financials/Supply Chain, Common Definitions, Sales and Use Tax, Tax Vendor Geo Code Update, Tax Geo Update

Update geocodes for tax-related transactions, locations and addresses using the GeoCodes Mass Update Process Application Engine process (TAXGEOUPD).

Generate a Crystal report listing any errors that occurred during the GeoCodes Mass Update Process using the GeoCodes Mass Update report (TAXGEOX0).

Harmonized Tariff Code

HRMN_TARIFF_CD

Set Up Financials/Supply Chain, Common Definitions, Shipping and Receiving, Harmonized Tariff Code

Set up harmonized tariff codes. These codes are required on various documents that accompany shipments across international and Canadian borders. The codes are pre-established for all commodities by the United States Commerce Department.

Image Location

IMAGE_LOCATION

Set Up Financials/Supply Chain, Common Definitions, File Locations and Images, Image Location

Set location for storing images. 

File Location

FILE_DIR_FS

Set Up Financials/Supply Chain, Common Definitions, File Locations and Images, File Locations

Define file extensions that you want the system to recognize, system locations for transaction attachments, email and fax file extensions, and file server directories.

Personal Data

EX_PERSONAL_DATA

Set Up Financials/Supply Chain, Common Definitions, Employee Data, Review Personal Data

Review and edit employee address data.

Personal Data (Edit)

EX_PERSONAL_DATA2

Set Up Financials/Supply Chain, Common Definitions, Employee Data, Create/Update Personal Data

Add and edit employee information, including address data.

Planner Codes

PLANNER_TBL

Set Up Financials/Supply Chain, Product Related, Planning, Planner Code

Enter planner codes.

Reason Codes

REASON_CD

Set Up Financials/Supply Chain, Common Definitions, Codes and Auto Numbering, Reason Codes

Define reason codes, which provide explanations for occurrences such as returned stock and changes to order headers, lines, or schedules. For example, you might set up a reason code called CUST-CA for orders that have been canceled at the customer's request.

You can also define return and reject reason codes for items received in PeopleSoft Purchasing.

Ship Via Codes

SHIP_VIA_CD

Set Up Financials/Supply Chain, Common Definitions, Shipping and Receiving, Ship Via Codes

Set up shipping codes.

ShipTo Sales/Use Tax Default

SUT_DFLT_TBL

Set Up Financials/Supply Chain, Product Related, Procurement Options, Purchasing, Ship To Locations

Click the Sales/Use Tax link.

Enter default sales and use tax information for each ship-to location. The sales and use tax rates are normally based on the final destination of the shipment (the ship-to location).

Standard Industry Codes

SIC_CODE_PNL

Set Up Financials/Supply Chain, Common Definitions, Customers, Standard Industry Codes

View, modify, or add SIC codes for vendors. This page offers you various methods for finding particular codes. You can search by SIC code or by parent SIC code.

Ultimate Use Codes

SUT_ULTIMATE_USE

Set Up Financials/Supply Chain, Common Definitions, Sales and Use Tax, Ultimate Use Code

Define ultimate use codes for vendors. Ultimate use codes are used to determine tax applicability.

Units of Measure

UNITS_OF_MEASURE

Set Up Financials/Supply Chain, Common Definitions, Units of Measure, Units of Measure

Establish units of measure for your resources.

Account

Specify the associated account value for each accounting entry type.

Field Name

Select a field for automatic numbering.

Start Seq (start sequence)

Enter a prefix using up to three characters. For example, for the CUST_ID field, you may want to use a unique prefix of CST for regular customers and VND for regular customers who are also vendors.

Max Length (maximum length)

Enter a maximum length of number.

Last Number Issued

If you enter the last number assigned, automatic numbering starts by incrementing the last number issued by one.

If you leave this field blank, the system uses automatic numbering by default.

Default

Select if you want the system to use automatic numbering by default.

Freight Forwarder

Carriers that you identify as freight forwarders by selecting this check box may be designated as intermediate consignees on export documents used in PeopleSoft Order Management and PeopleSoft Inventory.

Language Code

The language used for printing carrier information on bills of lading and shipping manifests.

Taxpayer ID

This value is used on export documents.

Country

The address fields are dynamically controlled by your selection in this field.

Freight Vendor

Select one of the following options:

Internal: The system calculates freight charges internally using PeopleSoft Order Management.

External: A third-party provider calculates freight charges. To have freight charges calculated externally, you must install a third-party freight and handling application.

Note. You can set this option on the Carrier URL page, as well as here on the Carrier page. When you change the Freight Vendor option on the Carrier URL page, the system updates this page.

Network ID

Used to identify the carrier for electronic data interchange (EDI) transmittal of shipping documents such as bills of lading and shipping manifests. This field is informational only and is not used in any standard PeopleSoft reports or transactions.

Exclude From TMS Extract

Select to exclude demand lines that have this carrier from the download process to a transportation management system (TMS). If selected, any order line that has this carrier assigned to it will be bypassed during the TMS download selection process for the TMS Order Release TMS_ORDER_RELEASE enterprise integration point (EIP).

View Phone Information

Click to access the Phone Information page, where you can enter phone information for this carrier.

Interlink DLL Name

If you select External, you can override the value in this field with the full path for another DLL. Your third-party freight and handling application provides your system with the default interlink .DLL name when you calculate freight charges at shipping. If you want to link directly to a specific carrier such as Federal Express, then enter the interlink .DLL name of that carrier here, overriding the default interlink .DLL name. You obtain a carrier's interlink .DLL name from the carrier.

You can add your own customized .DLL link to this fields to integrate to your carrier to obtain freight.

Note. The default interlink DDL name does not appear in this field, but the default is active unless you enter another interlink DLL name.

Track by PRO Number URL and Track by PRO Number URL Suffix

You can use one of two numbers to track orders externally PRO number or order number. The PRO number is the tracking number assigned to a shipment by an outside carrier. The third-party freight and handling application retrieves this number when you calculate a shipment charge. You can track by the PRO number on the Shipping page from the Order Tracking inquiry.

If you want to track shipments by PRO number, enter values in both fields. These are the portions of the outside carrier's order tracking page URL that precede and follow the PRO number, respectively. You get the outside carrier's order tracking page URL from that outside carrier. The system inserts the PRO number in the URL (between the prefix and the suffix) when you click Track by PRO Number on the Shipping History page.

Track by Order ID URL and Track by Order ID URL Suffix

The order number is the number that you assign to a sales order that you create in PeopleSoft Order Management. You can track by the order number from the Order Tracking - Track by Order page and the Stock Requests page.

If you want to track shipments by PeopleSoft Order Management sales order number, enter values in both fields. These are the portions of the outside carrier's order tracking page URL that precede and follow the sales order number, respectively. You get the outside carrier's order tracking page URL from the outside carrier. The system inserts the order number in the URL (between the prefix and the suffix) when you click Track By Order on the Order Tracking page.

Note. When you track shipments by order number, most outside carriers still assign PRO numbers to your shipments. They enable you to attach your internal sales order number to your shipments, giving those shipments two identifying numbers, the PRO number (assigned by the external carrier) and the order number (assigned by you). The PRO number acts as the primary key. Because most outside carriers allow multiple customers to use the same order numbers (ten shipments from ten different merchants may all carry the same order number), but do not repeat PRO numbers, you may find it more efficient to track orders by PRO number.

Inventory Unit

Enter the Inventory business units that you want to be included in the distribution network.

Item: 1000

Item: 1000

Date: 12/1/00

Date: 12/1/00

Qty: 3500

Qty: 2500

Forecast Set: Optimistic

Forecast Set: Likely

Delivery Terms 1

Values are used in Intrastat reporting for European Union member states.

Intermediate Consignee

Select if you use a freight company that assumes responsibility for goods in transit.

Customer Pick-Up

Select Yes to note that the customer will be picking up the order instead of the order being shipped from the warehouse.

Transport Mode

Select the method that the order will be transported.

Maximum Weight, Maximum Volume, Weight UOM, and Volume UOM

The system uses this information to monitor shipment capacity when it establishes load IDs.

SIC Code

Enter or select a SIC code to search the system for existing values by SIC code. To find all existing SIC codes for the selected SIC code type, click the Search button without entering any data.

Parent SIC Code

Enter or select a parent SIC code to search the system for existing values by parent SIC code.

SIC Code

Displays the SIC codes that you selected for your search. If you are adding a new SIC code, enter the new code in this field.

Parent SIC Code

Displays the parent SIC code that you selected for your search. If you are adding a new SIC code, select the parent SIC code to which the new SIC code belongs.

Ultimate Use Code

Enter the ultimate use code and its description. The PeopleSoft system uses ultimate use codes as qualifiers for sales and use tax (SUT) applicability. For each ship-to location, you can associate these codes with a tax rate and other criteria—such as item ID and vendor ID—to set up alternate tax rates that depend on the ultimate use of an item.

You can enter any ultimate use code defined for a voucher's ship-to location directly on a voucher in the Voucher component.

For example, if you buy a computer for personal or office use, you may be charged a 5% tax rate. If you buy the same computer and use it to manufacture something else, you may only be charged a 3% tax rate. If you set up your ship-to location sales and use tax defaults with an ultimate use code defined at the 3% tax rate, you can assign that ultimate use code to the voucher to retrieve the 3% rate instead of the 5% rate.

Partition ChartField Entry

PROC_PART_CF_ENTRY

Set Up Financials/Supply Chain, Common Definitions, Process Partition ID, Partition ChartField Entry

Create and modify your partition IDs. PeopleSoft General Ledger processes use partition IDs to group transaction data when you run Journal Post processes (GLPPPOST) concurrently.

Journal Class

JRNL_CLASS

Set Up Financials/Supply Chain, Common Definitions, Journals, Class

Journal classification values that can be selected on the Header page for all types of journal entries and some reports and are used for reporting purposes added to JRNL_CLASS_TBL using this page

Journal Entry Template

GL_JRNL_TMPLT

Set Up Financials/Supply Chain, Common Definitions, Journals, Entry Template

Use the Journal Entry Template page to control which grid columns you want to show on your Journal Entry page.

Definition

SOURCE1

Set Up Financials/Supply Chain, Common Definitions, Journals, Source

Use the Journal Source - Definition page to define a journal source.

Journal Options

SOURCE2

Set Up Financials/Supply Chain, Common Definitions, Journals, Source, Journal Options

Use the Journal Source - Options page to specify the journal error processing options for a specific source.

Balance Suspense ChartFields

SRC_JE_BS_CFS_SEC

Set Up Financials/Supply Chain, Common Definitions, Journals, Source, Journal Options

Click the Balance Suspense ChartFields link.

Specify the ChartField and the ChartField value for the suspense account.

Edit Suspense ChartFields

SRC_JE_ES_CFS_SEC

Set Up Financials/Supply Chain, Common Definitions, Journals, Source, Journal Options

Click the Edit Suspense ChartFields link.

Specify the ChartField and the ChartField value for the suspense account.

Amount Suspense ChartFields

SRC_JE_AS_CFS_SEC

Set Up Financials/Supply Chain, Common Definitions, Journals, Source, Journal Options

Click the Amount Suspense ChartFields link.

Specify the ChartField and the ChartField value for the suspense account.

Currency Options

SOURCE3

Set Up Financials/Supply Chain, Common Definitions, Journals, Source, Currency Options

Specify currency options for a specific source.

Approval Options

SOURCE4

Set Up Financials/Supply Chain, Common Definitions, Journals, Source, Approval Options

Specify journal entry approval options for standard journals and budget journals for a specific source.

Schedules

SCHEDULE

Set Up Financials/Supply Chain, Common Definitions, Calendars/Schedules, Schedules

Create schedules that automate and control the generation of standard or recurring journal entries.

Partition ID

Displays the partition ID that you entered that uniquely identifies a group of transactions that you want to process together as a single set of data.

Description

Enter a description for your partition ID.

Business Unit

First, you create a business-unit and ChartField scheme to classify transactions into mutually exclusive data sets. Then, for each partition ID (unique data set) defined in your scheme, enter the appropriate business unit here. You can have multiple business units for a partition ID.

Additional ChartField

Select this option to group data by ChartField in addition to business unit. If, for this business unit, you want to process transactions by business unit only, and do not want to further subdivide your transactions for processing, leave this blank. You can put more than one ChartField under a business unit.

Default Election

Specifies this partition ID as the default for the business unit. Transactions not included in any other process partition will be placed into this default group. There can only be one default election for a business unit.

ChartField

Select the ChartField by which to group your data sets.

How to Specify ChartField

You can define your ChartField values as either a range or a single value.

Range From

Specify the lowest value of the ChartField that you want to include in your process group.

Range To

Specify the highest value of the ChartField that you want to include in your process group.

ChartField Value

Specify the single value for the ChartField that you want in your process group.

Template ID

The name of a journal entry template.

Default

Select if you want to use this template as the default when you use a journal entry page.

Action

Select action to check/uncheck all the checkboxes except the default checkbox.

Unit

The application business unit that is the source of a transaction.

Ledger

Specific ledger to which an accounting entry should post.

Speed Type

A code that represents a combination of ChartField values. Speed types simplify the entry of ChartFields that are commonly used together.

Click the Show All Columns button to view all ChartField, Amount, and Miscellaneous columns without the tabs.

Click the Show Tabs button from the all columns view to return to the tab format.

Default to Higher Level

Uses the error processing options defined on the Ledgers for a Business Unit and General Ledger Definition pages. (For document type, options can be defined only at the source or on the Ledgers for a Business Unit page.)

Recycle

Marks journal entries that contain errors as invalid and does not allow them to be posted. Once you've made the corrections and re-edited the journal, you can post the journal successfully.

N/A

Available only for control total errors. Doesn’t check control totals against actual totals.

Suspend

Posts, to a suspense account, the amount required to bring each journal into balance (if it is out of balance). For Journal Edit errors, it posts the amounts from those lines that reference invalid ChartFields. The amounts on the lines in error are zeroed out.

If you select Suspend, click the Balance Suspense ChartFields, Edit Suspense ChartFields, or Amount Suspense ChartFields links to access a page where you can specify the ChartField and ChartField value for the suspense account.

Specify

Available only for Document Type. If you are using document sequencing, you can specify the document type.

Change to Open From Date

Available only for Journal Date < Open From Date.

Change to Open To Date

Available only for Journal Date > Open To Date.

Default to Higher Level Value

Uses the currency options defined on the Ledgers For A Unit and General Ledger Definition pages.

Balance by All Currencies

Balances foreign amounts on foreign currency journal lines by individual currency type. For example, all lines in Canadian dollars are balanced together, and all lines in Mexican pesos are balanced together.

Balance by Base Currency Only

Balances all journal lines by the base currency only.

Default to Higher Level Value

Uses the currency options defined on the Ledgers For A Unit and General Ledger Definition pages.

Allow Base Currency Adjustment

Enables you to change the base currency amount directly on foreign currency journal lines.

Disallow Base Currency Adjustment

Does not allow you to change the base currency amount directly on foreign currency journal lines.

Default to Higher Level Value

Uses the currency options defined on the Ledgers For A Unit and General Ledger Definition pages.

Multiple Foreign Currencies

Enables journals to contain lines in multiple foreign currencies.

Only One Foreign Currency

Enables journals to contain lines only in the base currency or a single foreign currency. You must specify the foreign currency in the journal header.

No Foreign Currencies

Enables journals to contain lines only in the base currency.

Pre-Approved

Enables journal entry without approval through workflow.

Default to Higher Level

Uses the approval options defined on the Ledgers For A Unit and General Ledger Definition pages.

Specify Approval Rule

Requires approval through workflow. If you select this option, you must select the business process name and the approval rule set. Select Submit Journal from the Process drop-down list box on the Journal Entry - Lines page when processing journals.

Frequency

This specifies how often the event will recur. Values are:

Annually: Specifies an annual schedule. This option activates the Month and Day of the Month for you to enter the values.

Daily: Specifies a daily schedule. The Daily option activates the Days of the Week check boxes for you to select or clear specific days.

Monthly: Specifies a monthly schedule. This option activates the Day of the Month and Last Day of the Month and the Months check boxes for you to select or exclude individual months.

User Defn (user defined): Sets up user-defined events schedules for specific dates when an event will take place. When you use this option, you can enter an occurrence number (for multiple occurrences), the date, and a description. Do not specify hours or minutes for schedules used for SJEs.

Weekly: Specifies a weekly schedule. The Weekly option activates the days of the week for you to enter a value.

Workflow Transaction Categories

EO_TRAN_CATS

Set Up Financials/Supply Chain, Common Definitions, Workflow, Categories

Create workflow transaction categories.

Workflow Transactions

EO_TRANSACTIONS

Set Up Financials/Supply Chain, Common Definitions, Workflow, Transactions

Create workflow transactions.

Workflow System Rule

EO_SYS_WF_RULES

Set Up Financials/Supply Chain, Common Definitions, Workflow, System Rules

Create workflow system rules.

Transaction Category

Name of the group that classifies a workflow transaction. Each workflow transaction is placed in a workflow category. Because workflow rules are defined for categories, the rules apply to each transaction in the category.

Transaction Name

Name of the business operation that uses the workflow notification function.

Category

Name of the group that classifies a workflow transaction.

Description

Explanation or comments about the workflow transaction.

Transaction Category

Name of the group that classifies a workflow transaction.

Workflow Rule

Specify how users are notified when they are required to perform a function. Select from the following values:

Both: Notify by email and worklist.

Email: Notify the user with an electronic message.

None: No notification takes place.

User: Notification method is specified in the User Preferences page during system setup. This varies, depending on which application is implementing PeopleSoft Workflow.

Worklist: Notify the user by placing an entry on the user’s worklist.

Notify User − Entry

User receives a confirmation when initiating a transaction.

Notify − All

User receives a notification when anyone processes a transaction that the user originated. If more than one person is required to process the user’s transaction, the user receives notification each time it is processed.

Notify − Final Disposition

User is notified only when the transaction has completed processing.