PeopleSoft Application Fundamentals - FSCM Common Definitions 1

This and a couple of other posts will describe setting up of Common Definitions required to implement various PeopleSoft modules.

 

We'll be covering the following :

• Setting up Audit Logging
• Setting up Document Management Options
• Setting up Locations
• Set up Regions and Region Codes
• Set up Distribution Rules and Sets
• Define Sales & Use Tax autorities and Codes
• Set up Workflow transactions

Setting up Audit Logging

 

Audit logging is required for clear & transparent tracking of transaction processing. This results in detailed audit trails. The framework allows one to track the status of tracked transactions. The audit log results can be searched by source, transaction or user. There is a provision also to archive or purge the audit logs.

To set up the Audit Logging or Financial Audit Framework, we use the following components :

1. FS_AUDITLOG_ENABLE to enable audit logging
2. FS_AUDITLOG_SEARCH for searching the audit logs
3. FS_AUDITLOG_PURGE for purging the audit logs

 Audit logging is available, out of the box, for the following transactions :

 

Module                             Audit Record                                     Transaction Flow

 

AM                                   AM_ASST_AUD_TBL                    Asset Adds and Copy

                                                                                                    Adjustments and Transfers

                                                                                                    Depreciation

                                                                                                    Interunit Transfers

                                                                                                    Re-categorizations

                                                                                                    Retirements and Reinstatements

                                                                                                    Revaluation

 

GL                                    GL_AUD_JRNL                               Journal Processing

 

AP                                    AP_VCHR_AUD_TBL                    Vouchers

                                         AP_PYMT_AUD_TBL                     Payments

                                         AP_CNTL_GRP_TBL                     Control Group

 

AR                                   AR_AUD_DEPOSIT                        Deposits

                                        AR_AUD_DRAFT                             Drafts

                                        AR_AUD_ITEM                                 Items

                                        AR_AUD_PND_ITEM                      Pending Items

                                        AR_AUD_PYMNT                            Payments

 

Enable Audit Logging

Audit logging can be enabled by :

•  Navigating to Set Up Financial/Supply Chain->Common Definitions->Audit Logging->Enable Audit Logging->Enable Audit Logging
• Choosing the Module (Application) that needs audit logging
• Choosing the audit record and events needing audit logging
   

Search on Audit Logging

Search Audit Logs Page displays only those events of the modules that have been audit enabled. These events are stored in the audit records. One only has to fill in the search criteria and then click the "Search" button to get the results. The search criteria and the search results depend on the the module and the application and the document (audit record) selected.

 

Navigation : Set Up Financial/Supply Chain->Common Definitions->Audit Logging->Search Audit Logs->Search Audit Logs

 

Purge Audit Logs

Audit logs need to be purged or archived from time to time as they do grow to large proportions. This is primarily due to the fact that there are multiple events for each document and any document can be updated multiple times.

 

Just like searching, one only has to enter the criteria to retrieve the audit logs that need to be purged. Once the logs are selected, just the "Purge" button needs to be clicked.

 

As a security feature, PeopleSoft does not allow purging of the Purge Log.

 

Navigation : Set Up Financial/Supply Chain->Common Definitions->Audit Logging->Purge Audit Logs->Purge Audit Logs

 

Setting up Document Management Options

 

To set up the Document Management Options, we use the following components :

• DC_PRODUCT sets up the document product options
• DC_PNLGRP sets up the document component options
• DC_PNL_OPT sets up the document page options

To select the Documentum-Enabled Applications, one has to access the Documentum Product Options page.

 

Navigation : Set Up Financial/Supply Chain->Common Definitions->Documentum->Product Options->Product Options

 

PeopleSoft delivers the following values out-of-the-box :

1. Engineering / Manufacturing - for Engineering, Manufacturing and Contract documentum-enabled pages
2. Enterprise - for all other documentum-enabled components.

 

To set up the Document Management Option by Application, one has to navigate to the Documentum Component Options Page and then decide what level of access capabilities need to be provided for each component.

 

Navigation : Set Up Financial/Supply Chain->Common Definitions->Documentum->Component Options->Component Options

 

The valid actions are :

1. View Document Details
2. Query the Documentum Database
3. View Document Content
4. Launch Documentum
5. Fix or Unfix versions
6. Copy Associations

 

One thing to note here is that the maintenance components will have all the above valid actions accessible, the inquiry components will only have View Document Details and View Document Content actions accessible.

 

To determine the Documentum Page Actions, we have to navigate to the following :

 

Navigation : Set Up Financial/Supply Chain->Common Definitions->Documentum->Page Options->Page Options

 

Over here, we can set which documentum enabled page to keep within a component. This page also displays the record containing the cumentum document information for that page. This field is non-editable. One has to provide a UNIQUE name for each documentum enabled page. The primary purpose is to share this page across different components.

 

For defining the Documentum Page Copy Options, we have to navigate to the following :

 

Navigation : Set Up Financial/Supply Chain->Common Definitions->Documentum->Page Options->Copy Properties

 

What one selects on this page determines what one can see while clicking the Copy Document Associations button on a Documentum enabled page.

 

However, one should normally use the preset properties for all existing Documentum-enabled pages as incorrect values can give rise to unpredictable results while copying document associations.