PeopleSoft Application Fundamentals - User Preferences

Hi,

As promised, this post will discuss setting up User Preferences for the PeopleSoft system.

Before PeopleSoft users can be defined, one must set up User IDs for those who will set up default codes and values. Once that is done, one can access the User Preferences page to set up default values for PeopleSoft users.

Just like the Installation Options, here too we have to set up the Cross Application and the Application Specific user preferences.

Cross Application User Preferences

This is further broken into the following :

• Overall User Preferences - to define overall default user preferences for individual PS user. The impacted table is OPR_DEF_TABLE_FS1.

Navigation : Setup Financials/Supply Chain -> Common Definitions -> User Preferences -> Define User Preferences -> Overall Preferences

• Object Linking and Embedding (OLE) information - to define the users' web browser and client OS. The impacted table is OPR_DEF_TABLE_OLE1.

Navigation : Setup Financials/Supply Chain -> Common Definitions -> User Preferences -> Define User Preferences -> OLE Information -> OLE Information

• Process Group Preferences - to define the process groups, by transaction, that a user can use for on-demand processing. The impacted table is OPR_DEF_TBL_RTM.

Navigation : Setup Financials/Supply Chain -> Common Definitions -> User Preferences -> Define User Preferences -> Process Group -> Process Group

Application Specific User Preferences

Application specific User Preferences also have to be defined for the following Applications :

1. AM - Establish date default values, transaction loader processing options, interface table transaction edit options, and property pagelet defaults for a user.
2. BI - Server Name, Job Run option, Print Listing, Invoice Destination, Output Destination, Currency Code
3. Contracts - BU, Beginning Sequence, Region Code, Contract Status Authorizations
4. GL - Ledger, Ledger Group, Source, Journal Entry Options
5. IN - Demand Source, Source BU, Auto Numbering
6. Lease Administration - BU, Currency, Region
7. Manufacturing - Server Name
8. Sales Order - Order Management BU, Default Order Source Code, Beginning Sequence, Default Order Quantity
9. Pay Cycle - Server File Destination, Server Destination Printer, Server, Email ID
10. Supply Planning - Default Planning Instance, Order Key Operator
11. Project Costing - Data Entry Defaults, Date Defaults Values
12. Procurement - Location, Origin, Requester, Buyer
13. AP - Origin, Operator Voucher Authorities, Online Voucher Processing, Quick Invoice Configuration
14. Promotions Management - Bank Defaults, Prefixes
15. AR - Default BU
16. Strategic Sourcing - Departments, Permissions and Defaults, Event Authorizations
17. Staffing - Branch, As of Date, Currency Code, National ID Type
18. Maintenance Management - User Defaults, User Options, User Authorizations

Apart from the above, there are also a few other User Preferences that can be set - Vendor Rebate Agreements, Supplier Contract Management User, etc.

Leaving those for the readers to explore and find themselves.

My next post will discuss the security features provided by PeopleSoft.

Note - Feels good to publish two posts today. :)

PeopleSoft Application Fundamentals - Installation Options

Hi,

It gives me a lot of pleasure on releasing my new post on the day Oracle is to release the newest version of PeopleSoft - 9.2.

The complete oracle release news can be viewed here.

Coming to the next step - Setting up Installation Options.

Setting up these options can be broken into the following points :

• Setting up Cross Application Installation Options
• Defining Tax Provider Installation Options
• Setting up Application specific Installation Options

Setting Up Cross Application Installation Options

Under this section, we set up the -

1. Overall Installation Options
2. Options for installed Applications
3. Financial Sanctions Options
4. Login information for D&B interface
5. Documentum Installation Options
6. Commitment Control Installation Option

The overall Installation Options can be accessed by the following navigation :

Setup Financials/Supply Chain -> Install -> Installation Options -> Overall

The page looks as below.

On this page, one can set up various parameters like Default Country, Last Journal Id used, Tax Vendor, etc.

Defining Tax Provider Installation Options

This is a simple setting as it requires setting up just the one parameter - Tax Vendor.

The first part is specifying the Tax Vendor in Overall Options. Second and last part is providing the Tax Vendor details on the Tax Provider Installation Options page.

Navigation : Setup Financials/Supply Chain -> Install -> Tax Provider Installation -> Tax Provider Inst

Setting up Application specific Installation Options

This section allows one to set up installation options specific to each application. The applications are :

• AM - Asset Management
• BI - Billing
• Contracts
• eSettlements
• Expenses
• GL - General Ledger
• Grants
• IN - Inventory
• Real Estate Management
• Manufacturing

In the next post, we'll talk about setting up User Preferences.