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. :)