PeopleSoft Application Fundamentals - FSCM Common Definitions 3

Hi,

In this post we'll see how to Define Sales & Use Tax Autorities and Codes, other Common components and Workflow Transactions.

 

Tax Authorities and Codes

PeopleSoft delivers simple tax tables but it requires the organizations to define and maintain Tax Authorities and Tax Codes themselves.

 

Tax Authorities - is defined as an agency allowed to set taxes. It contains individual tax rates and accounting information used to post taxes to GL.

 

Navigation : Setup Financials/Supply Chain -> Common Definitions -> Sales and use Tax -> Authorities -> Tax Authorities

 

Tax Codes - is a group of tax authorities. If a certain region has multiple taxes, then multiple tax authorities have to be defined and included in a single tax code. The sum of all taxes becomes the rate of tax code.

 

Navigation : Setup Financials/Supply Chain -> Common Definitions -> Sales and use Tax -> Codes -> Tax Codes

 

Apart from the above, there are other Common definitions that may be set up. These are Accounting Entry Template, Unit of Measure, Ship-To Locations, Ultimate Use Codes, etc.

 

Workflow

 

We'll see how to define workflow transactions in the following paragraphs.

 

In PeopleSoft, the following components are used for setting up workflow transactions :

1. Workflow Transaction Categories (EO_TRAN_CATS)
2. Workflow Transactions (EO_TRANSACTIONS)
3. Workflow System Rule (EO_SYS_WF_RULES)

The categories allow grouping the transactions with a workflow function that trigger the notification process. The workflow rules are associated with categories hence they apply to each transaction present in the category.

 

The workflow rules specify how the notifications will be sent out to the users whenever there is an even that needs their attention. The options are :

 

• Worklist - An entry is placed in the user's worklist
• Email - Users are notified by an email
• Both - Users are notified by both email and an entry in the worklist
• None - No notification
• User - The actual notification method is defined in the User Preferences page

Navigation is as below :

 

Workflow Category : Setup Financials/Supply Chain -> Common Definitions -> Workflow -> Categories -> Workflow Transaction Categories

 

Workflow Transaction : Setup Financials/Supply Chain-> Common Definitions -> Workflow -> Transactions

 

Workflow Rules : Setup Financials/Supply Chain -> Common Definitions -> Workflow -> System Rules -> Workflow System Rules