Transcription
PeopleSoft FSCM 9.2: Financials,ESA, ALM, and SCM Portal PacksMarch 2013
PeopleSoft FSCM 9.2: Financials, ESA, ALM, and SCM Portal PacksCDSKU fscm92pbr0Copyright 1992-2013, Oracle and/or its affiliates. All rights reserved.Trademark NoticeOracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarksof their respective owners.Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarksare used under license and are trademarks or registered trademarks of SPARC International, Inc.AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks ofAdvanced Micro Devices. UNIX is a registered trademark of The Open Group.License Restrictions Warranty/Consequential Damages DisclaimerThis software and related documentation are provided under a license agreement containing restrictionson use and disclosure and are protected by intellectual property laws. Except as expressly permittedin your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast,modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by anymeans. Reverse engineering, disassembly, or decompilation of this software, unless required by law forinteroperability, is prohibited.Warranty DisclaimerThe information contained herein is subject to change without notice and is not warranted to be error-free.If you find any errors, please report them to us in writing.Restricted Rights NoticeIf this is software or related documentation that is delivered to the U.S. Government or anyone licensing iton behalf of the U.S. Government, the following notice is applicable:U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integratedsoftware, any programs installed on the hardware, and/or documentation, delivered to U.S. Governmentend users are "commercial computer software" pursuant to the applicable Federal Acquisition Regulationand agency-specific supplemental regulations. As such, use, duplication, disclosure, modification,and adaptation of the programs, including any operating system, integrated software, any programsinstalled on the hardware, and/or documentation, shall be subject to license terms and license restrictionsapplicable to the programs. No other rights are granted to the U.S. Government.Hazardous Applications NoticeThis software or hardware is developed for general use in a variety of information managementapplications. It is not developed or intended for use in any inherently dangerous applications, includingapplications that may create a risk of personal injury. If you use this software or hardware in dangerousapplications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, andother measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for anydamages caused by use of this software or hardware in dangerous applications.
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ContentsPreface.xviiUnderstanding the PeopleSoft Online Help and PeopleBooks. xviiPeopleSoft Hosted Documentation. xviiLocally Installed Help.xviiDownloadable PeopleBook PDF Files.xviiCommon Help Documentation. xviiField and Control Definitions. xviiiTypographical Conventions.xviiiISO Country and Currency Codes. xixRegion and Industry Identifiers. xixAccess to Oracle Support.xxDocumentation Accessibility.xxUsing and Managing the PeopleSoft Online Help. xxPeopleSoft FSCM Related Links.xxContact Us.xxiFollow Us.xxiChapter 1: Getting Started with PeopleSoft Financials, ESA, ALM, and SCM Portal Packs. 23Getting Started with PeopleSoft Financials, ESA, ALM, and SCM Portal Packs. 23PeopleSoft Financials, ESA, ALM, and SCM Portal Packs Overview.23PeopleSoft Financials, ESA, ALM, and SCM Portal Packs Implementation. 24Chapter 2: Setting Up PeopleSoft Financials Portal Pack. 25Setting Up PeopleSoft Financials Portal Pack. 25Prerequisites for the PeopleSoft Financials Portal Pack. 25Using Roles and Permission Lists for the PeopleSoft Financials Portal Pack. 26Chapter 3: Setting Up PeopleSoft Enterprise Service Automation (ESA) Portal Pack.29Setting Up PeopleSoft Enterprise Service Automation (ESA) Portal Pack. 29Prerequisites for the PeopleSoft ESA Portal Pack. 29Using Roles and Permission Lists for the PeopleSoft ESA Portal Pack.31Chapter 4: Setting Up PeopleSoft Asset Lifecycle Management (ALM) Portal Pack. 33Setting Up PeopleSoft Asset Lifecycle Management (ALM) Portal Pack.33Prerequisites for the PeopleSoft ALM Portal Pack.33Using Roles and Permission Lists for the PeopleSoft Asset Lifecycle Management (ALM) PortalPack. 34Chapter 5: Setting Up PeopleSoft Supply Chain Management (SCM) Portal Pack.37Setting Up PeopleSoft Supply Chain Management (SCM) Portal Pack. 37Understanding PeopleSoft SCM Portal Pack. 37Prerequisites for PeopleSoft SCM Portal Pack. 37Using Roles and Permission Lists for the PeopleSoft SCM Portal Pack. 38Pagelet Security. 38Chapter 6: Using Pagelets Enabled by PeopleSoft General Ledger.41Using Pagelets Enabled by PeopleSoft General Ledger. 41Viewing Expense Variances.41Pages Used to View Expense Variances. 42Expense Variance Pagelet.42Personalizing Expense Variance.43Compare Across Ledgers Pagelet. 44Budget Overview Page.45Copyright 1992-2013, Oracle and/or its affiliates. All rights reserved.v
ContentsViewing Gross Margins. 46Pages Used to View Gross Margins. 47Viewing Gross Margins.47Personalizing Gross Margins.48Viewing Ledger Details.49Viewing Lapsing of Appropriation.50Pages Used to View the Lapsing of Appropriation. 50Lapsing of Appropriation Pagelet. 50Personalizing Lapsing of Appropriation. 51Viewing Budget Alerts.51Pages Used to View Budget Alerts.52Viewing My Budget Alerts. 52Personalizing My Budget Alerts. 53Viewing Budget Details. 53Viewing Operating Budget Variances.54Pages Used to View Operating Budget Variances. 55Viewing Operating Budget Variances. 55Personalizing Operating Budget Variance. 56Comparing Standard Ledgers.57Budget Overview Page.58Viewing Project Revenue Variances.59Pages Used to View Project Revenue Variances. 60Project Revenue Variances Pagelet. 60Personalizing Project Revenue Variance.61Comparing Standard Ledgers.62Viewing Commitment Control Budget Overviews. 63Viewing Unbilled Balances to Projects Expiring. 63Pages Used to View Unbilled Balances.64Viewing Expiring Projects. 64Personalizing Unbilled Balances to Projects Expiring. 65Viewing Actual Versus Budgeted (Standard Budget) Information. 65Pages Used to Access and View Actual Versus Budgeted Information.66ChartField Pagelet Security Page.66Actual vs Budgeted Pagelet. 67Actual Versus Budgeted Personalization Page.68Compare Across Ledgers Page. 69Chapter 7: Using Pagelets Enabled by PeopleSoft Payables.71Using Pagelets Enabled by PeopleSoft Payables. 71Setting Up PeopleSoft Payables for the PeopleSoft Financials Portal Pack. 71Page Used to Set Up PeopleSoft Payables for the PeopleSoft Financials Portal Pack. 71Understanding Setup.71Viewing Average Days in Payables.72Pages Used to View Average Days in Payables. 72Average Days in Payables Pagelet.72Average Days in AP Personalization Page. 73Average Days by Business Unit Page.73Viewing Payables Discounts.74Pages Used to View Payables Discounts.74Viewing Payables Discounts. 75Personalizing Payables Discounts. 75Viewing Discounts by Business Unit.76viCopyright 1992-2013, Oracle and/or its affiliates. All rights reserved.
ContentsViewing Top Payables Suppliers by Expenditure. 77Pages Used to View Top Payables Suppliers by Expenditure. 78Viewing Top Payables Suppliers by Expenditure.78Personalizing Top Suppliers.78Viewing Top Supplier Details. 79Chapter 8: Using Pagelets Enabled by PeopleSoft Receivables.81Using Pagelets Enabled by PeopleSoft Receivables. 81Setting Up PeopleSoft Receivables for the PeopleSoft Financials Portal Pack. 81Page Used to Set Up PeopleSoft Receivables for the PeopleSoft Financials Portal Pack. 82Understanding Setup.82Viewing Aging Summary Information. 82Pages Used to View Aging Summary Information. 82Aging Summary Pagelet.82Aging Summary Personalization Page.83Viewing Average Time to Resolve Deductions.84Pages Used to View Average Time to Resolve Deductions. 84Average Time to Resolve Pagelet. 84Average Time to Resolve Personalization Page. 84Viewing Days Sales Outstanding. 85Pages Used to View Days Sales Outstanding.85Viewing Days Sales Outstanding.86Personalizing Days Sales Outstanding.86Viewing Deductions by Amount. 87Pages Used to View Deduction by Amount. 87Viewing the Deductions by Amount.88Person
PeopleSoft FSCM 9.2: Financials, ESA, ALM, and SCM Portal Packs March 2013
