Enterprise FSCM 8 - 9 Fundamentals - TRAIN

Enterprise FSCM 8.
9 Fundamentals
Created on Tuesday, December 13, 2005
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Training Guide
Enterprise FSCM 8.9 Fundamentals
Table of Contents
Introduction.......................................................................................................................iv
Navigating Overview.........................................................................................................1
PeopleSoft Database Organization.............................................................................................1
Signing In to a PeopleSoft Application.......................................................................................9
Recognizing Universal Navigation Elements...........................................................................12
Personalizing Your Home Page................................................................................................22
Using Personal Preferences......................................................................................................25
Auto-Collapsing the Menu Pagelet...........................................................................................29
Navigating To and Within Pages....................................................................................36
Using the Navigation Pagelets..................................................................................................36
Navigating Between Pages in a Component.............................................................................42
Using Keys and Search Pages.........................................................................................53
Understanding Keys.................................................................................................................53
Using Search Pages..................................................................................................................55
Using Operators........................................................................................................................78
Using Wildcards.......................................................................................................................83
Using the Find Feature.............................................................................................................85
Working with Pages.........................................................................................................88
Recognizing Page Controls.......................................................................................................88
Using PeopleSoft Grids............................................................................................................97
Adding and Updating Data...........................................................................................107
Recognizing Action Types.....................................................................................................107
Categories of Effective Dated Rows.......................................................................................115
Adding a New High-Level Key..............................................................................................123
Using Update/Display.............................................................................................................139
Using Include History.............................................................................................................142
Using Correct History.............................................................................................................145
Using PeopleSoft Workflow..........................................................................................151
Sending and Receiving Notifications......................................................................................151
Using Worklists......................................................................................................................154
Glossary..........................................................................................................................163
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Introduction
Welcome to the world of PeopleSoft! This course covers basic concepts, terminology, and
navigation techniques for PeopleSoft Enterprise Financials and Supply Chain Management 8.9
applications using a browser-based interface to view or manipulate data. The examples in this
module use the Enterprise Financials and Supply Chain Management 8.9 product and scenarios
that are based in the United States.
Upon completion of this module, you will be able to:

• Describe basic navigation elements used in PeopleSoft applications.
• Navigate to and within component pages.
• Describe key fields.
• Use search pages.
• Work with pages.
• Add and update data.
• Describe PeopleSoft workflow.
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Navigating Overview
This lesson introduces you to how PeopleSoft databases are organized, demonstrates how to sign
in to a PeopleSoft application, and introduces the basic PeopleSoft navigational elements.
Upon completion of this lesson, you will be able to:

• Describe basic PeopleSoft database organization.
• Sign in to a PeopleSoft application.
• Recognize universal navigation elements.
• Personalize your home page.
• Define personal preferences.
• Set your preferences to auto-collapse the menu pagelet.
PeopleSoft Database Organization

Imagine having all of the information your company uses stored on pieces of paper in boxes. It
would take a very long time to locate and access exactly what you needed.
Relational databases are used to organize and store data efficiently. Huge volumes of
information can be easily located and retrieved in a very short time, which is one of the reasons
relational databases have become an industry standard.
Procedure
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Step Action
1 PeopleSoft uses relational databases for organizing data efficiently. Relational
. databases are used in a variety of contexts. As a result, relational database terminology
includes multiple expressions describing the same element or concept. These terms are
used when referring to the listed elements in PeopleSoft.
Step Action
2 Relational databases store data in tables. Tables are composed of rows and columns.
. Here is an example of a table of data for pets that visit Shear Style, a pet grooming
business.
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Step Action
3 Each row provides information for a single entity, in this case, pets.
.
In the first row, you can see the pet's name is Duke, a Labrador Retriever owned by
Melissa Watkins. Duke is a large dog who tends to run away.
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Step Action
4 Each column details a particular characteristic of each pet. For example, the first
. column indicates the Pet's Name, while the third column indicates the Owner's Name.
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Step Action
5 Shear Styles uses two additional tables in its database containing information related to
. the Pet Table. These are the Customer Table and the Appointment Information
Table.
You can easily retrieve information from different tables in a relational database, in the
combination of your choice, using key fields.
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Step Action
6 A key is a column or combination of columns that identifies a row of data as unique in
. a relational database table. Business rules can impact the assignment of table keys.
For example, because Shear Style has no customers with the same exact name, the key
field for the Customer Table is Owner Name. However, if this were not the case, the
combination of Owner Name and Phone may be needed to uniquely identify a row of
data in the Customer Table.
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Step Action
7 Key fields are important identifiers in relational databases. They enable the user to
. extract specific and exclusive information from the database. Although some database
systems may use terms such as "primary key" and "foreign key," these terms are not
used with PeopleSoft Enterprise applications.
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Step Action
8 As the owner of Shear Style, you want to get the appropriate information you need to
. mail each customer a reminder of his or her pet's next grooming appointment. You
want to include the client's name and address, the pet's name and breed, and the
appointment date. This information resides in three separate tables, but you can select
the data you want to see from each one.
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Step Action
9 Here is the information you requested from Shear Style's database.
.
1 In summary, you have seen how data is structured in a relational database and how it is
0 easy to identify the information you want to retrieve.
. End of Procedure.
Signing In to a PeopleSoft Application

Signing in to PeopleSoft is just like opening a secured page on a website on the Internet. You
enter the URL (Uniform Resource Locator) in your browser window's address box to open the
site. When the site opens, you type in your User ID and Password to access the secured areas.
Procedure
Step Action
1 When you open your default browser's window and type in the URL for your
. application or select the bookmark for the page in which you would like to work, the
Sign In page appears.
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Step Action
You use this page to select the language in which you want your transaction pages to
appear and to sign in to the application.
Step Action
2 PeopleSoft Internet Architecture structure provides "single signon" access, which
. allows you to work in multiple PeopleSoft applications and databases without having
to sign out and sign in again. If your organization has not implemented single signon,
then the system prompts you to enter a user ID and password each time that you access
a different PeopleSoft application. Both the User ID and Password fields are case
sensitive.
Enter the desired information into the field. Enter "VP1".
3 Click in the Password field.
.
4 Once you have typed in the user ID, you can type in the password. Notice that for
. security purposes, when you type the password, it will be shown with asterisks. Also
note that passwords are case sensitive.
Enter the desired information into the field. Enter "VP1".
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Step Action
5 Click the Sign In button.
.
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Step Action
6 If the information you entered is valid, the system will display the Home page for your
. PeopleSoft system. This is the Home page for Enterprise Financials and Supply Chain
Management.
For security purposes, your PeopleSoft system logs you out of your application after a
period of inactivity determined by your security administrator. Two minutes prior to
your session timeout, the system provides a warning that your browser session is about
to expire.
7 You have successfully signed in to a PeopleSoft application.
. End of Procedure.
Recognizing Universal Navigation Elements

This topic discusses some basic navigation elements common to all PeopleSoft applications.
Procedure
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Step Action
1 Displayed at the top of every page, is the universal navigation header. It contains the
. following links: Home, Worklist, MultiChannel Console, Add to Favorites, and Sign
Out.
2 You click the Home link to return to the Home page for the application.
.
3 You use the Worklist link to display the Worklist page. A worklist is generated when
. you're using a workflow-enabled application and is an organized list of work items
awaiting your attention. The Worklist page provides summary information about all
items on your personal worklist. This page also provides links enabling you to view
additional details about the work, navigate to pages where you can perform the
indicated work, and reassign work items.
4 The Multichannel Console link enables users defined as agents in PeopleSoft
. MultiChannel Framework to access and manage tasks assigned to them. This is an
optional setting that your system administrator enables. If you do not have access to
this feature, the system displays a warning message indicating this.
5 Favorites are similar to standard browser bookmarks for frequently accessed folders
. and content. Once you add a favorite, it is maintained under the My Favorites folder
in the menu pagelet. Once a favorite is saved, expand the My Favorites folder and click
the hyperlink you want to view. You use Edit Favorites to re-label and re-sequence
your favorites. You can also edit saved favorites when a URL is updated or one is
deleted.
6 You click the Sign out link to sign out of the application.
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Step Action
7 PeopleSoft uses a menu pagelet to display a menu structure composed of a hierarchy

. of folders and content references that you can use to navigate to various application
pages.
Step Action
8 Expanding and collapsing these folders is one way of getting around your PeopleSoft
. application.
Click the Customers link.
9 In addition to the menu pagelet, PeopleSoft applications include navigation pages,

. which serve as alternatives to the menu pagelet. These navigation pages provide a user-
friendly navigation tool in the form of task-driven pages that provide intuitive access to
pages needed to complete your business processes. These navigation pages can be
configured to incorporate the use of icons to further increase your ability to intuitively
navigate through tasks.
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Step Action
1 You can click either the link or the icon to navigate to the next level.
0 Click the Customer Information link.
.
1 Components are associated with the lowest level of the hierarchy. When you access
1 this level, the corresponding page or search page appears to the right of the menu
. pagelet.
Click the General Information link.
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Step Action
1 The General Information search page is displayed.
2 Enter the desired information into the Customer ID field. Enter "1000".
.
1 Click the Search button.

3
.
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Step Action
1 To enter data in a PeopleSoft application, you first access a component. Components
4 consist of several pages within the same window. Usually these are pages that are
. related and need to be completed in succession.
To move between the pages, you can select the folder tabs, press the corresponding
access key, or click the links at the bottom of each page.
Click the Sold To Options tab.
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Step Action
1 The links appear below the row of buttons.
5
. Folder tabs, access keys, and links are discussed in more detail in the "Navigating To
and Within Pages" lesson of this course.
1 Occasionally you'll see pages that, in addition to having links to other pages in the
6 component, have links to related pages or components. The related links appear above
. the row of buttons. Click any one of the links to access that page or component. This
convenience enables you to move easily to related transactions to enter data without
going through the search process again.
1 When you click a component link, you will notice that the new transaction contains the
7 same component links, enabling you to return to the original transaction if desired. The
. component or page in which you are working appears in black text and is not
underlined. Some applications may identify these related links in another way. For
example, you might see the phrase "Go to:" along with the related links at the bottom
of a page. You might also see a drop-down list box with "…More," which contains
several more related transaction links.
1 Just below the universal navigation header sits the pagebar, which is a series of links
8 and buttons. The availability of these options are controlled by the application
. developer. All options may not be available for each component.
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Step Action
1 You can use the New Window link to open a new browser window, or child window.
9 The new window shows the current component page as well as the navigation to your
. current position. From this window, you can view or enter data. You can open as many
child windows as needed using the New Window link. Do not use your browser's File,
New, Window feature. Doing so copies the current HTML from the parent window,
instead of opening a new PeopleSoft-maintained window session.
Click the New Window link.
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Step Action
2 Notice the new browser window.
0 Click the Close button.
.
2 The Help link opens the online PeopleBooks help for the specific transaction page that
1 is displayed. If you're using the User Productivity Kit (UPK), you may also program
. this link to open the UPK content.
Click the Help link.
2 Notice the links to PeopleBooks content.

2 Click the Close button.
.
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Step Action
2 The Customize Page link enables you to control the initial display of the page.
3 Click the Customize Page link.
.
2 Use this page to:

4 • Select the initial page in the component to be displayed.
. • Save the state of the expanded and collapsed sections.
• Save the state of the View All settings on the page for grids and scroll areas.
• Customize the page field tabbing order.
• Copy and share the settings that you have saved for the customized page.
Click the Cancel button.
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Step Action
2 You use the http icon to copy the current page URL to the clipboard so that it is
5 available for pasting in emails or other applications. The copied URL includes page,
. action, and search key information to display in the context of the portal, if you are
using the portal. If you did not pass through the portal, then the system displays the
page only without the portal frames.
2 After making any changes to a page, you must click the Save button in order for the
6 system to commit your changes to the database. Pages in a component are treated as a
. single entity when you try to save data. If you have not completed all required fields,
the system prompts you to enter additional data.
2 In summary, PeopleSoft's browser-based interface is intuitive and easy to use.
7 End of Procedure.
.
Personalizing Your Home Page

With the PeopleSoft Portal and other licensed PeopleSoft portals, you can define and store your
own portal homepages and specify preferences for layout and content. The first time you log in to
a PeopleSoft portal, you will see the default homepage for that portal until you define a personal
homepage.
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Procedure
Step Action
1 You use the Content and Layout links to personalize your homepage.
. Click the Content link.
2 You select the displayed check boxes to choose the pagelets that you want to appear on
. your personalized homepage.
The selection of pagelets is preset by the portal administrator. You can preview each
pagelet by clicking the pagelet name. A preview of the pagelet opens in another
smaller window. If a pagelet is not available to you, text in the pagelet indicates this.
Any links in the pagelet are disabled.
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Step Action
3 Once your selections are made, you can arrange how the pagelets appear on your
. homepage by navigating to the Personalize Layout page.
Click the Personalize Layout link.
4 You can select a basic layout of two columns or three columns.

.
A two-column layout results in one narrow column on the left side of your homepage
and one wider column to the right. A three-column layout results in three narrow
columns of equal width. If you place a wide pagelet in a narrow column, the column
stretches to accommodate the wider pagelet.
5 Note that the system moves required pagelets (indicated by the # sign) from the third to
. the second column when you select two-column layout.
6 You arrange the pagelets by highlighting a pagelet name and clicking the arrow keys.
. You can move pagelets right or left, from one column to another, and up and down
within a column.
7 To delete a pagelet, select it and click the Delete Pagelet button. Note that this does
. not remove the pagelet from the system—it only removes it from your personal
homepage.
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Step Action
8 Click the Return to Home link.
.
9 In summary, you use the Content and Layout links to personalize your homepage.
. End of Procedure.
Using Personal Preferences

In the menu pagelet, you have access to four bookmarks that enable you to make changes based
on your own preferences: Change My Password, My Personalizations, My System Profile, and
My Dictionary.
Procedure
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Step Action
1 The links are located at the bottom of the menu pagelet.
. Click the vertical scrollbar.
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Step Action
2 Click the Change My Password link.
.
3 You can use from 1 to 32 characters to create your password. Your administrator,
. however, has the option of implementing additional password controls, such as
minimum number of characters, which may result in additional requirements for
password changes.
4 Click the vertical scrollbar.
.
5 Click the My Personalizations link.

.
6 Your administrator determines which options you can modify. The personalizations
. that can be made include locale-specific changes, a mode for pages to support assistive
technologies, or changes to images. The personalization categories include: General
Options, Interntl & Regional Settings, System & Application Messages, and
Navigation Personalizations.
7 General Options includes Accessibility Features and Multi Language Entry. If you
. require support for assistive technologies, select the desired layout mode from this
personalization. For Multi Language Entry, on pages where multiple language entry is
available, you can choose to enter data in the language you specify in the Data
Language drop-down list.
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Step Action
8 You use Regional Settings to personalize your date and time formats. Choose settings
. for afternoon and morning designators (AM or PM, or am or pm), date format
(MM/DD/YY, DD/MM/YY, or YY/MM/DD), choosing a local time zone, and so on.
9 You use System & Application Messages to choose whether or not you receive
. messages when confirming a save action and when you attempt to leave a transaction
without saving it first. Save Confirmation is a personalization option where you can
select whether or not you would like a message to appear when a save action is in
progress.
1 You use the Navigation Personalizations option to set the default values for tabs and
0 how the menu collapses. Icons and a drop-down list box with values are also included
. in the description. The menu collapse personalization enables you to select whether the
menu should automatically collapse when a transaction is selected.
1
.
1 Click the My System Profile link.

2
.
1 The General Profile Information page includes many items that reflect your
3 preferences. Passwords, personalizations (language and currency code), email
. addresses, alternate users, and workflow attributes are set on this page.

4
.
1 One of the features in PeopleSoft is the ability to use spell check within specific fields
5 on a page. The fields that enable spell check are defined during the application
. development process. There is a system dictionary to which you can also add personal
entries.
Click the My Dictionary link.
1 You use the Spell Check Personal Dictionary page to add personal words to the spell
6 check dictionary. Notice that you also define which language is associated with each
. word.
1 In summary, the Change My Password, My Personalizations, My System Profile,

7 and My Dictionary pages enable you to make changes based on your own preferences.
. End of Procedure.
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Auto-Collapsing the Menu Pagelet

You can set your preferences so that the menu pagelet collapses automatically when a navigation
page is displayed. This maximizes the viewable area of the application pages. This is particular
useful if you are viewing your PeopleSoft application in an 800x600 display resolution.
Procedure
Step Action
.
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Step Action
2 Click the My Personalizations link.
.
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Step Action
3 Click the Personalize Option button.
.
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Step Action
4 The first option in this list controls the menu collapse function. The default setting is to
. leave it open at all times. You are going to override this setting.
Click the Override Value list.
5 Click an entry in the list.

.

.
7 Click the OK button.

.
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Step Action
8 Click the Return button.
.
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Step Action
9 Notice the note at the top of the page, which states that changes to these settings
. require that you log off and log back on in order for them to take effect.
For the purposes of this exercise, this process will be done for you.
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Step Action
1 You have logged off and logged back on and can now see the effect of changing your
0 personal navigation so that the menu pagelet collapses automatically.
. Click the Products link.
1 Notice that the menu pagelet collapsed automatically. You can continue navigating in
1 the application by using the displayed navigation page.
.
1 In summary, you can set your preferences so that the menu pagelet collapses
2 automatically when a navigation page is displayed.
. End of Procedure.
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Navigating To and Within Pages

PeopleSoft's browser-based interface provides an intuitive way of updating or viewing data in
your database. This lesson will discuss using the menu pagelets to navigate to a page and several
navigation methods that can be used to move between pages in a component.

• Use the navigation pagelet.
• Navigate between pages in a component.
Using the Navigation Pagelets

You use the navigation pagelet to view and select various folders and links.
Procedure
Step Action
1 The menu pagelet is set up in a navigation hierarchy. When you click a level to expand
. it, the next level is displayed and highlighted.
Click the Customers link.
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Step Action
2 There are two types of levels displayed for this folder. The levels with the arrows next
. to them expand further to show additional levels. The level displayed as a hyperlink is
the lowest level. When you click a hyperlink, a component will display to the right of
the menu pagelet.
Click the Customer Information link.
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Step Action
3 There are several links listed here. If you want more information about a folder or link
. in the menu pagelet, you can roll your mouse over it to view a call out that describes
the purpose.
Point to the General Information object.
4 Notice the call out that describes the purpose of the link.
.
5 You click the link to open a component. When opening a component, a search page is
. generally displayed first.
Click the General Information link.
6 Notice that the General Information search page is displayed to the right of the menu
. pagelet.
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Step Action
7 You can collapse the menu pagelet to display more of the page in the window.
. Click the Collapse button.
8 You can collapse and expand the menu pagelet at any time.
. Click the Expand button.
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Step Action
.
1 You use the Search field to search for a registered content reference within the system.
0 You enter the name of the page you want to find, and press Enter or click the Search
. button. This action opens the Search page displaying the results.
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Step Action
1 Click the Customers link.
1
.
1 In addition to the menu pagelet, PeopleSoft applications include navigation pages,

2 which serve as alternatives to the menu pagelet. These navigation pages provide a user-
. friendly navigation tool in the form of task-driven pages that provide intuitive access to
pages needed to complete your business processes. These navigation pages can be
configured to incorporate the use of icons to further increase your ability to intuitively
navigate through tasks.
1 There are two types of navigation displayed in this navigation page.
3
. The Contact Information section displays a link to a component.
1 The other sections show folders. In these sections, the links that are contained in the
4 folder as also displayed. Four links are displayed. If there are more than four, you can
. click the n More... link to view the additional links.
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Step Action
1 You can also click the folder to expand it to view all the links on one page. You can
5 click either the link or the icon to expand the folder.
. Click the Customer Information link.
1 Components are associated with the lowest level of the hierarchy. You can click either
6 the link or the icon to access the component.
. Click the General Information link.
1 The General Information search page is displayed.

7
.
1 In summary, it is easy to navigate in your PeopleSoft application by expanding and

8 collapsing the hierarchy to get to the desired pages.
. End of Procedure.
Navigating Between Pages in a Component

When working with a PeopleSoft application, you are entering or viewing data in a component
page. There are several ways to navigate between pages in a component.
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Procedure
Step Action
1 Click the Customers link.
.
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Step Action
2 Click the General Information link.
.
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Step Action
3 You use a search page to request the data you want to retrieve the data. In this
. example, you are looking for Customer ID 1000.
Click the Search button.
4 Click the Search Results table.

.
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Step Action
5 Components consist of one or several pages within the same window. They are
. usually pages that are related and need to be completed together. The Customer
Information, General Information component displayed above has five pages. As you
finish one page, you select the folder tab of the next page you want to open in the
component.
Click the Sold To Options tab.
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Step Action
6 You can also click the hyperlinks at the bottom of the page instead of selecting the
. folder tabs to move between component pages.
Click the Ship To Options link.
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Step Action
7 You can also use ALT+ an access key to move between pages in a component. The
. access key is the letter on each folder tab that is underlined.
Press [Alt+M].
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Step Action
8 Press [Enter].
.
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Step Action
9. The Miscellaneous General Info page is now displayed.
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Step Action
1 In addition to the keys associated with moving between folder tabs, there are several
0 other hot keys, or shortcuts using keyboard strokes, available for power users.
.
Step Action
1 In the application, you can press Ctrl+K to display a page that lists all the available
1 hot and access keys.
. Press [Ctrl+K].
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Step Action
1 This page provides a complete list of hot and access keys you can use to navigate
2 within a PeopleSoft application.
.
Click the scroll bar.
1 Click the continue link.
3
.
1 In summary, PeopleSoft offers multiple ways to navigate quickly between pages within
4 a component.
. End of Procedure.
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Using Keys and Search Pages

This lesson provides an overview of keys and search pages, and describes how to use search
pages to retrieve the data you need.

• Describe how keys are used to perform a search.
• Perform a search to access a page.
• Use an operator to perform a search.
• Use a wildcard to perform a search.
• Use the Find feature.
Understanding Keys
The fields that uniquely identify your data are called keys.
This topic discusses the use of keys in a PeopleSoft database.
Procedure
Step Action
1 A field or a combination of fields uniquely identifies every table in your PeopleSoft
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Step Action
database.
For example, the combination of SetID and Customer ID uniquely identifies a

customer record.
Step Action
2 The fields that uniquely identify your data are called the keys. To display a page, you
. enter the key(s) to search for on the search page so that the system can retrieve the
correct row of data.
For example, if you want to view an expense report, you must specify or search for the
report by using a Report ID.
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Step Action
3 A search record is the list of defined search keys that help you locate data. The search
. keys are the fields you are prompted for on a search page. For example, you can search
for a customer by using one or a combination of the keys displayed here.
4 Most transaction pages or components have search records associated with them. If
. you select other pages that have a common search record, such as pages within a
component or an associated link, you won't be prompted to enter search criteria again.
You'll be prompted for new search keys only when you select a new page outside of
the component with a different search record.
5 In summary, the fields that uniquely identify your data are called the keys.
. End of Procedure.
Using Search Pages

When you open a page or component, a search page appears prompting you for the search keys
needed to locate the data.
This topic describes how to effectively use search pages.
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Procedure
Step Action
1 Click the General Information link.
.
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Step Action
2 There are two types of search pages: the basic search page and the advanced search
. page. When you select a page, the system often displays an advanced search page, on
the Find an Existing Value tab. You may also click the Add a New Value tab to add
a new row of data into the table.
Click the Basic Search link.
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Step Action
3 In general, a basic search page offers just one field by which you may perform your
. search. You designate which key field you want to search with by entering text in the
Search By edit box.
4 A list of customers that use the SetID SHARE are displayed in the Search Results
. list.
5 With a basic search, you have the option of changing your search criteria. The Search
. By drop-down list enables you to select different search keys to search against the
database. You can also enter full or partial values for the key field. For example, you
may not know the SetID, but you know that the customer's name begins with an 'A'.
Click the Search by list.

.
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Step Action
7 Enter the desired information into the begins with field. Enter "A".
.
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Step Action
.
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Step Action
9 The Search Results show all rows matching your search criteria. In this case, these are
. all the customers in your database with names that begin with an 'A'. You are looking
for Apex Systems. With a basic search, only the first column in the Search Results list
is displayed as a link.
Click the Search Results table.
1 The General Information component is displayed for the Apex Systems customer.
0 Notice that the key fields from the search page appear as the uppermost display-only
. fields on the page.
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Step Action
1
.
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Step Action
1 If you want to look at data for another customer, you can click the Return to Search
2 button at the bottom of the page.
. Click the Return to Search button.
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Step Action
1 The system returns you to the advanced search page with the criteria from the previous
3 search displayed.
.
If you want to search again with new criteria, you can use the Clear button. The Clear
button refreshes the page without saving so you can enter new criteria.
Click the Clear button.
1 The options on the advanced search page enable you to narrow your search by entering
4 values in more than one type of criteria. The advanced search page contains several
. keys to search for your record.
If you don't know any criteria for your search, you can just click the Search button to
display a list of all records in the database.
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Step Action
1 Some search records have fields that are required for a search to be performed. In this
5 example, the SetID field is the minimum criterion to perform a search.
. Click the OK button.
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Step Action
1 Enter the desired information into the SetID field. Enter "SHARE".
6
.

7
.
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Step Action
1 The search function can retrieve up to 300 entries from the database, displaying a
8 number of results at a time in the Search Results grid. Use your browser's scroll bar to
. view all listings on the current page. If the list is subdivided, click the right arrow
above the grid to view the next set of listings.
Click the Next Row button.
1 The next set of customers is displayed.

9
. If your search retrieves more than the maximum 300 listings, a message is displayed
indicating that there are more than 300 rows for this set of filtering criteria, and that
additional criteria may need to be entered.
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Step Action
2 It is better to attempt to narrow your search if the results display too many rows to
0 effectively review.
.
One way you can select criteria is by using the look up buttons provided for some of
the fields.
Click the Look Up Customer ID button.
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Step Action
2 You use the look up page to search for key values to use in your search criteria.
1 Click the Cancel button.
.
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Step Action
2 Another way to narrow your search is to use a key or combination of keys with full or
2 partial values.
.
For example, suppose you know that the customer you are looking for begins with an
'A' and is located in San Jose. You can enter this partial criterion to narrow down the
list of search results.
Click in the Name 1 field.
2 Enter the desired information into the Name 1 field. Enter "A".
3
.
2 Click in the City field.

4
.
2 Enter the desired information into the City field. Enter "San Jose".
5
.

6
.
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Step Action
2 The two customers that match this criteria are displayed in the Search Results list.
7
. With an advanced search, all the columns in the Search Results list are displayed as
links.
Click the Search Results table.
Step Action
2 The General Information page for Customer 1000 is displayed.
.
2 Search List Navigation buttons are available to process your search. They are
9 displayed below the transaction area of the page.
.
3 The Return to Search button returns you to the search page for the transaction type.
0
.
3 The Previous in List button displays the data for the previous data row in your search
1 list box. This push button appears gray if you didn't select the data row from a list box,
. if there was only one row in the list, or if the data displayed is the first row on the list.
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Step Action
3 The Next in List button displays the data for the next data row in your search list box.
2 This push button appears gray if you didn't select the data row from a list box, if there
. was only one row in the list, or if the data displayed is the last row on the list.
Step Action
3 Since the search results displayed two matches for your search, and Customer 1000
3 was listed first, notice that the Next in List button is active, but the Previous in List
. button is not. If you want to view data for the other customer listed in the search
results, you can use these buttons to navigate between the rows of data.
Click the Next in List button.
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Step Action
4
.
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Step Action
3 The next customer record in the list is for Customer 1001.
5
. If there were more customers in the list, you could continue to use these buttons to
navigate between the rows. You can also return to the search page for additional
searches.
Click the Return to Search button.
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Step Action
3 Click the Clear button.
6
.
3 Suppose you want to search for all customers in the state of California.
7 Enter the desired information into the SetID field. Enter "SHARE".
.
3 Click in the State field.

8
.
3 Enter the desired information into the State field. Enter "CA".
9
.

0
.
4 If the search criteria you selected is something that you think you can use again, you
1 can save the specifics of the search.
. Click the Save Search Criteria link.
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Step Action
Step Action
4 Enter the desired information into the Name of Search: field. Enter "California
2 Customers".
.
4 Click the Save button.

3
.
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Training Guide
Step Action
4 A confirmation page is displayed.
4 Click the Return to Advanced Search link.
.
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Step Action
4 Notice that a Use Saved Search drop-down list appears so that you can select a saved
5 search. Once a search is saved that specific search record is available for use in other
. search pages that use the same search record.
4 You can also delete any saved searched by using the Delete Saved Search link.
6
.
4 For any of the criteria, you also can use the Case Sensitive option. This ensures that
7 the search results are based on matching the case you enter in the criteria.
.
4 In summary, you can search for data by using basic or advanced search pages. When
8 conducting a search, you can enter full or partial values for any of the search keys.
. Once you open a page or component, you can use the Next in List and Previous in
List buttons to navigate between the rows in the search results. You can also save
search criteria.
End of Procedure.
Using Operators
Operators enable you to search on limited amounts of information, such as first letters for
customer, company, or state names.
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Procedure
Step Action
1 The advanced search page defaults the operators used for each search key. Notice in
. the search page displayed that the default for all but one of the search keys is begins
with. This means that the system will search for records that match based on the key
beginning with the criteria entered in each field.
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Step Action
2 Displayed below is a list of all the operators that are available when conducting a
. search.
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Step Action
3 Suppose you want to search for a customer that has the word "Outdoor" in its name. If
. the first word in the name was "Outdoor," you could use the begins with operator and
enter the word "Outdoor" in the field next to the operator. This would return all
customer records that have names that begin with "Outdoor." Because you don't know
where the word falls in the name, you just know that it's part of the name, you need to
use a different operator.
Click the Name 1 list.

.
5 Click in the Name 1 field.

.
6 Enter the desired information into the Name 1 field. Enter "Outdoor".
.

.
8 The search results list displays the nine customers with the word "Outdoor" in their
. name.
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Step Action
9 Using an operator for more than one field helps to make your search even more
. specific. For example, a search for a company in California with a name that contains
the word "Outdoor" could be further narrowed by selecting the "=" operator for the
State and entering CA.
Click the State list.

0
.

1
.
1 Enter the desired information into the State field. Enter "CA".
2
.

3
.
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Step Action
1 Notice that there are three customer that meet the criteria of having "Outdoor" in their
4 name and being located in California.
.
1 In summary, operators can be used to further define your search criteria.

5 End of Procedure.
.
Using Wildcards
A wildcard is a special symbol that stands for one or more characters. This enables you to select
multiple files with a single specification.
Procedure
Step Action
1 PeopleSoft applications support three wildcard features when searching for data in
. character fields. These wildcards can be helpful in finding the exact information you
want to process.
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Step Action
The table below displays the supported standard wildcard features.
Step Action
2 For example, suppose you are looking for a specific vendor, but can't remember the ID.
. You know that the ID begins with USA and ends with 1. You can use the % wildcard
to locate the vendor.
Click in the Vendor ID field.
3 Enter the desired information into the Vendor ID field. Enter "USA%1".
.

.
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Step Action
5 There are 44 vendors that match this criteria.
.
6 You have successfully searched for a record using a wildcard.

. End of Procedure.
Using the Find Feature

To help you easily find the data you are looking for when there are many rows of data to search
through, PeopleSoft provides the Find feature.
Procedure
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Step Action
1 In this example, you are updating product information for ice chests. You know that
. the Product ID begins with 100.
Click in the Product ID field.
2 Enter the desired information into the Product ID field. Enter "100".
.

.
4 The search results list shows 100 rows of Product IDs that begin with 100. When
. looking at a grid or a scroll area of data, you can locate a particular row quickly by
using the Find feature. You want to update product information for ice chests.
You press [Ctrl+F] to open the Find dialog box. In this example, this will be done for
you.
5 You enter the text string you are searching for in the Find what: field of the Find
. dialog box. You can choose to match the whole word only, to match the case of what
you have typed, and to find data up or down from where you are currently located in
the grid.
Enter the desired information into the Find what: field. Enter "ice chest".
6 Click the Find Next button.
.
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Step Action
7 The Find feature quickly highlighted the entry for ice chest in the search results list.
.
Click the Cancel button.

.
Step Action
9 The Product Definition component for Product ID 10059 is displayed.
.
1 Using the Find feature helps you quickly locate the data you need in a scroll or grid
0 area containing several rows.
. End of Procedure.
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Working with Pages

Viewing data on pages is at the heart of PeopleSoft applications. Data can be presented in a
variety of ways throughout the system, including reports, grids, fields, and tables. You need to
understand the methods for working with pages, as you will use pages in everything that you do
in a PeopleSoft application.

• Recognize page controls.
• Use PeopleSoft grids.
Recognizing Page Controls

Page controls include several types of data entry fields, designed to offer different ways to enter
and maintain information. Recognizing each type of data entry field helps you to use the system
more efficiently.
In this example, a contract employee is becoming a permanent employee and you need to update
his Travel and Expense employee information.
Procedure
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Step Action
1 An edit box is a rectangular box into which you enter data. The number of characters
. you can enter is determined by the length of the database field.
For this example, you want to add telephone information for this employee.
Click in the Telephone field.
2 Enter the desired information into the Telephone field. Enter "(650) 555-6598".
.
3 A drop-down list box is a rectangular box similar to an edit box with a prompt button
. within the box. Clicking the prompt button displays a list of values from which you can
select a single option.
For this example, Douglas has just been hired as a permanent employee.
Click the *Personnel Status list.

.
5 The asterisks next to the Last Name, First Name, and Personnel Status fields
. indicates a required field.
Data must be entered into a required field to save the component. If you try to save the
component before entering data into a required field, the field will turn red and an error
message dialog will appear on the page.
6 A radio button is a small round button that represents one option in a group of
. mutually exclusive options. Only one radio button in a group can be selected at one
time.
For this example, you want to change the employee base from Home to Office.
Click the Office option.
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Step Action
7 Click the Organizational Data tab.
.
8 A check box is a small square box that turns an option on or off. Select the box to add
. a check mark and the option is on. Remove the check and the option is off.
In this example, the Default Profile check box option is on and the Ignore
Authorized Amounts check box is off.
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Step Action
9 An edit box with prompt button uses a prompt button that looks like a magnifying
. glass that can be used to look up a valid value for the field. It will open a separate page
that enables you to search the database for the data you need.
Click the Look Up Supervisor ID button.
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Step Action
1 Enter the desired information into the begins with field. Enter "KU".
0
.
1 Click the Look Up button.

1
.

2
.
1 After selecting a value, the system automatically returns you to the original page and
3 inserts the information in the field.
.
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Step Action
1 Click the Corporate Card Information tab.
4
.
1 When entering information in a date field, you can use the date prompt button.
5 Clicking this button opens a small calendar that displays the current month.
. Alternatively, you can press Alt+5 while in the field containing the date prompt to
open the calendar. You may also enter the current day's date by typing "today" in the
date field.
For this exercise, you need to enter card data. The Expiry Date field on this page has a
date prompt button. For the purposes of this exercise, the Business Unit, Card Issuer,
and Card Number fields will be filled in for you to save time.
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Step Action
1 Click the Choose a Date button.
6
.
1 You can press the Esc key to cancel and close the calendar.
7
.
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Step Action
1 To change the calendar month, select the drop-down list box arrow for the month.
8 Click the Month list.
.

9
.
2 To change the year, select the drop-down list box arrow for the year.
0 Click the Year list.
.

1
.
2 Click the day of the month to select the day.

2 Click the desired date.
.
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Step Action
3
.
2 You have successfully used several different kinds of data entry fields to update a
4 record in a PeopleSoft application.
.
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Step Action
2 There is one additional type of field that was not used in the previous component.
5 Displayed here is the Product Definition component.
.
Long edit boxes are rectangular boxes into which you enter long text items, such as
comments. These boxes store free-form text fields. If you type more lines than you can
see at one time, use the scroll bar to the right of the box to move through text.
2 In summary, PeopleSoft data entry fields provide you with a simple way to enter and
6 update data in your tables.
. End of Procedure.
Using PeopleSoft Grids

On some pages, you may want some of the fields to repeat in order to enter multiple rows of data.
For this purpose, PeopleSoft uses grids. With grids, you have the ability to add, edit, and view
multiple occurrences of data for a group of fields on one page.
Procedure
Step Action
1 Instead of using a traditional scroll bar to scroll through the rows of data in a grid,
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Step Action
PeopleSoft uses navigation buttons and hyperlinks. Most often, you will find these
buttons and hyperlinks in the navigation header for each area, with the exception of
the Insert Row and Delete Row buttons.
2 The Customize link takes you to the customization page for that grid, which enables
. you to sort by column, reorder columns, hide, and freeze columns.
3 The Find link enables you to find a specific row of data.

.
4 The View All link displays all rows of data on a page. When this feature is enabled, the
. link morphs to read View 1 so that you can return to the original setting.
5 The Download button enables you to download the contents of a grid to a Microsoft
. Excel spreadsheet.
6 The First link takes you to the first row of data.

.
7 The Previous Row arrow displays the previous row of data.

.
8 The number system for the rows shows the number of rows you are currently
. viewing.
9 The Next Row arrow displays the next row of data.

.
1 The Last link takes you to the last row of data.

0
.
1 The Add Row button inserts a new row of data.

1
.
1 The Delete Row button deletes the current row of data.

2
.
1 Grids look similar to a spreadsheet with column headings, rows, and cells. The cells
3 are equivalent to fields. Fields within a grid may be represented as edit boxes, drop-
. down list boxes, check boxes, and radio or prompt buttons.
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Step Action
1 Rows of data in both grids and scroll areas always share the same high-level key(s).
4 For example, for the Purchasing Kit Definition, you can have multiple rows with
. different effective dates and statuses. If you have multiple rows, each of those rows has
the SetID and Purchasing Kit ID as key fields. If you insert a new row, the system
automatically copies the shared key data into the new row.
Step Action
1 Another type of grid is a tabbed grid. These provide a means of viewing multiple
5 columns of information without having a horizontal scroll to view them. The Bank
. Accounts page has a tabbed grid section.
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Step Action
1 You select a tab to view the additional columns.
6 Click the Prenote Info tab.
.
1 You can click the Show All Columns button to the right of the tabs to expand the grid
7 columns so that no tabs are visible. This enables you to move between all columns by
. pressing the Tab key or using your browser's horizontal scroll bar.
Click the Show All Columns button.
1 You need to scroll to the right to view all the columns.

8 Click the horizontal scrollbar.
.

9
.
2 Return the grid to its tabbed state.

0 Click the Show Tabs button.
.
2 Click the Bank Account Info tab.

1
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Training Guide
Step Action
2 To add a new row of data to a grid, you click the Add Row button to insert a row just
2 below the row you are on. Each time you add a new row, you are actually adding a
. new row of data to the database table. This grid has an Add Multiple Rows button,
which is just like the Add Row button only it enables you to insert up to 99 rows at one
time.
Click the Add Multiple Rows button.
Step Action
2 A dialog box is displayed prompting you to enter the number of rows to add.
3 Enter the desired information into the field. Enter "2".
.
2 Click the OK button.

4
.
2 Two new rows are now available. Notice the number system for the rows in the grid
5 navigation header shows 1-3 of 3.
.
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Step Action
2 If you want to delete a row, you click the Delete Row button.
6 Click the Delete Row button.
.
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Training Guide
Step Action
2 The system gives you a confirmation message asking if you want to proceed with the
7 deletion. It also reminds you that the row will not be deleted from the database until a
. save occurs, however, the row is automatically removed from the grid.
Click the OK button.
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Step Action
2 To get the row back, you can click the browser's Back button or close the transaction
8 without saving your changes. If you close without saving, any other changes you made
. will also not be saved.
Click the Back button.
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Step Action
29. Row 3 is now back in the grid.
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Training Guide
Step Action
3 You may also encounter grids that can be collapsed or expanded. The Standard
0 Journals Created grid from the Standard Journal Definition page is collapsed. By
. clicking the right pointing arrow in front of the grid heading, you can expand a grid
that is hidden from view or collapsed.
Click the Expand Section button.
3 You can collapse the grid by clicking the down arrow in front of the grid heading.
1 Click the Expand Section button.
.
3 In summary, PeopleSoft's grid area navigation structure makes it easy to work with
2 multiple rows of data.
. End of Procedure.
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Adding and Updating Data

The PeopleSoft system houses all of your organizational needs through database tables. Some of
this data will require periodic updates, and other data will need to be added to the system. Adding
new data means creating a high-level key for the database table(s).
The ability to manipulate existing data within PeopleSoft is paramount to keeping accurate
records. Using effective-dated tables in combination with action types is essential to being able to
do this.

• Describe the different action types.
• Identify the categories of effective-dated rows.
• Add a new high-level key to the database.
• Change existing data using the Update/Display page action.
• Change existing data using the Include History page action.
• Change existing data using the Correct History page action.
Recognizing Action Types

Action types are essential to accessing data within PeopleSoft. The four action types are:
• Add
• Update/Display
• Update/Display All
• Correction
Procedure
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Step Action
1 Imagine the file cabinet displayed below is a PeopleSoft database. The file cabinet is
. filled with information categorized by folders. When you use the Add action type, you
create a new folder such as File K0G001 below.
Susan Jones has just been hired by your company and has been assigned Employee ID
K0G001. This ID is now the high-level key used to differentiate Susan Jones from
Arnold Jones, who is also employed within the company.
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Step Action
2 Susan has now been hired and assigned a PeopleSoft Employee ID. She has additional
. personal information to be added to her records. To access her employee file, the
action type of Update/Display is used. As its name describes, the action
Update/Display enables you to make updates to existing data or to display current
data.
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Step Action
3 Three years have gone by since Susan was hired. In that time, she has changed jobs,
. moved twice, and gotten married. You can use the action type Update/Display All to
view previously entered data (historical), in addition to current rows accessible using
Update/Display.
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Step Action
4 It was recently discovered that an error was made when Susan transferred departments.
. You can use the action type Correction to make adjustments to errors in the database.
Not all users will have access to the Correction action type. It is a powerful tool
because you can delete or modify any row of data within the database.
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Step Action
5 You use four action types to work with data in PeopleSoft.
.
You use Add when a new high-level key is required to complete a transaction.
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Step Action
6 Update/Display is used when retrieving or updating data on non-effective-dated
. database tables. If the table is effective-dated, you can use this action to view current
and future rows; modify future rows only; insert a new current row or future row.
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Step Action
7 When you view data using Update/Display All, you will view current, future, and
. history rows of data. This is helpful when you want to view historical data.
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Step Action
8 Correction is the most powerful of all the actions. You can use it to view, change, or
. insert rows of data, regardless of the effective date.
9 Action Types are your key to accessing your organization's data stored in PeopleSoft.
. End of Procedure.
Categories of Effective Dated Rows

PeopleSoft uses effective-dated rows to retain historical data, view data changes over time, and
store future data. Three categories of effective-dated rows are used to accomplish this task:
• Current
• Future
• History
Procedure
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Training Guide
Step Action
1 A current row of data within PeopleSoft displays the most up-to-date information
. available, what is currently happening with the data.
John Smith got married on September 12, 1997. Human Resources inserted a data row
into his record that indicated a change of status from single to married, effective
September 12, 1997. If you were to access John's record today, the current row would
show September 12, 1997. Unless John has a status change in the future, September
12, 1997 will remain his current data row.
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Step Action
2 Future rows of data are categorized as rows of data that have not yet taken effect.
. They are future transactions. If John had advised Human Resources of his wedding
prior to it taking place, a row could have been inserted with an effective date
September 12, 1997. Until the effective date passed, the row would remain in the
system as future.
Future rows can eliminate paperwork stored for future transactions and avoid
potential loss of records.
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Step Action
3 The last category, history, is fairly self-explanatory. History rows are what current
. and future rows eventually become.
If John's marriage didn't work out and he got divorced, a row would be inserted into his
status field indicating a divorce, with an effective date defined by John. The marriage
date, which was the current row, would then become the history row.
History rows enable you to maintain an accurate online history of your data. This data
can then be incorporated into reports or viewed online.
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Step Action
4 Actions determine the rows of an effective-dated table that can be retrieved or
. modified. The table displays the categories of effective-dated rows, along with the
action types and associated page actions used online to retrieve, insert, or update
effective-dated rows.
5 Now that you have an understanding of row categories, you can view some online
. using PeopleSoft. The search page for the Vendor Information component is
displayed here.
A search page with Include History and Correct History check boxes displayed
indicates that you are accessing effective-dated data. You can directly access a history
row from the search or within the page. If neither history box is selected, the
Update/Display option is the default.
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Step Action
6 Click in the Vendor ID field.
.
7 Enter the desired information into the Vendor ID field. Enter "USA0000010".
.

.
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Training Guide
Step Action
9 The Identifying Information page of the component is displayed. The effective-dated
. rows of this component are on the Address page.
Click the Address tab.
1 Notice that there is one row listed for the Address Detail section. This is the current
0 row of information.
.
1 This vendor has had several expansions and moved the warehouse to different sites to
1 accommodate the growth. In order to see this information, you need to look at the
. history rows of data.
Click the Include History button.
1 Notice that the scroll area now displays 1 of 3 between the scroll arrows.
2
.
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Training Guide
Step Action
1 You are looking at the current address. When this information was entered in the table,
3 the previous address information was stored as historic data. You want to view the
. previous warehouse locations for this vendor.
1 Notice the effective date on this page. This was the location of the warehouse in May
4 of 2000.
. Click the Next Row button.
1 Now you see where this vendor began its operations.

5
. In addition to using the scroll arrows to view multiple rows of data individually, you
can use the View All function to view all of the rows together.
Click the View All link.
1 As you can see, View All displays the current row of data at the top of the page
6 followed by the history rows. Also notice that View All has changed to View 1 in the
. scroll area. When displaying data using View All, you may need to use the vertical
scroll bar to see multiple effective-dated rows.
Click the vertical scrollbar.
7
.
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Training Guide
Step Action
1 You are now back at the top of the page where you can see the current address
8 information.
. Click the View 1 link.
1 You are returned to the last row that you were viewing before you clicked View All, in
9 this case, the oldest address. You can scroll back, one page at a time, to the other data
. rows you were viewing by clicking the left arrow in the scroll area. However, if you
wish to return to the current row immediately, you can simply click First in the scroll
area.
Click the First link.
2 You have practiced navigating through effective-dated rows and have seen how they
0 are used within PeopleSoft. By using effective dates in relation to other fields, you can
. keep a chronological history of data within the system.
End of Procedure.
Adding a New High-Level Key

Consider all the data that is entered in your PeopleSoft system over time. To access the correct
data most efficiently, PeopleSoft uses database tables to categorize the information. To uniquely
identify each row of data in the table(s), a high-level key is defined.
Procedure
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Step Action
1 A high-level key is a unique piece of data that is specific to only one record in the
. database table(s). For example, an Employee ID is unique to just that employee,
regardless of other employee details, such as last name, address, and date of hire.
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Step Action
2 Sometimes it is not feasible to use one specific key to identify a row of data in the
. system. For these circumstances, PeopleSoft also accommodates a multi-part key. In
the table below, there are five separate rows of data for Employee KC0032. The high-
level key for this table is the Employee ID.
3 However, with this key alone, there is no distinction between Amanda Agnew, Brian
. Avery, Harris Smythe, Lynda Penrose, or Sean Jones. If you queried the database by
Employee ID alone, you would receive all five of the data rows above.
You can use a multi-part key to help you with these types of queries. Using both the
Employee ID and the Contact Name fields to access the data, you are ensured to
receive the correct information.
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Step Action
4 To enter a new high-level key into the database, you use the Add action type. For
. example, your organization has all current employees entered in PeopleSoft. This
enables updates to personal information and employee status changes.
When a new employee is hired into the organization, you must create a new high-level
key and add the employee to the database, otherwise, a database record will not be
available. This key becomes the unique identifier, or Employee ID, and is used to
access this employee's record.
5 The file cabinet below represents a PeopleSoft database in your organization. The
. cabinet contains all your company's employee information.
To ensure that you retrieve the correct file folder from the file cabinet, each is labeled
with an Employee ID. The Employee ID is considered a high-level key. In other
words, it uniquely identifies one employee file from another.
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Step Action
6 You may want to access Susan Jones' personnel file. However, there may be three
. Susan Jones within the company. How do you know which Susan Jones file to access?
If you were simply to open the file cabinet, it would take some time to find the correct
file folder. However, by uniquely identifying data with a high-level key, PeopleSoft
can determine an exact match to a particular piece of data within the system. This
makes data retrieval much more efficient and accurate.
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Step Action
7 To add a high-level key to the database, you need to determine exactly what you want
. to add and where it is located within PeopleSoft.
For this example, your company has been using contract workers to complete an
important project. They need to fill out travel and expense information for the project.
A new contract employee has just been hired and her profile information needs to be
added to the database.
Click the Update Profile link.
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Step Action
8 Click the Add a New Value tab.
.
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Training Guide
Step Action
9 The key field is Employee ID. See what happens if you enter an employee ID that
. already exists.
Enter the desired information into the begins with field. Enter "TZ485".
1 Click the Add button.
0
.
1 A message appears telling you that this Employee ID already exists. You can either
1 modify this one or specify a new value to add a new one.
. Click in the Employee ID field.
1 Enter the desired information into the begins with field. Enter "TP485".
2
.

3
.
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Step Action
1 The Employee Data page in the Update Profile component is displayed.
4
. You need to enter all required information before you can save the page.
Enter the desired information into the *Last Name field. Enter "Perez".
1 Click in the *First Name field.
5
.
1 Enter the desired information into the *First Name field. Enter "Diane".
6
.
1 Click the *Personnel Status list.

7
.

8
.
1 Click in the Address 1 field.

9
.
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Step Action
2 Enter the desired information into the field. Enter "450 Acorn Drive".
0
.
2 Click in the City field.

1
.
2 Enter the desired information into the field. Enter "Pleasanton".

2
.
2 Click in the Postal field.

3
.
2 Enter the desired information into the field. Enter "94566".

4
.
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Step Action
5
.
Step Action
2 Enter the desired information into the field. Enter "CA".
6
.

7
.
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Step Action
8
.
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Step Action
2 If you have not entered all the required information, a warning message will display to
9 let you know what information is missing. The system will also navigate to the page
. where the required data is located.
In this exercise, default ChartField information is required.

3 For the purposes of this exercise, the additional required information will be entered
0 for you.
.
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Step Action
1
.
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Step Action
3 With the Add action, once a page is saved and data committed to the database, you can
2 continue to add additional high-level keys. Perhaps Diane is not the only contract
. worker being hired to help out with this project. You may want to enter records for a
few more individuals.
Click the horizontal scrollbar.
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Step Action
3
.
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Training Guide
Step Action
3 You are back at the Add a New Value page for the component. Once a high-level key
4 is added and committed to the database, it can only be accessed using the available
. action types assigned to that component.
3 You have successfully added an new high-level key to the database.

5 End of Procedure.
.
Using Update/Display
The Update/Display action type enables you to access current and future effective-dated rows
in the database. Specifically, you can:
• Insert, change, and delete future rows of data.
• View current and future rows of data.
This is also the action type you use to access tables that are not effective-dated.
Procedure
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Step Action
1 The default page action when accessing component pages that are not effective-dated
. is Update/Display. Notice that the search page for the Product Definition component
does not provide choices for any other actions.
In this example, one of the products has been discontinued and you need to update the
record.
Click in the Product ID field.
2 Enter the desired information into the Product ID field. Enter "15027".
.

.
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Step Action
4 The Definition page for the product is displayed. You need to change the status to
. Inactive now that the product has been discontinued.
Click the *Status list.

.
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Step Action
6 To commit the changes made to the record, the page needs to be saved.
. Click the Save button.
7 You have successfully updated the product information and committed the data to the
. PeopleSoft tables.
End of Procedure.
Using Include History

The Update/Display All action type is used primarily for viewing data within an effective-dated
table. However, you do have the option of using this action type to update certain categories of
existing data in the database. By selecting the Include History page action, you are able to:
• View history, current, and future rows of data.
• Change future rows.
• Insert future rows.
• Delete future rows.
Procedure
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Step Action
1 When you navigate to the search page of an effective-dated page, the available page
. actions appear below the final search field. In this case, for Contact Info, the Include
History and Correct History page actions are available. If you want to be able to view
all data row categories, but only insert or change future rows, the correct page action to
select is Include History. This will bring you into the component page in
Update/Display All mode.
Click in the Contact ID field.
2 Enter the desired information into the Contact ID field. Enter "16".
.
3 Click the Include History option.

.

.
5 The Contact page is displayed. Notice the scroll area in the upper right displays 1 of 1.
.
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Step Action
6 For this exercise, your contact is getting married in June and will have a new last name
. and email ID. A future row of data needs to be inserted to reflect this new information.
Click the Add Row button.
7 Notice that 1 of 2 now appears in the scroll area. When you insert a new row into an
. effective-dated table, the data from the current row is copied down to the new row.
This way, you can make any necessary changes for the new row without wiping out
data that you aren't going to change.
Click in the *Effective Date field.
8 Enter the desired information into the *Effective Date field. Enter "09/10/2005".
.
9 Click in the *Name field.

.
1 The next change to make for this future row is the new name for your contact.
0 Enter the desired information into the *Name field. Enter "Kelly Russ".
.
1 Click in the Email ID field.

1
.
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Step Action
1 Finally, update her email address. Once the final change is made, you can save the
2 page.
. Enter the desired information into the Email ID field. Enter "kr@store.com".

3
.
1 The Contact record is now updated with the new information.

4 End of Procedure.
.
Using Correct History

The Correction action type can be very effective if it is used appropriately. Likewise, if abused,
it can be detrimental to data integrity within PeopleSoft. By selecting its associated page action,
Correct History, you are able to:
• View history, current, and future rows.
• Change history, current, and future rows.
• Insert history, current, and future rows.
Correction usually is not accessible to all users within your organization. Usually,
implementation team members and other experts are the only people with access to this action
type. The purpose of the Correction action type is to correct mistakes in the system.
Procedure
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Step Action
1 In this example, you have been asked to delete a row of history from the Vendor
. Information table. You can choose the Correct History page action from the search
page, or select the page action once you have navigated to the component pages. You
know you want to be in Correction mode, so you will select Correct History here.
Click in the Vendor ID field.
2 Enter the desired information into the Vendor ID field. Enter "USA0000002".
.
3 Click the Correct History option.

.

.
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Step Action
5 The Identifying Information page is displayed. The effective-dated information is on
. the Address page of this component.
Click the Address tab.
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Step Action
6 As you can see by the 1 of 2 displayed in the scroll area, you are on the most recent
. row of data. You can navigate to the different rows by using the links and buttons in
the scroll area.
7 Notice the scroll area displays 2 of 2, indicating that you have scrolled to the last, most
. historic, row of data. This data was entered in error and does not reflect the correct
address information. You can delete this row clicking the Delete Row button for the
Address Detail section.
Click the Delete Row button.
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Step Action
8 A confirmation box appears for you to confirm that you are sure you want to delete the
. row of data permanently from the database.
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Training Guide
Step Action
9 Notice that the scroll area now displays 1 of 1, indicating that the row has been
. removed. As the confirmation box displayed on the previous screen stated, the delete
will occur when the transaction is saved. That means you have one last step to take
before permanently deleting this row from the database. To commit the changes to the
database tables, the page needs to be saved.
Click the Save button.
1 The database tables have now been saved with these changes. By using the Correct
0 History page action to gain access to a component using the Correction action type,
. you can change or delete records without regard to effective-dating or row categories.
End of Procedure.
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Training Guide
Using PeopleSoft Workflow

When data is entered in the PeopleSoft system, reviews, approvals, and other activities may be
required to complete the business process. Workflow enables automated notification and easier
management of tasks, or worklist items.
Many of the tasks you perform throughout the day are part of larger tasks that involve several
steps and people working together. For example, when you want to take a training course, your
organization might be set up so that you request to take a course, your manager approves it, and a
training administrator enrolls you.
Workflow routings are notifications to inform other people of the work awaiting them. For
example, after the training request is entered, PeopleSoft automatically notifies the approver that
the request has been submitted and is waiting for review and approval. Once the request has been
approved, the workflow triggers another automatic notification to the person who needs to enroll
the student.

• Explain sending and receiving notification via workflow.
• Use worklists.
Sending and Receiving Notifications

Notifications are sent automatically as a part of the standard workflow routings. You can also
send notifications from most PeopleSoft components by using the Notify button.
Procedure
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Step Action
1 The Notify button will pick up any available Notification Templates for that
. component. Notifications can be sent via worklist or by email.
Click the Notify button.
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Training Guide
Step Action
2 You use the Send Notification page to notify the person who needs to take action on
. the notification.
3 You can identify the priority level for the notification, the subject or description of the
. notification, and include any comments in the Message field.
4 The Template Text field is based on a predefined notification template and cannot be
. edited.
5 Click the Lookup Recipient link to access the Lookup Address page. Enter the first
. characters of a recipient and click Search to receive a list of people that match your
search.
6 Delivery Options consist of check boxes that are populated based on the delivery
. options defined in the recipient's user profile. The Worklist check box is unavailable
with external email addresses.
7 You may receive workflow notifications through email or worklists. When you receive
. an email notification, it may include a link to the PeopleSoft system where you will
perform the necessary work. Using worklists is discussed in more detail in the "Using
Worklists" topic of this lesson.
8 Workflow notifications are sent automatically as part of standard workflow routings,
. but can be sent from most PeopleSoft components as well. Notifications can be sent or
received via email or worklist.
End of Procedure.
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Training Guide
Using Worklists
A worklist is an organized list of the work items awaiting your attention. Select items to work on
from a worklist, and an item automatically returns the pages you need. This enables you to bypass
any other navigational structure and to work directly from the worklist.
Procedure
Step Action
1 You can open the Worklist page by using the folders and links in the menu pagelet or
. clicking the link in the universal navigation header.
For this example, use the link in the universal navigation header.
Click the Worklist link.
2 Your personal worklist displays. In this example, the worklist is for Kenneth
. Schumacher.
3 The Worklist page can be better viewed if the navigation pagelet is closed.
. Click the Collapse button.
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Training Guide
Step Action
4 The Worklist page provides summary information about all items in your personal
. worklist. From this page, you can view additional details about the work, perform the
work, or reassign work items. You can define the sorting and customize the columns of
the grid. You can sort work items according to the data in that column. Notice that the
date for the first work item is 06/07/2005.
Click the Date From link.
5 The work items are now sorted by date, starting with the earliest date.
.
6 When you select items to work on from your worklist, the system automatically returns
. the pages you need. This enables you to bypass any other navigational structure and
work directly from the worklist. The Link column enables you to work an item from
the Worklist page.
Click the highlighted link.
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Training Guide
Step Action
7 The system transfers you to the page where you can perform the required task. When
. you have worked the item, it is automatically removed from your worklist. You can
also manually mark an item as worked in the worklist.
Click the View Worklist button.
8 Notice that the worklist now appears with the default sorting.
.
9 You may want to use the Mark Worked button to manually mark an item as worked if
. an entry is a simple notification and needs no follow-up.
If you click the Mark Worked button, the item will be removed from your list.
1 The Reassign button enables you to reassign a worklist item to another user.
0
.
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Training Guide
Step Action
1 The Worklist Details page includes all the information from the Worklist page, plus
1 additional information about items on your worklist.
. Click the Expand button.
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Training Guide
Step Action
1 Click the Worklist Details link.
2
.
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Training Guide
Step Action
1 Click the Collapse button.
3
.
1 Notice that the time displays for each worklist item in the Date From column.
4
.
1 There is also a Business Process Name column on the Worklist Details page.
5
.
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Step Action
6
.
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Training Guide
Step Action
1 The Timed Out Dttm field displays the date and time when the item will time out if it
7 is not already worked.
.
1 The Previous User field displays the user whose action triggered this item.
8
.
1 The Selected Dttm field displays the date and time when you first selected this item in
9 order to work on it.
.
2 If the item was forwarded from another user, the comment is displayed in the
0 Comment field.
.
2 Items on your worklist have built-in timeout parameters. The Timed Out column
1 indicates if the items have timed out.
.
2 The Instance is a unique identifier for each item of the same type.
2
.
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Training Guide
Step Action
2 The Transaction is a unique identifier for each item in the worklist.

3
.
2 In summary, a worklist is an organized list of the work items that need your attention.
4 If you select an item on the list, you are taken to the page you need in order to
. complete the task.
Use the Worklist Detail page to view more details about each item on your worklist.
End of Procedure.
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Training Guide
Glossary
access key Keys that help you move between pages in a component. Identify the key by noting
the underlined letter in a page tab name. To open a page, press Alt and the
underlined letter, and then press Enter to execute the action.
access keys Keys that help you move between pages in a component. Identify the key by noting
the underlined letter in a page tab name. To open a page, press Alt and the
underlined letter, and then press Enter to execute the action.
component A group of related pages that pertain to a specific task. You access components from
the menu. Components contain folder tabs with each tab containing a related page.
folder tab Folder tabs correspond to panel group items. Multiple panels are grouped into a
panel group in PeopleSoft applications to organize information that cannot
effectively fit onto one panel.
high-level The field in a row of data in a PeopleSoft database that uniquely identifies that row
key from the other rows in the database.
multi-part The combination of fields in a row of data in a PeopleSoft database that uniquely
key identifies that row from the other rows in the database.
scroll area Areas where entry fields are arranged in a frame with a navigation bar or footer.
Each row of data may contain Insert, Multi-Row Insert, and/or Delete buttons.
scroll areas Areas where entry fields are arranged in a frame with a navigation bar or footer.
Each row of data may contain Insert, Multi-Row Insert, and/or Delete buttons.
URL Abbreviation for Uniform Resource Locator, which is the global address of
documents and other resources on the World Wide Web.
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Enterprise FSCM 8.

U.S. GOVERNMENT RIGHTS

Upon completion of this module, you will be able to:

Upon completion of this lesson, you will be able to:

PeopleSoft Database Organization

Signing In to a PeopleSoft Application

Recognizing Universal Navigation Elements

7 PeopleSoft uses a menu pagelet to display a menu structure composed of a hierarchy

9 In addition to the menu pagelet, PeopleSoft applications include navigation pages,

1 Click the Search button.

Click the Help link.

2 Notice the links to PeopleBooks content.

2 Use this page to:

Personalizing Your Home Page

4 You can select a basic layout of two columns or three columns.

Using Personal Preferences

5 Click the My Personalizations link.

1 Click the My System Profile link.

1 Click the vertical scrollbar.

1 In summary, the Change My Password, My Personalizations, My System Profile,

Auto-Collapsing the Menu Pagelet

5 Click an entry in the list.

6 Click the vertical scrollbar.

7 Click the OK button.

Navigating To and Within Pages

Upon completion of this lesson, you will be able to:

Using the Navigation Pagelets

1 In addition to the menu pagelet, PeopleSoft applications include navigation pages,

1 The General Information search page is displayed.

1 In summary, it is easy to navigate in your PeopleSoft application by expanding and

Navigating Between Pages in a Component

4 Click the Search Results table.

Using Keys and Search Pages

Upon completion of this lesson, you will be able to:

This topic discusses the use of keys in a PeopleSoft database.

For example, the combination of SetID and Customer ID uniquely identifies a

Using Search Pages

This topic describes how to effectively use search pages.

6 Click an entry in the list.

1 Click the Search button.

1 The next set of customers is displayed.

2 Click in the City field.

2 Click the Search button.

3 Click in the State field.

4 Click the Search button.

4 Click the Save button.

4 Click an entry in the list.

5 Click in the Name 1 field.

7 Click the Search button.

1 Click an entry in the list.

1 Click in the State field.

1 Click the Search button.

1 In summary, operators can be used to further define your search criteria.

The table below displays the supported standard wildcard features.

4 Click the Search button.

6 You have successfully searched for a record using a wildcard.

Using the Find Feature

3 Click the Search button.

8 Click the Search Results table.

Working with Pages

Upon completion of this lesson, you will be able to:

Recognizing Page Controls