233537630 common foundation activity padma

Common Foundation8.94/8.11

Activity Guide

D17601GC10

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March 2005

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Unauthorized reproduction or distribution prohibited. Copyright 2009, Oracle and/or its affiliates.

Copyright 2005, Oracle. All rights reserved. This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of Oracle. The information contained in this document is subject to change without notice. If you find any problems in the document, please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California 94065 USA. This document is not warranted to be error-free. If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTSThe U.S. Governments rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract. Oracle, JD Edwards, and PeopleSoft are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.

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P e o p l e S o f t P r o p r i e t a r y a n d C o n f i d e n t i a l i i i

C O N T E N T S

Common Foundation 8.94/8.11 ........................................................................................v Typographical Conventions and Visual Cues .....................................................................v Related Documentation and Resources ..............................................................................vi

Course Overview ...............................................................................................................1

Technology Overview........................................................................................................3

Navigating the EnterpriseOne Software .........................................................................5 Activity 1: Adding Tasks to Favorites .............................................................................6

Managing Software Grids and Grid Data.......................................................................9 Activity 2: Working with the Grid.................................................................................10 Activity 3: Exporting Data from the Grid......................................................................13

Performing Record Management ..................................................................................15 Activity 4: Creating Address Book Records..................................................................16

Managing User Defined Codes and Category Codes ...................................................21 Activity 5: Working with Category Codes ....................................................................22

Using Online Help and Error Messages ........................................................................25 Activity 6: Accessing Error Messages...........................................................................26

Defining Program Versions ............................................................................................29

Managing Program Versions .........................................................................................31 Activity 7: Managing Interactive Versions....................................................................32 Activity 8: Creating and Running Batch Versions ........................................................35

Using the Employee Work Center .................................................................................39 Activity 9: Working with Work Center Messages.........................................................40

Defining PeopleSoft Support Services ...........................................................................45

Course Review .................................................................................................................47

Preface

Lesson 1

Lesson 2

Lesson 3

Lesson 4

Lesson 5

Lesson 6

Lesson 7

Lesson 8

Lesson 9

Lesson 10

Lesson 11

Lesson 12

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C o m m o n F o u n d a t i o n 8 . 9 4 / 8 . 1 1 C o n t e n t s

i v P e o p l e S o f t P r o p r i e t a r y a n d C o n f i d e n t i a l

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P e o p l e S o f t P r o p r i e t a r y a n d C o n f i d e n t i a l v

P r e f a c e

Common Foundation 8.94/8.11

Typographical Conventions and Visual Cues

This section discusses:

Typographical conventions Visual cues Currency codes

Typographical Conventions

This table contains the typographical conventions that are used in this guide:

Typographical Convention Description

Bold Indicates function names, method names, language constructs, and reserved words that must be included literally in the function call.

Italics Indicates field values, emphasis, and PeopleSoft or other book-length publication titles.

We also use italics when we refer to words as words or letters as letters, as in the following: Enter the letter O.

KEY+KEY Indicates a key combination action. For example, a plus sign (+) between keys means that you must hold down the first key while you press the second key. For ALT+W, hold down the ALT key while you press the W key.

Monospace font Indicates a program or other code example. (quotation marks) Indicate lesson and chapter titles in cross-references and words that

are used differently from their intended meanings.

Visual Cues

Training courses contain the following visual cues.

Notes Notes indicate information that you should pay particular attention to as you work with the PeopleSoft system.

Note. Example of a note.

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C o m m o n F o u n d a t i o n 8 . 9 4 / 8 . 1 1 P r e f a c e

v i P e o p l e S o f t P r o p r i e t a r y a n d C o n f i d e n t i a l

If the note is preceded by Important!, the note is crucial and includes information that concerns what you must do for the system to function properly.

Important! Example of an important note.

Warnings Warnings indicate crucial configuration considerations. Pay close attention to warning messages.

Warning! Example of a warning.

Cross-References Training guides provide cross-references either under the heading See Also or on a separate line preceded by the word See. Cross-references lead to other documents, such as PeopleBooks, that are pertinent to the immediately preceding documentation.

Example:

Example of cross-reference to a PeopleBook

Currency Codes

Monetary amounts are identified by the ISO currency code. The following currency codes appear in this guide:

USD (U.S. dollars) EUR (Euros)

Related Documentation and Resources

PeopleSoft applications are documented in PeopleBooks, which are delivered on the PeopleBooks CD-ROM. You can also order printed, bound versions of PeopleBooks through the Documentation section of the PeopleSoft Customer Connection website. You can find updates and additional documentation for each release on the PeopleSoft Customer Connection website.

See PeopleSoft Customer Connection, http://www.peoplesoft.com/corp/en/login.jsp

These resources are located on the PeopleSoft Customer Connection website:

Resource Navigation

Application maintenance information Updates + Fixes

Business process diagrams Support, Documentation, Business Process Maps

Data models Support, Documentation, Data Models

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P r e f a c e C o m m o n F o u n d a t i o n 8 . 9 4 / 8 . 1 1

P e o p l e S o f t P r o p r i e t a r y a n d C o n f i d e n t i a l v i i

Resource Navigation

Hardware and software requirements Implement, Optimize + Upgrade, Implementation Guide, Implementation Documentation and Software, Hardware and Software Requirements

Installation guides Implement, Optimize + Upgrade, Implementation Guide, Implementation Documentation and Software, Installation Guides and Notes

PeopleBook documentation updates Support, Documentation, Documentation Updates

PeopleSoft support policy Support, Support Policy

Product release roadmap Support, Roadmaps + Schedules

Release notes Implement, Optimize + Upgrade, Upgrade Guide, Upgrade Documentation and Software, Release Notes

Troubleshooting information Support, Troubleshooting

Upgrade documentation Implement, Optimize + Upgrade, Upgrade Guide

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C o m m o n F o u n d a t i o n 8 . 9 4 / 8 . 1 1 P r e f a c e

v i i i P e o p l e S o f t P r o p r i e t a r y a n d C o n f i d e n t i a l

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P e o p l e S o f t P r o p r i e t a r y a n d C o n f i d e n t i a l 1

L e s s o n 1

Course Overview

This lesson has no activities.

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C o u r s e O v e r v i e w L e s s o n 1

2 P e o p l e S o f t P r o p r i e t a r y a n d C o n f i d e n t i a l

Notes

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L e s s o n 2

Technology Overview


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T e c h n o l o g y O v e r v i e w L e s s o n 2


Notes

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L e s s o n 3

Navigating the EnterpriseOne Software

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N a v i g a t i n g t h e E n t e r p r i s e O n e S o f t w a r e L e s s o n 3


Activity 1: Adding Tasks to Favorites

In this activity, you will review the activity overview and:

Add the Address Book Revisions task to Favorites. Add the Basic Compensations task to Favorites Verify that your favorite was created.

Slide 23 _______________________________________________________________________________________________________

Activity Overview

Create a favorite task for the Address Book Revisions program (P01012) that is located under the Foundation System, Address Book daily processing menu. Name your favorite Address Book.

Create another favorite task for the Basic Compensation program (P0801CMP). You can find this under Workforce Management, HRM Foundation, Daily Processing, Employee Management.

After creating favorites, verify that you can quickly access the programs by selecting your tasks from the Favorites task view.

Important! The classroom workstations are set up to replicate a real business environment. Any changes that you make to your system could affect the entire class. Please do not make any changes in the database unless instructed to do so in an activity or by the instructor.

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L e s s o n 3 N a v i g a t i n g t h e E n t e r p r i s e O n e S o f t w a r e


Activity Detailed Steps

Perform the detailed steps to complete the activity.

Adding the Address Book Revisions task to Favorites

To add the Address Book Revision task to Favorites:

1. Select EnterpriseOne Menus, Foundation Systems, Address Book, Daily Processing.

2. Click the arrow next to Address Book Revisions and select Add to Favorites.

Adding the Basic Compensation task to Favorites

To add the Basic Compensations task to Favorites:

1. Select EnterpriseOne Menus, Workforce Management, HRM Foundation, Daily Processing, Employee Management.

2. Click the arrow next to Basic Compensation and select Add to Favorites.

Verifying that Your Favorites Are Created

To verify that your Favorites are created:

1. Select Favorites task view.

2. Verify that the programs for Address Book Revisions and Basic Compensation appear in the Favorites menu list.

3. Close the Favorites tree structure.

This concludes the activity. Please do not continue.

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N a v i g a t i n g t h e E n t e r p r i s e O n e S o f t w a r e L e s s o n 3


Notes

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L e s s o n 4

Managing Software Grids and Grid Data

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M a n a g i n g S o f t w a r e G r i d s a n d G r i d D a t a L e s s o n 4

1 0 P e o p l e S o f t P r o p r i e t a r y a n d C o n f i d e n t i a l

Activity 2: Working with the Grid


Create a default view. Create a customized view. Verify and compare views.

Slide 33 _______________________________________________________________________________________________________

Activity Overview

From the Employee Information form (P0801), you create a default grid and then create your own new grid. Create the new grid using the Customize Grid option. You must change the columns so that the sort criteria are: Alpha Name, Employee No, and Employee Tax ID. Change the color of the Alpha Name column to a color of your choice. Change the data sequencing so that it falls in this order: Date started, Alpha Name, and Employee Number. Then, verify and compare your view to the default view.


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L e s s o n 4 M a n a g i n g S o f t w a r e G r i d s a n d G r i d D a t a

P e o p l e S o f t P r o p r i e t a r y a n d C o n f i d e n t i a l 1 1



Creating a Default View

1. Select Workforce Management, HRM Foundation, Daily Processing, Employee Management, Employee Information.

2. Click the Customize Grid link located above the grid area of the form.

3. On Select Grid Format, select Create.

4. On Customize Grid, enter Default in the Grid Format Name field.

5. Click OK on the bottom of the Customize Grid form.

Creating a Customized View

1. On Select Grid Format, select Create.

2. On Customize Grid, enter your first name in the Grid Format Name field.

3. In the Display and Order column, use the up and down arrows next to the Change Order element to arrange these columns to display in this order:

Alpha Name Employee No Employee Tax ID

4. With Alpha Name highlighted in the Display and Order box, choose a column color by clicking a color in the Column Color box.

Note. To apply font or column characteristics, you must select the relevant item in the Display and Order box. Selections from the Available Columns box do not receive characteristic overrides.

5. In the Data Sequencing section, from the Available Columns box, highlight Date Started.

6. Click on Add (right arrow button) to move it to the Sequenced Columns box, and then move it to the top of the list.

Records on the Work With Employee Information form display in ascending order, by these criteria:

Date started Alpha name Employee number

7. At the bottom of Customize Grid form, click OK.

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8. On Select Grid Format, click Close.

Verifying and Comparing Views

1. Verify that the system displays your name in the field to the right of the Customize Grid link

2. Click Find and review the detail area to review your revised column formats.

3. Select Default as the grid format

4. Compare this with the custom view that you created for this form.

Note. User overrides that you have just completed, such as, changing the order of columns, the color of columns, and the color of grid text, are specific to your signon information. Other users do not see these customizations. If you need to redesign forms, speak with your system administrator.

5. Close the Employee Information program.


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L e s s o n 4 M a n a g i n g S o f t w a r e G r i d s a n d G r i d D a t a


Activity 3: Exporting Data from the Grid

In this activity, you will review the activity overview and export data from a grid.

Slide 35 _______________________________________________________________________________________________________

Activity Overview

From the Employee Information form (P0801), in Workforce Management, select employees in company 00001 and export their information to a Microsoft Excel workbook. Select the first 10 rows of data through the Employee Tax ID cell. You do not need to save your Excel workbook.


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Exporting Data from a Grid

To export data from a grid:

1. Select Workforce Management, HRM Foundation, Daily Processing, Employee Management, Employee Information.

2. On Work With Employee Information, enter 00001 in the Home Company field and click Find.

3. Click the Tools button and select Export Grid Data.

4. On Export Assistant, select the option for Export to Excel. Export to a new workbook.

5. In the Define Cell Range box, clear the option for Export All. You should now see boxes to define the range of cells to select.

6. Click in the first cell of the Employee No column. The system updates the Starting Cell Col (column) and Row fields in the Export Assistant.

7. Click the Employee Tax ID cell on the tenth row in the grid. The system updates the Ending Cell Col and Row fields.

8. Click Continue.

Microsoft Excel opens and the data that you selected appears in the Excel fields. The system copies the column headings from EnterpriseOne to Excel when you select any data in the column to be exported.

9. Review the data in Excel and then close Excel when you are finished. You do not need to save your Excel spreadsheet.

10. On Work With Employee Information, click Close.


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L e s s o n 5

Performing Record Management

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P e r f o r m i n g R e c o r d M a n a g e m e n t L e s s o n 5


Activity 4: Creating Address Book Records


Verify processing options. Add a new Address Book record for an employee, including a new phone record, and

an emergency contact.

Add customer records. Slide 45 _______________________________________________________________________________________________________

Activity Overview

After your instructor has completed the first task in this activity, add new address book records for an employee and a customer

For your new employee use 8100 as the unique address number. The name on your record is Delaney Jacobs and the tax id is 555-95-5555. The employee lives in Dallas, Texas on 19575 Jupiter Street and the postal code is 75069. Ensure that you indicate in all appropriate fields that this is an employee record. The phone number for Delaney Jacobs is 972-555-6708. Delaney has one emergency contact named Jeffrey Jacobs.

For your new customer address record use 4100 as the unique address number. Your customers name is Global Industries, use GLOBAL as the long address. The customer is located at 103 Rue de Victor, Paris France 75012. Ensure that you indicate in all appropriate fields that this is a customer record. Also associate this customer with your Paris branch and the account representative Ray Allen.

On the customer master, set up payment terms of 1/10, net 30 and that the customer will pay you in euro dollars. Establish a credit limit amount of 100,000 EUR and enter Dominique Abbot as your credit manger who needs to approve this limit. Add your customers president, Thomas DeFranco to the whos who information as the attention name and include his phone number of 1-45-62-78-777.

Note. This class environment uses a database that is shared among multiple students. As a result, you will often need to segregate your data using a unique two-digit identification number. Your instructor will assign you a student identifier to be used throughout this course. You will need to use your student identifier whenever an activity task uses the term . Please do not work on any activities in your activity guide unless told to do so by your instructor.

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L e s s o n 5 P e r f o r m i n g R e c o r d M a n a g e m e n t




Verifying Processing Options (Instructor led)

To verify processing options:

1. From the Favorites menu, click the arrow next to Address Book Revisions and select Values.

2. On the Entry tab, verify the Customer Master is set to 1.

3. Click OK.

Adding an Address Book Record for an Employee

To add an address book record for an employee:

1. On Work With Addresses, click Add.

2. On Address Book Revisions, enter 8100 as the address number.

3. Select the Address Book tab and enter the following information:

Form Element Value

Alpha Name Jacobs, Delaney

Long Address Number JACOBSD

Tax ID 5559555

Search Type E (Employee)

4. Select the Mailing tab, and add the following information:

Form Element Value

Mailing Name Delaney Jacobs

Address Line 1 19575 Jupiter Street

City Dallas

State TX

Postal Code 75069

5. Select the Additional 1 tab, and verify that the Employee Y/N is selected:

6. Click OK.

7. Click Cancel to return to Work With Addresses.

8. Locate and select the row with your new employee address record.

9. Select Phones from the Row menu.

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10. On Phone Numbers, enter the following information:

Form Element Value

Prefix 972

Phone Number 555-6708

Phone Type Blank (system-generated value)

11. Click OK and click Cancel.

12. On Work With Addresses, locate and select the row with your address book record

13. Select Whos Who from the Row menu.

14. On the first blank line enter the following information:

Form Element Value

Mailing Name Jeffrey Jacobs

Type Code E (Emergency contact Name)

15. Click OK and then click Cancel.

16. On Work With Addresses, click the Display Phones and Display Address options, and then click Find.

Adding Customer Records

To add customer records:

Create an address book record. Create customer master record.

Create an Address Book Record To create an address book record:

1. On Work With Addresses, click Add.

2. On Address Book Revisions, enter 4100 as the address number.

3. Select the Address Book tab and enter the following information:

Form Element Value

Alpha Name Global Industries

Long Address Number GLOBAL

Search Type C (Customer)

4. On the Mailing tab, enter the following mailing information:

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L e s s o n 5 P e r f o r m i n g R e c o r d M a n a g e m e n t


Form Element Value

Address Line 1 103 Rue de Victor

City Paris

Postal Code 75012

Country FR (France)

5. On the Additional 1 tab, verify that the Receivables Y/N option is selected.

6. On the Cat Code 1-10 tab, enter the following category codes:

Form Element Value

Category Code 01 120 (Paris Branch)

Category Code 02 220 (Ray Allen)

7. Click OK to display the Customer Master Revision form.

Create Customer Master Record To create customer master record:

1. On the Invoices tab, enter the following information:

Form Element Value

Payment Terms 001 (1/10, net 30) Currency Code EUR

A/B Amount Codes EUR

2. Select the Credit tab and enter the following information:

Form Element Value

Credit Limit 100,000

Credit Manager CR01 (Dominique Abbott)

3. Click OK to complete the record.

4. The system displays a workflow pending review message. Click OK to continue. You will use this information in another exercise.

Note. The credit limit amount will not appear on this form until the change has been approved.

5. Click Cancel.

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6. On Work With Addresses, locate your customer record by entering 4100in the Address Number field of the QBE line.

7. Select the row with your record and select Whos Who from the Row menu.

8. On the first blank line enter the following information:

Form Element Value

Mailing Name Thomas DeFranco

Title President

Type Code A (Attention Name)

9. Click OK.

10. Select the first row for Global Industries (Line ID 0), and select Phones from the Row menu.

11. On Phone Numbers, enter the following information:

Form Element Value

Prefix 1

Phone Number 45-62-78-77

12. Click OK, and then click Cancel on Whos Who.

13. On Work With Addresses, select the row with your customer record.

14. Select A/R from the Row menu to verify the record

Note. The system does not display the amount that you entered in the Credit Limit field on the Credit tab of the Customer Master Revisions form until the amount has been approved in a defined workflow approval process. The Credit Manager must approve the credit limit change before it becomes active. You will complete this task in an upcoming activity.

15. Click Cancel and then Close.


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L e s s o n 6

Managing User Defined Codes and Category Codes

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M a n a g i n g U s e r D e f i n e d C o d e s a n d C a t e g o r y C o d e s L e s s o n 6


Activity 5: Working with Category Codes


Add a new UDC. Assign category codes to an address book record. Add UDC values using the Search button.

Slide 57 _______________________________________________________________________________________________________

Activity Overview

Add a new code, 1 , and a description, Class , to the category code UDC table, Customer Class (01/09). Add your new UDC value to the customer you entered, 4100< user ID >.

Using this same address record 4100< user ID >, make an addition to Address Book category code table 06. Do this from the Address Book Revisions form. Add the code 1 and the description, Food. Attach this new code to your customer address book record.


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L e s s o n 6 M a n a g i n g U s e r D e f i n e d C o d e s a n d C a t e g o r y C o d e s




Adding a New UDC

1. Enter UDC in the Fast Path field.

2. On Work With User Defined Codes, enter the following:

Field Element Value

Product Code 01 (Address Book system)

User Defined Codes 09 (Customer Class)

3. Click Add.

4. On User Defined Codes, click in the last row of the Codes column and add the following codes:

Field Element Value

Codes 1

Description 1 Class

5. Click OK.

6. On Work With User Defined Codes, click Find to verify the new value.

7. Click Close when you are finished.

Assigning Category Codes to an Address Book Record

1. Select Address Book Revisions (P01012) from the Favorites menu.

2. On Work With Addresses, find and select your customer 4100, Global Industries.

3. On Address Book Revisions, click the Cat Code 01-10 tab.

4. Use the visual assist button to change the value for category code 09 to the new value you just entered.

5. Click OK and then Cancel to return to Work With Addresses.

Adding UDC Values Using the Search Button

1. On Work With Addresses, locate and select your 4100 address book record.

2. On Address Book Revision, click the Cat Code 1 10 tab.

3. Click in the Category Code 06 field, and then click the visual assist button.

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M a n a g i n g U s e r D e f i n e d C o d e s a n d C a t e g o r y C o d e s L e s s o n 6


4. On Select User Defined Code, choose Revisions from the Form menu.

5. On Work With User Defined Codes, click Add.

6. Add the following UDC value to the last row, and then click OK:

Field Element Value

Codes 1

Description 1 Food

7. On Work With User Defined Codes, click Find; verify that your record was created. Click Close,

8. On Select User Defined Code, click Find to refresh the table.

9. Highlight your 1 record and click Select.

10. The system updates the Category Code 06 field with the new value.

11. Click OK to accept the value.

12. Click Cancel.

13. Click Close.


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L e s s o n 7

Using Online Help and Error Messages

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U s i n g O n l i n e H e l p a n d E r r o r M e s s a g e s L e s s o n 7


Activity 6: Accessing Error Messages


Access an error message on the Tax Information tab. Access an error message on the Additional tab.

Slide 69 _______________________________________________________________________________________________________

Activity Overview

You will invoke two error messages by entering invalid values in your customer and employee address book records.

Locate your customer 4100 address book record. Navigate to the Tax/Rate area field on the A/R Invoices tab on the Address Book Revisions form. Enter a value of MI, which is an invalid value. Review the error and then enter a valid Tax/Rate area code to clear the error.

Locate your employee 8100 address book record. Navigate to the language field on the Additional 1 tab. Enter a value of V (Vietnamese), which is an invalid value. Review the error and then enter a valid language code to clear the error.


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L e s s o n 7 U s i n g O n l i n e H e l p a n d E r r o r M e s s a g e s




Accessing an Error Message on the Tax Information Tab

To access an error message on the Tax Information tab:

1. Access the Address Book Revisions program by selecting the Favorites menu.

2. On Work With Addresses, find your Customer 4100.

3. Click the option next to your record and select A/R from the Row menu.

4. On the Tax Information tab, enter the following information:

Form Element Value

Tax/Rate Area MI

5. Click OK.

6. The system displays an error for the value that you entered.

7. Click either the error message link or the red error icon on the toolbar to review the error message to determine the problem.

8. Use the visual assist button to select a valid tax rate and area value. Any value is acceptable for the purposes of this exercise.

9. Click OK.

10. Remain on the Address Book Revisions form.

Accessing an Error Message on the Additional 1 Tab

1. On Work With Addresses, enter a search type of E, and locate your employee record 8100.

2. Click the option next to your record and click Select.

3. On Address Book Revisions, click the Additional 1 tab and enter the following information:

Form Element Value

Language V (Vietnamese)

4. Click OK.

5. Click the error message link to view the text of the error message.

6. To correct the error, use the visual assist button to select a language by choosing a valid UDC value from the search form.

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U s i n g O n l i n e H e l p a n d E r r o r M e s s a g e s L e s s o n 7


7. Click OK to process your change, and then click Cancel.

8. Close the Address Book Revisions program.


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L e s s o n 8

Defining Program Versions


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D e f i n i n g P r o g r a m V e r s i o n s L e s s o n 8


Notes

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L e s s o n 9

Managing Program Versions

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M a n a g i n g P r o g r a m V e r s i o n s L e s s o n 9


Activity 7: Managing Interactive Versions


Review the existing processing option value. Change a default value. Run new version. Change a default value from the menu.

Slide 82 _______________________________________________________________________________________________________

Activity Overview

In this activity, create and modify a version of the Address Book Revisions (P01012) program. Begin by reviewing the current default setting for search type in the Address Book Revisions program. Next, create, by copying, a new version of this same program. Enter your initials as the user ID and version title. Set the processing option on your new version to display the search type for suppliers when you enter the program. Run your version of the interactive application. Lastly, using the menu selection, change the default search type to display the employee value in the same program.


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L e s s o n 9 M a n a g i n g P r o g r a m V e r s i o n s




Reviewing the Existing Processing Option Value

To review the existing processing option value:

1. Select Address Book Revisions from your Favorites menu.

2. On Work With Addresses, record the default search type that appears on the form, and then close the program.

Question Answer

What is the default Search Type?


4. Click the arrow next to the Address Book Revisions program and select Values. The arrow appears when you hover over the application.

5. On the Defaults tab, what is the default search type? _____________

Note. If you leave this processing option blank, the system uses * as the default value.

6. Click Cancel to close the processing options.

Note. If you click OK on the Processing Options form, the related program launches. If you do this by mistake, close the program.

Changing a Default Value

To change a default value:

1. In the Fast Path field enter P983051.

2. On Work With Interactive Versions, enter P01012, the program number for Address Book Revisions, in the Interactive Application field, and then click Find.

3. Select the row with version ZJDE0001 and click Copy.

4. On Version Copy, enter CLASS in the New Version field and your name in the Version Title field, and then click OK.

5. On Work With Interactive Versions locate your new version.

6. Click the option next to your record. Select Processing Options from the Row menu.

7. On the Defaults tab, click the Search Type field and use the visual assist button to find and select the value for suppliers.

8. On Processing Options, click OK.

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9. On Work With Interactive Versions, click Close.

Running New Version

To run your new version


2. Click on the arrow next to the Address Book Revisions program and select Versions.

3. On Work With Versions, locate and select your version.

4. On Work With Addresses, verify that the Search Type field displays the new value for suppliers.

5. Click Close on Work With Addresses.

Changing a Default Value from the Menu

To change a default value from the menu:


2. Click on the arrow next to the Address Book Revisions program and select Values.

3. Click the Defaults tab and enter a search type of E for employee records, and then click OK.

Note. Because you are working in a shared database and each student is accessing the same version from the menu the search type field may have already been changed by the time you access the processing options. In that case just verify the search type is E.

4. The system launches the Address Book Revisions program.

5. Review the value in the Search Type field, and then click Close.

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Activity 8: Creating and Running Batch Versions


Copy a version and define the data selection. Run your version of the report. Review the generated output.

Slide 85 _______________________________________________________________________________________________________

Activity Overview

In this activity, copy the Employee Roster report (R064011) to create a new version. Name your version using your initials and title it with your name. Set the processing options to print address and phone number information. You want to select records from the home company (00001) and the home business unit of 9. Accept the default data selection and run the report. Review the report output in the Submitted Jobs form.


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Copying a Version and Defining the Data Selection

To copy a version and define the data selection

1. Select EnterpriseOne menus, Workforce Management, HRM Foundation, Daily Processing, Employee Management, Employee Roster.

2. On Work With Batch Versions Available Versions, select the row for version XJDE0001, and then click Copy.

3. On Copy Version, enter STA for the New Version field and use your name for the Version title field.

4. Click OK.

5. On Work With Batch Versions - Available Versions, select the row with the version that you created.

6. Select Processing Options from the Row menu.

7. Verify the print address information and print phone number processing options contain a 1.

8. Click OK.

9. Select the row with your version and select Data Selection from the Row menu.

10. Enter your data selection according to the following:

Operator Left Operand Comparison Right Operand

Where Company Home (F060116)

Is equal to 1

11. On Select Literal Value, Click OK.

12. On the next row enter the following:

Operator Left Operand Comparison Right Operand

And Business Unit Home (F060116)

Is equal to 9

13. On Select Literal Value, Click OK.

14. On Data Selection click OK.

Running Your Version of the Report

To run your version of the report:

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1. On Work With Batch Versions Available Versions, select your version.

2. On Version Prompting, select the Data Selection option and click Submit.

You have already defined the default data selection for this version, but this step allows you to review what you entered before submitting the batch program.

3. On Data Selection, verify your data selection entries and click OK.

4. On Printer Selection, accept the default printer location by clicking OK.

Note. The batch program runs on the server. Therefore you cannot see the program processing.

5. Remain on Work With Batch Versions Available Versions for the next activity task.

Reviewing the Generated Output

To review the generated output:

1. On Work With Batch Versions Available Versions, select Submitted Jobs from the Form menu.

2. On Submitted Job Search, review the Job Details column and locate your R064011 report.

3. Click the option with your report and select View PDF from the Row menu.

4. Review the report information and close the document.

5. Select the row with your report and click Delete.

6. Click OK on the delete confirmation window.

7. Click Close twice.

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Notes

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L e s s o n 1 0

Using the Employee Work Center

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U s i n g t h e E m p l o y e e W o r k C e n t e r L e s s o n 1 0


Activity 9: Working with Work Center Messages


Respond to a work center message. Verify the workflow approval in the customer record. Initiate a workflow message by changing employee salary amount Approve salary change. Verify the pay increase in the employee record.

Slide 95 _______________________________________________________________________________________________________

Activity Overview

In a normal business environment, only the signed-on user can review his or her work center messages. However, for this and other training courses that incorporate the use of workflow, use the Employee Queue Manager to access and approve messages for other address records.

In this activity, review messages that the customer credit notification sent when you added a new customer in the activity: Creating an Address Book Record for a Customer. Create another workflow message from the Work Force Management application.

Using the Employee Queue manager, locate the credit manager Dominique Abbot. View her messages in the Work Center. Locate the credit limit message for the address number assigned to the customer you created earlier in this course. Approve this credit limit.

Open the customer master record to verify that the credit limit you approved displays for your customer.

To create a workflow message from the Work Force Management system, change the salary for the employee associated with your signon. See the table below to locate your address number. Verify the Basic Compensation program is set to initiate workflow for an increase threshold of 10 percent. Increase the salary or hourly amount of your employee by 50 percent. The system creates a workflow message to the manager Cathy McDougle (7500) that you should review and approve.

Open the employee record to verify the salary change displays on the form.

This table specifies the address record associated with your signon:

Signon Address Book Number and Alpha Name

STA101 201101 Jones, Michael M.

STA102 201102 Cruz, Jeffrey A.

STA103 201103 Chang, Steven Y.

STA104 201104 McAllister, Sarah G.

STA105 201105 Barnes, Troy S.

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L e s s o n 1 0 U s i n g t h e E m p l o y e e W o r k C e n t e r


Signon Address Book Number and Alpha Name

STA106 201106 Elizalde, Yvonne S.

STA107 201107 Sakagawa, Ken M.

STA108 201108 Arnold, Susan P.

STA109 201109 Van Wagner, Derek T.

STA110 201110 Vargo, Janice O.

STA111 201111 Kim, Grace C.

STA112 201112 Weaver, Kristin B.

STA113 201113 Stevens, Candace

STA114 201114 Reeves, Jonathan

STA115 201115 Garcia, Claudia


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Responding to a Work Center Message

To respond to a work center message:

1. Select EnterpriseOne Life Cycle Tools, Workflow Management, Employee Queue Manager (P012503).

2. On Work With Employee Queue Manager, enter Abbott in the Skip to Name, and click Find.

3. Select the row for Dominique Abbott, address number 6002.

4. From the Row menu, select View Mail.

5. On Work Center, click the plus sign next to the Credit Management queue to display the credit messages.

6. In the list of messages, locate your customers message for Message for Over Credit Limit.

7. Refer to the table in the activity overview to help correlate your student number with its associated Address Book name.

Note. When you click a message, the associated text appears to the right of the form. The customer number appears in the text to help you distinguish your message from the messages of other students. The employee name assigned to your STAxxx student signon also appears in the text of your workflow message.

8. In the text message pane, click Workflow Approval.jde from the drop down list.

9. Click the Workflow Approval link.

10. On Workflow Approval, verify that the Accept option is selected, and then click OK.

11. Click Close twice to exit.

Verifying the Workflow Approval in the Customer Record

To verify the workflow approval in the customer record:

1. Select Favorites, Address Book Revisions.

2. On Work With Addresses, enter C in the Search Type field.

3. Locate and select the row for your customer 4100.

4. Select A/R from the Row menu.

5. On Customer Master Revisions, click the Credit tab.

6. Verify that the assigned credit limit now appears in the Credit Limit field.

7. Click Cancel and Close.

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L e s s o n 1 0 U s i n g t h e E m p l o y e e W o r k C e n t e r


Initiating a Workflow Message by Changing Employee Salary Amount

To initiate a workflow message by changing employee salary amount:

1. From your Favorites, click the arrow next to Basic Compensation and select values.

2. Verify that the Workflow - Salary Percent Change Threshold is set to 10.0. This will require approvals for any increase in excess of ten percent and create a workflow message for review and approval.

3. Click OK.

4. On Basic Compensation, in the Query By Example (QBE) Employee No field, enter your employee address book number and click Find.

Note. Refer to the table in the Activity Overview for a list of address book numbers associate with your system signon IDs.

5. Select your employee record.

6. Increase the salary or hourly rate, whichever applies, of your employee by fifty percent (50%).

7. Click OK.

8. You receive a warning message that requests you to confirm the increase that you have entered. Click OK to proceed with your employee rate change.

9. On Change Reason, use the system date as the effective date for the salary increase, and then click OK.

10. On Workflow Pending Review Notification, click OK.

Note. The new value for the salary will not appear until the salary change has been approved.

11. Click Close.

Approving Salary Change

To approve the salary change:

1. Select EnterpriseOne Life Cycle Tools, Workflow Management, Employee Queue Manager (P012503).

2. On Work With Employee Queue Manager, enter McDougle in the Skip to Name and click Find.

3. Select the row for Cathy McDougle.

4. Select View Mail from the Row menu.

5. Open the Salary Approved folder under Queues.

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6. Locate the Salary Approval message for your employee number. The system does not display the employees name or address book number until you click on a specific message.

Note. To determine the name for your signon ID, refer to the table in the first section of this activity.

7. After you locate the correct record, in the text message pane click Workflow Approval.jde from the drop down list.

8. Click the Workflow Approval link.

9. On Workflow Approval, verify that the Accept option is selected, and then click OK.

10. On the Work Center, click Close.

Verifying the Pay Increase in the Employee Record

To verify the pay increase in the employee record:

1. Select your favorite for Basic Compensation.

2. On Work With Basic Compensation, find and select the employee record for your signon ID.

3. Verify that the pay change that you entered appears on the form.

4. Click Cancel and Close.


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L e s s o n 1 1

Defining PeopleSoft Support Services


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D e f i n i n g P e o p l e S o f t S u p p o r t S e r v i c e s L e s s o n 1 1


Notes

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L e s s o n 1 2

Course Review


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C o u r s e R e v i e w L e s s o n 1 2


Notes

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Cover PageContentsPrefaceLesson 3: Navigating the EnterpriseOne SoftwareActivity 1: Adding Tasks to Favorites

Lesson 4: Managing Software Grids and Grid DataActivity 2: Working with the GridActivity 3: Exporting Data from the Grid

Lesson 5: Performing Record ManagementActivity 4: Creating Address Book Records

Lesson 6: Managing User Defined Codes and Category CodesActivity 5: Working with Category Codes

Lesson 7: Using Online Help and Error MessagesActivity 6: Accessing Error Messages

Lesson 9: Managing Program VersionsActivity 7: Managing Interactive VersionsActivity 8: Creating and Running Batch Versions

Lesson 10: Using the Employee Work CenterActivity 9: Working with Work Center Messages

233537630 common foundation activity padma

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