questdirect.org component interfaces for: daily setup activities by functional users presenter:...

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Component Interfaces for:

Daily Setup Activities by Functional Users

Presenter:Jerry Golse: Business Systems Analyst – Boise Inc

Co-Presenter:James Quijas: Business Systems Analyst – Boise Inc

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Daily Setup Activity

• Create a new Permission List-Copy Existing List

-Create Unit by Permission List

-Create Book by Permission List

-Create TableSet by Permission List

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Copy Existing Permission List

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-Navigate to the Page that you would like component interface to populate (Unit by Permission List)

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-Identify the Component by selecting “CTRL + J”. The component name is SEC_BU_CLS.

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Access Application Designer: Select File -> New -> Component Interface -> OK

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Enter the component name found on the page (SEC_BU_CLS) and choose Select

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Select Yes to enable the properties to automatically populate

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The component definition showing OPRCLASS and BUSINESS_UNIT

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Select File -> Save As – Enter the desired name

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The new component name will need to be added to the security for the Permission List that accesses the specific functionality

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Select the Component Interfaces tab, then insert a row using the “+”

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Enter the new Component Interface name and select the Edit link

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Select Full Access (All) then OK

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After selecting OK and Save, security will be ready

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Locate and open the ExelToCI.xls

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The PeopleSoft Excel To CI Utility screen will be displayed

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Click on the Connect Information tab and enter the pertinent information. Many fields are case sensitive.

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Click on the Template tab and select New Template from the Template Actions menu

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Enter the pertinent sign on information and the new component interface name

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The component interface will display

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Select the input fields by clicking in the cell and clicking Select Input Cell for each field required

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Select the New Data Input option to access the data input sheet

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Select Yes when prompted by the delete data question

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Enter data from Excel sheet into fields,then select Stage Data for Submission. Hints: Always choose “Paste Special – Values” when pasting data from separate excel sheets. Remove all “special” characters (#, *, %, etc.)

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After selecting Submit Data, focus will be moved to the Staging & Submission tab. Select the Submit Data option.

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Enter User ID & Password, then select OK.

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Successful rows will be shaded green with the Status of OK. If a failure occurs, the field will be red and have

a description of the problem.

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Navigating to the Unit by Permission List page will reveal the newly added rows for the specific Permission List

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Complete Daily Setup Activity

• Repeat component interface process for remaining two tasks:

-Create Book by Permission List

-Create TableSet by Permission List

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Additional Daily Tasks via CI

• Enter AR Deposit Reference Numbers from a file• Setup GL Projects• Define Assets• Relate Assets to Projects• Change Life of Assets (miscellaneous Asset data

updates)

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APRIL 7-11, 2014Sands Expo and Convention CenterLas Vegas, Nevada

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