C
HAPTER
4
Using PeopleSoft Project Portfolio
ManagementPagelets
InthischapterwepresentthePeopleSoftProjectPortfolioManagementPagelets.
ViewingPor
talPagelets
PeopleSoft
ProjectPortfolioManagementincludestwoportalpagelets,oneforprojectrequestersand
oneforprojectapprovers. Ifyouareusingaportalhomepageyoucanincludethesepageletstoenable
userstoeasilyaccesstheirrequests. YoucanalsouseallofthePeopleSoftEnterpriseScorecardportal
pagelets. P
eopleSoftProjectPortfolioManagementdeliverspageletsthatrelatemostlytoindividual
projectsandthatprovideyouwiththeabilitytoreviewandapprovetheseprojects.
Note. Bydefaultanyrequestswithastatusofpendingdonotappear. Youmust
selectthisstatusforview requests.
SeePeopleSoft8.8EnterprisePerformanceManagementPortalPackPeopleBook,“ProjectPortfolio
ManagementPagelets,”ViewingProjectPortfolioManagementDataThroughPagelets.
PeopleSoftProprietaryandConfidential
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UsingPeopleSoftProjectPortfolioManagementPagelets
Chapter4
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PeopleSoftProprietaryandConfidential
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GlossaryofPeopleSoftTerms
absenceentitlement
Thiselementdefinesrulesforgrantingpaidtimeoffforvalidabsences,suchassick
time,vacation,andmaternityleave.Anabsenceentitlementelementdefinesthe
entitlementamount,frequency,andentitlementperiod.
absencetake
Thiselementdefinestheconditionsthatmustbemetbeforeapayeeisentitled
totakepaidtimeoff.
account
Youuseanaccountcodetorecordandsummarizefinancialtransactionsas
expenditures,revenues,assets,orliabilitiesbalances.Theuseofthisdelivered
PeopleSoftChartFieldistypicallydefinedwhenyouimplementPeopleSoftGeneral
Ledger.
accountingclass
InPeopleSoftEnterprisePerformanceManagement,theaccountingclassdefineshow
aresourceistreatedforgenerallyacceptedaccountingpractices.TheInventory
classindicateswhetheraresourcebecomespartofabalancesheetaccount,suchas
inventoryorfixedassets,whiletheNon-inventoryclassindicatesthattheresourceis
treatedasanexpenseoftheperiodduringwhichitoccurs.
accountingdate
Theaccountingdateindicateswhenatransactionisrecognized,asopposedtothedate
thetransactionactuallyoccurred.Theaccountingdateandtransactiondatecanbethe
same.Theaccountingdatedeterminestheperiodinthegeneralledgertowhichthe
transactionistobeposted.Youcanonlyselectanaccountingdatethatfallswithinan
openperiodintheledgertowhichyouareposting.Theaccountingdateforanitem
isnormallytheinvoicedate.
accountingentry
Asetofrelateddebitsandcredits.Anaccountingentryismadeupofmultiple
accountinglines.InmostPeopleSoftapplications,accountingentriesarealways
balanced(debitsequalcredits).Accountingentriesarecreatedtorecordaccruals,
payments,paymentcancellations,manualclosures,projectactivitiesinthegeneral
ledger,andsoforth,dependingontheapplication.
accountingsplit
Theaccountingsplitmethodindicateshowexpensesareallocatedordividedamong
oneormoresetsofaccountingChartFields.
accumulator
Youuseanaccumulatortostorecumulativevaluesofdefineditemsastheyare
processed.Youcanaccumulateasinglevalueovertimeormultiplevaluesover
time.Forexample,anaccumulatorcouldconsistofallvoluntarydeductions,orall
companydeductions,enablingyoutoaccumulateamounts.Itallowstotalflexibility
fortimeperiodsandvaluesaccumulated.
actionreason
Thereasonanemployee’sjoboremploymentinformationisupdated.Theaction
reasonisenteredintwoparts:apersonnelaction,suchasapromotion,termination,
orchangefromonepaygrouptoanotherandareasonforthataction.Actionreasons
areusedbyPeopleSoftHumanResources,PeopleSoftBenefitsAdministration,
PeopleSoftStockAdministration,andtheCOBRAAdministrationfeatureofthe
BaseBenefitsbusinessprocess.
activity
InPeopleSoftEnterpriseLearningManagement,aninstanceofacatalogitemdelivery
methoditmayalsobecalledaclass.Theactivitydefinessuchthingsasmeetingtimes
andlocations,instructors,reservedequipmentandmaterials,anddetailedcoststhat
areassociatedwiththeoffering,enrollmentlimitsanddeadlines,andwaitlisting
capacities.
allocationrule
InPeopleSoftEnterpriseIncentiveManagement,anexpressionwithincompensation
plansthatenablesthesystemtoassigntransactionstonodesandparticipants.During
transactionallocation,theallocationenginetraversesthecompensationstructure
PeopleSoftProprietaryandConfidential
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Glossary
fromthecurrentnodetotherootnode,checkingeachnodeforplansthatcontain
allocationrules.
alternateaccount
AfeatureinPeopleSoftGeneralLedgerthatenablesyoutocreateastatutorychart
ofaccountsandenterstatutoryaccounttransactionsatthedetailtransactionlevel,as
requiredforrecordingandreportingbysomenationalgovernments.
applicationagent
AnapplicationagentisanonlineagentthatisloadedintomemorywithaPeopleSoft
page.Itdetectswhenabusinessrulehasbeentriggeredanddeterminestheappropriate
action.
assetclass
Anassetgroupusedforreportingpurposes.Itcanbeusedinconjunctionwiththeasset
categorytorefineassetclassification.
attachment
InPeopleSoftEnterpriseLearningManagement,nonsystem-definedelectronic
materialthatsupplementsalearningresource,suchasanequipmentitemsuser
handbookorthesitemapofalargefacility.
backgroundprocess
InPeopleSoft,backgroundprocessesareexecutedthroughprocess-specificCOBOL
programsandrunoutsidetheWindowsenvironment.
benchmarkjob
InPeopleSoftWorkforceAnalytics,abenchmarkjobisajobcodeforwhichthereis
correspondingsalarysurveydatafrompublished,third-partysources.
branch
Atreenodethatrollsuptonodesaboveitinthehierarchy,asdefinedinPeopleSoft
TreeManager.
budgetaryaccountonly
Anaccountusedbythesystemonlyandnotbyusers;thistypeofaccountdoes
notaccepttransactions.Youcanonlybudgetwiththisaccount.Formerlycalled
system-maintainedaccount.
budgetcheck
Incommitmentcontrol,theprocessingofsourcetransactionsagainstcontrolbudget
ledgers,toseeiftheypass,fail,orpasswithawarning.
budgetcontrol
Incommitmentcontrol,budgetcontrolensuresthatcommitmentsandexpenditures
don’texceedbudgets.Itenablesyoutotracktransactionsagainstcorresponding
budgetsandterminateadocument’scycleifthedefinedbudgetconditionsarenotmet.
Forexample,youcanpreventapurchaseorderfrombeingdispatchedtoavendorif
thereareinsufficientfundsintherelatedbudgettosupportit.
budgetperiod
Theintervaloftime(suchas12monthsor4quarters)intowhichaperiodisdivided
forbudgetaryandreportingpurposes.TheChartFieldallowsmaximumflexibilityto
defineoperationalaccountingtimeperiodswithoutrestrictiontoonlyonecalendar.
businessevent
InPeopleSoftSalesIncentiveManagement,anoriginalbusinesstransactionoractivity
thatmayjustifythecreationofaPeopleSoftEnterpriseIncentiveManagementevent
(asale,forexample).
catalogitem
InPeopleSoftEnterpriseLearningManagement,aspecifictopicthatalearnercan
studyandhavetracked.Forexample,IntroductiontoMicrosoftWord.Acatalogitem
containsgeneralinformationaboutthetopicandincludesacoursecode,description,
categorization,keywords,anddeliverymethods.
category
InPeopleSoftEnterpriseLearningManagement,awaytoclassifycatalogitemssothat
userscaneasilybrowseandsearchrelevantentriesinthelearningcatalog.Categories
canbehierarchical.
ChartField
Afieldthatstoresachartofaccounts,resources,andsoon,dependingonthe
PeopleSoftapplication.ChartFieldvaluesrepresentindividualaccountnumbers,
departmentcodes,andsoforth.
ChartFieldbalancing
YoucanrequirespecificChartFieldstomatchup(balance)onthedebitandthecredit
sideofatransaction.
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PeopleSoftProprietaryandConfidential
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Glossary
ChartFieldcombinationedit
TheprocessofeditingjournallinesforvalidChartFieldcombinationsbasedon
user-definedrules.
ChartKey
Oneormorefieldsthatuniquelyidentifyeachrowinatable.Sometablescontainonly
onefieldasthekey,whileothersrequireacombination.
child
InPeopleSoftTreeManagertrees,achildisanodeordetailonatreelinkedto
another,higher-levelnode(referredtoastheparent).Childnodescanberolledup
intotheparent.Anodecanbeachildandaparentatthesametimedependingonits
locationwithinthetree.
ClassChartField
AChartFieldvaluethatidentifiesauniqueappropriationbudgetkeywhenyou
combineitwithafund,departmentID,andprogramcode,aswellasabudgetperiod.
Formerlycalledsub-classification.
clone
InPeopleCode,tomakeauniquecopy.Incontrast,tocopymaymeanmakinga
newreferencetoanobject,soiftheunderlyingobjectischanged,boththecopyand
theoriginalchange.
collection
TomakeasetofdocumentsavailableforsearchinginVerity,youmustfirstcreate
atleastonecollection.Acollectionissetofdirectoriesandfilesthatallowsearch
applicationuserstousetheVeritysearchenginetoquicklyfindanddisplaysource
documentsthatmatchsearchcriteria.Acollectionisasetofstatisticsandpointers
tothesourcedocuments,storedinaproprietaryformatonafileserver.Becausea
collectioncanonlystoreinformationforasinglelocation,PeopleSoftmaintainsaset
ofcollections(oneperlanguagecode)foreachsearchindexobject.
compensationobject
InPeopleSoftEnterpriseIncentiveManagement,anodewithinacompensation
structure.Compensationobjectsarethebuildingblocksthatmakeupacompensation
structure’shierarchicalrepresentation.
compensationstructure
InPeopleSoftEnterpriseIncentiveManagement,ahierarchicalrelationshipof
compensationobjectsthatrepresentsthecompensation-relatedrelationshipbetween
theobjects.
configurationparameter
catalog
UsedtoconfigureanexternalsystemwithPeopleSoft.Forexample,aconfiguration
parametercatalogmightsetupconfigurationandcommunicationparametersforan
externalserver.
configurationplan
InPeopleSoftEnterpriseIncentiveManagement,configurationplansholdallocation
informationforcommonvariables(notincentiverules)andareattachedtoanode
withoutaparticipant.Configurationplansarenotprocessedbytransactions.
contentreference
Contentreferencesarepointerstocontentregisteredintheportalregistry.Theseare
typicallyeitherURLsoriScripts.Contentreferencesfallintothreecategories:target
content,templates,andtemplatepagelets.
context
InPeopleSoftEnterpriseIncentiveManagement,amechanismthatisusedto
determinethescopeofaprocessingrun.PeopleSoftEnterpriseIncentiveManagement
usesthreetypesofcontext:plan,period,andrun-level.
corporateaccount
EquivalenttotheAccountChartField.Distinguishesbetweenthechartofaccounts
typicallyusedtorecordandreportfinancialinformationformanagement,
stockholders,andthegeneralpublic,asopposedtoachartofstatutory(alternate)
accountsrequiredbyaregulatoryauthorityforrecordingandreportingfinancial
information.
costprofile
Acombinationofareceiptcostmethod,acostflow,andadepletecostmethod.A
profileisassociatedwithacostbookanddetermineshowitemsinthatbookare
valued,aswellashowthematerialmovementoftheitemisvaluedforthebook.
costrow
AcosttransactionandamountforasetofChartFields.
PeopleSoftProprietaryandConfidential
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Glossary
dataacquisition
InPeopleSoftEnterpriseIncentiveManagement,theprocessduringwhichraw
businesstransactionsareacquiredfromexternalsourcesystemsandfedintothe
operationaldatastore(ODS).
dataelements
Dataelements,attheirsimplestlevel,defineasubsetofdataandtherulesbywhich
togroupthem.
ForWorkforceAnalytics,dataelementsarerulesthattellthesystemwhatmeasuresto
retrieveaboutyourworkforcegroups.
datarow
Containstheentriesforeachfieldinatable.Toidentifyeachdatarowuniquely,
PeopleSoftapplicationsuseakeyconsistingofoneormorefieldsinthetable.
datavalidation
InPeopleSoftEnterpriseIncentiveManagement,aprocessofvalidatingandcleansing
thefeeddatatoresolveconflictsandmakethedataprocessable.
DATfile
Thistextfile,usedwiththeVeritysearchengine,containsalloftheinformationfrom
documentsthataresearchablebutnotreturnedintheresultslist.
deliverymethod
InPeopleSoftEnterpriseLearningManagement,identifiesalearningactivitysdelivery
methodtype.Anactivitycanhaveoneormoredeliverymethods.
deliverymethodtype
InPeopleSoftEnterpriseLearningManagement,specifiesamethodthatyour
organizationusestodeliverlearningactivities,forexample,scheduledorself-paced
learning.
distribution
TheprocessofassigningvaluestoChartFields.AdistributionisastringofChartField
valuesassignedtoitems,payments,andbudgetamounts.
doublebytecharacter
IfyoureworkingwithJapaneseorotherAsianemployees,youcanenterthe
employee’snameusingdouble-bytecharacters.Thestandarddoublebytecharacterset
nameformatinPeopleSoftapplicationsis:[lastname]space[firstname].
dynamictree
Atreethattakesitsdetailvaluesdynamicdetailsdirectlyfromatableinthedatabase,
ratherthanfromarangeofvaluesenteredbytheuser.
edittable
Atableinthedatabasethathasitsownrecorddefinition,suchastheDepartmenttable.
AsfieldsareenteredintoaPeopleSoftapplication,theycanbevalidatedagainstan
edittabletoensuredataintegritythroughoutthesystem.
effectivedate
AmethodofdatinginformationinPeopleSoftapplications.Youcanpredate
informationtoaddhistoricaldatatoyoursystem,orpostdateinformationinorderto
enteritbeforeitactuallygoesintoeffect.Byusingeffectivedates,youdon’tdelete
values;youenteranewvaluewithacurrenteffectivedate.
EIMjob
AbbreviationforEnterpriseIncentiveManagementjob.InPeopleSoftEnterprise
IncentiveManagement,acollectionofjobstepsthatcorrespondstothestepsinan
organizationscompensation-relatedbusinessprocess.AnEIMjobcanbestoppedto
allowmanualchangesorcorrectionstobeappliedbetweensteps,andthenresumed
fromwhereitleftoff,continuingwiththenextstep.Aruncanalsoberestarted
orrolledback.
EIMledger
AbbreviationforEnterpriseIncentiveManagementledger.InPeopleSoftEnterprise
IncentiveManagement,anobjecttohandleincrementalresultgatheringwithinthe
scopeofaparticipant.Theledgercapturesaresultsetwithalloftheappropriatetraces
tothedataoriginandtotheprocessingstepsofwhichitisaresult.
equipment
InPeopleSoftEnterpriseLearningManagement,resourceitemsthatcanbeassigned
toatrainingfacility,toaspecifictrainingroom,ordirectlytoanactivitysession.
Equipmentitemsaregenerallyitemsthatareused(sometimesforafee)andreturned
aftertheactivityiscomplete.
event
Eventsarepredefinedpointseitherintheapplicationprocessorfloworintheprogram
flow.Aseachpointisencountered,theeventactivateseachcomponent,triggeringany
PeopleCodeprogramassociatedwiththatcomponentandthatevent.Examplesof
64
PeopleSoftProprietaryandConfidential
Glossary
eventsareFieldChange,SavePreChange,andOnRouteSubscription.InPeopleSoft
HumanResources,eventalsoreferstoincidentsthataffectbenefitseligibility.
eventpropagationprocess
InPeopleSoftSalesIncentiveManagement,aprocessthatdetermines,throughlogic,
thepropagationofanoriginalPeopleSoftEnterpriseIncentiveManagementeventand
createsaderivative(duplicate)oftheoriginaleventtobeprocessedbyotherobjects.
SalesIncentiveManagementusesthismechanismtoimplementsplits,roll-ups,andso
on.Eventpropagationdetermineswhoreceivesthecredit.
externalsystem
InPeopleSoft,anysystemthatisnotdirectlycompiledwithPeopleToolsservers.
fact
InPeopleSoftapplications,factsarenumericdatavaluesfromfieldsfromasource
databaseaswellasananalyticapplication.Afactcanbeanythingyouwanttomeasure
yourbusinessby,forexample,revenue,actual,budgetdata,orsalesnumbers.A
factisstoredonafacttable.
filter
InPeopleSoftapplications,afiltercreatesasubsetofinformation.Filtersareusedin
templatestolimityourinformationfromapicklistofattributevalues.
genericprocesstype
InPeopleSoftProcessScheduler,processtypesareidentifiedbyagenericprocess
type.Forexample,thegenericprocesstypeSQRincludesallSQRprocesstypes,
suchasSQRprocessandSQRreport.
group
Anysetofrecordsassociatedunderasinglenameorvariableinordertorun
calculationsinPeopleSoftbusinessprocesses.InPeopleSoftTimeandLabor,for
example,employeesareplacedingroupsfortimereportingpurposes.
homepage
Userscanpersonalizethehomepage,orthepagethatfirstappearswhentheyaccess
theportal.
incentiveobject
InPeopleSoftEnterpriseIncentiveManagement,theincentive-relatedobjectsthat
defineandsupportthePeopleSoftEnterpriseIncentiveManagementcalculation
processandresults,suchasplantemplates,plans,resultsdata,userinteractionobjects,
andsoon.
incentiverule
InPeopleSoftSalesIncentiveManagement,thecommandsthatactontransactionsand
turnthemintocompensation.Aruleisonepartintheprocessofturningatransaction
intocompensation.
key
Oneormorefieldsthatuniquelyidentifyeachrowinatable.Sometablescontainonly
onefieldasthekey,whileothersrequireacombination.
learnergroup
InPeopleSoftEnterpriseLearningManagement,agroupoflearnerswithinthesame
learningenvironmentthatsharethesameattributes,suchasdepartmentorjobcode.
learningactivity
Seeactivity.
learninghistory
InPeopleSoftEnterpriseLearningManagement,aself-servicerepositoryforallofa
learner’scompletedlearningactivities.
learningplan
InPeopleSoftEnterpriseLearningManagement,aself-servicerepositoryforallofa
learner’splannedandin-progresslearningactivities.
ledgermapping
Youuseledgermappingtorelateexpensedatafromgeneralledgeraccountsto
resourceobjects.Multipleledgerlineitemscanbemappedtooneormoreresource
IDs.Youcanalsouseledgermappingtomapdollaramounts(referredtoasrates)
tobusinessunits.Youcanmaptheamountsintwodifferentways:anactualamount
thatrepresentsactualcostsoftheaccountingperiod,orabudgetedamountthatcanbe
usedtocalculatethecapacityratesaswellasbudgetedmodelresults.InPeopleSoft
EnterpriseWarehouse,youcanmapgeneralledgeraccountstotheEWLedgertable.
level
Asectionofatreethatorganizesgroupsofnodes.
PeopleSoftProprietaryandConfidential
65
Glossary
librarysection
InPeopleSoftEnterpriseIncentiveManagement,asectionthatisdefinedinaplan(or
template)andthatisavailableforotherplanstoshare.Changestoalibrarysectionare
reflectedinallplansthatuseit.
linkedsection
InPeopleSoftEnterpriseIncentiveManagement,asectionthatisdefinedinaplan
templatebutappearsinaplan.Changestolinkedsectionspropagatetoplansusing
thatsection.
linkedvariable
InPeopleSoftEnterpriseIncentiveManagement,avariablethatisdefinedand
maintainedinaplantemplateandthatalsoappearsinaplan.Changestolinked
variablespropagatetoplansusingthatvariable.
load
ThefeaturethatinitiatesaprocesstoautomaticallyloadinformationintoaPeopleSoft
applicationforexample,populatingthePeopleSoftBenefitsdatabasewithplan-level
electioninformation.
localfunctionality
InPeopleSoftHRMS,thesetofinformationthatisavailableforaspecificcountry.
Youcanaccessthisinformationwhenyouclicktheappropriatecountryflaginthe
globalwindow,orwhenyouaccessitbyalocalcountrymenu.
location
Locationsenableyoutoindicatethedifferenttypesofaddressesforacompany,for
example,oneaddresstoreceivebills,anotherforshipping,athirdforpostaldeliveries,
andaseparatestreetaddress.Eachaddresshasadifferentlocationnumber.The
primarylocationindicatedbya1istheaddressyouusemostoftenandmaybedifferent
fromthemainaddress.
markettemplate
InPeopleSoftEnterpriseIncentiveManagement,additionalfunctionalitythatis
specifictoagivenmarketorindustryandisbuiltontopofaproductcategory.
material
InPeopleSoftEnterpriseLearningManagement,aresourceitemthatcanbeassigned
tothesessionsofanactivity.Materialitemsaregenerallyconsumedduringthe
durationofanactivityandnotreturned,andtheymayhaveanassociatedcost.
messagedefinition
AnobjectdefinitionspecifiedinPeopleSoftApplicationDesignerthatcontains
messageinformationforPeopleSoftApplicationMessaging.
meta-SQL
Meta-SQLconstructsexpandintoplatform-specificSQLsubstrings.Theyareusedin
functionsthatpassSQLstrings,suchasinSQLobjects,theSQLExecfunction,and
PeopleSoftApplicationEngineprograms.
metastring
MetastringsarespecialexpressionsincludedinSQLstringliterals.Themetastrings,
prefixedwithapercent(%)symbol,areincludeddirectlyinthestringliterals.They
expandatruntimeintoanappropriatesubstringforthecurrentdatabaseplatform.
multibook
ProcessesinPeopleSoftapplicationsthatcancreatebothapplicationentriesand
generalledgersdenominatedinmorethanonecurrency.
multicurrency
Theabilitytoprocesstransactionsinacurrencyotherthanthebusinessunit’sbase
currency.
objective
InPeopleSoftEnterpriseLearningManagement,anindividual’slearninggoal.An
exampleofalearninggoalisacompetencygap.
override
InPeopleSoftEnterpriseIncentiveManagement,theabilitytomakeachangetoaplan
thatappliestoonlyoneplancontext.
pagelet
Eachblockofcontentonthehomepageiscalledapagelet.Thesepageletsdisplay
summaryinformationwithinasmallrectangularareaonthepage.Thepageletprovide
userswithasnapshotoftheirmostrelevantPeopleSoftandnon-PeopleSoftcontent.
parentnode
Atreenodelinkedtolower-levelnodesordetailsthatrollupintoit.Anodecanbea
parentandachildatthesametime,dependingonitslocationwithinthetree.
participant
InPeopleSoftEnterpriseIncentiveManagement,participantsarerecipientsofthe
incentivecompensationcalculationprocess.
66
PeopleSoftProprietaryandConfidential
Glossary
participantobject
Eachparticipantobjectmayberelatedtooneormorecompensationobjects.
Seealsoparticipantobject.
payout
InPeopleSoftEnterpriseIncentiveManagement,theresultingincentiveplan
computationthatisprovidedtopayroll.
PeopleCode
PeopleCodeisaproprietarylanguage,executedbythePeopleSoftapplication
processor.PeopleCodegeneratesresultsbaseduponexistingdataoruseractions.By
usingbusinessinterlinkobjects,externalservicesareavailabletoallPeopleSoft
applicationswhereverPeopleCodecanbeexecuted.
PeopleCodeevent
Anactionthatausertakesuponanobject,usuallyarecordfield,thatisreferenced
withinaPeopleSoftpage.
PeopleSoftInternet
Architecture
ThefundamentalarchitectureonwhichPeopleSoft8applicationsareconstructed,
consistingofanRDBMS,anapplicationserver,aWebserver,andabrowser.
performancemeasurement
InPeopleSoftEnterpriseIncentiveManagement,avariableusedtostoredata(similar
toanaggregator,butwithoutapredefinedformula)withinthescopeofanincentive
plan.Performancemeasuresareassociatedwithaplancalendar,territory,and
participant.Performancemeasurementsareusedforquotacalculationandreporting.
periodcontext
InPeopleSoftEnterpriseIncentiveManagement,becauseaparticipanttypically
usesthesamecompensationplanformultipleperiods,theperiodcontextassociates
aplancontextwithaspecificcalendarperiodandfiscalyear.Theperiodcontext
referencestheassociatedplancontext,thusformingachain.Eachplancontexthasa
correspondingsetofperiodcontexts.
perseatcost
InPeopleSoftEnterpriseLearningManagement,thecostperlearner,basedonthe
totalactivitycostsdividedbyeitherminimumattendeesormaximumattendees.
OrganizationsusethiscosttopricePeopleSoftEnterpriseLearningManagement
activities.
plan
InPeopleSoftSalesIncentiveManagement,acollectionofallocationrules,variables,
steps,sections,andincentiverulesthatinstructthePeopleSoftEnterpriseIncentive
Managementengineinhowtoprocesstransactions.
plancontext
InPeopleSoftEnterpriseIncentiveManagement,correlatesaparticipantwith
thecompensationplanandnodetowhichtheparticipantisassigned,enabling
thePeopleSoftEnterpriseIncentiveManagementsystemtofindanythingthatis
associatedwiththenodeandthatisrequiredtoperformcompensationprocessing.
Eachparticipant,node,andplancombinationrepresentsauniqueplancontextif
threeparticipantsareonacompensationstructure,eachhasadifferentplancontext.
Configurationplansareidentifiedbyplancontextsandareassociatedwiththe
participantsthatrefertothem.
plansection
InPeopleSoftEnterpriseIncentiveManagement,asegmentofaplanthathandlesa
specifictypeofeventprocessing.
plantemplate
InPeopleSoftEnterpriseIncentiveManagement,thebasefromwhichaplaniscreated.
Aplantemplatecontainscommonsectionsandvariablesthatareinheritedbyallplans
thatarecreatedfromthetemplate.Atemplatemaycontainstepsandsectionsthat
arenotvisibleintheplandefinition.
portalregistry
InPeopleSoftapplications,theportalregistryisatree-likestructureinwhichcontent
referencesareorganized,classified,andregistered.Itisacentralrepositorythat
definesboththestructureandcontentofaportalthroughahierarchical,tree-like
structureoffoldersusefulfororganizingandsecuringcontentreferences.
privateview
Auser-definedviewthatisavailableonlytotheuserwhocreatedit.
process
SeeBatchProcesses.
PeopleSoftProprietaryandConfidential
67
Glossary
processdefinition
Processdefinitionsdefineeachrunrequest.
processinstance
Auniquenumberthatidentifieseachprocessrequest.Thisvalueisautomatically
incrementedandassignedtoeachrequestedprocesswhentheprocessissubmittedto
run.
processjob
Youcanlinkprocessdefinitionsintoajobrequestandprocesseachrequestserially
orinparallel.Youcanalsoinitiatesubsequentprocessesbasedonthereturncode
fromeachpriorrequest.
processrequest
Asinglerunrequest,suchasanSQR,aCOBOLprogram,oraCrystalreportthatyou
runthroughPeopleSoftProcessScheduler.
processruncontrol
APeopleToolsvariableusedtoretainPeopleSoftProcessSchedulervaluesneeded
atruntimeforallrequeststhatreferencearuncontrolID.Donotconfusethesewith
applicationruncontrols,whichmaybedefinedwiththesameruncontrolID,butonly
containinformationspecifictoagivenapplicationprocessrequest.
productcategory
InPeopleSoftEnterpriseIncentiveManagement,indicatesanapplicationinthe
EnterpriseIncentiveManagementsuiteofproducts.EachtransactioninthePeopleSoft
EnterpriseIncentiveManagementsystemisassociatedwithaproductcategory.
publishing
InPeopleSoftEnterpriseIncentiveManagement,astageinprocessingthatmakes
incentive-relatedresultsavailabletoparticipants.
recorddefinition
Alogicalgroupingofdataelements.
recordfield
Afieldwithinarecorddefinition.
recordgroup
Asetoflogicallyandfunctionallyrelatedcontroltablesandviews.Recordgroups
helpenableTableSetsharing,whicheliminatesredundantdataentry.Recordgroups
ensurethatTableSetsharingisappliedconsistentlyacrossallrelatedtablesandviews.
recordinputVATflag
Abbreviationforrecordinputvalue-addedtaxflag.WithinPeopleSoftPurchasing,
Payables,andGeneralLedger,thisflagindicatesthatyouarerecordinginputVAT
onthetransaction.Thisflag,inconjunctionwiththerecordoutputVATflag,isused
todeterminetheaccountingentriescreatedforatransactionandtodeterminehowa
transactionisreportedontheVATreturn.ForallcaseswithinPurchasingandPayables
whereVATinformationistrackedonatransaction,thisflagissettoYes.Thisflag
isnotusedinPeopleSoftOrderManagement,Billing,orReceivables,whereitis
assumedthatyouarealwaysrecordingonlyoutputVAT,orinPeopleSoftExpenses,
whereitisassumedthatyouarealwaysrecordingonlyinputVAT.
recordoutputVATflag
Abbreviationforrecordoutputvalue-addedtaxflag.
SeerecordinputVATflag.
referencedata
InPeopleSoftSalesIncentiveManagement,systemobjectsthatrepresentthesales
organization,suchasterritories,participants,products,customers,channels,andsoon.
referenceobject
InPeopleSoftEnterpriseIncentiveManagement,thisdimension-typeobjectfurther
definesthebusiness.Referenceobjectscanhavetheirownhierarchy(forexample,
producttree,customertree,industrytree,andgeographytree).
referencetransaction
Incommitmentcontrol,areferencetransactionisasourcetransactionthatis
referencedbyahigher-level(andusuallylater)sourcetransaction,inorderto
automaticallyreverseallorpartofthereferencedtransaction’sbudget-checked
amount.Thisavoidsduplicatepostingsduringthesequentialentryofthetransactionat
differentcommitmentlevels.Forexample,theamountofanencumbrancetransaction
(suchasapurchaseorder)will,whencheckedandrecordedagainstabudget,cause
thesystemtoconcurrentlyreferenceandrelieveallorpartoftheamountofa
correspondingpre-encumbrancetransaction,suchasapurchaserequisition.
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PeopleSoftProprietaryandConfidential
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