SteveGill posted Message 337 in Message Board Dated : February 23, 1999 at 06:32:09 EST Subject: Re: APY2010 - can multiple pay cycles be run concurrently? You generally cannot run multiple occurences of the same sqr simultaneously. This may be platform dependant. : Thanks for your response, : I did know that multpile pay cycles can be run concurrently, but we have been experiencing particular problems running the APY2010 process concurrently. Let me give you some additional background ... we are using the same SetId, and the same Back Accounts. Different Operator Ids would each run different pay cycle. I know there is also a "allow multiple processes" box which can be checked on the pay cycle step definition. When we have run this before (using the same operator id ... which somewhat invalidated our test) ... the first APY2010 job would run, and the other would not start (in the process monitor) until after the first APY2010 job had finished. We anticipate that this job will run a long time, and are concerned that we might not be able to run multpile instances at the same time. Apparently, a PSG database search for version 7.0 stated something to the extent that "running multpile instances of APY2010" ... could be dangerous and could cause one of the jobs to abend. Any insights or advise would be appreciated. : Thanks, Scott : : : you can have 2,3,4,5,6,7 PayCycles running at the same time in version 6 and above. This is accomplished witht the use of the step table. : : : : : : I am having an problem during Pay Cycle Manager processing ... it "appears" that two pay cycles cannot be run at the same time. Having set up two pay cycles, and running each under the same opr id, the first starts running, and then I cannot start the second (i.e. I press the "NEXT STEP" button, and it will not even start the process). My only guess is that maybe this would work if I ran under different opr ids. Does anyone have experience with this? : : : Thanks in advance, Scott ***************** End Of Article ****************** SteveGill posted Message 338 in Message Board Dated : February 23, 1999 at 06:39:44 EST Subject: Re: Problem running SQR The most crucial thing here is the run status. Anything other than 5 will tell process scheduler that the job has run or is running. : You may want to look at using a Job rather than having an SQR submit a request for another SQR. You can chain the requests together sequentially by defining a Job in Process Scheduler. : If that won't fit your needs, then here are some things that might help. When you insert the record into psprcsrqst set the RunStatus value to '5'. This will cuase the request to appear with a status of Queued in Process Monitor. Another thing, make sure you have the correct run location selected. The Run Location should be set to '2' for server and '1' for client. : The best thing I could suggest is to go into the on-line system and with SQL tracing turned on, submit a request. This will allow you to trap the INSERT statement that application processor runs to create a record in the request table. Compare this to your insert statement and see if you're missing any values. : If you need more assistance please feel free to send email. : : I am trying to run an SQR which inserts the process req : : for other SQR in PSPRCSRQST table. When i run the SQR it : : inserts fine but what ever request i inserted that is not running. : : Is there any one who submitted SQRs through other SQR : : Pl help me!!!!! : : Thanks in advance : : ***************** End Of Article ****************** SteveGill posted Message 339 in Message Board Dated : February 23, 1999 at 08:11:47 EST Subject: Re: Oracle Vs DB2 Why would you want to do that? If they are happy using spreadsheets there is no need to change. Of course moving to a database would give better searches and sharing of information, but is that enough justification to replace a system? BTW the subject is not overly helpful here : I need a good suggestion for using of database (Oracle or DB2) in a project where they are using spreadsheets right now. Please do give an explanation so that it is convincing.. : Thanks : Kalyan ***************** End Of Article ****************** Richard Westbay posted Message 340 in Message Board Dated : February 23, 1999 at 11:10:50 EST Subject: Inventory/Purchasing-WEB Enabled I am looking for any volume metrics when using the WEB in Inventory and Purchasing. Inventory transactions of approx. 40,000 per day; Purchase orders in range of 5,000 per day. Multiple sites--100 to 200. Does PeopleSoft performance degrade? How badly? ***************** End Of Article ****************** Gary Hlapcic posted Message 341 in Message Board Dated : February 25, 1999 at 09:04:47 EST Subject: AMDPCALC - performance problems Hello, ***************** End Of Article ****************** Gary Hlapcic posted Message 342 in Message Board Dated : February 25, 1999 at 09:09:47 EST Subject: AMDPCALC - performance problems Hello, we are running AMDPCALC.sqr and are processing about 10 assets/minute. This is far to slow and I believe the problem resides in the SQL which goes against the open_trans and book tables. I assume this because when I run a business_unit with only one book I get response of a 300/minute and when I run with a business unit that has multiple books I get the 10 assets/minute. Has anyone run across this before, and if so I would appreciate some feedback on how you solved it. Thanks Gary. ***************** End Of Article ****************** Bharat Amla posted Message 343 in Message Board Dated : February 25, 1999 at 16:11:01 EST Subject: Version 7.5 Hi, Can anyone tell me where I could find the enhancements in version 7.5 of Peoplesoft financials ? An early response would be appreciated. Thanks for your anticipated reply. Bharat. ***************** End Of Article ****************** Softy posted Message 344 in Message Board Dated : February 26, 1999 at 11:38:57 EST Subject: Re: Performance Management The PS Performance Management initiative includes the Data warehouse strategy that you mentioned. It is PeopleSoft's attempt at creating a management reporting solution that will meet the needs of Activity Based Management, Value Based Management and the Balanced Scorecard (Future). It was co-designed in conjunction with Dr. Robert Kaplan and Dr. Cooper and provides a technical framework to practically apply current management theory (VBM, ABC etc). It is a very good solution for companies that find themselves behind from a Data warehouse perspective. They seem to have thought ahead by incorporating a Web based "Portal" reporting concept. They may need to create more flexibility in the data mapping structure in the future. We are in the process of deciding whether it fits into out architectural design. It looks good. J. Peter : Has anyone heard about Peoplesoft Performance Management? Apperently It's Peoplesoft's solution to the enterprise warehouse with a predefined data model and prewritten transformation scripts to populate directly from the ERP tables. Does anyone know anything about this? Any projects going on with this product? I have both Data warehouse and Peoplesoft experience and am very interested in the product. : Thanks ***************** End Of Article ****************** Kevin Cawthon posted Message 345 in Message Board Dated : February 26, 1999 at 17:23:29 EST Subject: Can't Print Checks-Duplicate Row error We are using 7.5 and can not get pay cycle manager to run due to a duplicate row sqr error. Any ideas? ***************** End Of Article ****************** Liz Stephens posted Message 346 in Message Board Dated : February 26, 1999 at 22:14:19 EST Subject: Implementing a High Volume A/R We are in the early stages of implementation (developement). During the PS Conference, we heard companies talking about high volume A/Rs. The highest volume we heard was 700 items per day. We currently update our A/R with 7-8,000 items per day. Does anyone have experience with these volumes? Are there any specific issues we should be aware of? We have heard of performance issues with Payment Worksheets involving more than 50 items. Is this an issue? Thanks for any help. We are crossing our fingers. ***************** End Of Article ****************** Jim Steelman posted Message 347 in Message Board Dated : March 01, 1999 at 09:25:45 EST Subject: Are you a MVS DB2 on 7.5+ Financials If you are running or upgrading to Financials 7.5+ and are on DB2 MVS, I would be very interested in corresponding with you. We are encountering several issues and would like to compare notes. Thanks, Jim Steelman Technical Specialist Primerica Financial Services ***************** End Of Article ****************** Vijayaragavan posted Message 348 in Message Board Dated : March 01, 1999 at 12:22:33 EST Subject: Re: Journal Generator: error correction : If you've created journal entries via Journal Generator, and those entries have an Error status because they failed the Journal Edit process, how do you correct the errors? In the Journal Entry panels, I am unable to modify journals created by the Journal Generator process and thus cannot fix the errors. : Also, how do you ensure that the G/L stays in sync with the other module that generated the entry when this happens? : Assistance appreciated, : JC ***************** End Of Article ****************** vijayaragavan posted Message 349 in Message Board Dated : March 01, 1999 at 12:25:17 EST Subject: Re: Journal Generator: error correction The Error could be because of the following reasons: 1. Accounting period is not currently open 2. Total debits do not equal to credits when the ledger is defined as the balanced ledger. 3. The actual total for the journal is not equal to the control tables entered with the journal header. 4. One or more journal lines use invalid chart field values as the journal date. 5. One or more journal lines use invalid chart field combinations as of the journal date. Choose the correction mode to correct the journal accordingly. ***************** End Of Article ****************** vijayaragavan posted Message 350 in Message Board Dated : March 01, 1999 at 12:44:37 EST Subject: Re: Anchor Chartfield. The first level ChartField is called the anchor ChartField.It’s the first ChartField you designated on the Combination Definition panel. It is the basis for the combination and cannot be changed. The second-level ChartField scroll bar identifies non-anchor ChartFields that form a combination with the anchor ChartField. It is something like primary chartfield. Peoplesoft permits to have 30 chartfield. (Normally we use only 7 - Account, Department, Product, Project, Stat code, Currency code, & Affiliate). ***************** End Of Article ****************** Peggy posted Message 351 in Message Board Dated : March 01, 1999 at 13:49:17 EST Subject: Re: Peoplesoft Budget Posting : We have tried to post budget Journals.The problem we are facing is as follows. : Some Journals get posted for the specified Fiscal Year and Accounting Period. We understand that the entries are available in PS_LEGDER_BUDG table. For some Manual Entries posted, the Journal panel says it has posted successfully, when we look into the Budget Ledger Table mentioned above, it does not appear at all for any accounting period. But if we post Budget Journals thru Spreadsheets, they are getting posted properly and the entries appear in Budget Ledger table with appropriate Accounting period. I had the above problem and found that I was leaving the Currency Code out on the manual entries. Once they were added, it posted properly. : We would appreciate if anyone could send us info on how to tackle this problem and its solution if available : Thanks : Anandalwar/Venkatsubramaniyam : Technical Consultants ***************** End Of Article ****************** radhika posted Message 352 in Message Board Dated : March 01, 1999 at 14:17:43 EST Subject: Spreadsheet journal entry Hi, I want to customize the excel spread sheet according to the modifications in chartfields.In version there is no interunit journal entries as in version7.5. There are customizations in JRNL_LN record also.There is a Fix RE_MOU72 which does inter unit journal for v6.0. Can some one solve my problem so that I can customize the spreadsheet journal entry in version using the improved features of v7.5. ***************** End Of Article ****************** stuart avery posted Message 353 in Message Board Dated : March 01, 1999 at 14:56:25 EST Subject: Re: Implementing a High Volume A/R Liz, Hi. Are you implementing PS BIlling or are you are using other billing systems (as well as PS BI)? I gather you print out or batch for print 7-8000 invoices a day? On the worksheet issue you could use the PS lockbox facility to apply payments which may help you to keep the number of entries per worksheet down (on the proviso that the majority of your receipts link one-for-one to the item). Let me know the business you are in as this will enable me to give you some more advice. Cheers stu : We are in the early stages of implementation (developement). : During the PS Conference, we heard companies talking about high volume A/Rs. The highest volume we heard was 700 items per day. We currently update our A/R with 7-8,000 items per day. : Does anyone have experience with these volumes? : Are there any specific issues we should be aware of? : We have heard of performance issues with Payment Worksheets involving more than 50 items. Is this an issue? : Thanks for any help. We are crossing our fingers. ***************** End Of Article ****************** Sam Trueblood posted Message 354 in Message Board Dated : March 01, 1999 at 14:58:36 EST Subject: Printing N/Vision Exception Reports I am currently working on a client who has requested exception reports for certain stores which meet a certain criteria. I know that when we build these N/Vision reports we will be able to put a macro in the layout which will flag the reports which meet a certain criteria (X% above expenses). Is there anyway to write in that same mcro to automatically print those reports which are flagged? Thanks for your help! ***************** End Of Article ****************** stuart avery posted Message 355 in Message Board Dated : March 01, 1999 at 15:25:31 EST Subject: Billing combo editing and online checking request I'm wanting to ensure that when users enter billing information when creating bills that they can not save unless the account and deptid chartfields are filled in. Rather than making these fields compulsory at the table level, I was wanting to know if i can use combo editing on-line to perform this function? Can anyone provide me with a quick explanation on how to do this. thanks ***************** End Of Article ****************** JC posted Message 356 in Message Board Dated : March 01, 1999 at 20:54:48 EST Subject: BD_ACTUALS ledger Has anyone ever used the BD_ACTUALS ledger? Is BD_ACTUALS necessary in order to combine actual and budget data within the same Ledger Type Set? What is the most efficient way of copying from ACTUALS to BD_ACTUALS? Muchas gracias, JC ***************** End Of Article ****************** Margaret posted Message 357 in Message Board Dated : March 02, 1999 at 11:00:54 EST Subject: 1099 Adjustments How do you apply 1099 Adjustments in 7.5? 6.0 had an adjustment panel. ***************** End Of Article ****************** Melinda Tobin posted Message 358 in Message Board Dated : March 03, 1999 at 10:41:35 EST Subject: Slow performance We have had a lot of complaints about the slow performance of our system. We had a PS person at our site to evaluate our infrastructure. He suggested some changes but felt that the best increase in speed would be from SQL tuning. I have also read this in several other places. Problem is nobody has given any detail on how this is done. Is there anyone who has done this and is willing to share their expertise or at least give us a good starting point? Thanks in advance. ***************** End Of Article ****************** Jim posted Message 359 in Message Board Dated : March 03, 1999 at 16:49:04 EST Subject: EDI Manager - Vouchers Is anyone using the EDI manager for loading the voucher defin mapping that Peoplesoft delivered & or have you successfully loaded the staging tables? Version 7 Informix. ***************** End Of Article ****************** Sam Trueblood posted Message 360 in Message Board Dated : March 04, 1999 at 11:33:58 EST Subject: Re: BD_ACTUALS ledger : Has anyone ever used the BD_ACTUALS ledger? Is BD_ACTUALS necessary in order to combine actual and budget data within the same Ledger Type Set? What is the most efficient way of copying from ACTUALS to BD_ACTUALS? : Muchas gracias, : JC I have always used a copy allocation from Actuals to BD_Actuals to populate the BD_Actuals ledger. BD_Actuals really needs to be populated to have a basis for starting a budget process. ***************** End Of Article ****************** Liz Stephens posted Message 361 in Message Board Dated : March 04, 1999 at 22:06:49 EST Subject: Re: Implementing a High Volume A/R Stu: Thanks for your reply. Here's the process at a high level: Order are keyed into PS OM. PS OM passes the order to three different third party fulfillment systems (each system is in a different distribution facility. One distribution facility is owned by us, the remaining two are third party distribution centers). The third party system will send shipment confirmations back to PS OM. The OM-BI process will be a scheduled job (frequency is undetermined at this time). PS BI will also be a scheduled job process (during EOD processing by IS Operations). We will be using an outside third party to run the actual print jobs. In reference to the payment worksheets: We are planning to use Payment Predictor to the best of it's ability. But, due to the nature of our business; we receive regular payments from numerous customers which can contain 100+ items and 50-60-70++ deductions. It is my understanding; this situation will produce a worksheet with all items selected by Payment Predictor (could be hundreds) and one item for the dollar amount of the unidentifiable items. The one item which Payment Predictor created will have to be worked by an operator. This could create 10-20-30++ additional worksheet items. I have been advised by one PS Client that this will create a large spreadsheet and will produce performance issues. Thanks, Liz :Liz, : Hi. : Are you implementing PS BIlling or are you are using other billing systems (as well as PS BI)? : I gather you print out or batch for print 7-8000 invoices a day? : On the worksheet issue you could use the PS lockbox facility to apply payments which may help you to keep the number of entries per worksheet down (on the proviso that the majority of your receipts link one-for-one to the item). : Let me know the business you are in as this will enable me to give you some more advice. : Cheers : stu : : We are in the early stages of implementation (developement). : : During the PS Conference, we heard companies talking about high volume A/Rs. The highest volume we heard was 700 items per day. We currently update our A/R with 7-8,000 items per day. : : Does anyone have experience with these volumes? : : Are there any specific issues we should be aware of? : : We have heard of performance issues with Payment Worksheets involving more than 50 items. Is this an issue? : : Thanks for any help. We are crossing our fingers. ***************** End Of Article ****************** Paul Selby posted Message 362 in Message Board Dated : March 04, 1999 at 23:14:52 EST Subject: Re: Slow performance In general, you can realize significant performance gains by adding appropriate indexes to your PeopleSoft tables. For example, I added a simple index to one table that resulted in a A/P edit error inquiry taking 1 second versus the delivered 3 hours!!! PeopleSoft has attempted to improve performance in more recent releases, but tuning is problematic due to differences in DBMSs, Chartfield usage & customizations, and the nature of your business. You may wish to start off by focussing on the areas that are wasting the most time and having a DBA trace the database activity and add indexes where necessary. Any DBA worth his/her salt should be able to do this, regardless of whether or not they have had any exposure to PeopleSoft. It's preferable to add the indexes via the PeopleSoft Application Manager rather than the DBMS because it's easier to track when doing customizations and/or upgrades. GOOD LUCK! ***************** End Of Article ****************** Paul Selby posted Message 363 in Message Board Dated : March 04, 1999 at 23:52:43 EST Subject: Re: Financials 5.12 - 7.0 upgrade - SQR's - any hints available? I've just completed a 5.01 to 7.0 upgrade. Unfortunately, for the most part, you just have to slog through it. If you're lucky, every customization was fully documented and then it's "simply" a case of applying the same customizations to the 7.0 base SQRs. Unfortunately, there are a lot of functional changes that make this difficult. You need to work hand-in-hand with your functional people to make sure the customizations don't screw up the new functionality, such as VAT processing (if you're in Canada or U.K.) and changes to Voucher processing in A/P (VCHR_ACCTG_LINE doesn't get populated until voucher post, details are now kept in DISTRIB_LINE). If you're unlucky and documentation is incomplete or non-existant, you need to use a tool (UNIX diff will work, but it's very time-consuming) to compare all your SQRs to the 5.12 base SQRs, then again work with your functional people to determine how to make the changes to 7.0 base SQRs. GOOD LUCK!!! ***************** End Of Article ****************** Gary Hlapcic posted Message 364 in Message Board Dated : March 05, 1999 at 11:02:18 EST Subject: Re: Slow performance Another thing to keep in mind is that peoplesoft was coded for generic SQL so that it would be platform independant. While this is great for peoplesoft, it does not result in the best performance for you specific platform. If you are using something such as DB2 there are differences in the way the optimizer resolves your quiries. As well in a lot of the code where there are multiple index's peoplesoft does not access the index's in the order they are set up on the table example would be table is set up as business_unit, asset_id, book and the SQL uses business_unit, book, asset_id which will run slower in DB2. I have also notices instances of => and =< instead of between which runs slower than between, these should be re-written, but like the other followup's your greatest gain will be in adding index's which make more sense for the way your business needs to acces the data. We have had a lot of complaints about the slow performance of our system. We had a PS person at our site to evaluate our infrastructure. He suggested some changes but felt that the best increase in speed would be from SQL tuning. I have also read this in several other places. Problem is nobody has given any detail on how this is done. Is there anyone who has done this and is willing to share their expertise or at least give us a good starting point? Thanks in advance. ***************** End Of Article ****************** Gary Hlapcic posted Message 365 in Message Board Dated : March 05, 1999 at 11:04:24 EST Subject: Re: Are you a MVS DB2 on 7.5+ Financials Sure send me an email offline and we can talk. : If you are running or upgrading to Financials 7.5+ and are on DB2 MVS, I would be very interested in corresponding with you. We are encountering several issues and would like to compare notes. : Thanks, : Jim Steelman : Technical Specialist : Primerica Financial Services ***************** End Of Article ****************** RICK PAUTZ posted Message 366 in Message Board Dated : March 05, 1999 at 13:26:11 EST Subject: TREND ANALYSIS REPORTS Has anybody created Operating Statements or Income Statements reports that will replace month-to-month budgets amounts with actual amounts. For example, a 3/99 report will have month by month actuals for Jan, Feb and Mar, and budget amounts for April-December. The 4/99 report will replace the 4/99 budget activity with the actual activity for the month. Please feel free e-mail me at Rpautz@calpoly.edu or phone me at 805-756-7821. Thnak you. Rick Pautz Cal Poly Foundation ***************** End Of Article ****************** Steve Schelske posted Message 367 in Message Board Dated : March 05, 1999 at 15:20:32 EST Subject: Re: Are you a MVS DB2 on 7.5+ Financials We're running Financials 7.5 on MVS DB2 (v4.1) with NT Servers. What's up? : If you are running or upgrading to Financials 7.5+ and are on DB2 MVS, I would be very interested in corresponding with you. We are encountering several issues and would like to compare notes. : Thanks, : Jim Steelman : Technical Specialist : Primerica Financial Services ***************** End Of Article ****************** RAMESH posted Message 368 in Message Board Dated : March 05, 1999 at 16:55:21 EST Subject: Querry-based nVision Report Can we use more than one Querry for a single nVision Lay-out? If so, how do you specify column criteria in an nVision Report to reflect the Total Outstanding ,outstanding from each aging Bucket of each customer? Any help in this regard is highly appreciated. ***************** End Of Article ****************** JoGrat posted Message 369 in Message Board Dated : March 08, 1999 at 18:31:45 EST Subject: Re: Querry-based nVision Report : Can we use more than one Querry for a single nVision Lay-out? : If so, how do you specify column criteria in an nVision Report to reflect the Total Outstanding ,outstanding from each aging Bucket of each customer? Any help in this regard is highly appreciated. You can only use one Query in a N-Vision Report in a layout. However you could use a Query to drill-down to that kind of detail within a General Ledger account. ***************** End Of Article ****************** Daniel Dudley posted Message 370 in Message Board Dated : March 10, 1999 at 12:43:20 EST Subject: Speeding up the upgrade process. (Batch Components) The batch components of a PeopleSoft applications consists of SQR’s, COBOL, PS/Query, Mass Change, and Application Engine. PeopleSoft identifies these as ‘Non Comparable Objects’, subsequently these components are not included in the PeopleSoft upgrade process. The process of upgrading the batch components of the application consists of the following steps: Identification of customized and added objects in the current production application Identification of changes to data structures (PeopleSoft Records and Fields) in the new release Identification of data structure changes in the new release that are referenced within the customized and added objects Determining the correct action to be performed to upgrade the batch module to the new release Upgrade batch modules and test The above process is fairly tedious and time-consuming which can affect the overall timeline of the upgrade project. We have developed a solution for this process called "UBAS" (upgrad batch analysis solution) it automates the process. Find out more about this solution at www.pyramidworldwid.com ***************** End Of Article ****************** Vasu posted Message 371 in Message Board Dated : March 10, 1999 at 14:41:33 EST Subject: Re: FAX SERVER You need to have a CTI application server, the s/w for that will come by with the CTI cards available like dialogic cards. check out dialogic.com : How does one install the fax server and what software is required? ***************** End Of Article ****************** Maggie Van Dyke posted Message 372 in Message Board Dated : March 10, 1999 at 18:16:16 EST Subject: Peoplesoft Professionals Needed ASAP Peoplesoft helpdesk position needed in the Chicago area. Must have experience with Peoplesoft 6.0-7.5(HR and financial), tuxedo query, pinging, trace routes, and work station directories. ***************** End Of Article ****************** Gary Hlapcic posted Message 373 in Message Board Dated : March 12, 1999 at 11:11:51 EST Subject: nVision to COLD Hello, My company would like to have their nVision reports come out in an ascii format so that they can load them directly into their imaging system called (COLD). Currently we run various canned and adhoc reports thru the processes scheduler and the output comes out in an excel format. Ideally we want it to come out in and ascii format. Is there anything I can do with the configuration area or another solution to ensure this happens automatically. Thank in advance for any input... Gary. ***************** End Of Article ****************** Vic posted Message 374 in Message Board Dated : March 12, 1999 at 11:22:57 EST Subject: Re: nVision to COLD From nVision options check the 'Show report sql' and 'Suppress amount retrieval' for your report. Run the report to see what sql it is execting, execute it from outside (SQL prompt) and spool it in a flat file. I don't know how much this is applicable to your situation, but this is what I can think of for the requirement. Thanks Vic : Hello, : My company would like to have their nVision reports come out in an ascii format so that they can load them directly into their imaging system called (COLD). Currently we run various canned and adhoc reports thru the processes scheduler and the output comes out in an excel format. Ideally we want it to come out in and ascii format. Is there anything I can do with the configuration area or another solution to ensure this happens automatically. : Thank in advance for any input... : Gary. ***************** End Of Article ****************** Vic posted Message 375 in Message Board Dated : March 12, 1999 at 12:20:54 EST Subject: Re: Version 7.5 Go to the PeopleSoft site and log in to the customer connection. In continuous documentation, you can find the release notes for PS 7.5. : Hi, : Can anyone tell me where I could find the enhancements in version 7.5 of Peoplesoft financials ? An early response would be appreciated. Thanks for your anticipated reply. : : Bharat. ***************** End Of Article ****************** Chris Houseknecht posted Message 376 in Message Board Dated : March 12, 1999 at 12:33:22 EST Subject: Re: nVision to COLD I can't really think of anything off the top of my head. The whole idea behind nVision is producing a spreadsheet result. SQR is the tool of choice for producing ascii output. The other option might be to write a script in a tool such as WinBatch (a tool from Wilson Window Ware) that would automate the task of opening up the output spreadsheet from nVision and performing a Save As to an ascii format. The other thing you might want to do is post this to www.slerp.com. They have a panel of experts that monitor their forum conferences. And, they usually come up with good answers. Check the site out. I think you'll like it. ***************** End Of Article ****************** kk posted Message 377 in Message Board Dated : March 13, 1999 at 05:03:44 EST Subject: About upgrade What is the difference between Peoplesoft Financials rel 5.12 and rel 7.0? can anyone tell me what is available in rel 5.12 Thanks in advance kk ***************** End Of Article ****************** Gavin John Fowler posted Message 378 in Message Board Dated : March 13, 1999 at 07:07:42 EST Subject: Re: Slow performance Round up the Usual Suspects : Indexes, Query Plans, Locking behaviour. Are you using row-level security ? do you need to ? I assume your network is okay - the consultant said SQL. Good starting points are your SQL Trace tool (You can also use PS Trace (Config Manager, Trace)) and a SQL Query tool. For the Trace switch on logging (from a client workstation) just before you do the action you wish to see because it can generate quite startling amounts of text. Make sure that you have enabled only the types of event you really need - if your consultant said SQL then just trace the SQL - don't bother with anything else for now - you can do it later. Trace will tell you exactly which tables and Views are being hit and, importantly, exactly how long each statement is taking. Next use your SQL Query tools to execute the SQL outside the PS environment. You may have to spend some time setting up some control data but it is well worth a few hours effort. Use the query execution options to tell you which indexes are being used and so on. (I concur with the post about index optimization, I too have speeded queries by factors of 100 times or more.) This is not a trival task and it is worth paying for skilled DBA if your not sure about what you are doing here. Be careful not to add or remove indexes untill you are sure of effects on other PS objects. You may be able to alter some SQL so that the clustered index (the default PS key) is used by altering the WHERE clause of some views - used for row-level security and other horizontal filtering. If you do change the SQL (by adding indexes or specifying lock methods) you need to do it through App Designer (so that PeopleSoft application actually knows about it) and DOCUMENT the changes ! - it is too easy to do this via a Query tool , forget it and have some critical process mess up because of the work that you have done (you know, the work that got you the reputation of genius last month but this month they want your blood) Default PS indexing methods are a disgrace in my view; despite the need for platform independence there is NO excuse whatsoever for the kind of rubbish they ship. I'm thinking of MS SQL Server v 6.5 and Financials 7.50 where even Primary Keys, unique (obviously) and, in some cases, auto-incementing are specifed are Clustered with very high fill factors. Bad policy I think. You can alter the DDL (Data Definition Language) so that all new record creates/alters will be built with your own customized settings (eg fill factor = 80) but even here there are problems. PS DDL requires upper case (If my memory serves me correctly - which doubtful as I was partying last night) so that if you wish to call a stored procedure on a Create Table (for example) you may have to re-write some of the database's Stored Procs if these are case-dependent. (Believe me - it's true, it happened to us. In Oxford. In England. On dark winter's evening) And this is an ennui-inducing process. I have found that entering Panel Groups (via search record) can be extremely tedious. The Application Processor generates generates lowest-common-denominator-type SQL here. It puts DISTINCT, GROUP BY and even ORDER's around the search views. There is no way to swith this of and it causes the DB server to do an awful lot of (frequently) unecessary work. I have heard that this may be addressed in V 8. We shall see. Anyway entering a Ledger Upload panel (to check on off-line uploads) required selecting perhaps 30 distinct rows from one million. During the ensuing 50 minutes users gnashed their teeth at the development team and said rude things to me. A little alteration to the View used on the search record was required. I forced the use of the clustered index by altering the Where clause and it now takes 11 seconds. Here's one I really hate: Ever noticed that the Panel Processer tells you that 'More Rows were returned than could be displayed' ? And when does this gem of information pop up ? That's right - AFTER some ghastly table scan has been performed (DISTINCT ... GROUP BY .. ORDER BY...) and a gazillion rows have been selected over the previous 40 minutes. I suppose it would be too much to COUNT the resultset ? FIRST ? Here is a good tip : What length are your Chartfields ? PeopleSoft recommend a minimum of 5 characters but don't explain why. The reason is that with anything less than 5 the Application Proccessor (panel processor) generates the SLOWEST possible comparators in the WHERE clause ( .... LIKE ... etc etc.) This is not good and I have no idea why they do it. So make sure that all chartfield values are at least 5 chars in length because this will SERIOUSLY affect performance. Here's another: For batch UPDATE/INSERT jobs (eg off-line Journal Uploads) you can DROP all indexes on a table and recreate them afterwards. This easy, easy to automate and can have remarkable effects on performance. Imagine, a big, wide table with 16 indexes and we need to load and validate 100 000 rows.... Tonight. Drop 'em. That's my tip. To recapitulate: Trace shows you WHAT is being use and for HOW LONG. Query Plan shows you HOW, in WHAT ORDER etc. You need both. ***************** End Of Article ****************** Bob Taylor posted Message 379 in Message Board Dated : March 13, 1999 at 17:22:50 EST Subject: PeopleSoft Inventory Hi folks: Has any one implemented PeopleSoft inventory 7.0?? I need to find out how to get our data from our legacy system into mew PS INV tables/panels?? Has anyone done this before? Bob ***************** End Of Article ****************** babu posted Message 380 in Message Board Dated : March 13, 1999 at 18:37:30 EST Subject: xWalk Tables Hi, What are the xwalk tables in PeopleSoft? Where are they used? Any clarification in this regard is highly appreciated. Thanks ***************** End Of Article ****************** Ashwin Kelkar posted Message 381 in Message Board Dated : March 15, 1999 at 05:44:46 EST Subject: cronology of setting ledger group what is the cronology of setting up ledger group?. is it the following 1. set process fin information - set ledger template,ledger then ledger group ? ashwin kelkar ***************** End Of Article ****************** Walter posted Message 382 in Message Board Dated : March 15, 1999 at 15:58:37 EST Subject: Re: nVision to COLD : Hello, : My company would like to have their nVision reports come out in an ascii format so that they can load them directly into their imaging system called (COLD). Currently we run various canned and adhoc reports thru the processes scheduler and the output comes out in an excel format. Ideally we want it to come out in and ascii format. Is there anything I can do with the configuration area or another solution to ensure this happens automatically. : Thank in advance for any input... : Gary. Look at the software product Data Junction by Data Junction, Inc. It will convert data to/from many different data types including Excel to Ascii and it will run in a batch mo ***************** End Of Article ****************** rajendra posted Message 383 in Message Board Dated : March 15, 1999 at 17:02:54 EST Subject: batch journal import When I was saving the journal worksheets which contains about 40-50 lines the process is taking very long time which shouldn't be case like real time import using the nVision as we don't have to be connected to database in batch import. ***************** End Of Article ****************** Reagan Lee posted Message 384 in Message Board Dated : March 16, 1999 at 12:18:18 EST Subject: Re: batch journal import : When I was saving the journal worksheets which contains about : 40-50 lines the process is taking very long time which shouldn't : be case like real time import using the nVision as we don't have to be connected to database in batch import. A journal entry of that size and beyond takes an unbearable length of time to load using 'reverse nVision'. This is when you attempt to load the journal directly from PeopleSoft's spreadsheet named JRNL1.XLS. My suggestion is to not use the "Import" button. The preferred method for big entries is to use 'Batch Import'. You mentioned using this method so I don't know where you are having the problems. This method should create an ASCII file with a *.PMI file extension. The file is imported through the Batch Journal Import process (SQR GLS9000.) Hope this helps. ***************** End Of Article ****************** rajendra posted Message 385 in Message Board Dated : March 16, 1999 at 15:30:13 EST Subject: Batch journal import My problem is when I'm loading a one or two journals it is very fast in Batch journal import but when I'm saving more than three journals with related lines it is taking very long time. ***************** End Of Article ****************** rajendra posted Message 386 in Message Board Dated : March 16, 1999 at 15:44:35 EST Subject: Journal spread sheet entry I'm having a problem in the template where I need to enter a unit number as 001 and 050 it is taking just 1 and 50 but not the 001 and 050 .I need to have in that format as our business units are in 001 and 002 order.when I import the message is coming as invalid business unit because 001 is not popping up instead it is coming just 1.If any one can solve my problem I will be grateful to them. ***************** End Of Article ****************** Reagan Lee posted Message 387 in Message Board Dated : March 16, 1999 at 17:09:45 EST Subject: Re: Journal spread sheet entry : I'm having a problem in the template where I need to enter : a unit number as 001 and 050 it is taking just 1 and 50 but : not the 001 and 050 .I need to have in that format as our : business units are in 001 and 002 order.when I import the : message is coming as invalid business unit because 001 is : not popping up instead it is coming just 1.If any one can : solve my problem I will be grateful to them. You may have tried using an apostrophe (') to prefix the number, but it will probably not work. Here is the way to get around this little problem: 1. UNPROTECT THE WORKSHEET - On the sheet with the journal entry, select Tools, Protection, Unprotect Sheet from Excel's menu bar. 2. FORMAT THE APPROPRIATE COLUMN/RANGE OF CELLS - Select the column/cell range of the field you want to adjust. For example, BU is on cell H4, you can either select column H or just select H4. Select Format, Cells from Excel's menu. Choose the Number tab and pick Text from the list of options. Click OK. 3. You are done. It's that simple. You don't even have to protect the sheet because the spreadsheet will do this automatically the next time you press one of the buttons. ***************** End Of Article ****************** RAAJ KARE posted Message 388 in Message Board Dated : March 16, 1999 at 17:22:30 EST Subject: Re: Financials 5.12 - 7.0 upgrade - SQR's - any hints available? : We are beginning the process of upgrading Financials 5.12 to 7.0. Any ideas, hints suggestions on the type of things to look for in handling the upgrade of SQR's? Specifically what types of things need to be looked for in customized, delivered, and client-created SQR's. Besides record/field changes I haven't found much info from the PeopleSoft documentation to use as a driver. : Any hints on what others have found/done in the past as well as other places to look for any info/documentation would be appreciated. : Thanks, : Mark Polette : Consultant : COAD Solutions ***************** End Of Article ****************** RAAJ KARE posted Message 389 in Message Board Dated : March 16, 1999 at 17:23:26 EST Subject: Re: Financials 5.12 - 7.0 upgrade - SQR's - any hints available? : : We are beginning the process of upgrading Financials 5.12 to 7.0. Any ideas, hints suggestions on the type of things to look for in handling the upgrade of SQR's? Specifically what types of things need to be looked for in customized, delivered, and client-created SQR's. Besides record/field changes I haven't found much info from the PeopleSoft documentation to use as a driver. : : Any hints on what others have found/done in the past as well as other places to look for any info/documentation would be appreciated. : : Thanks, : : Mark Polette : : Consultant : : COAD Solutions ***************** End Of Article ****************** Reagan Lee posted Message 390 in Message Board Dated : March 16, 1999 at 17:27:50 EST Subject: Re: Querry-based nVision Report : : Can we use more than one Querry for a single nVision Lay-out? : : If so, how do you specify column criteria in an nVision Report to reflect the Total Outstanding ,outstanding from each aging Bucket of each customer? Any help in this regard is highly appreciated. : You can only use one Query in a N-Vision Report in a layout. However you could use a Query to drill-down to that kind of detail within a General Ledger account. I have to disagree slightly with the response above. You are limited to one matrix report per layout. If you are using queries to build a matrix report, you are not limited to one. In this situation, you treat each query like a ledger. In addition to your matrix report, you can add numerous sheets made up of tabular reports (basic query dumps). The great thing is that you can add other Excel features to enhance your report such as PivotTables and Filtering. To answer your second question, I believe you are trying to run an aging report. If your query has the aging categories, you should be able to use a matrix layout. For your field criteria, you would pick the field with the aging categories (ie, AGE_CAT) and select the 'Selected Detail Values' radio button. For each column, enter a different aging category (ie, CURRENT, 31_60). Another quick and dirty method is to create a tabular layout and create a PivotTable based on the query results. Hope this helps. ***************** End Of Article ****************** Reagan Lee posted Message 391 in Message Board Dated : March 16, 1999 at 17:53:25 EST Subject: Re: TREND ANALYSIS REPORTS : Has anybody created Operating Statements or Income Statements reports that will replace month-to-month budgets amounts with actual amounts. : For example, a 3/99 report will have month by month actuals for Jan, Feb and Mar, and budget amounts for April-December. : The 4/99 report will replace the 4/99 budget activity with the actual activity for the month. : Please feel free e-mail me at Rpautz@calpoly.edu or phone me at 805-756-7821. : Thnak you. : Rick Pautz : Cal Poly Foundation I think I know what you are trying to do. You want a report that always shows an entire fiscal year's worth of numbers. As you move to through the year, you replace budgets with actuals until you have reached the end of the year and are left with a report with 12 months of actuals. I can think of two approaches. One before the report is run, the other after the report is run.: 1. To minimize manual work, you can create a macro to modify your column criteria. You will have to remember to run this macro every month before running a new report. or 2. You will have to create two criteria sections (ranges) to the right of your current report. One section displays 12 months of actuals, the other 12 months of budget. Be sure to use timespans such as PER1 and PER2, instead of relative timespans. Your current report section would be replaced by =IF() formulas. Include a cell to hold the variable for the current period (%PER%) and name the cell 'PER'. Here would be some sample formulas for a some months: Jan - =JAN_ACTUALS (I assume you will never show January budget) Feb - =IF(PER>1,FEB_ACTUALS,FEB_BUDGET) [when the period is greater than January, show the Feb actuals, otherwise show Feb budget] Mar - =IF(PER>2,MAR_ACTUALS,MAR_BUDGET) [just keep incrementing the values for each successive month] The only problem with this method is that the extra columns of criteria drags down the performance. Just weight this with the fact that you have a maintenance-free report. Your choice. Hope this helps. ***************** End Of Article ****************** Reagan Lee posted Message 392 in Message Board Dated : March 16, 1999 at 18:50:57 EST Subject: Re: Max Number of Rows Returned : If you are talking about query you can use a wildcard. example: If you are looking for all rows returned where Field 'a' begins with 123, enter in the prompt 123%. -hope this helps : : : Does anyone know of a way to increase the number of rows that are returned when the User uses prompts? : : Thanks in Advance, : : Steve If you follow the suggestion above, remember to change your criteria operator on the prompt field from 'equal to' to 'like'. ***************** End Of Article ****************** Rajendra posted Message 393 in Message Board Dated : March 16, 1999 at 21:33:36 EST Subject: Journal spread sheet entry I'm having a problem when I entered the business unit as 001 in template and and save it using batch import.I was unable to import successfully because it is saying Invalid businessgroup.When I come back and check the template and select all the journal headers in the dialog box which gives the unit,journal,date it is coming as just 1.For example if I had entered initially 001,next,3/15/99 after the save in batch import it is coming as 1,next,3/15/99.If any one can solve this problem I will be grateful to them.I thank reagan lee for his valuable suggestion. ***************** End Of Article ****************** Reagan Lee posted Message 394 in Message Board Dated : March 17, 1999 at 00:00:24 EST Subject: Re: Billing combo editing and online checking request : I'm wanting to ensure that when users enter billing information when creating bills that they can not save unless the account and deptid chartfields are filled in. Rather than making these fields compulsory at the table level, I was wanting to know if i can use combo editing on-line to perform this function? : Can anyone provide me with a quick explanation on how to do this. : thanks Your best alternative is to put PeopleCode triggered either by a field change or save edit. Just ask your technical folks to make this modification. Turning on combination edit is not full-proof. I've had entries come across the Journal Generator that were either missing chartfield values or had combo edit errors. Combo edit can only be best described as a PeopleSoft work-in-process. Hope this helps. ***************** End Of Article ****************** Reagan Lee posted Message 395 in Message Board Dated : March 17, 1999 at 00:27:22 EST Subject: Re: Printing N/Vision Exception Reports : I am currently working on a client who has requested exception reports for certain stores which meet a certain criteria. I know that when we build these N/Vision reports we will be able to put a macro in the layout which will flag the reports which meet a certain criteria (X% above expenses). Is there anyway to write in that same mcro to automatically print those reports which are flagged? : Thanks for your help! I will give you two answers based on two assumptions. Answer 1: Assuming you are running your macro after you have finished running all your reports, you can insert the following line into your macro to print the reports that had been flagged. ActiveSheet.PrintOut Answer 2: Assuming you are running your macro using nVision's instance hook, you can have the macro decide which report to print using an IF statement. The following example will print the report if cell B2 has a value greater than 50%: Sub PrintReport() If Range("B2").Value > 0.5 Then ActiveSheet.PrintOut Else End If End Sub Hope this helps. ***************** End Of Article ****************** Reagan Lee posted Message 396 in Message Board Dated : March 17, 1999 at 00:39:56 EST Subject: Re: Can't Print Checks-Duplicate Row error : We are using 7.5 and can not get pay cycle manager to run due to a duplicate row sqr error. Any ideas? To help diagnose your problem, you should specify where in the paycycle you got the error. Are you working off a test database with a bunch of garbage transactions in them? If you want to try to fix it yourself, you should review the SQR.LOG and Process Monitor messages to give you an indication what is causing the error. ***************** End Of Article ****************** Reagan Lee posted Message 397 in Message Board Dated : March 17, 1999 at 00:54:24 EST Subject: Re: AP Pay Cycle : As a result of testing, we have many excess pay cycles defined, some with outstanding restarts. Has anyone successfully deleted pay cycles from the financials database? We are using 7.01. Any responses would be appreciated. We have, by the way, found the PeopleSoft official answer of "don't do it"! : Thanks! I would have to agree with PeopleSoft's response. Paycycle is a delicate and complex process. Don't tinker with it unless you know exactly what you are doing. As a general rule, never delete anything from PeopleSoft tables unless you are certain only the one table is affected. Remember referential integrity! If you don't want to see those unsightly paycycles, you may want to create a view to only display the ones you want to see. Of course, this would be a customization. ***************** End Of Article ****************** Reagan Lee posted Message 398 in Message Board Dated : March 17, 1999 at 00:55:12 EST Subject: Re: AP Pay Cycle : As a result of testing, we have many excess pay cycles defined, some with outstanding restarts. Has anyone successfully deleted pay cycles from the financials database? We are using 7.01. Any responses would be appreciated. We have, by the way, found the PeopleSoft official answer of "don't do it"! : Thanks! I would have to agree with PeopleSoft's response. Paycycle is a delicate and complex process. Don't tinker with it unless you know exactly what you are doing. As a general rule, never delete anything from PeopleSoft tables unless you are certain only the one table is affected. Remember referential integrity! If you don't want to see those unsightly paycycles, you may want to create a view to only display the ones you want to see. Of course, this would be a customization. ***************** End Of Article ****************** Reagan Lee posted Message 399 in Message Board Dated : March 17, 1999 at 01:05:30 EST Subject: Re: nVision to COLD : Hello, : My company would like to have their nVision reports come out in an ascii format so that they can load them directly into their imaging system called (COLD). Currently we run various canned and adhoc reports thru the processes scheduler and the output comes out in an excel format. Ideally we want it to come out in and ascii format. Is there anything I can do with the configuration area or another solution to ensure this happens automatically. : Thank in advance for any input... : Gary. Your best bet would be to add an 'instance hook' to your layout. You should be able to find references to this in either PeopleBooks or on Customer Connection. Essentially your report would launch a macro as each instance gets generated. Just include a line in your macro to perform a save as to a tab-delimited file (*.prn). The 'instance hook' is a little known yet extremely useful part of nVision since it opens itself to the powers of VBA and Excel. Hope this helps. ***************** End Of Article ****************** Sanjay Todi posted Message 400 in Message Board Dated : March 17, 1999 at 13:53:25 EST Subject: Re: Batch journal import : My problem is when I'm loading a one or two journals it is : very fast in Batch journal import but when I'm saving more : than three journals with related lines it is taking very : long time. There are various methods of doing the same. The key problem with that process is when u direct batch import it has been reported to be very slow. The work around to that is export the file. Use the file generated and there is a PS 'Load Journal Process' in Process Financial Information, Process Journals >> Load Journals. This program uses GLS9002.SQR Use that process to load. It is relatively very fast. There are issues based on the database that u would be using. ***************** End Of Article ****************** sanjay Todi posted Message 401 in Message Board Dated : March 17, 1999 at 14:00:49 EST Subject: Re: cronology of setting ledger group : what is the cronology of setting up ledger group?. : is it the following : 1. set process fin information - set ledger template,ledger then ledger group ? : ashwin kelkar Hi Ashwin, The sequence of steps that u have written is correct - but normally there should be no reason for u to touch the define ledger template. The next set of steps that u have written are correct. U have to be very particular about the no. of chartfields that u are using and how u want to balance the ledgers. For any other queries - feel free to post questions Regards ***************** End Of Article ****************** Sanjay Todi posted Message 402 in Message Board Dated : March 17, 1999 at 14:04:58 EST Subject: Re: xWalk Tables : Hi, : What are the xwalk tables in PeopleSoft? Where are they used? Any clarification in this regard is highly appreciated. : Thanks Hi, Have not heard of X walk tables befores. Are u refering to Xref tables. ***************** End Of Article ****************** Sanjay Todi posted Message 403 in Message Board Dated : March 17, 1999 at 14:18:00 EST Subject: Re: TREND ANALYSIS REPORTS : Has anybody created Operating Statements or Income Statements reports that will replace month-to-month budgets amounts with actual amounts. : For example, a 3/99 report will have month by month actuals for Jan, Feb and Mar, and budget amounts for April-December. : The 4/99 report will replace the 4/99 budget activity with the actual activity for the month. : Please feel free e-mail me at Rpautz@calpoly.edu or phone me at 805-756-7821. : Thnak you. : Rick Pautz : Cal Poly Foundation Hi, It is easily possible just depends on the tool that u are using for the development. so if u could send in more details of ur requirements appropriate advice could be provided ***************** End Of Article ****************** Sanjay Todi posted Message 404 in Message Board Dated : March 17, 1999 at 14:21:26 EST Subject: Re: EDI Manager - Vouchers : Is anyone using the EDI manager for loading the voucher defin : mapping that Peoplesoft delivered & or have you successfully : loaded the staging tables? Version 7 Informix. Hi, I have used the EDI manager for 2 projects. Both of them have not been on Informix. It has been ORACLE and DB2. The initial information has to be set up correct for the EDI and is a good tool once the configuration is set up proper. If u could explain ur problem in more detail - i could try to help u ***************** End Of Article ****************** Sanjay Todi posted Message 405 in Message Board Dated : March 17, 1999 at 14:24:21 EST Subject: Re: Slow performance : We have had a lot of complaints about the slow performance of our system. We had a PS person at our site to evaluate our infrastructure. He suggested some changes but felt that the best increase in speed would be from SQL tuning. I have also read this in several other places. Problem is nobody has given any detail on how this is done. Is there anyone who has done this and is willing to share their expertise or at least give us a good starting point? Thanks in advance. I think the answers posted are just great. If u need more assistance u can put in more detailed questions on specific processes which are slow and we can try to contribute ***************** End Of Article ****************** Sanjay Todi posted Message 406 in Message Board Dated : March 17, 1999 at 14:28:42 EST Subject: Re: BD_ACTUALS ledger : Has anyone ever used the BD_ACTUALS ledger? Is BD_ACTUALS necessary in order to combine actual and budget data within the same Ledger Type Set? What is the most efficient way of copying from ACTUALS to BD_ACTUALS? : Muchas gracias, : JC Hi, I agree with Sam - most of the places where a copy is required allocations are the best processes to work with. ***************** End Of Article ****************** Garry Osborne posted Message 407 in Message Board Dated : March 17, 1999 at 14:41:29 EST Subject: SQR Error 04717 Can't print report I am recieving an sqr 04717 Can't open the report output file: 'C:\temp' (13): permission denied. while running a report. I have followed the solution in the process scheduler answer book to no avail. I have confirmed that I am capturing the printer port LPT1. I am running under 5.12 Any Idea's? ***************** End Of Article ****************** Reagan Lee posted Message 408 in Message Board Dated : March 17, 1999 at 15:06:42 EST Subject: Re: SQR Error 04717 Can't print report : : I am recieving an sqr 04717 Can't open the report output file: 'C:\temp' (13): permission denied. while running a report. I have followed the solution in the process scheduler answer book to no avail. I have confirmed that I am capturing the printer port LPT1. I am running under 5.12 : Any Idea's? If you are running your report to the printer, your output destination should be 'LPT1'. If you selected file, the destination should be 'c:\temp\'. You may be missing the backslash at the end. If the above does not work, make sure you actually have a c:\temp directory on the workstation. Hope this helps. ***************** End Of Article ****************** Gavin John Fowler posted Message 409 in Message Board Dated : March 17, 1999 at 16:08:02 EST Subject: Re: Slow performance Actually PS recommend that the SETID's and BU's are a min of 5 chars - I forgot to put that in. ***************** End Of Article ****************** Reagan Lee posted Message 410 in Message Board Dated : March 17, 1999 at 23:34:27 EST Subject: Re: Journal spread sheet entry Rajendra, My suggestion to your prior posting also applies here. Unprotecting your worksheet and applying the 'Text' numbering format (to a range or column) is your best way of ensuring fields with leading zeros get imported properly. Please refer to my other posting for more detail. Reagan : I'm having a problem when I entered the business unit as : 001 in template and and save it using batch import.I was : unable to import successfully because it is saying Invalid : businessgroup.When I come back and check the template and : select all the journal headers in the dialog box which gives : the unit,journal,date it is coming as just 1.For example : if I had entered initially 001,next,3/15/99 after the save : in batch import it is coming as 1,next,3/15/99.If any one : can solve this problem I will be grateful to them.I thank : reagan lee for his valuable suggestion. ***************** End Of Article ****************** Richard Bayer posted Message 411 in Message Board Dated : March 18, 1999 at 11:04:58 EST Subject: Method to develop ROI for PeopleSoft implementation Hello I am interested if anyone may have a method on which to determine an return on investment(ROI)for PS. We are currenlty replacing our exsisting system with several PS modules. However no business case was ever done and now people are asking how much is this going to save ($$$). We purchased the software in an attempt to force our business processes to adapt to the software. Any help will be appreciated. Thanks ***************** End Of Article ****************** Richard Bayer posted Message 412 in Message Board Dated : March 18, 1999 at 11:27:51 EST Subject: Re: Method to develop ROI for PeopleSoft implementation : Hello : I am interested if anyone may have a method on which to determine an return on investment(ROI)for PS. We are currenlty replacing our exsisting system with several PS modules. However no business case was ever done and now people are asking how much is this going to save ($$$). We purchased the software in an attempt to force our business processes to adapt to the software. Any help will be appreciated. Does anyone have any information about the Strategic Investment Model from PS? : Thanks ***************** End Of Article ****************** Ed Morris posted Message 413 in Message Board Dated : March 19, 1999 at 14:29:08 EST Subject: Asset Management Dates Can someonhe please post information as to what the following dates are used for in PS/AM : Transaction Date In-Service Date Accoutning Date Thanks Ed Morris ***************** End Of Article ****************** Stuart avery posted Message 414 in Message Board Dated : March 20, 1999 at 06:36:46 EST Subject: Re: Billing combo editing and online checking request many thanks Regan. I'm currently doing lockboz sqr mods (lovely!), but will have a go at the PCode when I get some time. I'm glad you didn't say "explode the tbales" Cheers ***************** End Of Article ****************** Dan Shaw posted Message 415 in Message Board Dated : March 20, 1999 at 15:41:47 EST Subject: Re: Asset Management Dates Transaction date is the date that the transaction occured Accounting date is the date it is to be accounted for In-service date is the date the asset went into service Recommend you watch dates in asset management module, as depending on the type of depreciation method set (remaining life or life to date, there will be depreciation expence implications) Hope that helps. Dan Shaw : Can someonhe please post information as to what the following dates are used for in PS/AM : : Transaction Date : In-Service Date : Accoutning Date : Thanks : Ed Morris ***************** End Of Article ****************** Vasudev posted Message 416 in Message Board Dated : March 22, 1999 at 03:26:54 EST Subject: Re: Method to develop ROI for PeopleSoft implementation : : Hello : : I am interested if anyone may have a method on which to determine an return on investment(ROI)for PS. We are currenlty replacing our exsisting system with several PS modules. However no business case was ever done and now people are asking how much is this going to save ($$$). We purchased the software in an attempt to force our business processes to adapt to the software. Any help will be appreciated. Does anyone have any information about the Strategic Investment Model from PS? : : Thanks Hi, It depends on what was your earlier system, and what are all the modules you are trying to replace, and what is the volume of transactions in your business, what you are looking for additional to the process change in the system, we had calculated for Finance has 3 months after implementation. But the volume of transaction is too high. please do post this above information. Thank you, Regards, Vasudev ***************** End Of Article ****************** RB posted Message 417 in Message Board Dated : March 22, 1999 at 09:57:36 EST Subject: Re: Method to develop ROI for PeopleSoft implementation : : : Hello : : : I am interested if anyone may have a method on which to determine an return on investment(ROI)for PS. We are currenlty replacing our exsisting system with several PS modules. However no business case was ever done and now people are asking how much is this going to save ($$$). We purchased the software in an attempt to force our business processes to adapt to the software. Any help will be appreciated. Does anyone have any information about the Strategic Investment Model from PS? We are in the process of replacing a custom main frame legacy system with the following PS modules; HR,Base Benefits,Payroll,AP,GL,Budget,Billing,Project Control, & Time & Labor(possibly??). We average 2.2 million transactions monthly in our current system. Our business is with DOD and we anticipate numerous interfaces with other government software currently in production. : : : Thanks : : Hi, : It depends on what was your earlier system, and what are all the modules you are trying to replace, and what is the volume of transactions in your business, what you are looking for additional to the process change in the system, we had calculated for Finance has 3 months after implementation. But the volume of transaction is too high. : please do post this above information. : Thank you, : Regards, : Vasudev ***************** End Of Article ****************** Chad Lindsey posted Message 418 in Message Board Dated : March 23, 1999 at 13:27:32 EST Subject: Alternate Account For Financials 7.5 in Europe, we need to set up the alternate account functionality. The instructions are in the General Ledger PeopleBooks. My questions is...Has anyone done this? How long does is take to set up? Did it work? Any information on alternate account functionality would be appreciated. ***************** End Of Article ****************** rajendra posted Message 419 in Message Board Dated : March 23, 1999 at 13:53:38 EST Subject: Spread sheet journal entry Hi, I'm having a problem in importing the journals.In the header of the template I give the value of unit as 001,and when I give a unit values of 002 or 003 in the lines,I was unable to import because it is considering them as 2 & 3 only(I had done unprotect sheet and text in format menu ).Should I need to insert header for every unit value I enter in lines also. I will be grateful if some one helps me in this regard. ***************** End Of Article ****************** ed morris posted Message 420 in Message Board Dated : March 23, 1999 at 16:02:50 EST Subject: Paycycle for Single User Demo 7.0 and 7.5 How can we get the paycycle to work on the PS 7 or 7.5 Single User Demo? What needs to be changed, if anything in the Configuration Manager or a patch? We have not been able to get it to run on the Single User Demo, any help would be great. Ed Morris ***************** End Of Article ****************** Bill Helm posted Message 421 in Message Board Dated : March 23, 1999 at 19:22:53 EST Subject: AM Dates and Depr Schedules - Please HELP Dates ? Transaction and In-Service dates; I know and understand the definitions given in all writings, but nowhere is addressed a scenario where the transaction and In-service dates are different. (e.g. aquire asset (transaction date) on 02-15-99; asset goes in-service on 04-15-99; asset keyed into system on 06-15-99. I’m guessing that the difference between the In-service date and the accounting date will determine any prior period depreciation that needs to be calculated and booked in June, but PBooks states that the diff between transaction date and acctg date determine… (I’m thinking that’s wrong.) Please advise on your understanding. Depreciation Schedules ? PBooks states that in a short tax year, the standard depreciation schedules will not work, and depreciation schedules which reflect the short tax year must be created. What are some examples of short tax year? Specifically,  change in tax-year end?  Conversion during mid-year? Thanks a lot in advance! ***************** End Of Article ****************** radhika posted Message 422 in Message Board Dated : March 24, 1999 at 12:02:05 EST Subject: Batch Journal Import I'm having a peculiar problem.I'm working on batch journal import.When I tried to post the interunit journal it is requiring to edit twice to post the journal.Can any one help me out.I will be thankful to them ***************** End Of Article ****************** Ed Morris posted Message 423 in Message Board Dated : March 25, 1999 at 09:22:48 EST Subject: Purchasing interface with billing Thanks for your help in advance. Information that is in Purchasing gets distributed to projects as "committed costs". This allows the projects team to analyze a project to date. Payables will also send rows to projects as actual costs. If you have already distributed the information to Projects, and then cancel it, you would want the cancellation reflected in projects so that the committed/actual costs are reduced by the amount of the cancellation. There are currently open issues with Peoplesoft about the process not working for all types of cancellations We don't see it working for any cancellations. Dorothy >>> Janet Torres 03/17 3:57 PM >>> No I haven't. However, I am taking an Inventory class right now and so I have asked the instructor about your question. From my understanding... Projects captures "costing" information. This information resides in AP. We are trying to understand what exactly are you trying to cancel. Not so sure why you would want to distribute cancelled "ordered" information into Projects if it is cost related. I have a feeling you may need to cancel information in AP not in PO. Let me know. So I can inquire for you janet -----Original Message----- From: Dorothy Biglin To: JTorres@DataStudyInc.com Sent: 3/17/99 11:00 AM Subject: Re: RE: PO Question Janet, Did you integrate PO with any other modules, i.e. did you distribute rows to Projects? Dorothy >>> Janet Torres 03/15 7:34 PM >>> Yes. I did an implementation with 7.5. Unfortunately, there are alot of bugs with that version. In order to cancel, you can click on the x in the PO workbench panel. This should change your status to "cancelled" However, you should make sure that the PO lines and PO distributions are also cancelled. Simply just check the status at the PO line and PO distribution panels. As far as I know for "canceling" there are no extra steps. However, if you want to "close" the PO , you will need to run the PO reconcile job. Hope this helps. janet > -----Original Message----- > From: Dorothy Biglin [SMTP:DBIGLIN@macmanus.com] > Sent: Monday, March 15, 1999 6:47 PM > To: JTorres@Datastudyinc.com > Subject: PO Question > > Janet, > > Are you familiar with Purchasing 7.5. We are trying to cancel a PO and > distribute the cancelled info to projects with no luck. After the initial ***************** End Of Article ****************** Kumar posted Message 424 in Message Board Dated : March 25, 1999 at 14:50:48 EST Subject: Customization of chartfields This is a problem that we have . Any help will be greatly appreciated. As of now iam trying to customise product chartfield in PS 7.0. Iam increasing the lenght of the chartfield from 6 to 18. I think i need to alter around 350 tables/views/wrk records. If the same customisation has to be done in PS 7.5. I think we need to give this a thought I come across this problem whenever we try to customise chart field. According to PS, it facilitates us to customise the chartfields by giving us a document of what is to be done according to the specs we give. This is available in Design lds-Use-Customisation Project Outline. But this does not work, when given the specs for this project and saving the details we end up with a update fail statement. If this project works, it would greatly help us in customising chartfields. The errors are as the following >>First error >> >>SQL error. Stmt #: SQLExec Error Position: 0 Return: 0 - >> - Statement: INSERT INTO PSPROJECTDEFN (PROJECTNAME, VERSION, >>PROJECTDESCR, TGTSERVERNAME, TGTDBNAME, TGTOPRID, TGTOPRACCT, >>COMPRELEASE, SRCCOMPRELDTTM, TGTCOMPRELDTTM, KEEPTGTAUDITS, >>TGTORIENTATION, COMPARETYPE, COMMITLIMIT, REPORTFILTER, LASTUPDDTTM, >>LASTUPDOPRID, DESCRLONG) SELECT 'CUST_PROD', VERSION, 'CUSTOMISATION OF >>PRODUCT', ' ', ' ', ' ', ' ', ' ', %CURRENTDATETIMEIN, >>%CURRENTDATETIMEIN, 1, 1, 1, 100, 1, %CURRENTDATETIMEIN, ' ', ' ' FROM >>PSLOCK >> >> >>followed by >> >>Fatal SQL Error >> ***************** End Of Article ****************** Todd posted Message 425 in Message Board Dated : March 25, 1999 at 16:03:44 EST Subject: Re: 1099 Adjustments : How do you apply 1099 Adjustments in 7.5? 6.0 had an adjustment panel. PeopleSoft created a new panel for adjustments called Withholding Overrides. See Resolution R-JGASPE-0B9XL on Customer Connection. This panel is included in the 7.52 upgrade. ***************** End Of Article ****************** Stuart avery posted Message 426 in Message Board Dated : March 25, 1999 at 16:53:11 EST Subject: Re: Asset Management Dates Agree 100% with Dan. Watch the dates as this can lead to a great deal of issues if you are not careful especially depreciation runs and transferring of assets between Bus etc. : Transaction date is the date that the transaction occured : Accounting date is the date it is to be accounted for : In-service date is the date the asset went into service : Recommend you watch dates in asset management module, as depending on the type of depreciation method set (remaining life or life to date, there will be depreciation expence implications) : Hope that helps. : Dan Shaw : : Can someonhe please post information as to what the following dates are used for in PS/AM : : : Transaction Date : : In-Service Date : : Accoutning Date : : Thanks : : Ed Morris ***************** End Of Article ****************** Vincent Phan posted Message 427 in Message Board Dated : March 29, 1999 at 10:42:19 EST Subject: Re: MultiCurrency COBOL problem Sorry to hear, If you still have problem, I will check the following next: 1. Trees 2. All your Rules and Steps. : Thanks. We've checked all the stored statements and recompiled the COBOLs (they were and are the same size). SETID's are all fine. Still no go. Any other ideas? We've analysed and re-analysed the logfiles to no avail, and have manually traced through the COBOL source code. : Steve : : Hi. Sounded to me that two things might have missed during installation/migration to your PROD system: COBOL stored statements & cobol source. : : Though, one other place I would check is to verify all your SETID (under Utilities). : : Good Luck. : : : : : I have been assisting a company with upgrading PeopleSoft Financials from 5.1 to 7.5 They are having problems with MultiCurrency Translations, where the COBOL seems to be losing a BIND variable value (for BUSINESS_UNIT) when inserting lines into PS_JRNL_LN. It works OK in the PS demo system, but not in the upgraded production system. All tables have been upgraded, and we are at a loss to explain what's happening. Anyone have any ideas??? ***************** End Of Article ****************** TommyT posted Message 428 in Message Board Dated : March 29, 1999 at 14:11:14 EST Subject: Re: Method to develop ROI for PeopleSoft implementation : : : : Hello : : : : I am interested if anyone may have a method on which to determine an return on investment(ROI)for PS. We are currenlty replacing our exsisting system with several PS modules. However no business case was ever done and now people are asking how much is this going to save ($$$). We purchased the software in an attempt to force our business processes to adapt to the software. Any help will be appreciated. Does anyone have any information about the Strategic Investment Model from PS? : We are in the process of replacing a custom main frame legacy system with the following PS modules; HR,Base Benefits,Payroll,AP,GL,Budget,Billing,Project Control, & Time & Labor(possibly??). We average 2.2 million transactions monthly in our current system. Our business is with DOD and we anticipate numerous interfaces with other government software currently in production. : : : : Thanks : : : : Hi, : : It depends on what was your earlier system, and what are all the modules you are trying to replace, and what is the volume of transactions in your business, what you are looking for additional to the process change in the system, we had calculated for Finance has 3 months after implementation. But the volume of transaction is too high. : : please do post this above information. : : Thank you, : : Regards, : : Vasudev One aspect that you should focus on is the time you saved people because of process automation. e.g.: automatic journal entries where their were none before, time to process an AP, HR, GL, etc. transaction before PeopleSoft vs. after PeopleSoft. A good example is: Lets say it took 5 people 10 hours to close the books per month. Now it takes them only 5 hours. 25 person hours saved per month. Take the average of those 5 person's salaries and multiply the appropriate fraction of time spent closing and the 25 saved hours. Then mulitply that times 12 (months). Do this for every process relating to the PS system. Also look at new functionality such as reports that management receive that they haven't received before. Hope this helps ***************** End Of Article ****************** Kumar posted Message 429 in Message Board Dated : March 29, 1999 at 14:29:48 EST Subject: Advance to Suppliers Can anyone tell me what's the best way to handle advances made to vendors and their subsequent adjustment. Thanks, kumar ***************** End Of Article ****************** Rasam Pradeep Kumar posted Message 430 in Message Board Dated : March 29, 1999 at 15:43:26 EST Subject: Re: nVision to COLD I think we are simply missing out a point. The only problem which our friend is talking about is to take a Excel output as a ASCII output. As soon as you get the excell out put, save the file as a ascii tab separated file and use it for what ever purpose you want. This is plain and simple and this save as option is present in MS Excell itself. I think this should be help full. Bye rasampk ***************** End Of Article ****************** Rakesh Kunta posted Message 431 in Message Board Dated : March 29, 1999 at 20:27:38 EST Subject: Re: Electronic Voucher Load This problem is addressed in incident R-DDOWNTON-MF7X7 on customer connection. It talks about bumping the limit to 2500 or 5000. There is a limit of 1000 lines for the delivered ECIN001.sqr. Let me know if this helps. Rakesh. : When loading a large electronic voucher (1300 lines) using the EDI Manager - Inbound EC Agent (process ECIN0001) I get an error message that reads "SQR 1501 element out of range (2500) for array 'filename0', field 'ecfilerowid', on line 921" We are using PS vrs 7.5 and running it on WindowsNT with a SQL Server vrs 7 database. Any suggestions would be appreciated. : Thanks! ***************** End Of Article ****************** Garry Osborne posted Message 432 in Message Board Dated : March 30, 1999 at 07:59:19 EST Subject: Period zero amounts in inVision I have had a power end user ask this question. Is This do-able in Version 5.12 I have had a request for this several times, and could not do it the 'legit' way in PeopleSoft. Do you think this is doable in 5.12 Below is from PeopleSoft's internet site: Resolution: NV: How do you get just the period 0 balances to show on an nVision report? Resolution Id 216942 Type Customization Resolution Title NV: How do you get just the period 0 balances to show on an nVision report? Resolution Detail PROBLEM: The customer just finished closing the year in PeopleSoft. They are now trying to run trial balance reports as of period 1 for the new fiscal year. Their report has a column called "Beginning Balance." When reports are run for period 1 this column should contain just the period 0 balances. When reports are run for period 2 the column should contain the period 0 plus period 1 balances. They are not able to get just the period 0 balances on the report. They are trying to use the BEGBAL timespan that is delivered with GL but it's not working properly. SOLUTION: Unfortunately there is no way to set up a timespan that just retrieves the period 0 (or beginning) balances. The best way to work around this problem is to create a "back door" timespan using SQL that shows the absolute period for the start and end as period 0. Since the online panels won't allow this you can't do it there. Customers have had success setting up a "special" timespan using an INSERT SQL statement. nVision will read this timespan correctly and retrieve the period 0 balances only. Basically the customer has to do an INSERT SQL statement on the PS_TIME_SPANS table. The fiscal year will be relative to the current year and the start and end period will be absolute, period 0. ***************** End Of Article ****************** K.RANAPRATAP posted Message 433 in Message Board Dated : March 30, 1999 at 16:10:11 EST Subject: Re: Period zero amounts in inVision You can use the timespan BAL-1YR for the zero period of the current year. : I have had a power end user ask this question. Is This do-able in Version 5.12 : : I have had a request for this several times, and could not do it the 'legit' way in PeopleSoft. Do you think this is doable : in 5.12 : Below is from PeopleSoft's internet site: : Resolution: NV: How do you get just the period 0 balances to show on an nVision report? : Resolution Id : 216942 Type : Customization : Resolution Title : NV: How do you get just the period 0 balances to show on an nVision report? : Resolution Detail : PROBLEM: The customer just finished closing the year in PeopleSoft. They are now trying to run trial balance : reports as of period 1 for the new fiscal year. Their report has a column called "Beginning Balance." When reports : are run for period 1 this column should contain just the period 0 balances. When reports are run for period 2 the : column should contain the period 0 plus period 1 balances. They are not able to get just the period 0 balances on : the report. They are trying to use the BEGBAL timespan that is delivered with GL but it's not working properly. : SOLUTION: Unfortunately there is no way to set up a timespan that just retrieves the period 0 (or beginning) balances. : The best way to work around this problem is to create a "back door" timespan using SQL that shows the absolute period : for the start and end as period 0. Since the online panels won't allow this you can't do it there. Customers have had success : setting up a "special" timespan using an INSERT SQL statement. nVision will read this timespan correctly and retrieve the : period 0 balances only. : Basically the customer has to do an INSERT SQL statement on the PS_TIME_SPANS table. The fiscal year will be : relative to the current year and the start and end period will be absolute, period 0. : ***************** End Of Article ****************** Reagan Lee posted Message 434 in Message Board Dated : March 30, 1999 at 16:14:32 EST Subject: Re: Period zero amounts in inVision : I have had a power end user ask this question. Is This do-able in Version 5.12 : : I have had a request for this several times, and could not do it the 'legit' way in PeopleSoft. Do you think this is doable : in 5.12 : Below is from PeopleSoft's internet site: : Resolution: NV: How do you get just the period 0 balances to show on an nVision report? : Resolution Id : 216942 Type : Customization : Resolution Title : NV: How do you get just the period 0 balances to show on an nVision report? : Resolution Detail : PROBLEM: The customer just finished closing the year in PeopleSoft. They are now trying to run trial balance : reports as of period 1 for the new fiscal year. Their report has a column called "Beginning Balance." When reports : are run for period 1 this column should contain just the period 0 balances. When reports are run for period 2 the : column should contain the period 0 plus period 1 balances. They are not able to get just the period 0 balances on : the report. They are trying to use the BEGBAL timespan that is delivered with GL but it's not working properly. : SOLUTION: Unfortunately there is no way to set up a timespan that just retrieves the period 0 (or beginning) balances. : The best way to work around this problem is to create a "back door" timespan using SQL that shows the absolute period : for the start and end as period 0. Since the online panels won't allow this you can't do it there. Customers have had success : setting up a "special" timespan using an INSERT SQL statement. nVision will read this timespan correctly and retrieve the : period 0 balances only. : Basically the customer has to do an INSERT SQL statement on the PS_TIME_SPANS table. The fiscal year will be : relative to the current year and the start and end period will be absolute, period 0. : Garry, I am on 7.0 and have not tried this method before, but I will give it a try. Because of the edits on the TimeSpan panel, you are not allowed to enter a zero as either the Start Period or End Period. It looks like this should work on 5.12 as well. Instead of performing an Insert, you could add the new TimeSpan using the panel and use an Update to change the value to zero. If it doesn't work, I have two alternatives: 1. Back into the beginning balance for the year. Have a column be PER1 and another be BAL1 (you would have to create this one). Use a third column to be BAL1 minus PER1, thus getting period zero. 2. Create a TimeSpan to give ending balance of prior year. Use the following parameters. Start Year: -1 Relative to Current Year Start Period: 1 Absolute Period End Year: -1 Relative to Current Year End Period: 12 Absolute Period Select Include Balance Forward Select Include Adjustments, if you use an adjustment period. The latter method would take longer to generate a result since it has to sum up the previous year's beginning balance with 12 months of activity. But if you have no better choice, at least this works. Do give PeopleSoft's suggested method a try, it would be the best alternative if it works. Good luck! ***************** End Of Article ****************** Reagan Lee posted Message 435 in Message Board Dated : March 30, 1999 at 16:21:41 EST Subject: Re: Period zero amounts in inVision BAL-1YR extracts the current balance of last year. I believe Garry wants to see the beginning balance of the year regardless of the current period. Am I right? : You can use the timespan BAL-1YR for the zero period of the current year. : : I have had a power end user ask this question. Is This do-able in Version 5.12 : : : : I have had a request for this several times, and could not do it the 'legit' way in PeopleSoft. Do you think this is doable : : in 5.12 : : Below is from PeopleSoft's internet site: : : Resolution: NV: How do you get just the period 0 balances to show on an nVision report? : : Resolution Id : : 216942 Type : : Customization : : Resolution Title : : NV: How do you get just the period 0 balances to show on an nVision report? : : Resolution Detail : : PROBLEM: The customer just finished closing the year in PeopleSoft. They are now trying to run trial balance : : reports as of period 1 for the new fiscal year. Their report has a column called "Beginning Balance." When reports : : are run for period 1 this column should contain just the period 0 balances. When reports are run for period 2 the : : column should contain the period 0 plus period 1 balances. They are not able to get just the period 0 balances on : : the report. They are trying to use the BEGBAL timespan that is delivered with GL but it's not working properly. : : SOLUTION: Unfortunately there is no way to set up a timespan that just retrieves the period 0 (or beginning) balances. : : The best way to work around this problem is to create a "back door" timespan using SQL that shows the absolute period : : for the start and end as period 0. Since the online panels won't allow this you can't do it there. Customers have had success : : setting up a "special" timespan using an INSERT SQL statement. nVision will read this timespan correctly and retrieve the : : period 0 balances only. : : Basically the customer has to do an INSERT SQL statement on the PS_TIME_SPANS table. The fiscal year will be : : relative to the current year and the start and end period will be absolute, period 0. : : ***************** End Of Article ****************** K.RANAPRATAP posted Message 436 in Message Board Dated : March 30, 1999 at 16:36:53 EST Subject: Re: Asset Management Dates : Can someonhe please post information as to what the following dates are used for in PS/AM : : Transaction Date : In-Service Date : Accoutning Date : Thanks : Ed Morris Transaction Date : The date on which the transaction is entered. This date must be earlier than the accounting date. In service date : In service date is the date on which the asset is put to use. The depreciation is based on this date and the depreciation schedule and method. Accounting Date : Based on this date the acounting entries are posted to gl. That is based on this date the fiscal year and the accounting period is taken and the journals created to gl. If the GL BU is using the monthly calender if you enter the actg date as 23-08-1998 the journal are created and posted ot august 1998. the actg date pertains to the financial transactions for that asset. this date must be later than the transaction date quite obvious too. Ranapratap Chicago 773-743-2685 residence ***************** End Of Article ****************** K.RANAPRATAP posted Message 437 in Message Board Dated : March 30, 1999 at 17:23:28 EST Subject: Re: Version 7.5 : Hi, : Can anyone tell me where I could find the enhancements in version 7.5 of Peoplesoft financials ? An early response would be appreciated. Thanks for your anticipated reply. : : Bharat. There is a tremendous enhancementss in the modules. There is no much enhancements in tools except few. You can see the release notes available in 7.5 ver help, which tells you directly all the enhancements in modules and tools. Ranapratap ***************** End Of Article ****************** K.RANAPATAP posted Message 438 in Message Board Dated : March 30, 1999 at 17:39:07 EST Subject: Re: sharing vendor info across Business Units : Hi there, : I would like to know whether anybody has worked on sharing Vendor Information across Business Units. If so, how to setup the payables system to take care of this situation. Any clarification in this regard is highly appreciated. : Thanks : (Ramesh) Create vendors with one setid. In the utilities,setcontrofield select the business units for the vendor record group for all the business units you can use the same setid value. ***************** End Of Article ****************** Garry Osborne posted Message 439 in Message Board Dated : March 31, 1999 at 09:13:15 EST Subject: Re: Period zero amounts in inVision Reagan is correct. Im seeking the beginning balance of the year regardless of the current period. By the way I tried the solution from peoplesoft. it works. I also have tried Regans alternate solution and it works also. Thanks much for your help. Now to apply the change to the production server. :-) Garry : BAL-1YR extracts the current balance of last year. I believe Garry wants to see the beginning balance of the year regardless of the current period. Am I right? : : : You can use the timespan BAL-1YR for the zero period of the current year. : : : I have had a power end user ask this question. Is This do-able in Version 5.12 : : : : : : I have had a request for this several times, and could not do it the 'legit' way in PeopleSoft. Do you think this is doable : : : in 5.12 : : : Below is from PeopleSoft's internet site: : : : Resolution: NV: How do you get just the period 0 balances to show on an nVision report? : : : Resolution Id : : : 216942 Type : : : Customization : : : Resolution Title : : : NV: How do you get just the period 0 balances to show on an nVision report? : : : Resolution Detail : : : PROBLEM: The customer just finished closing the year in PeopleSoft. They are now trying to run trial balance : : : reports as of period 1 for the new fiscal year. Their report has a column called "Beginning Balance." When reports : : : are run for period 1 this column should contain just the period 0 balances. When reports are run for period 2 the : : : column should contain the period 0 plus period 1 balances. They are not able to get just the period 0 balances on : : : the report. They are trying to use the BEGBAL timespan that is delivered with GL but it's not working properly. : : : SOLUTION: Unfortunately there is no way to set up a timespan that just retrieves the period 0 (or beginning) balances. : : : The best way to work around this problem is to create a "back door" timespan using SQL that shows the absolute period : : : for the start and end as period 0. Since the online panels won't allow this you can't do it there. Customers have had success : : : setting up a "special" timespan using an INSERT SQL statement. nVision will read this timespan correctly and retrieve the : : : period 0 balances only. : : : Basically the customer has to do an INSERT SQL statement on the PS_TIME_SPANS table. The fiscal year will be : : : relative to the current year and the start and end period will be absolute, period 0. : : : ***************** End Of Article ****************** K.Ranapratap posted Message 440 in Message Board Dated : March 31, 1999 at 16:02:47 EST Subject: Re: Anchor Chartfield. : The first level ChartField is called the anchor ChartField.It’s the first ChartField you designated on the Combination Definition panel. It is the basis for the combination and cannot be changed. : The second-level ChartField scroll bar identifies non-anchor ChartFields that form a combination with the anchor ChartField. : It is something like primary chartfield. Peoplesoft permits to have 30 chartfield. (Normally we use only 7 - Account, Department, Product, Project, Stat code, Currency code, & Affiliate). Hai, The anchor chartfield is the one with wich the journal lines entered will be compared with the COMBO_EDIT_TBL and if it is correct it gives the valid status otherwise it gives error. As the comparison is made with that field it is called anchor chartfield. This is not given anywhere in the help too. But what i observed from it. Ranapratap ***************** End Of Article ****************** Garry Osborne posted Message 441 in Message Board Dated : April 01, 1999 at 10:04:40 EST Subject: Batch Printing INvision reports under PS5.1 We have a cumbersom process that runs invison reports under peoplesoft 5.1 at night using winbatch to go through the reports. There are prob 75 - 100 reports it runs. simulating key strokes to run the reports. is there a shareware utility that will batch these reports? It would have to work under PS 5.1 running on windows 95. P.S when this thing crashes its a nasty mess to get caught up. ***************** End Of Article ****************** K.Ranapratap posted Message 442 in Message Board Dated : April 01, 1999 at 18:27:24 EST Subject: Tracking the financial information from other applications There is one Business Unit each for GL, AP, AR, PO, OM and eitht Business Unit for the Inventory. In each inventory Business Units there are different acquisition centres. The client wants to track the financial data by inventory business unit wise and within the inventory BU he has to know the acquisition center wise. I thought of using the Deptid chartfield to identify Inventory BU and the other productid chartfield for the acquisition center. Is it fine or else creating different account numbers for the inventory bus and acquisition centers will work fine. Can you tell which is convenient for the client and which will have less upgrade impact. ***************** End Of Article ****************** K.Ranapratap posted Message 443 in Message Board Dated : April 01, 1999 at 18:45:17 EST Subject: Re: PEOPLESOFT FORUM FOR IMPLEMENTATION INVITATION : : THis is a active free forum for invitees only. We are : : inviting you to join us toi discuss functional : : and technical issues of all peoplesoft modules ***************** End Of Article ****************** Reagan Lee posted Message 444 in Message Board Dated : April 02, 1999 at 17:22:12 EST Subject: Re: Batch Printing INvision reports under PS5.1 : We have a cumbersom process that runs invison reports under peoplesoft 5.1 at night using winbatch to go through the reports. There are prob 75 - 100 reports it runs. simulating key strokes to run the reports. is there a shareware utility that will batch these reports? It would have to work under PS 5.1 running on windows 95. : P.S when this thing crashes its a nasty mess to get caught up. Garry, I believe WinBatch is a product you can use. I have not used it myself, but it appears to be what you are looking for. The website is http://www.windowware.com/winware/wb-winbatch.html If you have 75-100 nVision report requests, you might want to see if some of them can be combined into a report request with a scope. You may also want to consider setting up a report server so that you won't be straining your production database. Hope this helps. ***************** End Of Article ****************** Kshashi posted Message 445 in Message Board Dated : April 03, 1999 at 22:37:21 EST Subject: People buddies make friends here with peoplesoft users from around the world get links to peoplesoft activities. discuss issues email all members by joining a list server for free http://clubs.yahoo.com/clubs/peoplesoftimplementation bookmark now ***************** End Of Article ****************** Bill Helm posted Message 446 in Message Board Dated : April 05, 1999 at 14:39:20 EST Subject: Re: Asset Management Dates : : Can someonhe please post information as to what the following dates are used for in PS/AM : : : Transaction Date : : In-Service Date : : Accoutning Date : : Thanks Thank you, Ranapratap! I fonally get an answer to part 1 of my question above. Regards/Bill Helm : : Ed Morris : Transaction Date : The date on which the transaction is entered. This date must be earlier than the accounting date. : In service date : In service date is the date on which the asset is put to use. The depreciation is based on this date and the depreciation schedule and method. : Accounting Date : Based on this date the acounting entries are posted to gl. That is based on this date the fiscal year and the accounting period is taken and the journals created to gl. If the GL BU is using the monthly calender if you enter the actg date as 23-08-1998 the journal are created and posted ot august 1998. the actg date pertains to the financial transactions for that asset. this date must be later than the transaction date quite obvious too. : Ranapratap : Chicago : 773-743-2685 residence ***************** End Of Article ****************** Kumar posted Message 447 in Message Board Dated : April 05, 1999 at 15:16:52 EST Subject: Would like to get in touch I would like to get in touch with people involved in PeopleSoft implementations, especially the finance modules. I stay in Chicago and my number is 630-627-1385. Thanks and regards, kumar ***************** End Of Article ****************** JC posted Message 448 in Message Board Dated : April 05, 1999 at 19:35:58 EST Subject: Interim period close and reporting My client wants to be able to produce interim period financial statements. In order to do so, we wish to run the "year-end" closing process (GLPCLOSE) for an interim period. Problem is, the closing process only allows you to specify the fiscal year that you want to close, not the period and fiscal year. Since we will be in the next period of the same fiscal year when we go to run the close, anything that has been posted to the ledger for the current month gets included in the close as well. Here's an example: I want to close and generate financials for the 1st quarter of the fiscal year (Jan-March). When we are ready to run the close process, we are somewhere in April of the same fiscal year. Since I can only tell the close process the year to close (1999) and not the period (March), April gets included in the close. Does anyone have any suggestions on how to do this? This seems like a basic requirement for public companies that must file 10-Q's with the SEC. JC ***************** End Of Article ****************** Reagan Lee posted Message 449 in Message Board Dated : April 06, 1999 at 12:29:39 EST Subject: Re: Interim period close and reporting : My client wants to be able to produce interim period financial statements. In order to do so, we wish to run the "year-end" closing process (GLPCLOSE) for an interim period. Problem is, the closing process only allows you to specify the fiscal year that you want to close, not the period and fiscal year. Since we will be in the next period of the same fiscal year when we go to run the close, anything that has been posted to the ledger for the current month gets included in the close as well. : Here's an example: I want to close and generate financials for the 1st quarter of the fiscal year (Jan-March). When we are ready to run the close process, we are somewhere in April of the same fiscal year. Since I can only tell the close process the year to close (1999) and not the period (March), April gets included in the close. : Does anyone have any suggestions on how to do this? This seems like a basic requirement for public companies that must file 10-Q's with the SEC. : JC JC, I think you need to take a step back and assess what your client is requesting. True, most companies perform a close every month and definitely every quarter. But that does not mean you run a PeopleSoft 'close'. PeopleSoft's close will accumulate all income statement amounts for the year and add/subtract to Retained Earnings. The balance sheet totals are carryforward into Period 0 (zero) of the next fiscal year. You can close/unclose as many times as you wish because of last minute entries for the year. What I believe your client wants is to first stop employees from entering journals for the closed period. This can be accomplished by going to the 'Ledgers For A Unit' panel and changing the 'Open From Year/Period' and 'Open To Year/Period' fields to the new period. Secondly, your client wants to see a balance sheet with an updated Retained Earnings amount. This is where PS/nVision comes in. Your row definition for R.E. should include the R.E. account(s) AND all income statement accounts (I recommend using a tree node here). The TimeSpan should be 'BAL'. Do not nPlode on this row. You want one row returned. Therefore, PeopleSoft's close process is meant to run only once a year. Open and close periods as you move through the year. Hope this helps. ***************** End Of Article ****************** Hong L, Chua posted Message 450 in Message Board Dated : April 07, 1999 at 13:31:50 EST Subject: Check Printing via PeopleSoft What does it takes to print your checks on PeopleSoft instead of using pre-numbered check stock? Well, there are a couple of investments to consider: 1. A MICR ready printer, consider HP-4000N, HP4500N or the top end model HP-8100N? 2. Magnetic Toner - This is going to be much more expensive than your regular toners - you probably won't want to run your regular printing on this printer. 3. A MICR Font to be installed on the machine that will print the crystal checks. 4. A HP DIMM module that will contain the check signatories 5. Specialized anti-fraud blank check stock, consider water-marks, embossed logos, anti-photocopy measures, numbered (for your own reference) 6. MICR template to ensure that the MICR are printed in the correct place Customisation reqd: 1. Crystal check report Testing 1. Test with your bank, e.g. Bank of New York requires 50 printed checks for their testing. Have Fun, Hong ***************** End Of Article ****************** Hong L. Chua posted Message 451 in Message Board Dated : April 07, 1999 at 13:37:07 EST Subject: PeopleSoft Workflow Implementation? I have implemented the following PeopleSoft Workflow in PeopleSoft Financials v6 (public sector) and v7 (commercial) 1. Standard save-edit workflow via email notification/worklist. 2. Database agents 3. Virtual Approver Drop me a email if you need help. Hong L. Chua Consultant, The Hunter Group ***************** End Of Article ****************** Hong L. Chua posted Message 452 in Message Board Dated : April 07, 1999 at 13:44:14 EST Subject: Tweener? IMHO (this is meant to be a fun post, we are stressed as it is already) A Tweener seems to be a person who has both functional and technical knowledge of PeopleSoft. One may started technical, due to project constraints, have to work with clients, now my fellow techies (refer to one of the Dilbert strip) say I have been converted to the dark side, heh heh heh. I will say a Tweener must know the full functional setup for the PeopleSoft application, and must be able to DEBUG Peoplesoft when things go wrong. The most satisfying part is always when someone come to you saying that something does not work. One look at it and you are able to pin-point where is failing. Of course, you will not be always so lucky, application reviewers, SQR logs, SQL dumps are always helpful. After fire-fighting for a while, a Tweener-To-Be will no longer get much kick from simple App Designer customisations... Instead he looks forward to the next fire-fighting. Well, enough rambling, back to work.... HL ***************** End Of Article ****************** Hong L. Chua posted Message 453 in Message Board Dated : April 07, 1999 at 13:53:17 EST Subject: PayCycle Setup How we love paycycle setup. If anything can fail in PeopleSoft, It's bound to be paycycle. 1. Machine Setup - Are you application engines, SQR and crystal report running fine on your environment? 2. Check your paycycle run control. The delivered run controls are defined in your PayCycle Step Table. 3. Do you have a hanged payment selection/creation process in your process monitor? If so, delete them. 4. Check your payment selection criteria, pay attention to the pay-through date, business unit, bank account. If you are using ver 7 and onwards, check the source too. 5. Check that the voucher is not put on hold, no withholding, approved and matched(PO Voucher) 6. As you are using the DEMO version, you don't need to check PS setup. Contact me if you need further assistance. Hong ***************** End Of Article ****************** rajendra posted Message 454 in Message Board Dated : April 07, 1999 at 18:25:35 EST Subject: InterUnit Accounting Hi , I'm working on custonization of spread sheet journal entry. Our database is in version 6.0 which does not support InterUnit accounting in Spread sheet.Version 7.5 supports Interunit and I had customized the 7.5 features so that I can run on our 6 database.I'm having trouble in creating the interunit,I was not able to get the offseting line after I run the edit.Can some one help me in this issue I will be grateful to them. ***************** End Of Article ****************** Rasam Pradeep Kumar posted Message 455 in Message Board Dated : April 08, 1999 at 17:23:36 EST Subject: MICR in Check printing While taking a check from Crystal report, we are getting some more characters in the MICR no, appart from the combination of cheque no and two other fields , we are getting some other chars in between them, Can anyone clarify, thanx ***************** End Of Article ****************** Brian Hirsch posted Message 456 in Message Board Dated : April 09, 1999 at 10:33:17 EST Subject: PS Financials and Function Points Has anyone counted or estimated the function points associated with any of the PeopleSoft financial modules? ***************** End Of Article ****************** srinivas posted Message 457 in Message Board Dated : April 09, 1999 at 11:28:06 EST Subject: InterCompany Journals HI , I'm having problem doing interunit journals.I'm doing through spreadsheet.When I'm running the edit and post it is getting posted for one unit but for other it is coming as errors. Without doing any corrections if I run the journal edit and post once again the other unit is also gettting posted. Can any one help me in this puzzling problem.I'm using batch import process on spread sheet. Thank's ***************** End Of Article ****************** Chris McKee posted Message 458 in Message Board Dated : April 12, 1999 at 12:05:16 EST Subject: Closing Subsidiary Ledgers/Systems Prior to G/L We will soon begin implementation of Peoplesoft. In a typical monthend close process, my experience has been that you close subledgers such as A/P and A/R first, and then you close the G/L seperately a few days later. This is due to the fact that there are often journal entries, such as accruals, to book based on the results of the subledger close. My understanding from Peoplesoft is that you cannot close the subledgers seperately from the General Ledger. There is one place to close a period, and once that period is closed, it is closed for subledgers as well as the General Ledger. Therefore, if you need to post any JE's, you have to reopen the period, something I have never liked doing. Is this true? If so, how do you work around it? Peoplesoft is the only software I know if that is set up this way. Thanks. ***************** End Of Article ****************** Gaurav Gaur posted Message 459 in Message Board Dated : April 12, 1999 at 14:15:20 EST Subject: Re: People buddies : make friends here with peoplesoft users from around the world : get links to peoplesoft activities. discuss issues email all members by joining a list server for free : http://clubs.yahoo.com/clubs/peoplesoftimplementation : bookmark now ***************** End Of Article ****************** Steve Gill posted Message 460 in Message Board Dated : April 13, 1999 at 11:12:17 EST Subject: AR, 7.5 - Statement reconciliation Probably a stupid problem, but... Trying to reconcile deposits that were originally entered into PeopleSoft and then sent off to the bank. When the deposit appears on the bank statement file it will not auto reconcile, neither will the original deposit show on the list in Semi-Manual reconciliation. As far as I can tell the problem is that the original deposits are too old once they get through the bank, the semi-manual recon panel is only showing deposits from the last 5 days and the deposits are usually over a week old. Any ideas? PS Ridiculously the same data reconciles very nicely in our acceptance test region and the set-up appears to be the same. ***************** End Of Article ****************** MJ Wood posted Message 461 in Message Board Dated : April 14, 1999 at 00:23:29 EST Subject: Voucher Edit Process We're having a problem running the Voucher Edit Process (APPBVCHR - Cobol) in Version 7.52 on Oracle 8.05. It works in Demo, but not in the instances that were created. The trace log says there is an invariable bind number. We've compared the setup between Demo and Test, but everything seems OK. Any ideas? ***************** End Of Article ****************** R. Moore posted Message 462 in Message Board Dated : April 14, 1999 at 14:49:17 EST Subject: Requisitions on Self-Serve Web Application When entering a requisition from Self-Serve menu or web application, you are only allowed to insert a few fields, and the rest seem to default based on item, etc. I need the ability to have a user enter the Project Code block (project id, resource type, activity, asset class)at the time they enter the requisition. Has anyone tried this? Is there not a template you can set-up to specify which fields are required? Any thoughts are appreciated. ***************** End Of Article ****************** Reagan Lee posted Message 463 in Message Board Dated : April 14, 1999 at 15:40:38 EST Subject: Re: Voucher Edit Process : We're having a problem running the Voucher Edit Process (APPBVCHR - Cobol) in Version 7.52 on Oracle 8.05. It works in Demo, but not in the instances that were created. The trace log says there is an invariable bind number. We've compared the setup between Demo and Test, but everything seems OK. Any ideas? MJ, I don't know if this is related to our problem with voucher posting on 7.52, but if it is you will need to install PeopleTools 7.54.10 which is shipping this week. Call tech support and find out. Hope this helps. ***************** End Of Article ****************** MJ Wood posted Message 464 in Message Board Dated : April 14, 1999 at 23:34:48 EST Subject: Re: Voucher Edit Process : : We're having a problem running the Voucher Edit Process (APPBVCHR - Cobol) in Version 7.52 on Oracle 8.05. It works in Demo, but not in the instances that were created. The trace log says there is an invariable bind number. We've compared the setup between Demo and Test, but everything seems OK. Any ideas? : MJ, : I don't know if this is related to our problem with voucher posting on 7.52, but if it is you will need to install PeopleTools 7.54.10 which is shipping this week. Call tech support and find out. : Hope this helps. Well, we figured out the problem: The answer was an incorrect 'occurs' clause in the APCBBUTB.CBL copy book. Currently the 'occurs' is set to 175 times in regards to the business unit. We have more than 400 business units. After modifying to 450, voucher edit finally worked. ***************** End Of Article ****************** Grant Holliday posted Message 465 in Message Board Dated : April 15, 1999 at 00:33:27 EST Subject: Invoice Adjustments We are currently discussing,rather heatedly, adjusting invoices in Billing. We are at V7.0. The delivered adjustments process will basically create multiple invoices that will have to be closed within the AR module. What we want is an automated or semi-automated approach to close out these multiple invoices? What approaches has anyone taken to streamline this type of processing? ***************** End Of Article ****************** Steve Gill posted Message 466 in Message Board Dated : April 15, 1999 at 05:29:48 EST Subject: Re: AR, 7.5 - Statement reconciliation OK, problem found. When a deposit is created the recon_status on deposit control is set to 'UNR', but the recon_status on payment isn't. When the daily FSPRECON comes along it sets the recon_status of the deposit to 'REC' as it has no payment lines with a recon_status of 'UNR'. The deposit gets through the bank and onto the statement and there's no unreconciled deposit for it to match against. Simple really;-) ***************** End Of Article ****************** C. McGuinness posted Message 467 in Message Board Dated : April 16, 1999 at 15:13:10 EST Subject: Re: PeopleSoft Treasury Could you detail the bugs you have experienced in Treasury 7.5 ***************** End Of Article ****************** Raj Ven posted Message 468 in Message Board Dated : April 19, 1999 at 13:27:41 EST Subject: Re: Would like to get in touch : I would like to get in touch with people involved in PeopleSoft implementations, especially the finance modules. I stay in Chicago and my number is 630-627-1385. : Thanks and regards, : kumar ***************** End Of Article ****************** Raj Ven posted Message 469 in Message Board Dated : April 19, 1999 at 13:28:43 EST Subject: Re: Would like to get in touch : I would like to get in touch with people involved in PeopleSoft implementations, especially the finance modules. I stay in Chicago and my number is 630-627-1385. : Thanks and regards, : kumar I stay in chicago too. My no is: 773 - 399 - 0057. My work no is 630 - 572 - 1831 ***************** End Of Article ****************** JG posted Message 470 in Message Board Dated : April 19, 1999 at 20:05:13 EST Subject: Re: Advance to Suppliers : : Can anyone tell me what's the best way to handle advances made to vendors and their subsequent adjustment. : Thanks, : kumar You can set-up an GL account with an Open Account flag pointing to the VENDOR_ID. Using the Open Item function lets you track the advance for each vendors within the AP application. You may want to run the Open item Reconciliation if your advances are deducted through your AP transactions. ***************** End Of Article ****************** Sonya P. posted Message 471 in Message Board Dated : April 19, 1999 at 21:32:40 EST Subject: nVision reporting anomalies? Help! I am currently converting files from a legacy system to PS and am trying to ensure that the newly created reports are reconciled to the old ones. In an nVision Report that I have written a resulting .xls file is missing a specific series of accounts and is showing the expenses to be zero. The report is quite large and has multiple scopes under which it can be run. I have verified the Trees, Nodes, and Accounts. I have double checked the scope definitions. I have also run a query to deterine that the amounts have been posted to the accounts in question. Everything seems to be in order. The real puzzle; however, is this - the grand total for the overall report (in its own .xls file)is correct; the total for the Business segment in question and the product specific report (in separate .xls files)are not. Does anyone have any idea why the top level of the tree is picking up information that the lower level (which defines the Node for the Top) is not? ***************** End Of Article ****************** Jesse Graham posted Message 472 in Message Board Dated : April 20, 1999 at 12:20:01 EST Subject: Budgets Explorer 7.5 Does any one have any experience with setting up Email notifications with budgets Explorer? I can get the email to kick off when I cancel a phase but not to notify users the phase is starting or that a budget center is ready for review. Workflow has been configured but system doesn't seem to work. We are using GroupWise 5.5. Help! ***************** End Of Article ****************** Noemi posted Message 473 in Message Board Dated : April 20, 1999 at 14:43:02 EST Subject: Re: PeopleSoft Projects I have a consultant that has. Please give me a call or email me. 815-730-0295 : Has anyone implemented or has been exposed to the projects module? If so please call 312.240.2667 ***************** End Of Article ****************** Reagan Lee posted Message 474 in Message Board Dated : April 20, 1999 at 17:44:19 EST Subject: Re: nVision reporting anomalies? : Help! : I am currently converting files from a legacy system to PS and am trying to ensure that the newly created reports are reconciled to the old ones. : In an nVision Report that I have written a resulting .xls file is missing a specific series of accounts and is showing the expenses to be zero. The report is quite large and has multiple scopes under which it can be run. I have verified the Trees, Nodes, and Accounts. I have double checked the scope definitions. I have also run a query to deterine that the amounts have been posted to the accounts in question. Everything seems to be in order. The real puzzle; however, is this - the grand total for the overall report (in its own .xls file)is correct; the total for the Business segment in question and the product specific report (in separate .xls files)are not. : Does anyone have any idea why the top level of the tree is picking up information that the lower level (which defines the Node for the Top) is not? Sonya, Let me try to summarize your issue. You have one layout where you run reports with various scopes. I will assume you are creating different report requests for each scope. Your report without a scope works. But ,your reports with scopes are not working. Here is list of things to look for: 1. Are your report requests with scopes set up like the one without the scope? Same As of Date, Business Unit, Report Options... 2. Check your layout for layout definitions using the same chartfield as your scope. If you scope by Product ID, try not to use this chartfield on your layout. 3. Formulas. Make sure your references are correct. You can hold the CTRL and ~ keys to toggle the formula display on your screen. Also try using Excel's auditing tools. 4. Add a double check line at the bottom of your report. As a general rule, I add a row below my Net Income line to capture all P&L accounts, which should tie to your calculated Net Income number. I also add a second line to calculate the difference. Any non-zero amounts should be investigated. Just make sure these two rows are not part of your print range. 5. Turn on the option to show the SQL when you run the report. You may want to comment out some columns or rows to focus on the problem area. To do this, display the row and column criteria and perform a search and replace on the cells with criteria. To prevent numbers from being extracted, replace '%' with '?%' (without the apostrophes.) Columns or rows with commented criteria will not generate SQL. When you are done, do the opposite. No sense in running the entire report when you are just testing a section of the report. 6. Create a new layout with just the problem section of the report. See if it works outside of your original report. Give these a try and if you still have problems feel free to send me an email. Good luck! ***************** End Of Article ****************** Digvijay posted Message 475 in Message Board Dated : April 21, 1999 at 01:37:25 EST Subject: Re: EDI Manager - Vouchers : : Is anyone using the EDI manager for loading the voucher defin : : mapping that Peoplesoft delivered & or have you successfully : : loaded the staging tables? Version 7 Informix. : Hi, : I have used the EDI manager for 2 projects. Both of them have not been on Informix. It has been ORACLE and DB2. : The initial information has to be set up correct for the EDI and is a good tool once the configuration is set up proper. : If u could explain ur problem in more detail - i could try to help u hi , i have used edi manager for voucher loading on informix 7 . it is working fine. please explain your problem in more detail . bye ***************** End Of Article ****************** Ravindra posted Message 476 in Message Board Dated : April 21, 1999 at 11:43:04 EST Subject: Inter Unit accounting Entries Hi, Could some one help me in setting up interunit accounting entries. Peoplebooks are not very clear. My situation is this In AR module, invoices are generated by one Bu but money is collected by anoth BU(Headquartes) and they inform the First BU for the amount received. Corporate Debits the CASH and Credits the inter company accounts. Now the First BU, while applying the payments should Debit the inter company account and Credit the AR Account. I will highly appreciate any kind of help regarding above. - Ravindra Ravindra_ps@hotmail.com ***************** End Of Article ****************** Todd S posted Message 477 in Message Board Dated : April 22, 1999 at 11:34:36 EST Subject: Voucher Approval Workflow We would like to modify the voucher approval workflow to route by department in addition to business unit and administrative area. Also, we would like to route the voucher at the time it is saved instead of using the database agent. Any suggestions from somebody that has done this type of modification would be greatly appreciated. Todd ***************** End Of Article ****************** Jared Adams posted Message 478 in Message Board Dated : April 22, 1999 at 12:22:02 EST Subject: Re: Would like to get in touch Are your Kumar Behera? : I would like to get in touch with people involved in PeopleSoft implementations, especially the finance modules. I stay in Chicago and my number is 630-627-1385. : Thanks and regards, : kumar ***************** End Of Article ****************** Karti posted Message 479 in Message