PeopleSoft 8.8 Supplier Rating System PeopleBook · Supplier Rating System PeopleBook ... credit...

PeopleSoft 8.8Supplier Rating System PeopleBook

December 2002

PeopleSoft 8.8Supplier Rating System PeopleBookSKU E PM88SRS-B 1202

PeopleBooks Contributors: Teams from PeopleSoft Product Documentation and Development.Copyright 1999 - 2002 PeopleSoft, Inc. All rights reserved.

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Contents

General PrefaceAbout This PeopleBook ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .vPeopleSoft Application Prerequisites.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .vPeopleSoft Application Fundamentals.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .vRelated Documentation.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .vi

Obtaining Documentation Updates.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . .viOrdering Printed Documentation.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . .vi

Typographical Conventions and Visual Cues.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .viiTypographical Conventions.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . .viiVisual Cues.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . .viii

Comments and Suggestions.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .ixCommon Elements in These PeopleBooks .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .ix

PrefacePeopleSoft Supplier Rating System Preface.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xiPeopleSoft Enterprise Warehouse.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xiOther Related PeopleBooks.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xi

Chapter 1Understanding PeopleSoft Supplier Rating System.... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1PeopleSoft Supplier Rating System Overview.... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1

PeopleSoft Supplier Rating System Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . .2Dun and Bradstreet Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . .2

Setting up PeopleSoft Supplier Rating System... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2Setting up the PeopleSoft Enterprise Warehouse and Enterprise Scorecard. . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . .3Incorporating Dun & Bradstreet Data.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . .3

Using Dun & Bradstreet Data with PeopleSoft Supplier Rating System KPIs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13

Chapter 2Understanding the Predefined Key Performance Indicators (KPIs)... . . . . . . . . . . . . . . . . . . . . . . . . . . . .17Overview... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17Supplier Rating — Buyer and Supplier Scorecards Summary Sheet.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19

PeopleSoft Proprietary and Confidential iii

Contents

Predefined KPIs.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30Terminology... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . .30

KPI Technical Detail. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33

Glossary of PeopleSoft Terms.... . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . .77

Index .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .89

iv PeopleSoft Proprietary and Confidential

About This PeopleBook

PeopleBooks provide you with the information that you need to implement and use PeopleSoft applications.

This preface discusses:

• PeopleSoft application prerequisites.

• PeopleSoft application fundamentals.

• Related documentation.

• Typographical elements and visual cues.

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Note. PeopleBooks document only page elements that require additional explanation. If a page element is notdocumented with the process or task in which it is used, then either it requires no additional explanation or itis documented with common elements for the section, chapter, PeopleBook, or product line. Elements thatare common to all PeopleSoft applications are defined in this preface.

PeopleSoft Application PrerequisitesTo benefit fully from the information that is covered in these books, you should have a basicunderstanding of how to use PeopleSoft applications.

See Using PeopleSoft Applications.

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You should be familiar with navigating the system and adding, updating, and deleting information byusing PeopleSoft windows, menus, and pages. You should also be comfortable using the World WideWeb and the Microsoft Windows or Windows NT graphical user interface.

These books do not review navigation and other basics. They present the information that you needto use the system and implement your PeopleSoft applications most effectively.

PeopleSoft Application FundamentalsEach application PeopleBook provides implementation and processing information for your PeopleSoftdatabase. However, additional, essential information describing the setup and design of your systemappears in a companion volume of documentation called the application fundamentals PeopleBook.Each PeopleSoft product line has its own version of this documentation.

PeopleSoft Proprietary and Confidential v

General Preface

The application fundamentals PeopleBook consists of important topics that apply to many or allPeopleSoft applications across a product line. Whether you are implementing a single application,some combination of applications within the product line, or the entire product line, you shouldbe familiar with the contents of this central PeopleBook. It is the starting point for fundamentals,such as setting up control tables and administering security.

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See AlsoPeopleSoft Customer Connection Website, http://www.peoplesoft.com/corp/en/login.asp

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vi PeopleSoft Proprietary and Confidential

General Preface

TelephoneContact CPI at 800 888 3559.

EmailSend email to CPI at [email protected].

See AlsoPeopleSoft Customer Connection Website, http://www.peoplesoft.com/corp/en/login.asp

Typographical Conventions and Visual CuesThis section discusses:

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• Visual cues.

Typographical ConventionsThe following table contains the typographical conventions that are used in PeopleBooks:

Typographical Convention or Visual Cue Description

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

Italics Indicates field values, emphasis, and PeopleSoft or otherbook-length publication titles. In PeopleCode syntax,italic items are placeholders for arguments that yourprogram must supply.

We also use italics when we refer to words as words orletters as letters, as in the following: Enter the number 0,not the letterO.

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Monospace font Indicates a PeopleCode program or other code example.

(quotation marks) Indicate chapter titles in cross-references and words thatare used differently from their intended meanings.

PeopleSoft Proprietary and Confidential vii

General Preface

Typographical Convention or Visual Cue Description

. . . (ellipses) Indicate that the preceding item or series can be repeatedany number of times in PeopleCode syntax.

{ } (curly braces) Indicate a choice between two options in PeopleCodesyntax. Options are separated by a pipe ( | ).

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& (ampersand) When placed before a parameter in PeopleCode syntax,an ampersand indicates that the parameter is an alreadyinstantiated object.

Ampersands also precede all PeopleCode variables.

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The code for the U.S. federal government is USF;the code for education and government is E&G, andthe country codes from the International StandardsOrganization are used for specific countries. Here is anexample:

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Cross-references PeopleBooks provide cross-references either belowthe heading See Also or on a separate line precededby the word See. Cross-references lead to otherdocumentation that is pertinent to the immediatelypreceding documentation.

Visual CuesPeopleBooks contain the following visual cues.

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

Note. Example of a note.

viii PeopleSoft Proprietary and Confidential

General Preface

A note that is preceded by Important! is crucial and includes information that concernswhat you must do for the system to function properly.

Important! Example of an important note.

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

Warning! Example of a warning.

Comments and SuggestionsYour comments are important to us. We encourage you to tell us what you like, or whatyou would like to see changed about PeopleBooks and other PeopleSoft reference andtraining materials. Please send your suggestions to:

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While we cannot guarantee to answer every email message, we will pay careful attentionto your comments and suggestions.

Common Elements in These PeopleBooksAs of Date The last date for which a report or process includes data.

Business Unit An ID that represents a high-level organization of business information.You can use a business unit to define regional or departmentalunits within a larger organization.

Description Enter up to 30 characters of text.

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Once, Always, and Don’tRun

Select Once to run the request the next time the batch process runs. After thebatch process runs, the process frequency is automatically set to Don’t Run.

Select Always to run the request every time the batch process runs.

Select Don’t Run to ignore the request when the batch process runs.

PeopleSoft Proprietary and Confidential ix

General Preface

Report Manager Click to access the Report List page, where you can view report content,check the status of a report, and see content detail messages (which showyou a description of the report and the distribution list).

Process Monitor Click to access the Process List page, where you can view thestatus of submitted process requests.

Run Click to access the Process Scheduler request page, where you can specify thelocation where a process or job runs and the process output format.

Request ID An ID that represents a set of selection criteria for a report or process.

User ID An ID that represents the person who generates a transaction.

SetID An ID that represents a set of control table information, or TableSets.TableSets enable you to share control table information and processing optionsamong business units. The goal is to minimize redundant data and systemmaintenance tasks. When you assign a setID to a record group in a businessunit, you indicate that all of the tables in the record group are shared betweenthat business unit and any other business unit that also assigns that setID tothat record group. For example, you can define a group of common job codesthat are shared between several business units. Each business unit that sharesthe job codes is assigned the same setID for that record group.

Short Description Enter up to 15 characters of text.

See AlsoUsing PeopleSoft Applications

PeopleSoft Process Scheduler

x PeopleSoft Proprietary and Confidential

PeopleSoft Supplier Rating System Preface

Welcome to the PeopleSoft 8.8 Supplier Rating System PeopleBook. This PeopleBook describes howto set up and use PeopleSoft Supplier Rating System. This preface discusses:

• PeopleSoft Enterprise Warehouse.

• Other related PeopleBooks.

PeopleSoft Enterprise WarehouseAdditional, essential information describing the setup and design of your system appears in a companionvolume of documentation called PeopleSoft 8.8 Enterprise Warehouse PeopleBook.

Other Related PeopleBooksFor related information see your PeopleSoft Enterprise Scorecard PeopleBook.

PeopleSoft Proprietary and Confidential xi

Preface

xii PeopleSoft Proprietary and Confidential

CHAPTER 1

Understanding PeopleSoft Supplier Rating System

In this chapter we present an overview of the PeopleSoft Supplier Rating System and explain how to:

• Set up the PeopleSoft Supplier Rating System.

• Integrate Dun & Bradstreet data.

• Use Dun & Bradstreet data with PeopleSoft Supplier Rating System KPIs.

PeopleSoft Supplier Rating System OverviewPeopleSoft Supplier Rating System enables companies to make informed supply decisions that areoptimal for the entire business. These decisions can include identifying the best supplier to select for aspecific contract, or determining entirely new supply strategies — such as which product areas wouldbenefit from an expanded supplier base or consolidation of existing suppliers.

By collecting critical process information from across your organization—financial systems, manufacturingsystems, and distribution systems. PeopleSoft Supplier Rating System provides you with a complete 360degree view of each supplier’s performance. All of this information is combined into a supplier scorecard thatis constantly updated and accessible across your company—and to the supplier. This comprehensive datacollection process ensures that there will be no “garbage in, garbage out” when critical decisions are made.

The PeopleSoft Supplier Rating System analytics ensure that each measure of supplier performance is putinto in a format that can be objectively scored. The system includes over 80 key performance indicators(KPIs), such as “on-time delivery” or “% invoiced correctly” that provide an objective basis for suppliercomparison. Different combinations and prioritizations of these KPIs can be used to evaluate suppliers foreach unique decision. The system highlights each supplier’s strengths and weaknesses across multiple areas,and quantifies their fit for each specific request—making your employees more strategic buyers.

PeopleSoft Supplier Rating System enables you to use preconfigured key performance indicators(KPIs) to analyze supplier performance. It is delivered with two preconfigured rating modelsthat enable you to analyze performance using overall scores.

The analytical information that PeopleSoft Supplier Rating System includes can be used to assist in selecting,monitoring, and evaluating current and future suppliers. Prior to requesting quotations from suppliers,buyers can be presented with a list of potential suppliers based on scores derived from PeopleSoft SupplierRating System. The scores and rankings can also be used to evaluate bidders from the bid managementprocess—eliminating financially weak suppliers or those with historically poor quality, for example.

You can use PeopleSoft Supplier Rating System along with PeopleSoft Enterprise Scorecard to organize KPIsinto portfolios and then analyze the portfolios using charting and weighting tools. The PeopleSoft SupplierRating System KPIs can be used to produce scores which can be made available to internal and external users.

PeopleSoft Proprietary and Confidential 1

Understanding PeopleSoft Supplier Rating System Chapter 1

PeopleSoft Supplier Rating System includes two predefined scorecards; one which is designed for youremployees to use to analyze suppliers. The second scorecard is designed to provide your suppliers with a viewof the summarized data on supplier performance through the PeopleSoft Supply Chain portal. The data can beaccessed through three portal pagelets designed specifically for PeopleSoft Supplier Rating System.

PeopleSoft Supplier Rating System also includes all of portal pagelets delivered withPeopleSoft Enterprise Scorecard.

See PeopleSoft 8.8 Enterprise Scorecard PeopleBook, “Setting Up Portfolios”.

See PeopleSoft 8.8 Enterprise Scorecard PeopleBook, “Establishing and MaintainingKPIs,” Creating a Composite KPI.

See AlsoPeopleSoft 8.8 Enterprise Scorecard PeopleBook

PeopleSoft 8.8 Enterprise Performance Management Portal Pack PeopleBook

PeopleSoft Supplier Rating System ModelsPeopleSoft Supplier Rating System delivers two preconfigured models comprised of speciallydesigned Composite KPIs. These are KPIs that are arranged in a hierarchy which producesa numerical score. The two models are Overall Rating (Compact) and Supplier Rating. Youcan view the structure of the models on the KPI Analysis page.

Dun and Bradstreet DataPeopleSoft Supplier Rating System also enables you to integrate Dun & Bradstreet data for usewith KPIs. Your supplier information can be exported to Dun & Bradstreet, and imported into theEnterprise Warehouse to be used with fourteen preconfigured KPIs that are specifically designed toutilize Dun & Bradstreet data. The Dun & Bradstreet data addresses financial stability, demographics,socioeconomic factors and corporate linkage for additional enrichment.

Note. The Dun & Bradstreet license is a separate license. If you want to use Dun &Bradstreet data you must have a license.

Setting up PeopleSoft Supplier Rating SystemIn order to use the PeopleSoft Supplier Rating System, you must first set up the PeopleSoft EnterpriseWarehous and the PeopleSoft Enterprise Scorecard. You can also optionally integrate Dun and Bradstreet Data.

2 PeopleSoft Proprietary and Confidential

Chapter 1 Understanding PeopleSoft Supplier Rating System

Setting up the PeopleSoft Enterprise Warehouseand Enterprise ScorecardThe predefined data components that comprise PeopleSoft Supplier Rating System are delivered separatelyfrom the PeopleSoft Enterprise Scorecard application. These components are delivered at the time ofinstallation. Once the database is installed at your site, setting up and accessing PeopleSoft SupplierRating System involves setting up the PeopleSoft Enterprise Warehouse, populating the warehouse,updating several components of the Scorecard, and populating the final reporting tables.

Note. It is assumed that before you begin to set up PeopleSoft Supplier Rating System, youhave installed the appropriate components using the installation documentation and movedthe appropriate data components to your system database.

The predefined data components, as delivered, are set up to run with a specific Business Unit, SetID,Model ID, Scenario ID, and so on. All of the appropriate security and object IDs (SetID, Model, Scenario,and so on) are delivered as sample data. If you install PeopleSoft Supplier Rating System to a demodatabase, you can acquaint yourself with the functionality in a demo environment.

The following steps explain how to populate the Enterprise Warehouse tables after you have setup the PeopleSoft Enterprise Warehouse and Enterprise Scorecard:

1. Run the ETL process. To run the ETL process and populate the Enterprise Warehouse with the datarelated to the PeopleSoft Supply Chain Warehouse and PeopleSoft Financial Warehouse.

2. Run the following jobstreams and populate key tables.

• Run the KP_ANALYZE jobstream to populate the KP_CALC_F00.

• Run the BC_ANALYZE jobstream to populate the BC_ASSESS_F00.

You can now view the Scorecards and use the PeopleSoft Business Interface.

See PeopleSoft 8.8 Enterprise Scorecard PeopleBook, “Monitoring Scorecards”.

See PeopleSoft 8.8 Enterprise Warehouse PeopleBook, “Understanding Loading Datainto the Enterprise Warehouse”.

See PeopleSoft 8.8 Enterprise Scorecard PeopleBook, “Processing KPIs and Scorecards”.

Incorporating Dun & Bradstreet DataIntegration of the Dun & Bradstreet data is optional for subscribers to Dun & Bradstreet whowant to use data about suppliers (vendors) with PeopleSoft Supplier Rating System KPIs. Theadditional data from Dun & Bradstreet can be used in the preconfigured PeopleSoft Supplier RatingSystem KPIs to assist in assessment of supplier stability and quality.

The data integration is accomplished using the following steps:

1. Use the ETL (extract, transform, and load) process to move operational data (in the form ofmaps) into the ODS (Operational Data Store). And, from the ODS into the Data Warehouseusing the Data Loader (the ODS and Data Warehouse exist within the PeopleSoft EnterpriseWarehouse). The delivered maps are set forth in the table below.

See PeopleSoft 8.8 Enterprise Warehouse PeopleBook, “Setting Up Your Enterprise Warehouse”.



2. Load imported data into a text file.

Data is extracted in the form of a text file from the ODS and Data Warehouse tables so thatadditional information may be integrated into the Dun & Bradstreet process.

See PeopleSoft 8.8 Enterprise Warehouse PeopleBook, “Enterprise Warehouse Administration and Tools”.

3. Run the DB_EXP Application Engine. process to export data into the text file.

This process exports data into a text file so that Dun & Bradstreet may use this textfile to run the Global Batch process.


4. Run the Dun & Bradstreet Global Batch Process.

This process adds Dun & Bradstreet data to the text file.


5. Import the text file (post the Global Batch Process completion) into the Data Warehouse.

After the Global Batch Process is run, another text file which includes the Dun & Bradstreetdata is imported back into the Data Warehouse again using ETL.


See PeopleSoft 8.8 Enterprise Warehouse PeopleBook, “Creating Data Marts”.

The integration process is a destructive load. Users will typically want to run the integrationprocess on a weekly, monthly, or quarterly basis.

See PeopleSoft 8.8 Enterprise Warehouse PeopleBook, “Understanding Loading Datainto the Enterprise Warehouse”.

The figure below shows the general data flow for data to be being integrated with Dun & Bradstreetdata, using the Dun & Bradstreet Global Batch Process. The Global Batch Process is run outside yourPeopleSoft system, in the Dun & Bradstreet system, and the resulting added data is integrated into theEnterprise Warehouse, where it is available for use in PeopleSoft Supplier Rating System.



Dun & Bradstreet Integration Flow

The table below lists the ODS Tables, ETL Maps, Folders, and Data Loader Mapsused to integrate with Dun & Bradstreet.



ODSTableNames

ETLMap

Folder

Information

ETLMap

Function

DataLoaderMap

VENDOR

FDM84_84_VENDOR

FDM84_88

LoadsVendor

Informationfrom

SourcetoODS

VENDOR_D00

VENDOR_ADDR

FDM84_84_VENDOR_ADDR

FDM84_88

LoadsVendor

Address

Informationfrom

SourcetoODS

VENDOR_ADDR_D00

VENDOR_ID_NBRS

FDM84_84_VENDID_NBRS_TBL

FDM84_88

LoadsAdditional

Vendor

Informationfrom

SourcetoODS

VENDID_NBRS_D00

VENDOR_LOC

FDM84_84_VENDOR_LOC

FDM84_88

LoadsVendor

Location

Informationfrom

SourcetoODS

VENDOR_LOC_D00

VENDOR_ADDR_PHN

FDM84_88_VENDOR_ADDR_PHN

FDM84_88

LoadsVendor

PhoneInformation

fromSourceto

ODS

VNDR_LOC_ID_NBR

FDM84_84_VNDR_LOC_ID_NBR

FDM84_88

LoadsVendor+

DUNS

Informationfrom

SourcetoODS



ODSTableNames

ETLMap

Folder

Information

ETLMap

Function

DataLoaderMap

FDM84_84_DB_VENDEXP_TBL.XML

LoadsVendorInfo

fromPeopleSoft

EPMinatxt

fileformattobe

usedbyDun&

BradstreetGlobal

BatchProcess

FDM84_84_DB_VENDIMP_TBL.XML

LoadsVendor

InfofromDun&

BradstreetGlobal

BatchProcessin

atxtfileformat

tobeusedby

PeopleSoftEPM



The following table lists the PeopleSoft files used along with the Dun & Bradstreet fields. Notethat the first 17 rows are fields that PeopleSoft exports in the text file. Rows 18 to 134 are rowswith data that is inserted post the Global Batch Process run.

Rows 1 through 17 delivered by PeopleSoft



Rows 18 through 43 populated by Dun & Bradstreet





Using Dun & Bradstreet Data with PeopleSoftSupplier Rating System KPIs

PeopleSoft Supplier Rating System includes preconfigured KPIs designed especially for use with Dun& Bradstreet data. The following explains what each is designed to measure.



KPI Name What it Measures

Credit Score A statistically modeled score predicting the business establishment’sprobability of delinquent payment within the next 12 months. The score isderived from various Dun & Bradstreet data including payment history,credit rating, year started, SIC Code, and other data. The score range isfrom 0 to 100. The higher the credit score the lower the probability ofdelinquency. See your configured risk thresholds for mapping to riskcategories.

Current Paydex A 2-digit score, exclusive to Dun & Bradstreet, which appraisesa company’s payment history. This index is derived from thedollar-weighted average of the combined individual payment experiencesof a company.

Current Ratio Measure of short-term solvency; the ability of the supplier to pay itsliabilities on time.

Current Ratio = Current Assets / Current Liabilities.

Current Assets: The current value of a business including property, cash,etc.

Current Liabilities: The current debts outstanding of a business.

Dun & Bradstreet Rating General classification based on estimated strength and composite creditappraisal. The first two positions represent the net worth of the company.The last position is the composite credit appraisal assigned the company byDun & Bradstreet’s business analyst. The four composite credit appraisalsare:1 = High, 2 = Good, 3 = Fair, 4 = Limited

Debt to Equity Ratio Total Debt / Net Worth

Total Debt: This is the total of debt owed by a business.

Net Worth: The amount shown here is the net worth or equity of thebusiness

Financial Stress Percentile The incidence of financial stress is the proportion of firms with scores inthis range that discontinued operations with loss to creditors. The FinancialStress Percentage for a specific class is based on historical data in Dun &Bradstreet’s file.

Financial Stress Percentile - Averageincidence

The incidence of financial stress is the proportion of firms with scores inthis range that discontinued operations with loss to creditors. The NationalAverage Incidence of Financial Stress is based on historical data in Dun& Bradstreet’s files.

Financial Stress Percentile - Industry The Industry percentile reflects the relative Rating of a company among allthe scorable companies in its own industry group.



KPI Name What it Measures

Financial Stress Percentile - IndustryIncidence

The incidence of financial stress is the proportion of firms with scores inthis range that discontinued operations with loss to creditors. The Industryspecific Average Incidence of Financial Stress is based on historical datain Dun & Bradstreet’s files.

Financial Stress Percentile - National The national percentile reflects the relative Rating of a company amongall the scorable companies.

Financial Stress Score A statistically valid score predicting the business establishment’s potentialfor failure and the likelihood that a company will obtain legal relief fromcreditors in full over the next 18 months. Branch records will be populatedfrom the headquarters record.

Net Sales to Assets Sales Volume / Total Assets

Sales Volume: The value of a company’s sales for a 12-month period.

Total Assets: This is the total value of cash, property of a business

Supplier Evaluation Risk Score Dun & Bradstreet’s Supplier Evaluation Risk Score predicts the likelihoodof a firm ceasing operations without paying all creditors under state/federallaw over the next 18 months. The score, which is on a 1 (lower risk) to 9(higher risk) scale utilizes statistically valid models derived from Dun& Bradstreet’s extensive data files. Information such as age of business,payment trends and performance, financial ratios compared with industryaverages, sales and profitability and more all are considered in thecalculation of the Supplier Evaluation Risk Score. Branch records will bepopulated from the headquarters record.

Working Capital to Assets (Current Assets – Current Liability) / Total Assets

Total Assets: This is the total value of cash, property of a business.

Current Assets: The current value of a business including property, cash,etc.



CHAPTER 2

Understanding the Predefined Key PerformanceIndicators (KPIs)

In this chapter we present:

• Supplier Rating Scorecard summary sheet.

• KPI tehnical detail.

OverviewThe summary and detail tables in this chapter provide information for each predefined KPI. These tablescan be used to better understand the data in the Supplier Rating Scorecard calculations. They also serveas a basis for altering the scorecard to update the KPIs and target rules for your organization.

The supplier rating models enable you to group and weigh key measures of supplier performance intoperformance categories that will be subsequently weighted and grouped into an overall compositesupplier score. The score is then compared to a rating scale and assigned a rating, much like areport card in school or automobile crash test ratings from the federal government. The followingtable shows an example supplier rating for Acme, Inc. The following rating (assessment) rulesapply for this example: A >= 90, B>= 80, C >= 70, D >= 60, F <= 59.

Category Desc. Attribute Weight Value Target Score Rating

C1 Acme, Inc. 83 83 B

CKPI1(CompositeKPI)

ShipmentAccuracy

Higher isbetter

.30 89 90 99 A

CKPI1 is acompositeof these KeyPerformanceIndicators:

KPI1 (KeyPerformanceIndicator)

ShippedQuantity

Higher isbetter

.50 900 1000 90 A


Understanding the Predefined Key Performance Indicators (KPIs) Chapter 2


KPI2 ShippedQuantityCorrect

Higher isbetter

.30 92 98 94 A

KPI3 UndershippedQuantity

Lower isbetter

.10 5 3 60 D

KPI4 Over shippedQuantity

Lower isbetter

.10 0 1 100 A

CKPI2 QualityPerformance

Higher isbetter

.50 62 90 69 D


KPI5 Accepted %of ShippedQuantity

Higher isbetter

.50 80% 95% 84 B

KPI6 Returned %of ShippedQuantity

Lower isbetter

.50 5% 2% 40 F

CKPI3 On timePerformance

Higher isbetter

.20 88 95 93 A


KPI7 % ofShipmentsOn time

Higher isbetter

.80 78% 90% 87 B


Chapter 2 Understanding the Predefined Key Performance Indicators (KPIs)


KPI8 % ofShipmentsEarly

Lower isbetter

.05 4% 5% 125 A

KPI9 % ofShipmentsLate

Lower isbetter

.15 6% 5% 83 B

The figure below provides you with an illustration for KPI calculations:

KPI calculations

Supplier Rating — Buyer and Supplier ScorecardsSummary Sheet

The following table contains the summary information for the KPIs that comprise the Supplier Rating –Buyer and Supplier Scorecards. In addition to the KPI description and related Critical Success Factor, thissummary table includes the Dimension or Object Type, Perspective, and KPI Calculation Definition.



CriticalSuccessFactor

KPI Name Dimension (ObjectType)

Perspective KPI Calculation

ReducePurchasing Cost

% Freight ($) Vendor Internal % Freight value associatedwith a purchase order lastperiod.

% Ordered ($)Under Contract

Vendor Internal % of value of unitsordered on a purchaseorder where a contractexists last period.

% Change inAverage POPrice

Vendor Internal The % difference in theAverage PO Price betweenthis period and last period.

Average POPrice Variance

Vendor Internal The difference betweenaverage purchase orderprice between this periodand last period.

Freight ($) Vendor Internal Freight value associatedwith a purchase order.

Ordered ($) Vendor Internal Value of units ordered on apurchase order.

Ordered ($)Under Contract

Vendor Internal Value of units ordered ona purchase order where acontract exists.

Average POPrice ($)

Vendor Internal The average PO Price for avendor for that period.

Average POPrice ($) (Last)

Vendor Internal The average PO Price fora vendor for that period.(Last Period)

Reduce LeadTime Variability

% of RcptsOn-Time

Vendor Internal The % of supplierpurchase order shipmentswhere delivery status =’On Time’.






% of Rcpt QtyCorrect

Vendor Internal The % of the value of theunits shipped against apurchase order wherethe completion status =’Correct’.

# of Rcpts Vendor Internal The number of supplierpurchase order shipmentsfor the period.

# of Rcpts Early Vendor Internal The number of supplierpurchase order shipmentswhere delivery status =’Early’.

# of Rcpts Late Vendor Internal The number of supplierpurchase order shipmentswhere delivery status =’Late’.

# of RcptsOn-Time

Vendor Internal The number of supplierpurchase order shipmentswhere delivery status =’On Time’.

% of Rcpts Early Vendor Internal The % of the number ofsupplier purchase ordershipments where deliverystatus = ’Early’.

% of Rcpts Early(% Chg)

Vendor Internal The % change of thenumber of supplierpurchase order shipmentssince last period wheredelivery status = ’Early’.

% of Rcpts Late Vendor Internal The % of the number ofsupplier purchase ordershipments where deliverystatus = ’Late’.






% of Rcpts Late(% Chg)

Vendor Internal The % change of thenumber of supplierpurchase order shipmentssince last period wheredelivery status = ’Late’.

% of RcptsOn-Time (%Chg)

Vendor Internal The % change of thenumber of supplierpurchase order shipmentssince last period wheredelivery status = ’OnTime’.

Average # ofdays early

Vendor Internal The average number ofdays a vendor’s shipmentsarrived early.

# of Rcpt Qty Vendor Internal The number of unitsreceived from a vendor fora period.

# of OvershippedQty

Vendor Internal The number of unitsreceived on a purchaseorder where completionstatus = ’Overshipped’.

# of Rcpt QtyCorrect

Vendor Internal Thenumber of unitsshipped against apurchase order wherethe completion status =’Correct’.

# of RcptsOn-Time andCorrect

Vendor Internal The number of supplierpurchase order shipmentswhere delivery status =’On Time’ and completionstatus = ’Correct’ andthe number of supplierpurchase order shipments.

# ofUndershippedQty

Vendor Internal The number of unitsreceived on a purchaseorder where completionstatus = ’Undershipped’.






%OvershippedQty

Vendor Internal The % of the numberof units received on apurchase order wherecompletion status =’Overshipped’.

% OvershippedQty (% Chg)

Vendor Internal The % change of thenumber of units receivedon a purchase ordersince last period wherecompletion status =’Overshipped’ .

% Qty Correct(% Chg)

Vendor Internal The % change of thevalue of the units shippedagainst a purchase ordersince last period wherethe completion status =’Correct’.

% On-Time andCorrect

Vendor Internal The % difference inthe number of supplierpurchase order shipmentswhere delivery status =’On Time’ and completionstatus = ’Correct’ andthe number of supplierpurchase order shipments.

% On-Time andCorrect (% Chg)

Vendor Internal The % change in thenumber of supplierpurchase order shipmentswhere delivery status =’On Time’ and completionstatus = ’Correct’ sincelast period.

% UndershippedQty

Vendor Internal The % of the numberof units received on apurchase order wherecompletion status =’Undershipped’.






%UndershippedQty (% Chg)

Vendor Internal The % change of thenumber of units receivedon a purchase ordersince last period wherecompletion status =’Undershipped’ .

# of Rcpts (Last) Vendor Internal The number of supplierpurchase order shipmentsfor the period. (LastPeriod)

# of Rcpts Early(Last)

Vendor Internal The number of supplierpurchase order shipmentswhere delivery status =’Early’. (Last Period)

# of Rcpts Late(Last)

Vendor Internal The number of supplierpurchase order shipmentswhere delivery status =’Late’. (Last Period)

# of RcptsOn-Time (Last)

Vendor Internal The number of supplierpurchase order shipmentswhere delivery status =’On Time’. (Last Period)

# of Rcpt Qty(Last)

Vendor Internal The number of unitsreceived from a vendor fora period. (Last Period)

# of OvershippedQty (Last)

Vendor Internal The number of unitsreceived on a purchaseorder where completionstatus = ’Overshipped’.(Last Period)

# of Rcpt QtyCorrect (Last)

Vendor Internal Thenumber of unitsshipped against apurchase order wherethe completion status =’Correct’. (Last Period)






# of RcptsOn-Time & Ok(Last)

Vendor Internal The number of supplierpurchase order shipmentswhere delivery status =’On Time’ and completionstatus = ’Correct’ andthe number of supplierpurchase order shipments.(Last Period)

# ofUndershippedQty (Last)

Vendor Internal The number of unitsreceived on a purchaseorder where completionstatus = ’Undershipped’.(Last Period)

Average # ofdays late

Vendor Internal The average number ofdays a vendor’s shipmentsarrived late.

Improve InvoiceAccuracy

% InvoicedCorrectly

Vendor Internal The % of voucher wherePO Price and VoucherPrice are same

%Over Invoiced($)

Vendor Internal The % difference in thevalue of units on a voucherwhere voucher price is lessthan the purchase orderprice and the value of unitson a voucher.

% UnderInvoiced ($)

Vendor Internal The % difference inthe value of units on avoucher last period wherevoucher price is less thanthe purchase order priceand the value of units on avoucher.

Purchase PriceVariance ($)

Vendor Internal The sum of Over Invoiced($) and Under Invoiced ($)

# of VouchersOver Invoiced

Vendor Internal The number of voucherswhere the PO Unit Price isless than the Voucher UnitPrice






InvoicedCorrectly ($)

Vendor Internal The sum of voucherswhere PO Price andVoucher Price are same

Over Invoiced($)

Vendor Internal The sum of the differencein the value of units on avoucher and value of unitson a Purchase Order wherevoucher price is more thanthe purchase order price.

Under Invoiced($)

Vendor Internal The sum of the differencein the value of units on avoucher and value of unitson a Purchase Order wherevoucher price is less thanthe purchase order price.

# of VouchersUnder Invoiced

Vendor Internal The number of voucherswhere the Voucher UnitPrice is less than the POUnit Price.

ImproveSupplier Quality

% of Rcpt QtyAccepted

Vendor Internal The % of the number ofunits Accepted againsta purchase order whereaccepted quantity is thequantity remaining afterRejects and Returns

# of Rcpt QtyAccepted

Vendor Internal The number of unitsAccepted against apurchase order whereaccepted quantity is thequantity remaining afterRejects and Returns.

# of Rcpt QtyRejected

Vendor Internal The number of unitsRejected against apurchase order

# of Rcpt QtyReturned

Vendor Internal The number of unitsReturned against apurchase order






% of Rcpt QtyAccepted (%Chg)

Vendor Internal The % change of thenumber of units Acceptedagainst a purchase ordersince Last Period whereaccepted quantity is thequantity remaining afterRejects and Returns

% of Rcpt QtyRejected

Vendor Internal The % of the number ofunits Rejected against apurchase order

% of Rcpt QtyRejected (%Chg)

Vendor Internal The % change of thenumber of units Rejectedagainst a purchase ordersince Last Period.

% of Rcpt QtyReturned

Vendor Internal The % of the number ofunits Returned against apurchase order

% of Rcpt QtyReturned (%Chg)

Vendor Internal The % change of thenumber of units Returnedagainst a purchase ordersince Last Period.

# of Rcpt QtyAccepted (Last)

Vendor Internal The number of unitsAccepted against apurchase order whereaccepted quantity is thequantity remaining afterRejects and Returns. (LastPeriod)

# of Rcpt QtyRejected (Last)

Vendor Internal The number of unitsRejected against apurchase order. (LastPeriod)

# of Rcpt QtyReturned (Last)

Vendor Internal The number of unitsReturned against apurchase order. (LastPeriod)






Buyer FeedbackRatings

Quality ofcustomer service

Vendor Internal N/A

Quality ofrelationship

Vendor Internal N/A

Responsivenessto changes

Vendor Internal N/A

Responsivenessto problems

Vendor Internal N/A

Timely issuenotification

Vendor Internal N/A

Value to ourcompany

Vendor Internal N/A

Value to thesupplier

Vendor Internal N/A

SupplierFinancialRatings

Credit Score Vendor Internal SRM - D&B CreditScore for the PeopleSoftSupplier Rating System.

Current Paydex Vendor Internal SRM - D&B PayedScore for the PeopleSoftSupplier Rating System.

Current Ratio Vendor Internal Measure of short-termsolvency. The ability ofthe supplier to pay itsliabilities on time.

D&B Rating Vendor Internal SRM - D&B Rating forthe PeopleSoft SupplierRating System.






Debt to EquityRatio

Vendor Internal Total Debt / Net Worth.Total Debt: This is thetotal of debt owed by abusiness. Net Worth: Theamount shown here is thenet worth or equity of thebusiness.

Financial StressPercentile

Vendor Internal Financial Stress %.

Fin. Stress % -Avg incidence

Vendor Internal Financial Stress % -Average.

Fin. Stress % -Industry

Vendor Internal Financial Stress Industry

Fin. Stress % -Ind. Incidence

Vendor Internal Financial Stress % -Industry.

Fin. Stress % -National

Vendor Internal Financial Stress National.

Financial StressScore

Vendor Internal Financial Stress Score.

Net Sales toAssets

Vendor Internal Sales Volume / TotalAssets. Sales Volume:The value of a company’ssales for a 12-monthperiod. Total Assets: Thisis the total value of cash,property of a business.

SupplierEvaluation RiskScore

Vendor Internal D&B Global Failure RiskScore.

Working Capitalto Assets

Vendor Internal (Current Assets - CurrentLiability) / Total Assets.



Predefined KPIsThe predefined KPIs are the basis of the Supplier Rating Scorecard. It is important to understand the definitiondetail so that you will understand what is being calculated in your scorecard results. The next two sectionsprovide a definition of terms and the technical definition of data comprising each KPI.

TerminologyThe predefined KPIs are built using tablemaps, datamaps, filters and constraints. These are thebuilding blocks of the Enterprise Warehouse. In addition to these key components, the SupplierRating Scorecard uses the Enterprise Scorecard tools to construct the analysis calculation, andthe rules and relationships pertaining to the individual KPIs.

Term Definition

KPI Definition Defines a KPI to the system. You specify how to calculate it, the KPI Objects, andtheir target rules.

See PeopleSoft 8.8 Enterprise Scorecard PeopleBook, “Establishing andMaintaining KPIs”.

What this KPI does Narrative description of this KPI.

Calculation Description • The analysis calculations that comprise the KPIs, which illustrate the record andfields being accessed. The TableMaps and DataMaps access this information.

• The type of aggregation that is occurring: This information is shown on the dataelement panel.

• The criteria necessary to access a specific field: This information is shown onthe filter

• The fields that are being aggregated: This information is shown on the dataelement panel.

Calculation Expression The entry in the Calculation Expression field on the Calculations – Expression(KP_CALC_DEFN2) page.

Composite Pieces KPIs used if this is a composite KPI; this is blank or n/a for all but composite KPIs.

Data Used in the KPI KPI Name or KPI ID. Not used for composite KPIs, which are listed in CompositePieces row.

Calculation Definition Defines calculations on which a KPI is based.




Term Definition

KPI Calculation Rule Assigns Calculation IDs to a KPI.


TableMap Defines the physical relationships between tables and is the foundation forDataMaps.

See PeopleSoft 8.8 Enterprise Warehouse PeopleBook, “Enterprise WarehouseAdministration and Tools”.

DataMap Enables you to define what subset of data gets processed by or uses a specificbusiness rule. For example, you might use a filter to specify or “filter” out onlyemployees who have a review rating of 3 or higher.


Constraint Is based on DataMaps. Constraints allow you to define business rules forprocessing and also enable you to reuse and group filters.


Data Element Defines a subset of data and the rules by which to group it. Data elements areused as the basis for key performance indicators and as target values for KeyPerformance Indicator (KPI) objects.


Model ID Enables you to define the type of data you want to analyze and how you want toanalyze it.

See PeopleSoft 8.8 Enterprise Warehouse PeopleBook, “Setting Up YourEnterprise Warehouse”.

Scenario Points to a Model ID and defines the business rules, economic assumptions, andchunking selection for processing. .

See PeopleSoft 8.8 Enterprise Warehouse PeopleBook, “Setting Up YourEnterprise Warehouse”.

KPI Objects Individual items for which a KPI is assessed.




Term Definition

KPI Target Rule Rules that determine how a KPI Object is assessed.


Object Type (Dimension) An attribute, such as time, product, and location, used to categorize or identify aparticular piece of data. In the Enterprise Performance Management product line,you can view product, customer and channel dimensions.

See PeopleSoft 8.8 Enterprise Scorecard PeopleBook, “Getting Started withPeopleSoft Enterprise Scorecard”.

Perspective Type A category for organizing CSFs and KPIs. Usually there are four: financial;customer; internal process; and learning and growth.

See PeopleSoft 8.8 Enterprise Scorecard PeopleBook, “Getting Started withPeopleSoft Enterprise Scorecard”.

KPI Cause/Effect (KPIsaffected by this KPI)

Which KPIs the current KPI impacts.

Critical Success Factor The critical success factor to which this KPI is attached.

Strategy KPIs Calculated values for assessing your critical success factors, strategic thrusts, andstrategic initiatives. A KPI is associated with a strategy tree component or strategicinitiative.

See PeopleSoft 8.8 Enterprise Scorecard PeopleBook, “Defining Your Strategyand Creating Scorecards”.

KPI Type One of these: · Manual, Calculated , Composite.

As delivered, the Supplier Rating Scorecard uses the naming conventions illustrated in the followingtable. Use this information when setting up and updating your Supplier Rating Scorecard.

Scorecards for SupplierRating Scorecard:

• SRM_BUYER_SCORECRD - SRS Buyer Scorecard

• SRM_SUPPLIER_SCRCD - SRS Supplier Scorecard

Scorecard AssessmentGroups for Supplier RatingScorecard:

SRM_BUYER_SCORECRD

• SRM_SRS_DNB - Supplier Rating - All D&B Data

• SRM_SRS_KPI - Supplier Rating - All KPIs

• SRM_SRS_VENDOR - Supplier Rating - All Vendors

SRM_SUPPLIER_SCRCD

• SRM_SRS_KPI - Supplier Rating - All KPIs



• SRM_SRS_VENDOR - Supplier Rating - All Vendors

Strategy and KPI Trees: SRM_BUYER_SCORECRD: SRM_SRS_STRATEGY -Supplier Rating System

SRM_SUPPLIER_SCRCD: SRM_SRS_SUPPLIER - SRMSupplier Scorecard for SRS

KPI Technical DetailThe following tables contain the details of each predefined KPI. Use these detail tables to helpyou understand the calculations being displayed in the Supplier Rating — Buyer and SupplierScorecard, and to update the Scorecard to better reflect your business.

Quality of Customer Service KPI:

Definition Detail Value

KPI Definition (KPI ID) SRM_KPI001

What this KPI does: On a scale of 0-100, rate how satisfied you are with the supplier’s customer service,including phone support, after-hours support, technical assistance, etc. during thisreporting period.

Calculation Description [Manual KPI - No Calculation used.]

Calculation Expression N/A

KPI Type Manual

Composite Pieces N/A

Data Used in the KPI N/A

Calculation Definition(Calculation ID)

N/A

KPI Calculation Rule ID N/A

TableMap N/A

DataMap N/A




Filter N/A

Constraint N/A

Data Element N/A

Model ID SRM

Scenario SRM_SCENAR

KPI Object

KPI Target Rule

Object Type (Dimension) Vendor

Perspective Type


Critical Success Factor

Quality of Relationship KPI



What this KPI does: On a scale of 0-100, rate how satisfied you are with the relationship you have with thesupplier. Has the supplier been responsive, ethical, and acted as a valued partner duringthis reporting period.



KPI Type Manual







N/A


TableMap N/A

DataMap N/A

Filter N/A

Constraint N/A

Data Element N/A

Model ID SRM

Scenario SRM_SCENAR

KPI Object KPI Object Manual KPIs require user entry of valid Object IDs.

KPI Target Rule Manual KPIs require user entry of Targets for each Object ID.


Perspective Type



Responsiveness to Changes KPI





What this KPI does: On a scale of 0-100, rate how satisfied you are with the supplier’s responsiveness tochanges in orders, order quantities, engineering changes, and so on during this reportingperiod.



KPI Type Manual




N/A


TableMap N/A

DataMap N/A

Filter N/A

Constraint N/A

Data Element N/A

Model ID SRM

Scenario SRM_SCENAR

KPI Object Manual KPIs require user entry of valid Object IDs.






Perspective Type



Responsiveness to Problems KPI



What this KPI does: On a scale of 0-100, rate how satisfied you are with the supplier’s responsiveness toproblems with product quality, on-time deliveries, and so on during this reporting period.



KPI Type Manual




N/A


TableMap N/A

DataMap N/A

Filter N/A




Constraint N/A

Data Element N/A

Model ID SRM

Scenario SRM_SCENAR




Perspective Type



Timely Issue Notification



What this KPI does: On a scale of 0-100, rate how satisfied you are with the supplier’s advanced notificationof problems that effect delays in receiving product, resolving problems, and so on duringthis reporting period.



KPI Type Manual







N/A


TableMap N/A

DataMap N/A

Filter N/A

Constraint N/A

Data Element N/A

Model ID SRM

Scenario SRM_SCENAR




Perspective Type



Value to Our Company KPI:





What this KPI does: On a scale of 0-100, rate how valuable to your company the partnership has been withthe supplier (i.e., how valuable is this supplier to your company.), strategically and/ortactically during this reporting period.



KPI Type Manual




N/A


TableMap N/A

DataMap N/A

Filter N/A

Constraint N/A

Data Element N/A

Model ID SRM

Scenario SRM_SCENAR







Perspective Type



Value to the Supplier KPI:



What this KPI does: On a scale of 0-100, rate how valuable to the supplier the partnership has been with yourcompany (i.e., how valuable is your company to this supplier.), strategically and/ortactically, during this reporting period.



KPI Type Manual




N/A


TableMap N/A

DataMap N/A

Filter N/A




Constraint N/A

Data Element N/A

Model ID SRM

Scenario SRM_SCENAR




Perspective Type



Credit Score KPI:



What this KPI does: A statistically modeled score predicting the business establishment’s probability ofdelinquent payment within the next 12 months. The score is derived from various D&Bdata including payment history, credit rating, year started, SIC Code, and other data.The score goes from 0 to 100. The highest credit score the lower the probability ofdelinquency. See your custom risk thresholds for mapping to risk categories.

Calculation Description Credit Score

Calculation Expression SRM - D&B Credit Score for the Supplier Rating System.

KPI Type Calculated





Data Used in the KPI DE; Credit Score; SRM_DNB001


SRM_DNB001

KPI Calculation Rule ID SRM_DNB001

TableMap VEND_DB_AT

DataMap VEND_DB_AT

Filter None

Constraint SRM_SRS_DNB_ALL

Data Element N/A

Model ID SRM

Scenario SRM_SCENAR

KPI Object SCM_ALLVENDORS

KPI Target Rule SCM_ALLVENDORS


Perspective Type



Current Paydex





What this KPI does: A 2-digit score, exclusive to Dun & Bradstreet, which appraises a company’s paymenthistory. This index is derived from the dollar-weighted average of the combinedindividual payment experiences of a company.

Calculation Description Payed Score

Calculation Expression SRM - D&B Payed Score for the Supplier Rating System.

KPI Type Calculated


Data Used in the KPI DE; Payed Score; SRM_DNB002


SRM_DNB002


TableMap VEND_DB_AT

DataMap VEND_DB_AT

Filter None


Data Element N/A

Model ID SRM

Scenario SRM_SCENAR







Perspective Type



Current Ratio KPI



What this KPI does: Measure of short-term solvency; the ability of the supplier to pay its liabilities on time.

Current Ratio = Current Assets / Current Liabilities.Current Assets: The current value ofa business including property, cash, etc.


Calculation Description Current Ratio

Calculation Expression Measure of short-term solvency. The ability of the supplier to pay its liabilities on time.

KPI Type Calculated


Data Used in the KPI DE; Current Assets; SRM_DNB011

DE; Current Liabilities; SRM_DNB012


SRM_DBC001

KPI Calculation Rule ID SRM_DBC001

TableMap VEND_DB_AT




DataMap VEND_DB_AT

Filter None


Data Element N/A

Model ID SRM

Scenario SRM_SCENAR




Perspective Type



Dun & Bradstreet Rating KPI:






What this KPI does: General classification based on estimated strength and composite credit appraisal.The first two positions represent the net worth of the company. The last position is thecomposite credit appraisal assigned the company by D&B’s business analyst. The fourcomposite credit appraisals are:

1 = High

2 = Good

3 = Fair

4 = Limited

Calculation Description D&B Rating

Calculation Expression SRM - D&B Rating for the Supplier Rating System.

KPI Type Calculated


Data Used in the KPI DE; D&B Rating; SRM_DNB003


SRM_DNB003


TableMap VEND_DB_AT

DataMap VEND_DB_AT

Filter None


Data Element N/A

Model ID SRM

Scenario SRM_SCENAR







Perspective Type



Debt to Equity Ratio KPI:



What this KPI does: Total Debt / Net Worth Total Debt: This is the total of debt owed by a business.NetWorth: The amount shown here is the net worth or equity of the business

Calculation Description Debt to Equity Ratio

Calculation Expression Total Debt / Net Worth. Total Debt: This is the total of debt owed by a business. NetWorth: The amount shown here is the net worth or equity of the business.

KPI Type Calculated


Data Used in the KPI DE; Total Debt; SRM_DNB017

DE; Net Worth; SRM_DNB015


SRM_DBC002


TableMap VEND_DB_AT




DataMap VEND_DB_AT

Filter None


Data Element N/A

Model ID SRM

Scenario SRM_SCENAR




Perspective Type



Financial Stress Percentile KPI:



What this KPI does: The incidence of financial stress is the proportion of firms with scores in this range thatdiscontinued operations with loss to creditors. The Financial Stress Percentage for aspecific class is based on historical data in Dun & Bradstreet’s file.

Calculation Description Financial Stress %

Calculation Expression Financial Stress %




KPI Type Calculated


Data Used in the KPI DE; Financial Stress %; SRM_DNB006


SRM_DNB006


TableMap VEND_DB_AT

DataMap VEND_DB_AT

Filter None


Data Element N/A

Model ID SRM

Scenario SRM_SCENAR




Perspective Type



Fin. Stress % - Avg Incidence





What this KPI does: The incidence of financial stress is the proportion of firms with scores in this rangethat discontinued operations with loss to creditors. The National Average Incidence ofFinancial Stress is based on historical data in Dun & Bradstreet’s files.

Calculation Description Financial Stress % - Average

Calculation Expression Financial Stress % - Average

KPI Type Calculated


Data Used in the KPI DE; FS - National Avg Incidence; SRM_DNB007


SRM_DNB007


TableMap VEND_DB_AT

DataMap VEND_DB_AT

Filter [None]


Data Element N/A

Model ID SRM

Scenario SRM_SCENAR







Perspective Type



FIN. STRESS % - INDUSTRY


What this KPI does: The Industry percentile reflects the relative Rating of a company among all the scorablecompanies in its own industry group.

Calculation Description Financial Stress Industry

Calculation Expression Financial Stress Industry

KPI Type Calculated


Data Used in the KPI DE; FS - Industry specific avg inc; SRM_DNB009


SRM_DNB009


TableMap VEND_DB_AT

DataMap VEND_DB_AT

Filter [None]




Data Element N/A

Model ID SRM

Scenario SRM_SCENAR




Perspective Type



FIN. STRESS % - IND. INCIDENCE


What this KPI does: The incidence of financial stress is the proportion of firms with scores in this range thatdiscontinued operations with loss to creditors. The Industry specific Average Incidenceof Financial Stress is based on historical data in Dun & Bradstreet’s files.

Calculation Description Financial Stress % - Industry

Calculation Expression Financial Stress % - Industry

KPI Type Calculated


Data Used in the KPI DE; FS - Industry %; SRM_DNB008


SRM_DNB008




TableMap VEND_DB_AT

DataMap VEND_DB_AT

Filter [None]


Data Element N/A

Model ID SRM

Scenario SRM_SCENAR




Perspective Type



FIN. STRESS % - NATIONAL


What this KPI does: The national percentile reflects the relative Rating of a company among all the scorablecompanies.

Calculation Description Financial Stress National

Calculation Expression Financial Stress National



KPI Type Calculated


Data Used in the KPI DE; FS - National %; SRM_DNB010


SRM_DNB010


TableMap VEND_DB_AT

DataMap VEND_DB_AT

Filter [None]


Data Element N/A

Model ID SRM

Scenario SRM_SCENAR




Perspective Type



FINANCIAL STRESS SCORE




What this KPI does: A statistically valid score predicting the business establishment’s potential for failure andthe likelihood that a company will obtain legal relief from creditors in full over the next18 months. Branch records will be populated from the headquarters record.

Calculation Description Financial Stress Score

Calculation Expression Financial Stress Score

KPI Type Calculated


Data Used in the KPI DE; Financial Stress Score; SRM_DNB005


SRM_DNB005


TableMap VEND_DB_AT

DataMap VEND_DB_AT

Filter [None]


Data Element N/A

Model ID SRM

Scenario SRM_SCENAR






Perspective Type



NET SALES TO ASSETS


What this KPI does: Sales Volume / Total Assets

Sales Volume: The value of a company’s sales for a 12-month period.

Total Assets: This is the total value of cash, property of a business.

Calculation Description Net Sales to Assets Ratio

Calculation Expression Sales Volume / Total Assets. Sales Volume: The value of a company’s sales for a12-month period. Total Assets: This is the total value of cash, property of a business.

KPI Type Calculated


Data Used in the KPI DE; Sales Volume; SRM_DNB016

DE; Total Assets; SRM_DNB013


SRM_DBC003


TableMap VEND_DB_AT

DataMap VEND_DB_AT

Filter [None]




Data Element N/A

Model ID SRM

Scenario SRM_SCENAR




Perspective Type



SUPPLIER EVALUATION RISK SCORE


What this KPI does: D&B’s Supplier Evaluation Risk Score predicts the likelihood of a firm ceasingoperations without paying all creditors under state/federal law over the next 18 months.The score, which is on a 1(lower risk) to 9 (higher risk) scale utilizes statistically validmodels derived from D&B’s extensive data files. Information such as age of business,payment trends and performance, financial ratios compared with industry averages, salesand profitability and more all are considered in the calculation of the Supplier EvaluationRisk Score. Branch records will be populated from the headquarters record.

Calculation Description D&BGlobal Failure Risk Score

Calculation Expression D&BGlobal Failure Risk Score

KPI Type Calculated


Data Used in the KPI DE; D&BGlobal Failure Risk Score; SRM_DNB004




SRM_DNB004


TableMap VEND_DB_AT

DataMap VEND_DB_AT

Filter [None]


Data Element N/A

Model ID SRM

Scenario SRM_SCENAR




Perspective Type



WORKING CAPITAL TO ASSETS


What this KPI does: (Current Assets – Current Liability) / Total AssetsTotal Assets: This is the total value ofcash, property of a business.Current Assets: The current value of a business includingproperty, cash, etc.Current Liabilities: The current debts outstanding of a business.



Calculation Description Working Capital to Asset Ratio

Calculation Expression (Current Assets - Current Liability) / Total Assets.

KPI Type Calculated


Data Used in the KPI DE; Current Assets; SRM_DNB011

DE; Current Liabilities; SRM_DNB012

DE; Total Assets; SRM_DNB013


SRM_DBC004


TableMap VEND_DB_AT

DataMap VEND_DB_AT

Filter [None]


Data Element N/A

Model ID SRM

Scenario SRM_SCENAR




Perspective Type





% INVOICED CORRECTLY


What this KPI does: The % of voucher where PO Price and Voucher Price are same

Calculation Description % Invoiced Correctly

Calculation Expression The % of voucher where PO Price and Voucher Price are same

KPI Type Calculated


Data Used in the KPI DE; SRM PO&VCHR - Correctly Inv; SRMVCHR002

DE; SRM PO&VCHR - Total Count; SRMVCHR001


SRM_PO0040

KPI Calculation Rule ID SRM_PO0040

TableMap PO_VCHR_LN

DataMap PO_VCHR_LN

Filter SCM_PO_VCHR_CORR_INV

SCM_PO_VCHR_DISP_CLS

Constraint SCM_PO_VCHR_CORR_INV


Data Element N/A



Model ID SRM

Scenario SRM_SCENAR




Perspective Type



% OVER INVOICED ($)


What this KPI does: The % difference in the value of units on a voucher where voucher price is less than thepurchase order price and the value of units on a voucher.

Calculation Description % Over Invoiced ($)

Calculation Expression The % difference in the value of units on a voucher where voucher price is less than thepurchase order price and the value of units on a voucher.

KPI Type Calculated


Data Used in the KPI DE; SRM PO&VCHR - Over Inv Amt; SRMVCHR007

DE; SRM PO&VCHR - Total Amount; SRMVCHR005


SRM_PO0041




TableMap PO_VCHR_LN

DataMap PO_VCHR_LN

Filter SCM_PO_VCHR_OVER_INV


Constraint SCM_PO_VCHR_OVER_INV


Data Element N/A

Model ID SRM

Scenario SRM_SCENAR




Perspective Type



% UNDER INVOICED ($)


What this KPI does: The % difference in the value of units on a voucher last period where voucher price is lessthan the purchase order price and the value of units on a voucher.

Calculation Description % Under Invoiced ($)

Calculation Expression The % difference in the value of units on a voucher last period where voucher price is lessthan the purchase order price and the value of units on a voucher.



KPI Type Calculated


Data Used in the KPI DE; SRM PO&VCHR - Under Inv Amt; SRMVCHR008

DE; SRM PO&VCHR - Total Amount; SRMVCHR005


SRM_PO0042


TableMap PO_VCHR_LN

DataMap PO_VCHR_LN

Filter SCM_PO_VCHR_UNDR_INV


Constraint SCM_PO_VCHR_UNDR_INV


Data Element N/A

Model ID SRM

Scenario SRM_SCENAR




Perspective Type





PURCHASE PRICE VARIANCE ($)


What this KPI does: The sum of Over Invoiced ($) and Under Invoiced ($)

Calculation Description Purchase Price Variance ($)

Calculation Expression The sum of Over Invoiced ($) and Under Invoiced ($)

KPI Type Calculated


Data Used in the KPI DE; SRM PO&VCHR - Over Inv Amt; SRMVCHR007

DE; SRM PO&VCHR - Under Inv Amt; SRMVCHR008


SRM_PO0043


TableMap PO_VCHR_LN

DataMap PO_VCHR_LN

Filter SCM_PO_VCHR_OVER_INV

SCM_PO_VCHR_UNDR_INV


SCM_PO_VCHR_UNDR_INV

Data Element N/A

Model ID SRM

Scenario SRM_SCENAR

KPI Object N/A



KPI Target Rule N/A


Perspective Type



# OF VOUCHERS OVER INVOICED


What this KPI does: The number of vouchers where the PO Unit Price is less than the Voucher Unit Price

Calculation Description # of Vouchers Over Invoiced

Calculation Expression The number of vouchers where the PO Unit Price is less than the Voucher Unit Price

KPI Type Calculated


Data Used in the KPI DE; SRM PO&VCHR - Over Invoiced; SRMVCHR003


SRM_PO0050


TableMap PO_VCHR_LN

DataMap PO_VCHR_LN

Filter SCM_PO_VCHR_DISP_CLS

SCM_PO_VCHR_OVER_INV




Data Element N/A

Model ID SRM

Scenario SRM_SCENAR

KPI Object N/A

KPI Target Rule N/A


Perspective Type



% FREIGHT ($)


What this KPI does: % Freight value associated with a purchase order.

Calculation Description % Freight ($)

Calculation Expression % Freight value associated with a purchase order last period.

KPI Type Calculated


Data Used in the KPI DE; SRM POs Freight Amount; SRMPO002

DE; SRM PODistrib Line Merch Amt; SRMPO013


SRM_PO0038




TableMap PODSTRBF00

DataMap PODSTRBF00

Filter SCM_PO_DISP_CLOSED

Constraint SCM_PO_DISP_CLOSED

Data Element N/A

Model ID SRM

Scenario SRM_SCENAR




Perspective Type



% ORDERED ($) UNDER CONTRACT


What this KPI does: % of value of units ordered on a purchase order where a contract exists.

Calculation Description % Ordered ($) Under Contract

Calculation Expression % of value of units ordered on a purchase order where a contract exists last period.

KPI Type Calculated




Data Used in the KPI DE; SRM PODst LnMerch Amt w/Cntrct; SRMPO011

DE; SRM PODistrib Line Merch Amt; SRMPO013


SRM_PO0039


TableMap PODSTRBF00

DataMap PODSTRBF00

Filter SCM_PO_DIST_CNTRCT

SCM_PO_DISP_CLOSED

Constraint SCM_PO_DIST_CNTRCT

SCM_PO_DISP_CLOSED

Data Element N/A

Model ID SRM

Scenario SRM_SCENAR




Perspective Type



% CHANGE IN AVERAGE PO PRICE




What this KPI does: The % difference in the Average PO Price between this period and last period.

Calculation Description % Change in Average PO Price

Calculation Expression The % difference in the Average PO Price between this period and last period.

KPI Type Calculated


Data Used in the KPI KPI; Average PO Price Variance; SRM_KPI030

KPI; Average PO Price ($) (Last); SRM_KPI085


SRM_PO0049


TableMap PO_PRICE

DataMap PO_PRICE

Filter SCM_PO_PRICE

Constraint SCM_PO_PRICE

Data Element N/A

Model ID SRM

Scenario SRM_SCENAR

KPI Object N/A

KPI Target Rule N/A




Perspective Type



AVERAGE PO PRICE VARIANCE


What this KPI does: The difference between average purchase order price between this period and last period.

Calculation Description Average PO Price Variance

Calculation Expression The difference between average purchase order price between this period and last period.

KPI Type Calculated


Data Used in the KPI DE; SRM POAverage PO Price; SRMPO015

KPI; Average PO Price ($) (Last); SRM_KPI085


SRM_PO0048


TableMap PO_PRICE

DataMap PO_PRICE

Filter SCM_PO_PRICE

Constraint SCM_PO_PRICE

Data Element N/A

Model ID SRM



Scenario SRM_SCENAR

KPI Object N/A

KPI Target Rule N/A


Perspective Type



% OF RCPTS ON-TIME


What this KPI does: The % of the number of supplier purchase order shipments where delivery status = ’OnTime’.

Calculation Description % of Rcpts On-Time

Calculation Expression The % of supplier purchase order shipments where delivery status = ’On Time’.

KPI Type Calculated


Data Used in the KPI DE; SRM PO Rcpts # Ontime; SRMRECV008

DE; SRM PO Rcpts All-No Cancelled; SRMRECV016


SRM_PO0031


TableMap RCVSHPF00



DataMap RCVSHPF00

Filter SCM_RECV_ONTIME

SCM_RECV_ALL_RCPTS

Constraint SCM_RECV_ONTIME

SCM_RECV_ALL_RCPTS

Data Element N/A

Model ID SRM

Scenario SRM_SCENAR




Perspective Type



% OF RCPT QTY ACCEPTED


What this KPI does: The % of the number of units Accepted against a purchase order where accepted quantityis the quantity remaining after Rejects and Returns

Calculation Description % of Rcpt Qty Accepted

Calculation Expression The % of the number of units Accepted against a purchase order where accepted quantityis the quantity remaining after Rejects and Returns

KPI Type Calculated




Data Used in the KPI DE; SRM PO Rcpts Accepted Quantity; SRMRECV002·

DE; SRM PO Rcpts Quantity Shipped; SRMRECV001


SRM_PO0032


TableMap RCVSHPF00

DataMap RCVSHPF00

Filter SCM_RECV_RECEIVED

Constraint SCM_RECV_RECEIVED

Data Element N/A

Model ID SRM

Scenario SRM_SCENAR




Perspective Type



% OF RCPT QTY CORRECT




What this KPI does: The % of the number of units shipped against a purchase order where the completionstatus = ’Correct’.

Calculation Description % Qty Correct

Calculation Expression The % of the value of the units shipped against a purchase order where the completionstatus = ’Correct’.

KPI Type Calculated


Data Used in the KPI DE; SRM PO Rcpts # Qty Correct; SRMRECV020

DE; SRM PO Rcpts All-No Cancelled; SRMRECV016


SRM_PO0030


Glossary of PeopleSoft Terms

absence entitlement This element defines rules for granting paid time off for valid absences, such as sicktime, vacation, and maternity leave. An absence entitlement element defines theentitlement amount, frequency, and entitlement period.

absence take This element defines the conditions that must be met before a payee is entitledto take paid time off.

account You use an account code to record and summarize financial transactions asexpenditures, revenues, assets, or liabilities balances. The use of this deliveredPeopleSoft ChartField is typically defined when you implement PeopleSoft GeneralLedger.

accounting class In PeopleSoft Enterprise Performance Management, the accounting class defines howa resource is treated for generally accepted accounting practices. The Inventoryclass indicates whether a resource becomes part of a balance sheet account, such asinventory or fixed assets, while the Non-inventory class indicates that the resource istreated as an expense of the period during which it occurs.

accounting date The accounting date indicates when a transaction is recognized, as opposed to the datethe transaction actually occurred. The accounting date and transaction date can be thesame. The accounting date determines the period in the general ledger to which thetransaction is to be posted. You can only select an accounting date that falls within anopen period in the ledger to which you are posting. The accounting date for an itemis normally the invoice date.

accounting entry A set of related debits and credits. An accounting entry is made up of multipleaccounting lines. In most PeopleSoft applications, accounting entries are alwaysbalanced (debits equal credits). Accounting entries are created to record accruals,payments, payment cancellations, manual closures, project activities in the generalledger, and so forth, depending on the application.

accounting split The accounting split method indicates how expenses are allocated or divided amongone or more sets of accounting ChartFields.

accumulator You use an accumulator to store cumulative values of defined items as they areprocessed. You can accumulate a single value over time or multiple values overtime. For example, an accumulator could consist of all voluntary deductions, or allcompany deductions, enabling you to accumulate amounts. It allows total flexibilityfor time periods and values accumulated.

action reason The reason an employee’s job or employment information is updated. The actionreason is entered in two parts: a personnel action, such as a promotion, termination,or change from one pay group to anotherand a reason for that action. Action reasonsare used by PeopleSoft Human Resources, PeopleSoft Benefits Administration,PeopleSoft Stock Administration, and the COBRAAdministration feature of theBase Benefits business process.

activity In PeopleSoft Enterprise LearningManagement, an instance of a catalog item deliverymethodit may also be called a class. The activity defines such things as meeting timesand locations, instructors, reserved equipment and materials, and detailed costs thatare associated with the offering, enrollment limits and deadlines, and waitlistingcapacities.

allocation rule In PeopleSoft Enterprise Incentive Management, an expression within compensationplans that enables the system to assign transactions to nodes and participants. Duringtransaction allocation, the allocation engine traverses the compensation structure


Glossary

from the current node to the root node, checking each node for plans that containallocation rules.

alternate account A feature in PeopleSoft General Ledger that enables you to create a statutory chartof accounts and enter statutory account transactions at the detail transaction level, asrequired for recording and reporting by some national governments.

application agent An application agent is an online agent that is loaded into memory with a PeopleSoftpage. It detects when a business rule has been triggered and determines the appropriateaction.

asset class An asset group used for reporting purposes. It can be used in conjunction with the assetcategory to refine asset classification.

attachment In PeopleSoft Enterprise LearningManagement, nonsystem-defined electronicmaterial that supplements a learning resource, such as an equipment items userhandbook or the site map of a large facility.

background process In PeopleSoft, background processes are executed through process-specific COBOLprograms and run outside theWindows environment.

benchmark job In PeopleSoft Workforce Analytics, a benchmark job is a job code for which there iscorresponding salary survey data from published, third-party sources.

branch A tree node that rolls up to nodes above it in the hierarchy, as defined in PeopleSoftTree Manager.

budgetary account only An account used by the system only and not by users; this type of account doesnot accept transactions. You can only budget with this account. Formerly calledsystem-maintained account.

budget check In commitment control, the processing of source transactions against control budgetledgers, to see if they pass, fail, or pass with a warning.

budget control In commitment control, budget control ensures that commitments and expendituresdon’t exceed budgets. It enables you to track transactions against correspondingbudgets and terminate a document’s cycle if the defined budget conditions are not met.For example, you can prevent a purchase order from being dispatched to a vendor ifthere are insufficient funds in the related budget to support it.

budget period The interval of time (such as 12 months or 4 quarters) into which a period is dividedfor budgetary and reporting purposes. The ChartField allows maximum flexibility todefine operational accounting time periods without restriction to only one calendar.

business event In PeopleSoft Sales Incentive Management, an original business transaction or activitythat may justify the creation of a PeopleSoft Enterprise Incentive Management event(a sale, for example).

catalog item In PeopleSoft Enterprise LearningManagement, a specific topic that a learner canstudy and have tracked. For example, Introduction to Microsoft Word. A catalog itemcontains general information about the topic and includes a course code, description,categorization, keywords, and delivery methods.

category In PeopleSoft Enterprise LearningManagement, a way to classify catalog items so thatusers can easily browse and search relevant entries in the learning catalog. Categoriescan be hierarchical.

ChartField A field that stores a chart of accounts, resources, and so on, depending on thePeopleSoft application. ChartField values represent individual account numbers,department codes, and so forth.

ChartField balancing You can require specific ChartFields to match up (balance) on the debit and the creditside of a transaction.


Glossary

ChartField combination edit The process of editing journal lines for valid ChartField combinations based onuser-defined rules.

ChartKey One or more fields that uniquely identify each row in a table. Some tables contain onlyone field as the key, while others require a combination.

child In PeopleSoft Tree Manager trees, a child is a node or detail on a tree linked toanother, higher-level node (referred to as the parent). Child nodes can be rolled upinto the parent. A node can be a child and a parent at the same time depending on itslocation within the tree.

Class ChartField A ChartField value that identifies a unique appropriation budget key when youcombine it with a fund, department ID, and program code, as well as a budget period.Formerly called sub-classification.

clone In PeopleCode, to make a unique copy. In contrast, to copymay mean making anew reference to an object, so if the underlying object is changed, both the copy andthe original change.

collection To make a set of documents available for searching in Verity, you must first createat least one collection. A collection is set of directories and files that allow searchapplication users to use the Verity search engine to quickly find and display sourcedocuments that match search criteria. A collection is a set of statistics and pointersto the source documents, stored in a proprietary format on a file server. Because acollection can only store information for a single location, PeopleSoft maintains a setof collections (one per language code) for each search index object.

compensation object In PeopleSoft Enterprise Incentive Management, a node within a compensationstructure. Compensation objects are the building blocks that make up a compensationstructure’s hierarchical representation.

compensation structure In PeopleSoft Enterprise Incentive Management, a hierarchical relationship ofcompensation objects that represents the compensation-related relationship betweenthe objects.

configuration parametercatalog

Used to configure an external system with PeopleSoft. For example, a configurationparameter catalog might set up configuration and communication parameters for anexternal server.

configuration plan In PeopleSoft Enterprise Incentive Management, configuration plans hold allocationinformation for common variables (not incentive rules) and are attached to a nodewithout a participant. Configuration plans are not processed by transactions.

content reference Content references are pointers to content registered in the portal registry. These aretypically either URLs or iScripts. Content references fall into three categories: targetcontent, templates, and template pagelets.

context In PeopleSoft Enterprise Incentive Management, a mechanism that is used todetermine the scope of a processing run. PeopleSoft Enterprise Incentive Managementuses three types of context: plan, period, and run-level.

corporate account Equivalent to the Account ChartField. Distinguishes between the chart of accountstypically used to record and report financial information for management,stockholders, and the general public, as opposed to a chart of statutory (alternate)accounts required by a regulatory authority for recording and reporting financialinformation.

cost profile A combination of a receipt cost method, a cost flow, and a deplete cost method. Aprofile is associated with a cost book and determines how items in that book arevalued, as well as how the material movement of the item is valued for the book.

cost row A cost transaction and amount for a set of ChartFields.


Glossary

data acquisition In PeopleSoft Enterprise Incentive Management, the process during which rawbusiness transactions are acquired from external source systems and fed into theoperational data store (ODS).

data elements Data elements, at their simplest level, define a subset of data and the rules by whichto group them.

For Workforce Analytics, data elements are rules that tell the system what measures toretrieve about your workforce groups.

data row Contains the entries for each field in a table. To identify each data row uniquely,PeopleSoft applications use a key consisting of one or more fields in the table.

data validation In PeopleSoft Enterprise Incentive Management, a process of validating and cleansingthe feed data to resolve conflicts and make the data processable.

DAT file This text file, used with the Verity search engine, contains all of the information fromdocuments that are searchable but not returned in the results list.

delivery method In PeopleSoft Enterprise LearningManagement, identifies a learning activitys deliverymethod type. An activity can have one or more delivery methods.

delivery method type In PeopleSoft Enterprise LearningManagement, specifies a method that yourorganization uses to deliver learning activities, for example, scheduled or self-pacedlearning.

distribution The process of assigning values to ChartFields. A distribution is a string of ChartFieldvalues assigned to items, payments, and budget amounts.

double byte character If youre working with Japanese or other Asian employees, you can enter theemployee’s name using double-byte characters. The standard double byte character setname format in PeopleSoft applications is: [last name] space [first name].

dynamic tree A tree that takes its detail valuesdynamic detailsdirectly from a table in the database,rather than from a range of values entered by the user.

edit table A table in the database that has its own record definition, such as the Department table.As fields are entered into a PeopleSoft application, they can be validated against anedit table to ensure data integrity throughout the system.

effective date Amethod of dating information in PeopleSoft applications. You can predateinformation to add historical data to your system, or postdate information in order toenter it before it actually goes into effect. By using effective dates, you don’t deletevalues; you enter a new value with a current effective date.

EIM job Abbreviation for Enterprise Incentive Management job. In PeopleSoft EnterpriseIncentive Management, a collection of job steps that corresponds to the steps in anorganizations compensation-related business process. An EIM job can be stopped toallow manual changes or corrections to be applied between steps, and then resumedfrom where it left off, continuing with the next step. A run can also be restartedor rolled back.

EIM ledger Abbreviation for Enterprise Incentive Management ledger. In PeopleSoft EnterpriseIncentive Management, an object to handle incremental result gathering within thescope of a participant. The ledger captures a result set with all of the appropriate tracesto the data origin and to the processing steps of which it is a result.

equipment In PeopleSoft Enterprise LearningManagement, resource items that can be assignedto a training facility, to a specific training room, or directly to an activity session.Equipment items are generally items that are used (sometimes for a fee) and returnedafter the activity is complete.

event Events are predefined points either in the application processor flow or in the programflow. As each point is encountered, the event activates each component, triggering anyPeopleCode program associated with that component and that event. Examples of


Glossary

events are FieldChange, SavePreChange, and OnRouteSubscription. In PeopleSoftHuman Resources, event also refers to incidents that affect benefits eligibility.

event propagation process In PeopleSoft Sales Incentive Management, a process that determines, through logic,the propagation of an original PeopleSoft Enterprise Incentive Management event andcreates a derivative (duplicate) of the original event to be processed by other objects.Sales Incentive Management uses this mechanism to implement splits, roll-ups, and soon. Event propagation determines who receives the credit.

external system In PeopleSoft, any system that is not directly compiled with PeopleTools servers.

fact In PeopleSoft applications, facts are numeric data values from fields from a sourcedatabase as well as an analytic application. A fact can be anything you want to measureyour business by, for example, revenue, actual, budget data, or sales numbers. Afact is stored on a fact table.

filter In PeopleSoft applications, a filter creates a subset of information. Filters are used intemplates to limit your information from a pick list of attribute values.

generic process type In PeopleSoft Process Scheduler, process types are identified by a generic processtype. For example, the generic process type SQR includes all SQR process types,such as SQR process and SQR report.

group Any set of records associated under a single name or variable in order to runcalculations in PeopleSoft business processes. In PeopleSoft Time and Labor, forexample, employees are placed in groups for time reporting purposes.

homepage Users can personalize the homepage, or the page that first appears when they accessthe portal.

incentive object In PeopleSoft Enterprise Incentive Management, the incentive-related objects thatdefine and support the PeopleSoft Enterprise Incentive Management calculationprocess and results, such as plan templates, plans, results data, user interaction objects,and so on.

incentive rule In PeopleSoft Sales Incentive Management, the commands that act on transactions andturn them into compensation. A rule is one part in the process of turning a transactioninto compensation.

key One or more fields that uniquely identify each row in a table. Some tables contain onlyone field as the key, while others require a combination.

learner group In PeopleSoft Enterprise LearningManagement, a group of learners within the samelearning environment that share the same attributes, such as department or job code.

learning activity See activity.

learning history In PeopleSoft Enterprise LearningManagement, a self-service repository for all of alearner’s completed learning activities.

learning plan In PeopleSoft Enterprise LearningManagement, a self-service repository for all of alearner’s planned and in-progress learning activities.

ledger mapping You use ledger mapping to relate expense data from general ledger accounts toresource objects. Multiple ledger line items can be mapped to one or more resourceIDs. You can also use ledger mapping to map dollar amounts (referred to as rates)to business units. You can map the amounts in two different ways: an actual amountthat represents actual costs of the accounting period, or a budgeted amount that can beused to calculate the capacity rates as well as budgeted model results. In PeopleSoftEnterprise Warehouse, you can map general ledger accounts to the EW Ledger table.

level A section of a tree that organizes groups of nodes.


Glossary

library section In PeopleSoft Enterprise Incentive Management, a section that is defined in a plan (ortemplate) and that is available for other plans to share. Changes to a library section arereflected in all plans that use it.

linked section In PeopleSoft Enterprise Incentive Management, a section that is defined in a plantemplate but appears in a plan. Changes to linked sections propagate to plans usingthat section.

linked variable In PeopleSoft Enterprise Incentive Management, a variable that is defined andmaintained in a plan template and that also appears in a plan. Changes to linkedvariables propagate to plans using that variable.

load The feature that initiates a process to automatically load information into a PeopleSoftapplicationfor example, populating the PeopleSoft Benefits database with plan-levelelection information.

local functionality In PeopleSoft HRMS, the set of information that is available for a specific country.You can access this information when you click the appropriate country flag in theglobal window, or when you access it by a local country menu.

location Locations enable you to indicate the different types of addressesfor a company, forexample, one address to receive bills, another for shipping, a third for postal deliveries,and a separate street address. Each address has a different location number. Theprimary locationindicated by a 1is the address you use most often and may be differentfrom the main address.

market template In PeopleSoft Enterprise Incentive Management, additional functionality that isspecific to a given market or industry and is built on top of a product category.

material In PeopleSoft Enterprise LearningManagement, a resource item that can be assignedto the sessions of an activity. Material items are generally consumed during theduration of an activity and not returned, and they may have an associated cost.

message definition An object definition specified in PeopleSoft Application Designer that containsmessage information for PeopleSoft Application Messaging.

meta-SQL Meta-SQL constructs expand into platform-specific SQL substrings. They are used infunctions that pass SQL strings, such as in SQL objects, the SQLExec function, andPeopleSoft Application Engine programs.

metastring Metastrings are special expressions included in SQL string literals. The metastrings,prefixed with a percent (%) symbol, are included directly in the string literals. Theyexpand at run time into an appropriate substring for the current database platform.

multibook Processes in PeopleSoft applications that can create both application entries andgeneral ledgers denominated in more than one currency.

multicurrency The ability to process transactions in a currency other than the business unit’s basecurrency.

objective In PeopleSoft Enterprise LearningManagement, an individual’s learning goal. Anexample of a learning goal is a competency gap.

override In PeopleSoft Enterprise Incentive Management, the ability to make a change to a planthat applies to only one plan context.

pagelet Each block of content on the homepage is called a pagelet. These pagelets displaysummary information within a small rectangular area on the page. The pagelet provideusers with a snapshot of their most relevant PeopleSoft and non-PeopleSoft content.

parent node A tree node linked to lower-level nodes or details that roll up into it. A node can be aparent and a child at the same time, depending on its location within the tree.

participant In PeopleSoft Enterprise Incentive Management, participants are recipients of theincentive compensation calculation process.


Glossary

participant object Each participant object may be related to one or more compensation objects.

See also participant object.

payout In PeopleSoft Enterprise Incentive Management, the resulting incentive plancomputation that is provided to payroll.

PeopleCode PeopleCode is a proprietary language, executed by the PeopleSoft applicationprocessor. PeopleCode generates results based upon existing data or user actions. Byusing business interlink objects, external services are available to all PeopleSoftapplications wherever PeopleCode can be executed.

PeopleCode event An action that a user takes upon an object, usually a record field, that is referencedwithin a PeopleSoft page.

PeopleSoft InternetArchitecture

The fundamental architecture on which PeopleSoft 8 applications are constructed,consisting of an RDBMS, an application server, a Web server, and a browser.

performance measurement In PeopleSoft Enterprise Incentive Management, a variable used to store data (similarto an aggregator, but without a predefined formula) within the scope of an incentiveplan. Performance measures are associated with a plan calendar, territory, andparticipant. Performance measurements are used for quota calculation and reporting.

period context In PeopleSoft Enterprise Incentive Management, because a participant typicallyuses the same compensation plan for multiple periods, the period context associatesa plan context with a specific calendar period and fiscal year. The period contextreferences the associated plan context, thus forming a chain. Each plan context has acorresponding set of period contexts.

per seat cost In PeopleSoft Enterprise LearningManagement, the cost per learner, based on thetotal activity costs divided by either minimum attendees or maximum attendees.Organizations use this cost to price PeopleSoft Enterprise Learning Managementactivities.

plan In PeopleSoft Sales Incentive Management, a collection of allocation rules, variables,steps, sections, and incentive rules that instruct the PeopleSoft Enterprise IncentiveManagement engine in how to process transactions.

plan context In PeopleSoft Enterprise Incentive Management, correlates a participant withthe compensation plan and node to which the participant is assigned, enablingthe PeopleSoft Enterprise Incentive Management system to find anything that isassociated with the node and that is required to perform compensation processing.Each participant, node, and plan combination represents a unique plan contextifthree participants are on a compensation structure, each has a different plan context.Configuration plans are identified by plan contexts and are associated with theparticipants that refer to them.

plan section In PeopleSoft Enterprise Incentive Management, a segment of a plan that handles aspecific type of event processing.

plan template In PeopleSoft Enterprise Incentive Management, the base from which a plan is created.A plan template contains common sections and variables that are inherited by all plansthat are created from the template. A template may contain steps and sections thatare not visible in the plan definition.

portal registry In PeopleSoft applications, the portal registry is a tree-like structure in which contentreferences are organized, classified, and registered. It is a central repository thatdefines both the structure and content of a portal through a hierarchical, tree-likestructure of folders useful for organizing and securing content references.

private view A user-defined view that is available only to the user who created it.

process See Batch Processes.


Glossary

process definition Process definitions define each run request.

process instance A unique number that identifies each process request. This value is automaticallyincremented and assigned to each requested process when the process is submitted torun.

process job You can link process definitions into a job request and process each request seriallyor in parallel. You can also initiate subsequent processes based on the return codefrom each prior request.

process request A single run request, such as an SQR, a COBOL program, or a Crystal report that yourun through PeopleSoft Process Scheduler.

process run control A PeopleTools variable used to retain PeopleSoft Process Scheduler values neededat runtime for all requests that reference a run control ID. Do not confuse these withapplication run controls, which may be defined with the same run control ID, but onlycontain information specific to a given application process request.

product category In PeopleSoft Enterprise Incentive Management, indicates an application in theEnterprise Incentive Management suite of products. Each transaction in the PeopleSoftEnterprise Incentive Management system is associated with a product category.

publishing In PeopleSoft Enterprise Incentive Management, a stage in processing that makesincentive-related results available to participants.

record definition A logical grouping of data elements.

record field A field within a record definition.

record group A set of logically and functionally related control tables and views. Record groupshelp enable TableSet sharing, which eliminates redundant data entry. Record groupsensure that TableSet sharing is applied consistently across all related tables and views.

record input VAT flag Abbreviation for record input value-added tax flag. Within PeopleSoft Purchasing,Payables, and General Ledger, this flag indicates that you are recording input VATon the transaction. This flag, in conjunction with the record output VAT flag, is usedto determine the accounting entries created for a transaction and to determine how atransaction is reported on the VAT return. For all cases within Purchasing and Payableswhere VAT information is tracked on a transaction, this flag is set to Yes. This flagis not used in PeopleSoft Order Management, Billing, or Receivables, where it isassumed that you are always recording only output VAT, or in PeopleSoft Expenses,where it is assumed that you are always recording only input VAT.

record output VAT flag Abbreviation for record output value-added tax flag.

See record input VAT flag.

reference data In PeopleSoft Sales Incentive Management, system objects that represent the salesorganization, such as territories, participants, products, customers, channels, and so on.

reference object In PeopleSoft Enterprise Incentive Management, this dimension-type object furtherdefines the business. Reference objects can have their own hierarchy (for example,product tree, customer tree, industry tree, and geography tree).

reference transaction In commitment control, a reference transaction is a source transaction that isreferenced by a higher-level (and usually later) source transaction, in order toautomatically reverse all or part of the referenced transaction’s budget-checkedamount. This avoids duplicate postings during the sequential entry of the transaction atdifferent commitment levels. For example, the amount of an encumbrance transaction(such as a purchase order) will, when checked and recorded against a budget, causethe system to concurrently reference and relieve all or part of the amount of acorresponding pre-encumbrance transaction, such as a purchase requisition.


Glossary

relationship object In PeopleSoft Enterprise Incentive Management, these objects further define acompensation structure to resolve transactions by establishing associations betweencompensation objects and business objects.

results management process In PeopleSoft Sales Incentive Management, the process during which compensationadministrators may review processing results, manually change transactions, processdraws, update and review payouts, process approvals, and accumulate and pushpayments to the EIM ledger.

role user A PeopleSoft Workflow user. A person’s role user ID serves much the same purpose asa user ID does in other parts of the system. PeopleSoft Workflow uses role user IDsto determine how to route worklist items to users (through an email address, forexample) and to track the roles that users play in the workflow. Role users do not needPeopleSoft user IDs.

role Describes how people fit into PeopleSoft Workflow. A role is a class of users whoperform the same type of work, such as clerks or managers. Your business rulestypically specify what user role needs to do an activity.

roll up In a tree, to roll up is to total sums based on the information hierarchy.

routing Connects activities in PeopleSoft Workflow. Routings specify where the informationgoes and what form it takesemail message, electronic form, or worklist entry.

run control A run control is a type of online page that is used to begin a process, such as thebatch processing of a payroll run. Run control pages generally start a program thatmanipulates data.

run control ID A unique ID to associate each user with his or her own run control table entries.

run-level context In PeopleSoft Enterprise Incentive Management, associates a particular run (and batchID) with a period context and plan context. Every plan context that participates in a runhas a separate run-level context. Because a run cannot span periods, only one run-levelcontext is associated with each plan context.

search query You use this set of objects to pass a query string and operators to the search engine.The search index returns a set of matching results with keys to the source documents.

section In PeopleSoft Enterprise Incentive Management, a collection of incentive rules thatoperate on transactions of a specific type. Sections enable plans to be segmented toprocess logical events in different sections.

security event In commitment control, security events trigger security authorization checking, suchas budget entries, transfers, and adjustments; exception overrides and notifications;and inquiries.

self-service application Self-service refers to PeopleSoft applications that are accessed by end users with abrowser.

session In PeopleSoft Enterprise LearningManagement, a single meeting day of an activity(that is, the period of time between start and finish times within a day). The sessionstores the specific date, location, meeting time, and instructor. Sessions are used forscheduled training.

session template In PeopleSoft Enterprise LearningManagement, enables you to set up commonactivity characteristics that may be reused while scheduling a PeopleSoft EnterpriseLearning Management activitycharacteristics such as days of the week, start and endtimes, facility and room assignments, instructors, and equipment. A session patterntemplate can be attached to an activity that is being scheduled. Attaching a templateto an activity causes all of the default template information to populate the activitysession pattern.


Glossary

setup relationship In PeopleSoft Enterprise Incentive Management, a relationship object type thatassociates a configuration plan with any structure node.

sibling A tree node at the same level as another node, where both roll up into the same parent.A node can be a sibling, parent, and child all at the same time, depending on itslocation in the tree.

single signon With single signon, users can, after being authenticated by a PeopleSoft applicationserver, access a second PeopleSoft application server without entering a user ID orpassword.

source transaction In commitment control, any transaction generated in a PeopleSoft or third-partyapplication that is integrated with commitment control and which can be checkedagainst commitment control budgets. For example, a pre-encumbrance, encumbrance,expenditure, recognized revenue, or collected revenue transaction.

SpeedChart A user-defined shorthand key that designates several ChartKeys to be used for voucherentry. Percentages can optionally be related to each ChartKey in a SpeedChartdefinition.

SpeedType A code representing a combination of ChartField values. SpeedTypes simplify theentry of ChartFields commonly used together.

SQR See Structured Query Report (SQR).

statutory account Account required by a regulatory authority for recording and reporting financialresults. In PeopleSoft, this is equivalent to the Alternate Account (ALTACCT)ChartField.

step In PeopleSoft Sales Incentive Management, a collection of sections in a plan. Eachstep corresponds to a step in the job run.

Structured Query Report (SQR) A type of printed or displayed report generated from data extracted from a PeopleSoftSQL-based relational database. PeopleSoft applications provide a variety of standardSQRs that summarize table information and data. You can use these reports as is,customize them, or create your own.

Summary ChartField You use summary ChartFields to create summary ledgers that roll up detail amountsbased on specific detail values or on selected tree nodes. When detail values aresummarized using tree nodes, summary ChartFields must be used in the summaryledger data record to accommodate the maximum length of a node name (20characters).

summary ledger An accounting feature used primarily in allocations, inquiries, and PS/nVisionreporting to store combined account balances from detail ledgers. Summary ledgersincrease speed and efficiency of reporting by eliminating the need to summarizedetail ledger balances each time a report is requested. Instead, detail balances aresummarized in a background process according to user-specified criteria and stored onsummary ledgers. The summary ledgers are then accessed directly for reporting.

summary tree A tree used to roll up accounts for each type of report in summary ledgers. Summarytrees enable you to define trees on trees. In a summary tree, the detail values are reallynodes on a detail tree or another summary tree (known as the basis tree). A summarytree structure specifies the details on which the summary trees are to be built.

table The underlying PeopleSoft data format, in which data is stored by columns (fields) androws (records, or instances).

TableSet sharing Specifies control table data for each business unit so that redundancy is eliminated.

target currency The value of the entry currency or currencies converted to a single currency for budgetviewing and inquiry purposes.

template A template is HTML code associated with aWeb page. It defines the layout of thepage and also where to get HTML for each part of the page. In PeopleSoft, you use


Glossary

templates to build a page by combining HTML from a number of sources. For aPeopleSoft portal, all templates must be registered in the portal registry, and eachcontent reference must be assigned a template.

territory In PeopleSoft Sales Incentive Management, hierarchical relationships of businessobjects, including regions, products, customers, industries, and participants.

TimeSpan A relative period, such as year-to-date or current period, that can be used in variousPeopleSoft General Ledger functions and reports when a rolling time frame, ratherthan a specific date, is required. TimeSpans can also be used with flexible formulas inPeopleSoft Projects.

transaction allocation In PeopleSoft Enterprise Incentive Management, the process of identifying the ownerof a transaction. When a raw transaction from a batch is allocated to a plan context,the transaction is duplicated in the PeopleSoft Enterprise Incentive Managementtransaction tables.

transaction loading process In PeopleSoft Enterprise Incentive Management, the process during whichtransactions are loaded into Sales Incentive Management. During loading, the sourcecurrency is converted to the business unit currency while retaining the source currencycode. At the completion of this stage, the transaction is in the first state.

transaction state In PeopleSoft Enterprise Incentive Management, a value assigned by an incentiverule to a transaction. Transaction states enable sections to process only transactionsthat are at a specific stage in system processing. After being successfully processed,transactions may be promoted to the next transaction state and picked up by a differentsection for further processing.

transaction type In PeopleSoft Enterprise Incentive Management, a way to categorize transactions toidentify specific transaction types (for example, shipment, order, opportunity, and soon). Plan sections process only one type of transaction type. Transaction types can bedefined based on a company’s specific processes model.

Translate table A system edit table that stores codes and translate values for the miscellaneous fields inthe database that do not warrant individual edit tables of their own.

tree The graphical hierarchy in PeopleSoft systems that displays the relationship betweenall accounting units (for example, corporate divisions, projects, reporting groups,account numbers) and determines roll-up hierarchies.

unclaimed transaction In PeopleSoft Enterprise Incentive Management, a transaction that is not claimedby a node or participant after the allocation process has completed, usually due tomissing or incomplete data. Unclaimed transactions may be manually assigned to theappropriate node or participant by a compensation administrator.

uniform resource locator (URL) In PeopleSoft, the term URL refers to the entire query string. Thefollowing is an example of a URL: http://serverx/InternetClient/InternetClientServlet?ICType=Script&ICScriptProgramName=WEBLIB_BEN_401k.PAGES.FieldFormula.iScript_Home401k

universal navigation header Every PeopleSoft portal includes the universal navigation header, intended to appear atthe top of every page as long as the user is signed on to the portal. In addition toproviding access to the standard navigation buttons (like Home, Favorites, and signoff)the universal navigation header can also display a welcome message for each user.

URL See uniform resource locator (URL).

user interaction object In PeopleSoft Sales Incentive Management, used to define the reporting componentsand reports that a participant can access in his or her context. All Sales IncentiveManagement user interface objects and reports are registered as user interactionobjects. User interaction objects can be linked to a compensation structure nodethrough a compensation relationship object (individually or as groups).


Glossary

variable In PeopleSoft Sales Incentive Management, the intermediate results of calculations.Variables hold the calculation results and are then inputs to other calculations.Variables can be plan variables that persist beyond the run of an engine or localvariables that exist only during the processing of a section.

warehouse A PeopleSoft data warehouse that consists of predefined ETL maps, data warehousetools, and DataMart definitions.

worksheet Away of presenting data through a PeopleSoft Business Analysis Modeler interfacethat enables users to do in-depth analysis using pivoting tables, charts, notes, andhistory information.

workflow The background process that creates a list of administrative actions based on selectioncriteria and specifies the procedure associated with each action.

worklist The automated to-do list that PeopleSoft Workflow creates. From the worklist, youcan directly access the pages you need to perform the next action, and then return tothe worklist for another item.

zero-rated VAT Abbreviation for zero-rated value-added tax. AVAT transaction with a VAT codethat has a tax percent of zero. Used to track taxable VAT activity where no actualVAT amount is charged.


Index

Aadditional documentation viapplication fundamentals v

Ccomments, submitting ixcommon elements ixConsolidated Publications Incorporated(CPI) vicontact information ixcountry-specific documentation viiicross-references viiiCustomer Connection Website vi

Ddocumentationcountry-specific viiiprinted virelated viupdates vi

Dun & Bradstree dataincorporating 3

Dun & BradstreetGlobal Batch Process 8integration flow with Supplier RatingSystem 5ODS tablesETL and Data Loader Maps 5

setting up to integrate with SupplierRating System 3using data with Supplier RatingSystem 13

Gglossary 77

Kkey performance indicatorsdetails 33Overview 17summary sheet 19terminology 30understanding the details 30

KPIs 13predefined 17

MmodelsSupplier Rating System 2

Nnotes viii

PPeopleBooksordering vi

PeopleCode, typographicalconventions viiPeopleSoft application fundamentals vPeopleSoft Supplier Rating Systemsetting up 2

predefined KPIsunderstanding 17

prerequisites vprinted documentation vi

Rrelated documentation vi

Ssuggestions, submitting ixSupplier Rating Systemincorporating Dun & Bradstreet data 3setting up 2–3understanding 1

Supplier Rating System modelsunderstanding 2

Tterms 77typographical conventions vii

Vvisual cues viii

Wwarnings ix


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