QuestDirect.org Component Interfaces for: Daily Setup Activities by Functional Users Presenter:...
Transcript of QuestDirect.org Component Interfaces for: Daily Setup Activities by Functional Users Presenter:...
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QuestDirect.org
Component Interfaces for:
Daily Setup Activities by Functional Users
Presenter:Jerry Golse: Business Systems Analyst – Boise Inc
Co-Presenter:James Quijas: Business Systems Analyst – Boise Inc
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Daily Setup Activity
• Create a new Permission List-Copy Existing List
-Create Unit by Permission List
-Create Book by Permission List
-Create TableSet by Permission List
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Copy Existing Permission List
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-Navigate to the Page that you would like component interface to populate (Unit by Permission List)
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-Identify the Component by selecting “CTRL + J”. The component name is SEC_BU_CLS.
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Access Application Designer: Select File -> New -> Component Interface -> OK
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Enter the component name found on the page (SEC_BU_CLS) and choose Select
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Select Yes to enable the properties to automatically populate
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The component definition showing OPRCLASS and BUSINESS_UNIT
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Select File -> Save As – Enter the desired name
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The new component name will need to be added to the security for the Permission List that accesses the specific functionality
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Select the Component Interfaces tab, then insert a row using the “+”
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Enter the new Component Interface name and select the Edit link
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Select Full Access (All) then OK
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After selecting OK and Save, security will be ready
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Locate and open the ExelToCI.xls
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The PeopleSoft Excel To CI Utility screen will be displayed
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Click on the Connect Information tab and enter the pertinent information. Many fields are case sensitive.
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Click on the Template tab and select New Template from the Template Actions menu
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Enter the pertinent sign on information and the new component interface name
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The component interface will display
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Select the input fields by clicking in the cell and clicking Select Input Cell for each field required
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Select the New Data Input option to access the data input sheet
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Select Yes when prompted by the delete data question
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Enter data from Excel sheet into fields,then select Stage Data for Submission. Hints: Always choose “Paste Special – Values” when pasting data from separate excel sheets. Remove all “special” characters (#, *, %, etc.)
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After selecting Submit Data, focus will be moved to the Staging & Submission tab. Select the Submit Data option.
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Enter User ID & Password, then select OK.
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Successful rows will be shaded green with the Status of OK. If a failure occurs, the field will be red and have
a description of the problem.
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Navigating to the Unit by Permission List page will reveal the newly added rows for the specific Permission List
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Complete Daily Setup Activity
• Repeat component interface process for remaining two tasks:
-Create Book by Permission List
-Create TableSet by Permission List
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Additional Daily Tasks via CI
• Enter AR Deposit Reference Numbers from a file• Setup GL Projects• Define Assets• Relate Assets to Projects• Change Life of Assets (miscellaneous Asset data
updates)
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APRIL 7-11, 2014Sands Expo and Convention CenterLas Vegas, Nevada
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COLLABORATE 14- Quest Forum is THE source for PeopleSoft roadmaps & news. It matters where you register! All PeopleSoft education and events run through Quest