Common Foundation

Common Foundation
8.94/8.11
Activity Guide

D17601GC10
1.0
March 2005
D40501

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Unauthorized reproduction or distribution prohibited. Copyright 2009, Oracle and/or its affiliates.
Copyright 2005, Oracle. All rights reserved.

This document contains proprietary information and is protected by copyright and other intellectual property laws. You may
copy and print this document solely for your own use in an Oracle training course. The document may not be modified or
altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download,
upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part
without the express authorization of Oracle.

The information contained in this document is subject to change without notice. If you find any problems in the document,
please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California 94065 USA. This
document is not warranted to be error-free.

If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United
States Government, the following notice is applicable:

U.S. GOVERNMENT RIGHTS
The U.S. Governments rights to use, modify, reproduce, release, perform, display, or disclose these training materials are
restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract.

Oracle, JD Edwards, and PeopleSoft are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be
trademarks of their respective owners.
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Peopl eSof t Propri et ary and Conf i dent i al i i i
CONT E NT S

Common Foundation 8.94/8.11 ........................................................................................v
Typographical Conventions and Visual Cues .....................................................................v
Related Documentation and Resources..............................................................................vi
Course Overview...............................................................................................................1
Technology Overview........................................................................................................3
Navigating the EnterpriseOne Software .........................................................................5
Activity 1: Adding Tasks to Favorites.............................................................................6
Managing Software Grids and Grid Data.......................................................................9
Activity 2: Working with the Grid.................................................................................10
Activity 3: Exporting Data from the Grid......................................................................13
Performing Record Management ..................................................................................15
Activity 4: Creating Address Book Records..................................................................16
Managing User Defined Codes and Category Codes ...................................................21
Activity 5: Working with Category Codes ....................................................................22
Using Online Help and Error Messages ........................................................................25
Activity 6: Accessing Error Messages...........................................................................26
Defining Program Versions ............................................................................................29
Managing Program Versions .........................................................................................31
Activity 7: Managing Interactive Versions....................................................................32
Activity 8: Creating and Running Batch Versions ........................................................35
Using the Employee Work Center .................................................................................39
Activity 9: Working with Work Center Messages.........................................................40
Defining PeopleSoft Support Services ...........................................................................45
Course Review.................................................................................................................47

Preface
Lesson 1
Lesson 2
Lesson 3
Lesson 4
Lesson 5
Lesson 6
Lesson 7
Lesson 8
Lesson 9
Lesson 10
Lesson 11
Lesson 12

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Common Foundat i on 8. 94/ 8. 11 Cont ent s
i v Peopl eSof t Propri et ary and Conf i dent i al

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Peopl eSof t Propri et ary and Conf i dent i al v
P r e f a c e
Common Foundation 8.94/8.11
Typographical Conventions and Visual Cues
This section discusses:
Typographical conventions
Visual cues
Currency codes
Typographical Conventions
This table contains the typographical conventions that are used in this guide:
Typographical Convention Description
Bold Indicates function names, method names, language constructs, and
reserved words that must be included literally in the function call.
Italics Indicates field values, emphasis, and PeopleSoft or other book-
length publication titles.
We also use italics when we refer to words as words or letters as
letters, as in the following: Enter the letter O.
KEY+KEY Indicates a key combination action. For example, a plus sign (+)
between keys means that you must hold down the first key while
you press the second key. For ALT+W, hold down the ALT key
while you press the W key.
Monospace f ont Indicates a program or other code example.
(quotation marks) Indicate lesson and chapter titles in cross-references and words that
are used differently from their intended meanings.

Visual Cues
Training courses contain the following visual cues.
Notes
Notes indicate information that you should pay particular attention to as you work with
the PeopleSoft system.
Note. Example of a note.
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Common Foundat i on 8. 94/ 8. 11 Pref ace
vi Peopl eSof t Propri et ary and Conf i dent i al
If the note is preceded by Important!, the note is crucial and includes information that
concerns what you must do for the system to function properly.
Important! Example of an important note.
Warnings
Warnings indicate crucial configuration considerations. Pay close attention to warning
messages.
Warning! Example of a warning.
Cross-References
Training guides provide cross-references either under the heading See Also or on a
separate line preceded by the word See. Cross-references lead to other documents, such
as PeopleBooks, that are pertinent to the immediately preceding documentation.
Example:

Example of cross-reference to a PeopleBook
Currency Codes
Monetary amounts are identified by the ISO currency code. The following currency
codes appear in this guide:
USD (U.S. dollars)
EUR (Euros)
Related Documentation and Resources
PeopleSoft applications are documented in PeopleBooks, which are delivered on the
PeopleBooks CD-ROM. You can also order printed, bound versions of PeopleBooks
through the Documentation section of the PeopleSoft Customer Connection website. You
can find updates and additional documentation for each release on the PeopleSoft
Customer Connection website.
See PeopleSoft Customer Connection, http://www.peoplesoft.com/corp/en/login.jsp
These resources are located on the PeopleSoft Customer Connection website:
Resource Navigation
Application maintenance information Updates + Fixes
Business process diagrams Support, Documentation, Business Process Maps
Data models Support, Documentation, Data Models
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Pref ace Common Foundat i on 8. 94/ 8. 11
Peopl eSof t Propri et ary and Conf i dent i al vi i
Resource Navigation
Hardware and software requirements Implement, Optimize + Upgrade, Implementation
Guide, Implementation Documentation and
Software, Hardware and Software Requirements
Installation guides Implement, Optimize + Upgrade, Implementation
Guide, Implementation Documentation and
Software, Installation Guides and Notes
PeopleBook documentation updates Support, Documentation, Documentation Updates
PeopleSoft support policy Support, Support Policy
Product release roadmap Support, Roadmaps + Schedules
Release notes Implement, Optimize + Upgrade, Upgrade Guide,
Upgrade Documentation and Software, Release
Notes
Troubleshooting information Support, Troubleshooting
Upgrade documentation Implement, Optimize + Upgrade, Upgrade Guide

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Common Foundat i on 8. 94/ 8. 11 Pref ace
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Peopl eSof t Propri et ary and Conf i dent i al 1
L e s s o n 1
Course Overview
This lesson has no activities.
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Course Overvi ew Lesson 1
2 Peopl eSof t Propri et ary and Conf i dent i al

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L e s s o n 2
Technology Overview
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Technol ogy Overvi ew Lesson 2

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L e s s o n 3
Navigating the EnterpriseOne
Software
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Navi gat i ng t he Ent erpri seOne Sof t ware Lesson 3

Activity 1: Adding Tasks to Favorites
In this activity, you will review the activity overview and:
Add the Address Book Revisions task to Favorites.
Add the Basic Compensations task to Favorites
Verify that your favorite was created.
Slide 23 _______________________________________________________________________________________________________
Activity Overview
Create a favorite task for the Address Book Revisions program (P01012) that is located
under the Foundation System, Address Book daily processing menu. Name your favorite
Address Book.
Create another favorite task for the Basic Compensation program (P0801CMP). You can
find this under Workforce Management, HRM Foundation, Daily Processing, Employee
Management.
After creating favorites, verify that you can quickly access the programs by selecting
your tasks from the Favorites task view.
Important! The classroom workstations are set up to replicate a real business
environment. Any changes that you make to your system could affect the entire class.
Please do not make any changes in the database unless instructed to do so in an activity
or by the instructor.
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Lesson 3 Navi gat i ng t he Ent erpri seOne Sof t ware
Activity Detailed Steps
Perform the detailed steps to complete the activity.
Adding the Address Book Revisions task to Favorites
To add the Address Book Revision task to Favorites:
1. Select EnterpriseOne Menus, Foundation Systems, Address Book, Daily Processing.
2. Click the arrow next to Address Book Revisions and select Add to Favorites.
Adding the Basic Compensation task to Favorites
To add the Basic Compensations task to Favorites:
1. Select EnterpriseOne Menus, Workforce Management, HRM Foundation, Daily
Processing, Employee Management.
2. Click the arrow next to Basic Compensation and select Add to Favorites.
Verifying that Your Favorites Are Created
To verify that your Favorites are created:
1. Select Favorites task view.
2. Verify that the programs for Address Book Revisions and Basic Compensation
appear in the Favorites menu list.
3. Close the Favorites tree structure.
This concludes the activity. Please do not continue.
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Navi gat i ng t he Ent erpri seOne Sof t ware Lesson 3

Notes
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L e s s o n 4
Managing Software Grids and Grid
Data
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Managi ng Sof t ware Gri ds and Gri d Dat a Lesson 4

Activity 2: Working with the Grid
Create a default view.
Create a customized view.
Verify and compare views.
Slide 33 _______________________________________________________________________________________________________
Activity Overview
From the Employee Information form (P0801), you create a default grid and then create
your own new grid. Create the new grid using the Customize Grid option. You must
change the columns so that the sort criteria are: Alpha Name, Employee No, and
Employee Tax ID. Change the color of the Alpha Name column to a color of your choice.
Change the data sequencing so that it falls in this order: Date started, Alpha Name, and
Employee Number. Then, verify and compare your view to the default view.
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Lesson 4 Managi ng Sof t ware Gri ds and Gri d Dat a
Creating a Default View
1. Select Workforce Management, HRM Foundation, Daily Processing, Employee
Management, Employee Information.
2. Click the Customize Grid link located above the grid area of the form.
3. On Select Grid Format, select Create.
4. On Customize Grid, enter Default in the Grid Format Name field.
5. Click OK on the bottom of the Customize Grid form.
Creating a Customized View
1. On Select Grid Format, select Create.
2. On Customize Grid, enter your first name in the Grid Format Name field.
3. In the Display and Order column, use the up and down arrows next to the Change
Order element to arrange these columns to display in this order:
Alpha Name
Employee No
Employee Tax ID
4. With Alpha Name highlighted in the Display and Order box, choose a column color
by clicking a color in the Column Color box.
Note. To apply font or column characteristics, you must select the relevant item in the
Display and Order box. Selections from the Available Columns box do not receive
characteristic overrides.
5. In the Data Sequencing section, from the Available Columns box, highlight Date
Started.
6. Click on Add (right arrow button) to move it to the Sequenced Columns box, and
then move it to the top of the list.
Records on the Work With Employee Information form display in ascending order,
by these criteria:
Date started
Alpha name
Employee number
7. At the bottom of Customize Grid form, click OK.
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8. On Select Grid Format, click Close.
Verifying and Comparing Views
1. Verify that the system displays your name in the field to the right of the Customize
Grid link
2. Click Find and review the detail area to review your revised column formats.
3. Select Default as the grid format
4. Compare this with the custom view that you created for this form.
Note. User overrides that you have just completed, such as, changing the order of
columns, the color of columns, and the color of grid text, are specific to your signon
information. Other users do not see these customizations. If you need to redesign forms,
speak with your system administrator.
5. Close the Employee Information program.
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Lesson 4 Managi ng Sof t ware Gri ds and Gri d Dat a

Activity 3: Exporting Data from the Grid
In this activity, you will review the activity overview and export data from a grid.
Slide 35 _______________________________________________________________________________________________________
Activity Overview
From the Employee Information form (P0801), in Workforce Management, select
employees in company 00001 and export their information to a Microsoft Excel
workbook. Select the first 10 rows of data through the Employee Tax ID cell. You do not
need to save your Excel workbook.
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Exporting Data from a Grid
To export data from a grid:
1. Select Workforce Management, HRM Foundation, Daily Processing, Employee
Management, Employee Information.
2. On Work With Employee Information, enter 00001 in the Home Company field and
click Find.
3. Click the Tools button and select Export Grid Data.
4. On Export Assistant, select the option for Export to Excel. Export to a new
workbook.
5. In the Define Cell Range box, clear the option for Export All. You should now see
boxes to define the range of cells to select.
6. Click in the first cell of the Employee No column. The system updates the Starting
Cell Col (column) and Row fields in the Export Assistant.
7. Click the Employee Tax ID cell on the tenth row in the grid. The system updates the
Ending Cell Col and Row fields.
8. Click Continue.
Microsoft Excel opens and the data that you selected appears in the Excel fields. The
system copies the column headings from EnterpriseOne to Excel when you select any
data in the column to be exported.
9. Review the data in Excel and then close Excel when you are finished. You do not
need to save your Excel spreadsheet.
10. On Work With Employee Information, click Close.
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L e s s o n 5
Performing Record Management
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Perf ormi ng Record Management Lesson 5

Activity 4: Creating Address Book Records
Verify processing options.
Add a new Address Book record for an employee, including a new phone record, and
an emergency contact.
Add customer records.
Slide 45 _______________________________________________________________________________________________________
Activity Overview
After your instructor has completed the first task in this activity, add new address book
records for an employee and a customer
For your new employee use 8100 <user ID>as the unique address number. The name on
your record is Delaney Jacobs and the tax id is 555-95-5555. The employee lives in
Dallas, Texas on 19575 Jupiter Street and the postal code is 75069. Ensure that you
indicate in all appropriate fields that this is an employee record. The phone number for
Delaney Jacobs is 972-555-6708. Delaney has one emergency contact named Jeffrey
Jacobs.
For your new customer address record use 4100 <user ID>as the unique address number.
Your customers name is Global Industries, use GLOBAL<user ID> as the long address.
The customer is located at 103 Rue de Victor, Paris France 75012. Ensure that you
indicate in all appropriate fields that this is a customer record. Also associate this
customer with your Paris branch and the account representative Ray Allen.
On the customer master, set up payment terms of 1/10, net 30 and that the customer will
pay you in euro dollars. Establish a credit limit amount of 100,000 EUR and enter
Dominique Abbot as your credit manger who needs to approve this limit. Add your
customers president, Thomas DeFranco to the whos who information as the attention
name and include his phone number of 1-45-62-78-777.
Note. This class environment uses a database that is shared among multiple students. As
a result, you will often need to segregate your data using a unique two-digit identification
number. Your instructor will assign you a student identifier to be used throughout this
course. You will need to use your student identifier whenever an activity task uses the
term <user ID>. Please do not work on any activities in your activity guide unless told to
do so by your instructor.
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Lesson 5 Perf ormi ng Record Management
Verifying Processing Options (Instructor led)
To verify processing options:
1. From the Favorites menu, click the arrow next to Address Book Revisions and select
Values.
2. On the Entry tab, verify the Customer Master is set to 1.
3. Click OK.
Adding an Address Book Record for an Employee
To add an address book record for an employee:
1. On Work With Addresses, click Add.
2. On Address Book Revisions, enter 8100<user ID> as the address number.
3. Select the Address Book tab and enter the following information:
Form Element Value
Alpha Name Jacobs, Delaney
Long Address Number JACOBSD<user ID>
Tax ID 5559555<user ID>
Search Type E (Employee)

4. Select the Mailing tab, and add the following information:
Form Element Value
Mailing Name Delaney Jacobs
Address Line 1 19575 Jupiter Street
City Dallas
State TX
Postal Code 75069

5. Select the Additional 1 tab, and verify that the Employee Y/N is selected:
6. Click OK.
7. Click Cancel to return to Work With Addresses.
8. Locate and select the row with your new employee address record.
9. Select Phones from the Row menu.
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10. On Phone Numbers, enter the following information:
Form Element Value
Prefix 972
Phone Number 555-6708
Phone Type Blank (system-generated value)

11. Click OK and click Cancel.
12. On Work With Addresses, locate and select the row with your address book record
13. Select Whos Who from the Row menu.
14. On the first blank line enter the following information:
Form Element Value
Mailing Name Jeffrey Jacobs
Type Code E (Emergency contact Name)

15. Click OK and then click Cancel.
16. On Work With Addresses, click the Display Phones and Display Address options,
and then click Find.
Adding Customer Records
To add customer records:
Create an address book record.
Create customer master record.
Create an Address Book Record
To create an address book record:
1. On Work With Addresses, click Add.
2. On Address Book Revisions, enter 4100<user ID> as the address number.
3. Select the Address Book tab and enter the following information:
Form Element Value
Alpha Name Global Industries
Long Address Number GLOBAL<user ID>
Search Type C (Customer)

4. On the Mailing tab, enter the following mailing information:
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Lesson 5 Perf ormi ng Record Management
Form Element Value
Address Line 1 103 Rue de Victor
City Paris
Postal Code 75012
Country FR (France)

5. On the Additional 1 tab, verify that the Receivables Y/N option is selected.
6. On the Cat Code 1-10 tab, enter the following category codes:
Form Element Value
Category Code 01 120 (Paris Branch)
Category Code 02 220 (Ray Allen)

7. Click OK to display the Customer Master Revision form.
Create Customer Master Record
To create customer master record:
1. On the Invoices tab, enter the following information:
Form Element Value
Payment Terms 001 (1/10, net 30)
Currency Code EUR
A/B Amount Codes EUR

2. Select the Credit tab and enter the following information:
Form Element Value
Credit Limit 100,000
Credit Manager CR01 (Dominique Abbott)

3. Click OK to complete the record.
4. The system displays a workflow pending review message. Click OK to continue. You
will use this information in another exercise.
Note. The credit limit amount will not appear on this form until the change has been
approved.
5. Click Cancel.
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6. On Work With Addresses, locate your customer record by entering 4100<user ID>in
the Address Number field of the QBE line.
7. Select the row with your record and select Whos Who from the Row menu.
8. On the first blank line enter the following information:
Form Element Value
Mailing Name Thomas DeFranco
Title President
Type Code A (Attention Name)

9. Click OK.
10. Select the first row for Global Industries (Line ID 0), and select Phones from the
Row menu.
11. On Phone Numbers, enter the following information:
Form Element Value
Prefix 1
Phone Number 45-62-78-77

12. Click OK, and then click Cancel on Whos Who.
13. On Work With Addresses, select the row with your customer record.
14. Select A/R from the Row menu to verify the record
Note. The system does not display the amount that you entered in the Credit Limit field
on the Credit tab of the Customer Master Revisions form until the amount has been
approved in a defined workflow approval process. The Credit Manager must approve the
credit limit change before it becomes active. You will complete this task in an upcoming
activity.
15. Click Cancel and then Close.
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L e s s o n 6
Managing User Defined Codes
and Category Codes
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Managi ng User Def i ned Codes and Cat egory Codes Lesson 6

Activity 5: Working with Category Codes
Add a new UDC.
Assign category codes to an address book record.
Add UDC values using the Search button.
Slide 57 _______________________________________________________________________________________________________
Activity Overview
Add a new code, 1 <user ID>, and a description, Class <user ID>, to the category code
UDC table, Customer Class (01/09). Add your new UDC value to the customer you
entered, 4100< user ID >.
Using this same address record 4100< user ID >, make an addition to Address Book
category code table 06. Do this from the Address Book Revisions form. Add the code
1<user ID> and the description, Food<user ID>. Attach this new code to your customer
address book record.
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Lesson 6 Managi ng User Def i ned Codes and Cat egory Codes
Adding a New UDC
1. Enter UDC in the Fast Path field.
2. On Work With User Defined Codes, enter the following:
Field Element Value
Product Code 01 (Address Book system)
User Defined Codes 09 (Customer Class)

3. Click Add.
4. On User Defined Codes, click in the last row of the Codes column and add the
following codes:
Field Element Value
Codes 1<user ID >
Description 1 Class<user ID>

5. Click OK.
6. On Work With User Defined Codes, click Find to verify the new value.
7. Click Close when you are finished.
Assigning Category Codes to an Address Book Record
1. Select Address Book Revisions (P01012) from the Favorites menu.
2. On Work With Addresses, find and select your customer 4100<user ID>, Global
Industries.
3. On Address Book Revisions, click the Cat Code 01-10 tab.
4. Use the visual assist button to change the value for category code 09 to the new value
you just entered.
5. Click OK and then Cancel to return to Work With Addresses.
Adding UDC Values Using the Search Button
1. On Work With Addresses, locate and select your 4100<user ID> address book
record.
2. On Address Book Revision, click the Cat Code 1 10 tab.
3. Click in the Category Code 06 field, and then click the visual assist button.
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Managi ng User Def i ned Codes and Cat egory Codes Lesson 6
4. On Select User Defined Code, choose Revisions from the Form menu.
5. On Work With User Defined Codes, click Add.
6. Add the following UDC value to the last row, and then click OK:
Field Element Value
Codes 1<user ID>
Description 1 Food<user ID>

7. On Work With User Defined Codes, click Find; verify that your record was created.
Click Close,
8. On Select User Defined Code, click Find to refresh the table.
9. Highlight your 1<user ID> record and click Select.
10. The system updates the Category Code 06 field with the new value.
11. Click OK to accept the value.
12. Click Cancel.
13. Click Close.
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L e s s o n 7
Using Online Help and Error
Messages
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Usi ng Onl i ne Hel p and Error Messages Lesson 7

Activity 6: Accessing Error Messages
Access an error message on the Tax Information tab.
Access an error message on the Additional tab.
Slide 69 _______________________________________________________________________________________________________
Activity Overview
You will invoke two error messages by entering invalid values in your customer and
employee address book records.
Locate your customer 4100<user ID> address book record. Navigate to the Tax/Rate area
field on the A/R Invoices tab on the Address Book Revisions form. Enter a value of MI,
which is an invalid value. Review the error and then enter a valid Tax/Rate area code to
clear the error.
Locate your employee 8100<user ID> address book record. Navigate to the language
field on the Additional 1 tab. Enter a value of V (Vietnamese), which is an invalid value.
Review the error and then enter a valid language code to clear the error.
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Lesson 7 Usi ng Onl i ne Hel p and Error Messages
Accessing an Error Message on the Tax Information Tab
To access an error message on the Tax Information tab:
1. Access the Address Book Revisions program by selecting the Favorites menu.
2. On Work With Addresses, find your Customer 4100<user ID>.
3. Click the option next to your record and select A/R from the Row menu.
4. On the Tax Information tab, enter the following information:
Form Element Value
Tax/Rate Area MI

5. Click OK.
6. The system displays an error for the value that you entered.
7. Click either the error message link or the red error icon on the toolbar to review the
error message to determine the problem.
8. Use the visual assist button to select a valid tax rate and area value. Any value is
acceptable for the purposes of this exercise.
9. Click OK.
10. Remain on the Address Book Revisions form.
Accessing an Error Message on the Additional 1 Tab
1. On Work With Addresses, enter a search type of E, and locate your employee record
8100<user ID>.
2. Click the option next to your record and click Select.
3. On Address Book Revisions, click the Additional 1 tab and enter the following
information:
Form Element Value
Language V (Vietnamese)

4. Click OK.
5. Click the error message link to view the text of the error message.
6. To correct the error, use the visual assist button to select a language by choosing a
valid UDC value from the search form.
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Usi ng Onl i ne Hel p and Error Messages Lesson 7
7. Click OK to process your change, and then click Cancel.
8. Close the Address Book Revisions program.
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L e s s o n 8
Defining Program Versions
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Def i ni ng Program Versi ons Lesson 8

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L e s s o n 9
Managing Program Versions
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Managi ng Program Versi ons Lesson 9

Activity 7: Managing Interactive Versions
Review the existing processing option value.
Change a default value.
Run new version.
Change a default value from the menu.
Slide 82 _______________________________________________________________________________________________________
Activity Overview
In this activity, create and modify a version of the Address Book Revisions (P01012)
program. Begin by reviewing the current default setting for search type in the Address
Book Revisions program. Next, create, by copying, a new version of this same program.
Enter your initials as the user ID and version title. Set the processing option on your new
version to display the search type for suppliers when you enter the program. Run your
version of the interactive application. Lastly, using the menu selection, change the default
search type to display the employee value in the same program.
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Lesson 9 Managi ng Program Versi ons
Reviewing the Existing Processing Option Value
To review the existing processing option value:
1. Select Address Book Revisions from your Favorites menu.
2. On Work With Addresses, record the default search type that appears on the form,
and then close the program.
Question Answer
What is the default Search Type?

4. Click the arrow next to the Address Book Revisions program and select Values. The
arrow appears when you hover over the application.
5. On the Defaults tab, what is the default search type? _____________
Note. If you leave this processing option blank, the system uses * as the default value.
6. Click Cancel to close the processing options.
Note. If you click OK on the Processing Options form, the related program launches. If
you do this by mistake, close the program.
Changing a Default Value
To change a default value:
1. In the Fast Path field enter P983051.
2. On Work With Interactive Versions, enter P01012, the program number for Address
Book Revisions, in the Interactive Application field, and then click Find.
3. Select the row with version ZJDE0001 and click Copy.
4. On Version Copy, enter CLASS<user ID> in the New Version field and your name
in the Version Title field, and then click OK.
5. On Work With Interactive Versions locate your new version.
6. Click the option next to your record. Select Processing Options from the Row menu.
7. On the Defaults tab, click the Search Type field and use the visual assist button to
find and select the value for suppliers.
8. On Processing Options, click OK.
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9. On Work With Interactive Versions, click Close.
Running New Version
To run your new version
2. Click on the arrow next to the Address Book Revisions program and select Versions.
3. On Work With Versions, locate and select your version.
4. On Work With Addresses, verify that the Search Type field displays the new value
for suppliers.
5. Click Close on Work With Addresses.
Changing a Default Value from the Menu
To change a default value from the menu:
2. Click on the arrow next to the Address Book Revisions program and select Values.
3. Click the Defaults tab and enter a search type of E for employee records, and then
click OK.
Note. Because you are working in a shared database and each student is accessing the
same version from the menu the search type field may have already been changed by the
time you access the processing options. In that case just verify the search type is E.
4. The system launches the Address Book Revisions program.
5. Review the value in the Search Type field, and then click Close.
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Activity 8: Creating and Running Batch Versions
Copy a version and define the data selection.
Run your version of the report.
Review the generated output.
Slide 85 _______________________________________________________________________________________________________
Activity Overview
In this activity, copy the Employee Roster report (R064011) to create a new version.
Name your version using your initials and title it with your name. Set the processing
options to print address and phone number information. You want to select records from
the home company (00001) and the home business unit of 9. Accept the default data
selection and run the report. Review the report output in the Submitted Jobs form.
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Copying a Version and Defining the Data Selection
To copy a version and define the data selection
1. Select EnterpriseOne menus, Workforce Management, HRM Foundation, Daily
Processing, Employee Management, Employee Roster.
2. On Work With Batch Versions Available Versions, select the row for version
XJDE0001, and then click Copy.
3. On Copy Version, enter STA<user ID> for the New Version field and use your name
for the Version title field.
4. Click OK.
5. On Work With Batch Versions - Available Versions, select the row with the version
that you created.
6. Select Processing Options from the Row menu.
7. Verify the print address information and print phone number processing options
contain a 1.
8. Click OK.
9. Select the row with your version and select Data Selection from the Row menu.
10. Enter your data selection according to the following:
Operator Left Operand Comparison Right Operand
Where Company Home
(F060116)
Is equal to <Literal> 1

11. On Select Literal Value, Click OK.
12. On the next row enter the following:
Operator Left Operand Comparison Right Operand
And Business Unit Home
(F060116)
Is equal to <Literal> 9

13. On Select Literal Value, Click OK.
14. On Data Selection click OK.
Running Your Version of the Report
To run your version of the report:
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1. On Work With Batch Versions Available Versions, select your version.
2. On Version Prompting, select the Data Selection option and click Submit.
You have already defined the default data selection for this version, but this step
allows you to review what you entered before submitting the batch program.
3. On Data Selection, verify your data selection entries and click OK.
4. On Printer Selection, accept the default printer location by clicking OK.
Note. The batch program runs on the server. Therefore you cannot see the program
processing.
5. Remain on Work With Batch Versions Available Versions for the next activity
task.
Reviewing the Generated Output
To review the generated output:
1. On Work With Batch Versions Available Versions, select Submitted Jobs from the
Form menu.
2. On Submitted Job Search, review the Job Details column and locate your R064011
report.
3. Click the option with your report and select View PDF from the Row menu.
4. Review the report information and close the document.
5. Select the row with your report and click Delete.
6. Click OK on the delete confirmation window.
7. Click Close twice.
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L e s s o n 1 0
Using the Employee Work Center
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Usi ng t he Empl oyee Work Cent er Lesson 10

Activity 9: Working with Work Center Messages
Respond to a work center message.
Verify the workflow approval in the customer record.
Initiate a workflow message by changing employee salary amount
Approve salary change.
Verify the pay increase in the employee record.
Slide 95 _______________________________________________________________________________________________________
Activity Overview
In a normal business environment, only the signed-on user can review his or her work
center messages. However, for this and other training courses that incorporate the use of
workflow, use the Employee Queue Manager to access and approve messages for other
address records.
In this activity, review messages that the customer credit notification sent when you
added a new customer in the activity: Creating an Address Book Record for a Customer.
Create another workflow message from the Work Force Management application.
Using the Employee Queue manager, locate the credit manager Dominique Abbot. View
her messages in the Work Center. Locate the credit limit message for the address number
assigned to the customer you created earlier in this course. Approve this credit limit.
Open the customer master record to verify that the credit limit you approved displays for
your customer.
To create a workflow message from the Work Force Management system, change the
salary for the employee associated with your signon. See the table below to locate your
address number. Verify the Basic Compensation program is set to initiate workflow for
an increase threshold of 10 percent. Increase the salary or hourly amount of your
employee by 50 percent. The system creates a workflow message to the manager Cathy
McDougle (7500) that you should review and approve.
Open the employee record to verify the salary change displays on the form.
This table specifies the address record associated with your signon:
Signon Address Book Number and Alpha Name
STA101 201101 Jones, Michael M.
STA102 201102 Cruz, Jeffrey A.
STA103 201103 Chang, Steven Y.
STA104 201104 McAllister, Sarah G.
STA105 201105 Barnes, Troy S.
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Lesson 10 Usi ng t he Empl oyee Work Cent er
Signon Address Book Number and Alpha Name
STA106 201106 Elizalde, Yvonne S.
STA107 201107 Sakagawa, Ken M.
STA108 201108 Arnold, Susan P.
STA109 201109 Van Wagner, Derek T.
STA110 201110 Vargo, Janice O.
STA111 201111 Kim, Grace C.
STA112 201112 Weaver, Kristin B.
STA113 201113 Stevens, Candace
STA114 201114 Reeves, Jonathan
STA115 201115 Garcia, Claudia

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Responding to a Work Center Message
To respond to a work center message:
1. Select EnterpriseOne Life Cycle Tools, Workflow Management, Employee Queue
Manager (P012503).
2. On Work With Employee Queue Manager, enter Abbott in the Skip to Name, and
click Find.
3. Select the row for Dominique Abbott, address number 6002.
4. From the Row menu, select View Mail.
5. On Work Center, click the plus sign next to the Credit Management queue to display
the credit messages.
6. In the list of messages, locate your customers message for Message for Over Credit
Limit.
7. Refer to the table in the activity overview to help correlate your student number with
its associated Address Book name.
Note. When you click a message, the associated text appears to the right of the form. The
customer number appears in the text to help you distinguish your message from the
messages of other students. The employee name assigned to your STAxxx student signon
also appears in the text of your workflow message.
8. In the text message pane, click Workflow Approval.jde from the drop down list.
9. Click the Workflow Approval link.
10. On Workflow Approval, verify that the Accept option is selected, and then click OK.
11. Click Close twice to exit.
Verifying the Workflow Approval in the Customer Record
To verify the workflow approval in the customer record:
1. Select Favorites, Address Book Revisions.
2. On Work With Addresses, enter C in the Search Type field.
3. Locate and select the row for your customer 4100<user ID>.
4. Select A/R from the Row menu.
5. On Customer Master Revisions, click the Credit tab.
6. Verify that the assigned credit limit now appears in the Credit Limit field.
7. Click Cancel and Close.
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Lesson 10 Usi ng t he Empl oyee Work Cent er
Initiating a Workflow Message by Changing Employee Salary Amount
To initiate a workflow message by changing employee salary amount:
1. From your Favorites, click the arrow next to Basic Compensation and select values.
2. Verify that the Workflow - Salary Percent Change Threshold is set to 10.0. This will
require approvals for any increase in excess of ten percent and create a workflow
message for review and approval.
3. Click OK.
4. On Basic Compensation, in the Query By Example (QBE) Employee No field, enter
your employee address book number and click Find.
Note. Refer to the table in the Activity Overview for a list of address book numbers
associate with your system signon IDs.
5. Select your employee record.
6. Increase the salary or hourly rate, whichever applies, of your employee by fifty
percent (50%).
7. Click OK.
8. You receive a warning message that requests you to confirm the increase that you
have entered. Click OK to proceed with your employee rate change.
9. On Change Reason, use the system date as the effective date for the salary increase,
and then click OK.
10. On Workflow Pending Review Notification, click OK.
Note. The new value for the salary will not appear until the salary change has been
approved.
11. Click Close.
Approving Salary Change
To approve the salary change:
1. Select EnterpriseOne Life Cycle Tools, Workflow Management, Employee Queue
Manager (P012503).
2. On Work With Employee Queue Manager, enter McDougle in the Skip to Name and
click Find.
3. Select the row for Cathy McDougle.
4. Select View Mail from the Row menu.
5. Open the Salary Approved folder under Queues.
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6. Locate the Salary Approval message for your employee number. The system does not
display the employees name or address book number until you click on a specific
message.
Note. To determine the name for your signon ID, refer to the table in the first section of
this activity.
7. After you locate the correct record, in the text message pane click Workflow
Approval.jde from the drop down list.
8. Click the Workflow Approval link.
9. On Workflow Approval, verify that the Accept option is selected, and then click OK.
10. On the Work Center, click Close.
Verifying the Pay Increase in the Employee Record
To verify the pay increase in the employee record:
1. Select your favorite for Basic Compensation.
2. On Work With Basic Compensation, find and select the employee record for your
signon ID.
3. Verify that the pay change that you entered appears on the form.
4. Click Cancel and Close.
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L e s s o n 1 1
Defining PeopleSoft Support
Services
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Def i ni ng Peopl eSof t Support Servi ces Lesson 11

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L e s s o n 1 2
Course Review
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Course Revi ew Lesson 12

Notes
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