QuestDirect.org Component Interfaces for: Daily Setup Activities by Functional Users Presenter: Jerry Golse: Business Systems Analyst – Boise Inc Co-Presenter:

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Presentation transcript:

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

QuestDirect.org 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

QuestDirect.org Copy Existing Permission List

QuestDirect.org -Navigate to the Page that you would like component interface to populate (Unit by Permission List)

QuestDirect.org -Identify the Component by selecting CTRL + J. The component name is SEC_BU_CLS.

QuestDirect.org Access Application Designer: Select File -> New -> Component Interface -> OK

QuestDirect.org Enter the component name found on the page (SEC_BU_CLS) and choose Select

QuestDirect.org Select Yes to enable the properties to automatically populate

QuestDirect.org The component definition showing OPRCLASS and BUSINESS_UNIT

QuestDirect.org Select File -> Save As – Enter the desired name

QuestDirect.org The new component name will need to be added to the security for the Permission List that accesses the specific functionality

QuestDirect.org Select the Component Interfaces tab, then insert a row using the +

QuestDirect.org Enter the new Component Interface name and select the Edit link

QuestDirect.org Select Full Access (All) then OK

QuestDirect.org After selecting OK and Save, security will be ready

QuestDirect.org Locate and open the ExelToCI.xls

QuestDirect.org The PeopleSoft Excel To CI Utility screen will be displayed

QuestDirect.org Click on the Connect Information tab and enter the pertinent information. Many fields are case sensitive.

QuestDirect.org Click on the Template tab and select New Template from the Template Actions menu

QuestDirect.org Enter the pertinent sign on information and the new component interface name

QuestDirect.org The component interface will display

QuestDirect.org Select the input fields by clicking in the cell and clicking Select Input Cell for each field required

QuestDirect.org Select the New Data Input option to access the data input sheet

QuestDirect.org Select Yes when prompted by the delete data question

QuestDirect.org 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.)

QuestDirect.org After selecting Submit Data, focus will be moved to the Staging & Submission tab. Select the Submit Data option.

QuestDirect.org Enter User ID & Password, then select OK.

QuestDirect.org 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.

QuestDirect.org Navigating to the Unit by Permission List page will reveal the newly added rows for the specific Permission List

QuestDirect.org Complete Daily Setup Activity Repeat component interface process for remaining two tasks: -Create Book by Permission List -Create TableSet by Permission List

QuestDirect.org 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)

QuestDirect.org APRIL 7-11, 2014 Sands Expo and Convention Center Las Vegas, Nevada QuestDirect.org/COLLABORATE COLLABORATE 14- Quest Forum is THE source for PeopleSoft roadmaps & news. It matters where you register! All PeopleSoft education and events run through Quest