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Page and Field Configurator Changes Disappear After Run Online Process From Page (Doc ID 2924639.1)

Last updated on JANUARY 31, 2023

Applies to:

PeopleSoft Enterprise FIN General Ledger - Version 9.2 to 9.2 [Release 9]
Information in this document applies to any platform.

Goal

Page and Field Configurator changes made to the journal header and lines pages disappear after trigger the online journal edit process from the lines page.

Steps:

1.Logon as VP5

--retrieve an existing journal

--on header can view ADB Date field

--on line can view Oper Unit field

2.Go to Enterprise Components > Page and Field Configuration > Page and Field Configurator, click Add:

--Component: JOURNAL_ENTRY_IE

--Market: Global

--Configuration Type: Standard

a) in the Page Configuration tab, click on Select Fields; in popup page, select certain journal header and line fields -

--Adjustment Type (on header) - select [X] Hide Field

--Oper Unit (on jrnl line) - select [X] Hide Field

b) in the User List tab, select in a few UserID's as Selected User(s), e.g. VP5

c) in the Map To Portal Registry tab, select the row with Portal “Employee” and Navigation “Root > General Ldger > Journals > Journal Entry > Create/Update Journal Entries”, then click Apply Configuration, getting below message -

"Configuration Mapped to Component Events. (18111,25043)

Configuration mapping for selected entries completed successfully.”

3.Logon as one of the above users, e.g. VP5

a) retrieve an existing journal header and line needing to be journal edited

b) in journal header page, see that ADB Date field is hidden from page

c) in journal lines page, see that Oper Unit field is hidden from page

d) run the journal edit process

e) after journal edit process runs and journal goes to status 'V', can now see that Oper Unit field is no longer hidden on the journal lines page

f) when return to the journal header page, see that ADB Date field is no longer hidden also 

Solution

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In this Document
Goal
Solution
References


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