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Saturday, March 11, 2023

Cash Advances: Unable to add cash advance

Sometimes, we may see issues related to users reaching out that they are not able to create cash advances in the system. The Employee ID prompt would throw error as Invalid value.

This is due to the fact that the Cash Advance Level setting on the Employee Organization Profile page is set to None. This makes the employee ineligible to create cash advance.

Cash Advance Level:

Travel and Expenses --> Manage Employee Information --> Update Profile

Below is note from peoplebooks for the Cash Advance Level field:

Select Business Unit to indicate that the maximum amount for the business unit applies to the employee. The system displays the amount.

Select Specific Amount to open a new field to input the maximum advance amount authorized for the employee.

Select None if the employee is not authorized for cash advances.








Image Reference: PeopleSoft Expenses 9.1 PeopleBook (oracle.com)

Saturday, June 10, 2017

How to generate XML file from SQR program?

Like any other file, the basic logic to opening a file / writing data and then closing file is same even for XML file generation.

Of-course, the approach followed to implement these basic stuff will be slightly different. Here we need to make use of  xml elements. So thoughtful of time needs to be spent on the design and layout of the XML file.

Approach to design XML file and implement the logic:

Once we are clear with the required information, we should next proceed to implementing the logic.

For instance, let's consider we need to generate XML file which has Address Details of an Employee.

Step 1 would be to first categorize elements. So here we can select Employee as outer element.
Step 2 would be to list out the data elements like here it is Address1,City,State,Country

XML will have to look something like below. 
Note, intentionally excluded the tag - <  in the below example as the below structure auto-converts without tags when viewed online.

?xml version="1.0" encoding="Windows-1252"?>
Employee>
Address>
Address1>"Hitec City"/Address1>
City>"Hyderabad"/City>
State>"TS"/State>
Country>"India"/Country>
/Address>
Employee>

To implement the above logic in SQR, first you need to initialize xml tags.

let $xmlcntrl_begin  = '<'
   let $xmlcntrl_end    = '>'
   let $xmltag_end      = '/'
   let $xmltext_delim   = '"'
   let $xmltag          = ''
   let $xmlcontent      = ''
   let $xmloutput_line  = ''
etc..

Below is sample code to write content.

let $xmloutput_line = $xmlcntrl_begin || $xmltag || $xmlcntrl_end  ||
                               $xmlcontent ||
                               $xmlcntrl_begin || $xmltag_end || $xmltag || $xmlcntrl_end
         write #outputfile  from $xmloutput_line

if we decode above statement it would resolve to something like.

<City>"Hyderabad"</City>

Note: if there are nested elements, ensure the tags are properly closed.

Once the data is written, we need to close XML file.

Execution:
Once the SQR is run , the file will be seen posted in the server path mentioned while opening the file.

Friday, June 9, 2017

BI Publisher: Oracle BI Publisher Tab missing on MS Word 2013

After successful installation of BI Publisher , sometimes we don't see the BI Publisher tab not on
the MS Word doc.

Ensure to check below options:
1. All Microsoft related documents are closed like Word/Excel/Outlook etc.
2. See if BI Publisher is checked under Add ins.
3. Still if above options are of no help, try running below setup from BI Publisher Setup.
   C:\\Program Files (x86)\Oracle\BI Publisher\BI Publisher Desktop\DoNetInstallFiles\Setup


  


 

Monday, May 15, 2017

PS Query: Making use of expression

In PS Query, we have the provision to make use of expression based on the need.

For example, if we need to have uppercase for the city from address record we can make use of expression as shown below. Ensure the expression is marked as field so that the result would come up on the result.



Sunday, May 7, 2017

PeopleSoft: ElasticSearch

This is new search tool being implemented from Peopletools 8.55 and from 8.56 this is the only search tool that will be available.

This is opensource and PeopleSoft will render rich/robust search experience using this tool.
Especially, with large data sets the search experience will be better than the current one.

Being Opensource, customers are encouraged to report/get updates from PeopleSoft as the internal team will look into these and deliver updates to customers. Also there will be other PeopleSoft specific plugins that will be added to the search tool which are needed to implement the elastic search functionality.

Customers can download this from the Oracle Support site and configure and implement the elastic search functionality.


Payroll for North America: W-4 ,W-2 , W-2C Forms

W4 Form:
The W-4 is a tax form used to evaluate an employee’s personal tax situation and calculate the correct amount of federal income tax that should be withheld from his/her pay.
Factors used to determine this amount include family situation (number of children, marriage status), home ownership (buying/selling a house), saving contributions (college, retirement), number of dependents, and employment status.
This form must be completed whenever an employee starts a new job or experiences change in his/her personal or financial situation.


W-2 Form:
It is a federal tax form issued by employers and stating how much an employee was paid in a year.

This is a tax form that employers give to their employees each year to be submitted with the 1040.
It includes wages earned, federal and state taxes withheld, and social security tax information.
Employers are required to provide their employees with this information by January 31st of each year and submit a copy to the Social Security Administration by February 29th.

W-2C Form:
Form W2C is used to make corrections on W2s already issued.
The form is used to make any and all corrections on previously issued W2s from current or past years.
W2C form is prepared by entering both the previously erroneous information and the correct information.

Friday, April 14, 2017

BI Publisher: To continue header onto next page

When we use header in the body of the word document and header is part of table.
To repeat the header on page break, we can make use of the Word document Table Layout properties.

Below is the snapshot.