Oracle’s PeopleSoft Enterprise Release

Notes for Financial Management

Solutions and Enterprise Service
Automation 9.0 Bundle #02
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DECEMBER 2006 ORACLE’S PEOPLESOFT ENTERPRISE RELEASE NOTES FOR FINANCIAL MANAGEMENT SOLUTIONS and ENTERPRISE SERVICE AUTOMATION 9.0 BUNDLE 02

Oracle, JD Edwards, PeopleSoft, and Siebel are registered trademarks of Oracle Corporation and/or its
affiliates. Other names may be trademarks of their respective owners.

PeopleSoft Enterprise Release Notes for Financial Management

Solutions and Enterprise Service Automation 9.0 Bundle #02

These release notes reflect application updates for PeopleSoft Enterprise Financial
Management Solutions and Enterprise Service Automation products since the FMS and ESA
9.0 release bundle #01. This document includes resolutions for the following applications:
• PeopleSoft Enterprise Asset Management

• PeopleSoft Enterprise Cash Management

• PeopleSoft Enterprise Deal Management

• PeopleSoft Enterprise eSettlement

• PeopleSoft Enterprise General Ledger

• PeopleSoft Enterprise IT Asset Management

• PeopleSoft Enterprise Maintenance Management

• PeopleSoft Enterprise Payables

• PeopleSoft Enterprise Receivables

• PeopleSoft Enterprise Contracts

• PeopleSoft Enterprise Expenses

• PeopleSoft Enterprise Grants

• PeopleSoft Enterprise Pay/Bill Management

• PeopleSoft Enterprise Program Management

• PeopleSoft Enterprise Project Costing

• PeopleSoft Enterprise Staffing Front Office

 December-06

PeopleSoft Enterprise Release Notes - 9.0 Bundle 02

For EFM, ESA and ALM Products
These release notes reflect application updates for PeopleSoft EFM, ESA and ALM products since the FMS 9.0 Bundle 01.

Product Functional Category Incident ID Report Subject Resolution Description

Asset Accounting Entries 1567183002 Process AM_AMAEDIST is going to Modified the PeopleCode to avoid division by zero.
Management No Success after carrying out
revaluation second time.
1567503002 AM: Unique Constraint Error - when asset Modified the AM_AMAEDIST AppEngine program so that
range has group and non group assets. the accounting entry process goes to a success status
when the asset range has group and non group assets.

Conversion 1577422002 AM:AMIF1000 gives unique constraint Corrected the SQL error in AMIF1000 when inserting into
error on PS_ASSET_LICENSE. PS_Asset_License.
Currency 1557750004 AM:Non-Recoverable VAT Not Included in Modified various PeopleCode, so that Non-Recoverable
Asset Cost. VAT is included in Asset Cost.
1570561002 AM:Rate Type listed on Cost History Modified the Transaction Loader to properly handle RT
Detail is incorrect. TYPE in the same way that the Asset Entry on-line
component does it.
Depreciation 1502190004 Assets retired with HY convention are not Modified Depreciation process so that asset retired with HY
being fully retired when using 13 period convention are being fully retired when using a 13 period
calendar. calendar.
1554937003 Unique Constraint error on Depreciation Modified AMAUSCAL.SQR and AMIF1000 AppEngine
Calc. (Transaction Loader Process) to correct the ChartField
sequence no. on fin table for rows created by Australian
Revaluation so that cost table will have right entries and
depreciation process will not abend with error.

Depreciation - Group
Depreciation Close
1577445002 AM 8.9 - When running Depreciation
(AMDPCALC) on a SUS entry (asset
suspended), the following occurred
"SQL0727N An error occurred during
implicit system action type "2".
1474101004 AM:Calculated reserve amount incorrect
when retiring member assets.
1570423002 AM: AM_DPCLOSE in error at Step
AM_DPCLOSE.500040A.Step10 (Action
SQL) RC = 8601.
Updated the depreciation calculation process to prevent
errors from occurring when suspending an asset on DB2
databases..
Modified the group depreciation process, so that the
reserve amount is calculated correctly when retiring
member asset.
Corrected date conversion error in Depreciation Close
process.

Copyright Oracle Corporation, 2006. All rights reserved., Page 1 of 30


PeopleSoft Enterprise Release Notes - 9.0 Bundle 02
For EFM, ESA and ALM Products
These release notes reflect application updates for PeopleSoft EFM, ESA and ALM products since the FMS 9.0 Bundle 01.
Asset Management Functionality 1484989004 AM8.8 SP1 - Foreign Transactions for
ADD and RET do not balance.
1555675002 MM - Meter Reading for the Technician
Workbench [WM_WOE_METER] is not
calling routine to create WO.
1562893002 Search Button Grayed When Selecting
Multiple Field Values During Asset
Consolidation.
1572303003 AM: Create Asset in Basic Add with
Accumulated Depreciation displays error
(8010, 186)
1573744002 AM - Adding one asset with multiple
ChartFields thru Basic Add
1580307003 AM: Copy Asset allowing duplicate tag
numbers to be saved.
Integration - AP 1574344002 AMIF1000 fails with unique constraint
error on AMIF_ASST_TMP4
1579788002 AM: Closed voucher RET allowed into AM
tables with original cf values
Integration-Inventory 1566967001 MM - Multiple issues on Range Meter
enhancement
Interface 1566543003 Unitized PO Receiver Not Loading into
AM When Profile is Expense
Copyright Oracle Corporation, 2006. All rights reserved., Page 2 of 30
December-06
Updated the Accounting Entry Creation process so that
transaction currency information will be based on the
primary books currency when Transaction currency
translation is not selected. This is a new feature added at
the installation level for Asset Management.
Modified the PeopleCode to also call routine from the
Technician Workbench.
Corrected the Consolidate Assets functionality to allow
selecting multiple field values. The search button will be
ungrayed when a new value is selected.
Corrected erroneous error message on Basic Add
Component when adding accumulated depreciation.
Modified PeopleCode
ADD_WRK.NON_CAPITAL_PB.SaveEdit so that Adding
one asset with multiple ChartFields through Basic Add
doesn't create an error.
Modified PeopleCode so that Copy Asset does not allows
duplicate tag numbers.
Modified the Transaction Loader to handle more than one
AUP for the same asset in the same run. The process will
pick the last one and ignore the others.
Modified AMPS1000 to reject retirements for inactive
ChartFields.
Modified the PeopleCode and the message catalog to fix
reported issues on the Range Meter enhancement.
Corrected logic in Transaction Loader for Non-Capitalized
profiles to successfully send asset information to the Asset
Management tables.
 December-06

PeopleSoft Enterprise Release Notes - 9.0 Bundle 02

For EFM, ESA and ALM Products
These release notes reflect application updates for PeopleSoft EFM, ESA and ALM products since the FMS 9.0 Bundle 01.

Asset Management Interface 1568963001 Multicurrency transactions for secondary Created a new error checking step for the error checking
books when market rate has not been section in Transaction Loader to prevent the processing of
defined from batch transactions where market rates do not exist for all of the
books.
1578030002 AM:AMIF1000 puts data in Modified the Transaction Loader Process AMIF1000 so
ASSET_ACQ_DET not related to the that it populates the correct data in ASSET_ACQ_DET that
asset is related only to the asset.
Mass Change 1576241001 AMPI1000 errored out when inserting Modified Mass change Type 'PI1 - Asset Table Update',
AUPs in PHY_A table 'PI2 - Asset Location Changes', 'PI5 - Add Assets Found In
PI', 'PI6 - Asset Custodian Changes' and 'PI7 - Inventory
History Insert', so that process AMPI1000 runs
successfully.
Parent-Child Processing 1553717003 AM 8.8 SP1 - Incorrect Depreciation Modified the AM_PARCHD_IU program to correctly create
generated from InterUnit Parent-Child rows in INTFC_FIN and INTFC_PHY_A tables depending
Transfer process on AM InterUnit Transfer Definition. Also modified the
AMIF1000 to ensure that the depreciation calculation for
the To business unit is done with that of the From business
unit.
Performance 1578892002 AM:Performance issues with TransLoader Modified the Transaction Loader to properly handle the
- AMIF1000 profile table using SetID and effective date. Capitalization
Limit and Min are evaluated only for business units
containing books with constraints. Component Id is
evaluated before unnecessary processing. Document
Sequence evaluation was corrected.

Reports 1560012003 AM8.81: report AMDP2200 doesn't give a Modified the SQR to summarize by category and provide a
summary with total depreciation value summary when the user requests the report by category.
when printed by Category

1562358003 AM: Report AMDE4001 - Physical Added Location to the run control for Report AMDE4001 -
Inventory Report not selecting by location Physical Inventory Report so that all of the assets'
locations can appear in the report.
1574680003 AM: French Statutory Reports EU_2055A Modified reports EU_2055A and EU_2055B, so that the
and EU_2055B print extra pages reports do not print extra pages.

Copyright Oracle Corporation, 2006. All rights reserved., Page 3 of 30


PeopleSoft Enterprise Release Notes - 9.0 Bundle 02
For EFM, ESA and ALM Products
These release notes reflect application updates for PeopleSoft EFM, ESA and ALM products since the FMS 9.0 Bundle 01.
Asset Management Reports - Depr/NBV
Revaluation
Cash Management Accounting Processing
Bank Statement Processing
Book to Bank Reconciliation
Internal Accounts
Copyright Oracle Corporation, 2006. All rights reserved.,
1558545002 AM- CSV format of the report AMDP
2200, displays period in the 2006, column, columns are aligned when we take the CSV Format of the
and the amounts corresponding to that
period in the 2007 column.
1572041001 Sybase: AMREVAL process ends
successfully, but transaction is not
created.
1575674001 Revaluation - ChartFields are wrongly
assigned to the financial table
1570031002 CM 8.9: TRA_ACCTG: BSP External
Transaction TRA_PROCESS_STATUS =
'E'.
1564613002 CM 8.9: BSP_IMPORT: Error on
importing BAI2 statements.
1576474002 CM 8.9: Bank Statement Manager soldes
bancaires in English not in French.
1561163003 CM 8.81: Recalculate at page "Book to
Bank Reconciliation" remains processing
and then times out.
1577244002 CM:The converted Internal Account Cash
Account ChartFields tab is grayed out.
Page 4 of 30
December-06
Modified AMDP2200(Depreciation BY Period) SQR so that
report.
Corrected the SQL Object to save the process instance
information.
Modified PeopleCode
AM_REV_SCH_WK0.SAVE_PB.SavePreChange so that
the ChartFields are stored correctly.
Modified the underlying peoplecode of the record,
BNK_RCN_TRAN so that the status of the event changes
from "Error" to "Not Processed" once the accounting
template is changed to a active one in the Accounting
event page.
Modified Underlying Peoplecode at Application Package
TR_FORMAT to import BAI2 statements having alpha-
numeric Bank id.
Created a new language view BNK_BAL_LANG_VW over
base view BANK_BALANCE_VW so that translated
description is displayed correctly for when logging in any
respective language.
Modified the underlying Peoplecode of the Record
BNK_BTB_WRK to improve the performance of the Book
to Bank Reconciliation page.
Modified the underlying peoplecode of the record,
BANK_ACTINT_VW2 so that for an internal account with
no ChartFields, a row for cash account ChartField gets
inserted and user is prompted to enter the account value.
 December-06

PeopleSoft Enterprise Release Notes - 9.0 Bundle 02

For EFM, ESA and ALM Products
These release notes reflect application updates for PeopleSoft EFM, ESA and ALM products since the FMS 9.0 Bundle 01.

Cash Management Paycycle/ ACH/EFT Processing
Settlements and Transfers
1569580002 AP 8.9 - AP_FP_PROC - ABENDED at
Step AP_FG_PROC.SENDPMT.Step01
1565095002 CM 8.9 - Not able to inform layout for
payment method wire.
Modified the key structure(i.e. changed to Duplicate Order
Key) of the fields PMT_ID & INVOICE_ID in the record
PMT_INVOICE_TABLE and for the fields PMT_MST_ID,
PMT_SEQ_NUM & INVOICE_ID in the record
PMT_INVOICE_STG and also modified the peoplecode in
the Application Package
PMT_INQUIRY:UI:PaymentDetail.OnExecute, to avoid the
duplicate Invoice Number issue and to execute
AP_FG_PROC successfully.
Modified the peoplecode at
BANK_PYMNT_LYT.STL_THROUGH.FieldFormula and
PYMNT_MTHD_WRK.PYMNT_METHOD_WRK.FieldForm
ula to display the Layout value for Payment Method WIRE.

1577159003 CM 8.8: Transfer Template: Currency Modified the underlying Record PeopleCode at
Code Look-Up returns no rows TR_WR_TEMPLATE.BANK_ACCT_KEY.FieldChange to
display the currency code in the look-up page.
1586424003 On Transfer Template page Currency and Modified the underlying PeopleCode in the record
Payment method isn't set to blank during TR_WR_TEMPLATE, so whenever a bank code value is
Bank Code field change. changed on Transfer Template page, currency code and
payment method fields are set to blank.

Deal Management Deal Capture 1584523003 DM/CM: Deal with a Deal Status of 'Under
Negotiation' can be selected for
Settlement in the Settlement Manager
page
Integration 1578826002 Incorrect Mark to Market - 'Fair Value'(Fair
Value - Amortizations - Deal Manage
Modified Underlying peoplecode at
TR_POSN_LIB.POPCF.INSERTCF so that deal with a
deal status of 'under negotiation' is not available for
Settlement Selection.
Modified the section of the, TR_SEC_MTM so that the
paydowns and the drawdowns are taken into consideration
while calculating the fair value of the MTM entries.

eSettlement Functionality 1536350003 eSettlement 8.8SP1 Getting Error Trying Modified the peoplecode in
to Enable an AP Business Unit as an EM_BUY_REG_TBL.SAVEPOSTCHANGE component to
eSettlements Buyer prevent error when enabling the AP business unit as an
eSettlement buyer.

Copyright Oracle Corporation, 2006. All rights reserved., Page 5 of 30

 December-06

PeopleSoft Enterprise Release Notes - 9.0 Bundle 02

For EFM, ESA and ALM Products
These release notes reflect application updates for PeopleSoft EFM, ESA and ALM products since the FMS 9.0 Bundle 01.

eSettlement Functionality 1543145003 8.8:EM_VCHR_CRT application engine Modified the following component -
has a performance issue EM_BUY_REG_TBL.SavePostChange App Engine
Sections - EM_VCHR_CRT.Insert ,
EM_VCHR_CRT.Insert,EM_VCHR_CRT.MAIN to improve
performance.
General Ledger Allocations 1531975002 Missing journal lines when Source Method Modified Allocation Application Engine PeopleCode
of Group By is used in Allocation Step for programs to enable the Allocation process to work correctly
Target on creating target journal lines.
1565571003 GL 8.81: Allocations fails at step Modified the Application Engine Allocation Program
FS_ALLC_OUTJ.AnchFlag.GetLn when PeopleCode to enable the Allocation process to work
BU is in Target or Offset correctly when creating budget journals.
1566161003 Allocation fails with invalid character error Modified Application Engine Allocation program state
when using over 6 target ChartFields. record and SQL to avoid invalid character error when
running project allocations.
1576494003 GL: 8.8 MP5 problems with PS ALLOC Modified Allocation record PeopleCode so that the process
REQUEST acts correctly when users choose to start Allocation from
the first step in the Allocation Group.
1577427002 GL-Allocation issue on multibook ledger Modified Application Engine PeopleCode that enables the
with translation within ledger group Allocation process to work correctly when creating
Secondary/Translation ledger journal lines.

1578742002 Allocation in error : update rate mult in
error ORA-01438: value larger
1583035002 GL89-Allocation Copy/Rename/Delete
process can insert duplicate steps into
group
1587549002 Allocation Process Fails - Step
FT_TREESEL.iDetVal.iDetVal
Alternate Account 1584271003 Delivered PeopleCode is not correctly
identifying invalid Account to Alt Account
Modified the Application Engine Allocation program to
avoid the numeric overflow situation for the Rate_Mult field
in certain Allocation scenario.
Modified the Application Engine Allocation copy program
SQL so as not insert duplicate steps into the Allocation
Group.
Modified common Application Engine Tree selector
PeopleCode so that the Allocation process uses the correct
ChartField table for Pool when a tree is used and the Tree
Node record is not TREE_NODE_TBL.
Modified peoplecode so that data is not saved when you
map an account to an alternate account that is already
mapped within the same SetID.

Copyright Oracle Corporation, 2006. All rights reserved., Page 6 of 30

 December-06

PeopleSoft Enterprise Release Notes - 9.0 Bundle 02

For EFM, ESA and ALM Products
These release notes reflect application updates for PeopleSoft EFM, ESA and ALM products since the FMS 9.0 Bundle 01.

General Ledger ChartField Configuration
Closing
Consolidation and Equalization
1564008002 Unable to inactivate ACTIVITY_ID and
BUSINESS_UNIT_PC fields with
ChartField Configuration
1547242002 Header totals for Closing journal has
unequal Debit and Credit totals.
1563844003 Equalization creates journals in wrong
base currency on multicurrency
elimination unit
Modified ChartField template peoplecode to allow
ACTIVITY_ID and BUSINESS_UNIT_PC fields to be
inactivated when PC, SP, and RS modules are not
installed. Modified the message catalog entry to reflect the
new validation rule.
Modified the COBOL Closing program to correctly populate
journal header credit and debit totals.
Modified several Equalization and Consolidation Cobol
programs to create journal in correct base currency on
multicurrency elimination unit during equalization process.

Document Sequencing 1539571005 Parallel JGEN fail w/ Modified application engine Document Sequencing library
PS_SEQ_NBR_LST_TBL index violation to prevent duplicate insertion into or update of the
PS_SEQ_NBR_LST_TBL table.
Entry Event 1570576002 Multiple PO Change Orders cause Entry Added a step to the Application Engine Budget Processor
Event to fail with unique constraint to reset entry event process status flag back to 'N' for
reversal rows.
Inter/IntraUnit 1508646003 On SYBASE environment, SQL Error on Modified record view SQL, peoplecode, and page to
InterUnit and IntraUnit Template page prevent SQL error for SYBASE on the InterUnit Template
when trying to edit page when the user tries to edit.
1556150003 InterUnit creates erroneous IU lines when Modified Application Engine IU processor peoplecode to
Multicurrency and MultiBook are enabled keep journal lines in sync across ledgers in a multi-book
with 2 translate ledgers ledger group.
Journal Edit 1546318002 GL_JEDIT : Performance issue - full table Modified the Application Engine Journal Edit program to
scan on PS_JRNL_LN make user entered run control criteria effective.

1561880002 Journal Updates KK twice. Added Application Engine Journal Edit to call Budget
Processor to back-out the commitment control data for the
old journal date before changing the journal date.

1578496003 GL 8.8SP1: Journal edit processes are Modified Application Engine PeopleCode in Journal Edit to
deadlocking when called from Allocations. prevent deadlocking.

Copyright Oracle Corporation, 2006. All rights reserved., Page 7 of 30

 December-06

PeopleSoft Enterprise Release Notes - 9.0 Bundle 02

For EFM, ESA and ALM Products
These release notes reflect application updates for PeopleSoft EFM, ESA and ALM products since the FMS 9.0 Bundle 01.

General Ledger Journal Entry 1562516001 GL9.0 : System recognizes VAT info Modified Journal Entry PeopleCode to not reset VAT
change by opening VAT sub panel with no values when returning from VAT page without any
change when import Flat File with VAT changes.
Inclusive
Journal Post 1545046002 Post Journal Run control picks Journals Modified the COBOL Journal Post program to correct the
outside nominated Period problem of posting journals outside of the nominated
period.
KK-Budget Checking 1540767004 Budget Check after PO Rollover 2 results Modified Application Engine Budget Processor program to
in false error "Ref'd Doc has been remove false error of "Ref'd Doc has been Finalized."
Finalized"
1581948003 SQL error @ Override a transaction in Modified peoplecode to resolve the error that occurs while
Error Bud Exceptions saving Budget Exceptions page after selecting a few
transactions for budget override.
1583246002 Budget Check changes PO to Valid but Modified the Application Engine Budget processor to
does not create encumbrance create activity for valid documents.
1589256001 Repacking resolution 687910 that did not Modified the Application Engine Budget Processor to
get posted in FMS Financials 9.0 Bundle convert datetime to character correctly.
#1
KK-Budget Definition 1568098002 Session terminates when saving budget Modified Peoplecode to improve performance for a budget
definition that has ruleset with many definition that has a ruleset with many ranges.
ranges
KK-Budget Inquiry 1473046002 Missing related-language views results in Created a new language view for Commitment Control
two untranslated labels on KK_FS_INQA inquiry.

KK-Security/Notification/WF 1576297002 KSEC_TREE_NODES view not effective Modified record view KSEC_TREE_NODES so that
dated KSEC_FLAT finds the current tree node number for a node
in PSTREENODE.
Ledgers 1558938002 GL: Class Record method GetField field Added checking at Save time to prevent user from
SCENARIO is invalid. (2,273) checking non-configurable CF's balancing flag if IntraUnit
LED_GRP_FLD_TBL.BALANCE_FLAG.S Balancing Entries flag is on.
aveEdit PCPC:5539 Statement:68

R1 Reporting 1568285001 GLX7501 Journal Print XMLP - Informix - Added informix specific sections to application engine
Process failed at Step program to prevent errors in informax databases. All other
GL_XMLP.JEntry.iTAO (Action SQL) -- platforms are not impacted.
RC = -201

Copyright Oracle Corporation, 2006. All rights reserved., Page 8 of 30

 December-06

PeopleSoft Enterprise Release Notes - 9.0 Bundle 02

For EFM, ESA and ALM Products
These release notes reflect application updates for PeopleSoft EFM, ESA and ALM products since the FMS 9.0 Bundle 01.

General Ledger Reports 1568486001 GL 9.0 - Error Message Highlighted fields Modified page GLRCN_REQUEST and
are required on GLRCN REQUEST Page RUN_GLRCN_RPTS to remove unnecessary error
message.
1572491001 "End Date" repeated twice in the table Corrected the column heading to read "Begin Date" on the
column headings XML Publisher Template for GLX8100.
1578951001 Run Date format is incorrect for Chinese Modified the Application Engine Program GL_XMLP and
in FSX0007 XMLP report XML Publisher Templates to display the correct translated
description for the journal entry detail report.

IT Asset Functionality 1538822001 ITAM9.0: The Assets Not Reporting Page Modified the Assets Not Reporting page to hide the Group
Management Has Some GUI Refreshing Issue with Box containing the Select All and Clear All hyperlinks
'Select All' and 'Clear All' Buttons. instead of hiding the links specifically.

1570573001 ITAM9.0: Archiving Identical Financial Corrected the Financial List DateTime Stamp so that both
Lists, Creates duplicate Asset Rows in a the high-level pagelet data and the associated detail data
Combined Archive List, Rather Than will match. Added the DateTime Stamp field as a search
Creating Separate Archive Lists. key to allow data to be retrieved by date.

1574890001 ITAM9.0: The Asset CPU Field Does Not
Default to 1, When Adding Assets Via
Express Add or Express Lease And When
Changing Asset Type From Non-
Hardware to Hardware For Existing
Assets.
Maintenance Crew Scheduling 1573758001 MM - Sybase - SQL error on CSWB
Management search page
Corrected issue with the CPU field on the Asset table. It
will now default to 1 when an asset is added through
Express Add or Express Lease Add. When the Asset
Type is changed to Hardware in Basic Add, the CPU field
now defaults to 1.
Modified TaskSearch and TaskSearchExt PeopleCode to
fix the SQL error caused when searching by asset
attributes on the Crew Scheduling, Labor Assignment,
Work Order and Technician workbenches.

Defaults 1571780001 MM: Fields don't populate in the Asset Modified AssetSearch PeopleCode so the fields Asset
Search page after clicking the Search link Type, Subtype and Business Unit are populated on the
in the Work Order - Schedules - Tools Asset Search page after clicking the search link on the
page Work Order - Schedules - Tools page.

Copyright Oracle Corporation, 2006. All rights reserved., Page 9 of 30


PeopleSoft Enterprise Release Notes - 9.0 Bundle 02
For EFM, ESA and ALM Products
These release notes reflect application updates for PeopleSoft EFM, ESA and ALM products since the FMS 9.0 Bundle 01.
Maintenance Integration-Inventory
Management
Integration-Project Costing
Integration-Purchasing
Technician Workbench
Work Order
Work Order Completion
Copyright Oracle Corporation, 2006. All rights reserved.,
1563447001 Sybase - MM - SQL error running the
Material Readiness report
1561367001 MM - Page Data is inconsistent with DB
error when entering capitalization values
and then enter an asset
1576219001 WO: When changing status of WO Task
to complete, we're not erroring if open
pegs exist. Problems exist in WO Maint,
Tech WB and WO Completions
1568382001 Improper Error message in the Tool
usage page
1568968001 MM - Peoplecode error when pressing
selecting all button on checklist tab
1571488001 MM - Inconsistencies on the messages
display between the WO completion and
WO component
Page 10 of 30
December-06
Modified Sybase-specific sql for view
WM_WO_MTRDRY_VW2 to replace the two columns
which accumulate the count of Inventory and Procurement
exceptions (accumulated to view fields
WM_INV_MR_COUNT and WM_PO_MR_COUNT,
respectively) with hard-coded zeros. Note that while these
exception counts are contributing to the observed Sybase
problem where the "ancillary table" limit of 14 is being
exceeded, these counts are not used or referenced in
either the Crystal report or supporting Query for the
Material Readiness report (WM11000), and so can be
"turned off" without impact to the report results.
Modified PeopleCode in the WOTaskWrkHandler class to
fix the "Page data is inconsistent with database" error that
is displayed when entering capitalization values followed by
asset id on the work order.
Modified ResourcesValidator, WOActualsHandler class
PeopleCode to ensure that a work order task having
either/both Scheduled Inventory and Scheduled
Purchase/On-hand (Non-Inventory) items with open pegs
cannot be set to 'Completed' status. This edit will now be
enforced consistently across the Work Order, Technician's
Workbench, and Work Order Completion components.
Updated Save Edit routine to execute all error edits before
any warning edits.
Updated Select/Deselect All code to check/uncheck as
completed all the selected Checklist items for the given
WO Task.
Message displayed in the WO Component now is
displayed in the WO Completion Component as well.
 December-06

PeopleSoft Enterprise Release Notes - 9.0 Bundle 02

For EFM, ESA and ALM Products
These release notes reflect application updates for PeopleSoft EFM, ESA and ALM products since the FMS 9.0 Bundle 01.

Payables 1099 Reporting 1556656006 1099 Update for 2006 Modified the Application Engine (AP_APY1099) and other
objects to accommodate the changes for the 1099 update
for the year 2006.
1566236003 AP: 1099 Corrections are creating 2 Modified the Application Engine (AP_APY1099) and other
copy's one with box 9 checked incorrectly objects to accommodate the changes for the 1099 update
for the year 2006.
AP/AM -Interface 1576769002 Performance issue - INTFAPAM Taking Modified the AP to AM Application Engine Process
hours instead of minutes (INTFAPAM) to improve the performance of step
INTFAPAM.MAIN.Step10.
Interface 1571858001 Unable to add a new run control for CCR - Updated the permission list for ALLPAGES to include the
Load registry File add action under MAINTAIN_VENDORS,
RUN_AP_CCR_LOAD.
Manual Payment 1560279003 AP 8.8 SP1 PYMNT_SELCT_STATUS is Modified peoplecode to reset the
being set to 'R' on some vouchers PYMNT_SELCT_STATUS to 'N' when a voucher payment
is unselected in the Payment Worksheet page.

1573073003 Dates on Manual Payments
Matching 1560548002 AP: Matching not generating Match
Exception Rule 390
1564352002 AP Matching not generating match
exception for Rule 380
1565341002 AP_MATCH.UpdFlags.Step01 missing
process instance
Modified the peoplecode so that both the from date and to
date must be entered or both must be blank when
searching for vouchers in the Manual Payment Worksheet
page.
Modified SQL AP_MTCH_390 to work correctly for upper
and lower tolerances.
Modified SQL AP_MTCH_380 so that the AP Matching
process correctly generates a match exception for Rule
380.
Modified the SQL for AP_MATCH.UpdFlags.Step01in the
Application Engine (AP_MATCH) to retrieve the correct
process instance.

Not Categorized 1343980002 English titles displayed on translated Modified the PeopleCode so that the labels on the
pages PAY_OPT_SEC and PAY_OPT_SEC and PAY_TO_BANK_SCHED pages are
PAY_TO_BANK_SCHED translated to the appropriate selected languages.

1576360001 AP9.0: SQL error occurs on Layout field of Modified the related language view text on
Vendor panel ( Location tab ) when log in AP_ACHLYT_DLVW and AP_EFTLYT_DLVW to correct a
by Japanese problem in the Vendor component.

Copyright Oracle Corporation, 2006. All rights reserved., Page 11 of 30

 December-06

PeopleSoft Enterprise Release Notes - 9.0 Bundle 02

For EFM, ESA and ALM Products
These release notes reflect application updates for PeopleSoft EFM, ESA and ALM products since the FMS 9.0 Bundle 01.

Payables Paycycle/ ACH/EFT Processing 1558724002 AP: APY2055_POSITIVE_PAYMENT Modified query APY2055_POSITIVE_PAYMENT to allow
Query not prompting on Bank Code users to prompt against the Bank Code table.
1565586004 Paycycle Job show status of complete on Modified Application Engine PeopleCode for AP_PCJOB to
the check status of Positive Payment Step make sure positive payment gets printed before it is
complete.
1572805003 AP: Pay Cycle not assigning the check Modified Application Engine (AP_PYMNTID) to ensure that
numbers in order the PayCycle will assign check numbers in the correct
sequence when there is a duplicate check number
detected.
1575097002 Pymnt Reference Confirmation/Renumber Modified the PeopleCode to eliminate the confirmation
errors if there's a gap in check sequence error in PayCycle processing.

1589085004 8.8 SP1 Expense Report paid twice by 2

Modified the Payment Selection Application Engine
different pay cycles (AP_PAYSELECT) process to update the payment
selection status to 'Selected' in the Expense module when
the paycycle is selected to run selection only.
Posting - Payment 1560779004 AP 8.4 SP2 - AP_PSTPYMNT abends at Modified the SQL AP_BANK_INS_DET1_SQL and its
AP_PSTCOMMON.CF_INH2.Step02 associate SQL's so that only 'APA' rows are selected.
constraint at AP_

PrePayment Application 1574810002 AP 8.9: RSA and Realized Gain for Modified the Voucher Posting Application Engine process
Prepaid Reversals for withholding. (AP_PSTVCHR) to correct the withholding rounding
option's calculation for TDS.
Reports 51295004 Irregular output of Summary Payment Modified Crystal Report APY2001 to logically print Total
Register Crystal Report APY2001 - Total Requirements for Currency following the Total
Requirements for Currency totals appear Requirements for Bank Account for the same Pay Cycle
at top of next page immediately before the Sequence.
next PayCycle Sequence Number -
confusing.
1560704003 AP 8.8 SP1 - Not able to execute Modified Crystal Report APY1408 to allow the aging basis
AP_APY1408 by Net Due date date to be schedule due date or net due date.
1570219003 AP - APY1020 - missing amount if Modified the query for Crystal report APY1020 so that
identical amounts payment schedules of a voucher with identical information
will be returned correctly.

Copyright Oracle Corporation, 2006. All rights reserved., Page 12 of 30

 December-06

PeopleSoft Enterprise Release Notes - 9.0 Bundle 02

For EFM, ESA and ALM Products
These release notes reflect application updates for PeopleSoft EFM, ESA and ALM products since the FMS 9.0 Bundle 01.

Payables Reports 1580410002 Rpt AP_VNDRPRE gets a dead lock Modified the Application Engine report
when 2 or more people run this report (AP_VNDRPRE/APY3000) process to allow concurrent
processing with multiple users.
Sales/ Use Tax 1559366003 AP8.8SP1: Multiple tax authority and tax Modified PeopleCode and Application Engine so that the
codes - accrual entries incorrect. correct tax rate is selected based on the invoice date,
resulting in correct accrual entries
1580371003 AP 8.8 SP1 - AP_VCHRBLD does no Modified Application Engine SQL in APVEDTPRSU to
accrue Use Tax for Credit Vouchers accrue negative use tax.
Shared Components 1564029001 Post Payment Process abends with SQL Modified the following AE SQLs: AP_PSTPYMNT BB000
Error for Withholding Vendor with Multiple (BB000-2AS, BB000-2C , BB000-2E, BB000-4A and
Entities/Contact Ref Numbers BB000-4C) so that payment posting process runs
successfully without duplicate key issue.
Taxware/Vertex Integration 1474832003 AP: Voucher Post is updating the tax audit Modified the PeopleCode and Application Engine
file with the transaction (foreign) currency (APTAX000) to ensure that the base currency is sent to
Taxware for calculation.
Vendor 1484136003 VENDOR_SYNC errors when an HCM Modified the PeopleCode to ensure the vendor information
vendor is updated via the Approve Vendor entered in the financials database is correctly passed to to
page the HR database through the VENDOR_SYNC message
when using the Approve Vendor page in the financials
database.
1571944003 list of SetID 's is not limited to the SetID in Modified the SET_ID lookup prompt on the Vendor Search
Review Vendor page, Vendor look page to use SP_SETVC_NONVW so that the correct
SET_IDs are displayed.
Voucher 1554038003 AP: Recycled vouchers are getting Modified the PeopleCode so that when a user changes the
processed by Document Tolerance amounts on a voucher the document tolerance setting will
process. revert to not checked.
1556826004 ACH Voucher Entry - Settlement Days Modified the PeopleCode to prevent the scheduled due
subtracted multiple time from scheduled days from being subtracted multiple times by the
due Settlement Days.
1559398003 New Window hyperlink causing voucher to Modified the PeopleCode so that when a user changes the
be saved out of balance amounts on a voucher the document tolerance setting will
revert to not checked.
1560468005 PO 8.4 SP2: Cannot change PO Modified the PeopleCode so that if the quantity and the
Distributions after Invoice has been amount are both zero for a distribution line that is
entered associated with a PO/Receiver, the distributions are
deleted upon voucher save.

Copyright Oracle Corporation, 2006. All rights reserved., Page 13 of 30

 December-06

PeopleSoft Enterprise Release Notes - 9.0 Bundle 02

For EFM, ESA and ALM Products
These release notes reflect application updates for PeopleSoft EFM, ESA and ALM products since the FMS 9.0 Bundle 01.

Payables Voucher 1564626002 Unpaid Vouchers Inquiry Performance Modified the SQL in the VCHR_NO_PAY_VW to improve
Problem performance.
1566010004 Statistical Alt Account does not gray out
Modified peoplecode so that account and alternate account
amount and quantity fields behave the same way when it is marked as a statistical
account.
1570531003 AP: Unable to save Voucher with 100+ Modified record peoplecode so that the ChartField
Distribution Lines validation routine is called once for the voucher instead of
once for each distribution line. The ChartField validation
routine will go through all the distribution lines to validate
their ChartFields.
Voucher Build 1564453003 AP: User Defined Discount through Modified the Application Engine (APVEDTDFLT) so that
Voucher Build creates Payment Post RSA when an EDI file is loaded with a User Defined Discount
entry and the Due Date flag is set to Terms and when the
Voucher Build process is run, the User Defined Discount
and Discount Due Date fields appear on the voucher
correctly. When this voucher is paid and payment posted,
the accounting line entries are correct.

1567020002 Error when saving voucher that is in
'recycle' status created by voucher build
Modified the following views:
VNDR_MTCHLN_VW,VNDR_MTCHLN_VW1,VNDR_MTC
HLN_VW2, so that vouchers that are created by the
Voucher Build process from procurement card transactions
can be modified and saved in the Voucher page.

Voucher Maintenance 1579658002 Unable to change invoice number in
voucher maintenance
Withholding 1563986003 AP: Withholding amount on Voucher is
calculated with wrong cents when Round
option on Entity is Natural.
Receivables Accounting Entries - General 1554996003 AR88: Direct Debit unbalanced
accounting entries if VAT Declaration
Point is Payment
Modified the VCHR_DSTCORRECT_PG page to include
the ANALYSIS_TYPE field in the grids.
Modified the PeopleCode in the Application Engine
(AP_WTHDCALC) process to ensure that withholding
amounts are rounded correctly.
Modified SQL in
AR_PGG_SERV.VATGENDD.PYDECDD1, so that
accounting entries will be balanced when direct debit is
remitted.

Copyright Oracle Corporation, 2006. All rights reserved., Page 14 of 30

 December-06

PeopleSoft Enterprise Release Notes - 9.0 Bundle 02

For EFM, ESA and ALM Products
These release notes reflect application updates for PeopleSoft EFM, ESA and ALM products since the FMS 9.0 Bundle 01.

Receivables Accounting Entries - General 1562564002 AR 8.9: WS-09 entries incomplete when
Modified PeopleCode
creating worksheet without item and
PAYMENT_ITEM.ITEM.FieldChange to default
customer references VAT_ADVPAY_FLG to 'N' for an existing item populated
without any references.
1572201003 AR_UPDATE ABENDED at Step Added new section in AR_PGG_SERV.ANCHOR to avoid
IU_PROCESSOR.U400.U400-010 the abended issue in AR_UPDATE when there is intraunit
setup and ledger group has Fund (ChartField) as a
balancing ChartField.
Aging 1556757003 AR_AGING looping at Modified SQL AR_AGINGDBUPDTRSET_IT2D to improve
DBUPDT.RSET_IT2 the performance in AR_AGING.
AR Update - Posting 1553877002 AR 8.9: Modified SQL's in AR_PGG_SERV to avoid the duplicates
AR_PGG_SERV.MULTLOAD.PRIMARY1 error in PS_PG_LEDCUR_TAO5 when we ran the AR
Insert Duplicates in Update process using 2 external items with the same
PS_PG_LEDCUR_TAO5 group ID with different RT_TYPE.

1567822002 AR: AR Specialist not defaulting from BU Modified PeopleCode

level setup when Customer level setup is PAYMENT_ITEM.CUST_ID.SaveEdit so that AR Specialist
blank. will be defaulted in payment worksheet from BU level setup
when Customer level setup is blank.

1572388002 AR - AR_UPDATE hangs at Modified SQL's in AR_PGG_SERV to avoid the duplicates

AR_PGG_SERV.MULTLOAD.PRIMARY1 error in PS_PG_LEDCUR_TAO5 when we ran the AR
Update process using 2 external items with the same
group ID with different RT_TYPE.

1572800002 AR_UPDATE Creating Unbalanced Modified SQL's ARPGG_SERV$DSTLINESYSCASHPMLS

Entries for Payments if the Pending Item and ARPGG_SERV$DSTLINESYSCSHP2ML for the
has More than 200 Distributions. creation of cash lines to have unique distribution sequence
numbers to avoid duplicate insert error.

Condition Monitor 1507916003 AR 8.8 SP1 - ABENDED at Step Modified SQL's AR_DUNNINGDELDCUSTINSDEL2S and
AR_DUNNING.DELDCUST.INSDEL2 AR_DUNNINGDELDCUSTINSDEL3S to avoid the unique
when running Condition Monitor - OS390 constraint error when collection status assigned to a
issue Customer.

Copyright Oracle Corporation, 2006. All rights reserved., Page 15 of 30


PeopleSoft Enterprise Release Notes - 9.0 Bundle 02
For EFM, ESA and ALM Products
These release notes reflect application updates for PeopleSoft EFM, ESA and ALM products since the FMS 9.0 Bundle 01.
Receivables Conversations 1513029003 Contact us message flow - email
notifications on Cust Conversations not
complete
1569400001 No ITA placeholder for some formulas in
AR33004.rpt
Credit Card Worksheet 1501295001 SWAP 9.0 - 4 issues found in the new
credit card component
Credit Cards 1563219001 AR9 T205 Sybase & Informix >> Credit
Card Batch jobs seem to hang at Items
and Worksheets generation steps
1565852001 AR9 T205 > eBill Credit-Card partially
paid items were not picked up by
ARCRCARD PSJob.
Customers 1570242002 AR: 'Link MICR' hyperlink should use the
payment's accounting date as the
effective date
D&B 1560326003 SQL Errors get displayed on Dun &
Bradstreet Lookup Order page while
clicking Purchase DB Information button.
1565179003 AR8.8 SP1 - "A fatal PeopleCode SQL
error occurred" when repurchasing Credit error while clicking the Purchase DB Information button.
Score USA report on the same day for the
same branch
1571599001 D&B Lookup - PeopleCode error
AR:Util.DNBConstants does not support
property or method cFIELD_DB_NAME1
Copyright Oracle Corporation, 2006. All rights reserved., Page 16 of 30
December-06
Modified PeopleCode
CUST_CONVER.BUSINESS_UNIT.RowInit to resolve the
issue of Customer email notification.
Modified Crystal report AR33004.rpt to include the
placeholder for ITA and languages.
Modified Application Package Peoplecode
AR_CREDIT_CARD:CreditCardTransactionUI to improve
the display of foreign language data in a swapped (i.e. non-
English) base language database.
Modified SQLs in Application Engine program
AR_CRCS_PRCS to improve the performance to generate
the Items and Worksheets.
Enabled the step AR_CRC_BWS.GetItem.SeleBil to select
items that have been paid through ebilling.
Modified Peoplecode
PAYMENT_WRK.MICR_LINK.SavePreChange to use the
payment's accounting date as the effective date for the
MICR ID, if the user creates a new MICR ID from the
payment application.
Modified Application Package AR:DNB to resolve the SQL
error while clicking the Purchase DB Information button.
Modified Application Package AR:DNB to resolve the SQL
Modified Application Package AR:DNB to resolve the SQL
error while clicking the Purchase DB Information button

PeopleSoft Enterprise Release Notes - 9.0 Bundle 02
For EFM, ESA and ALM Products
These release notes reflect application updates for PeopleSoft EFM, ESA and ALM products since the FMS 9.0 Bundle 01.
Receivables Deposits - Regular
Direct Journal - Acctg Entries
Drafts
Inquiries - Customer
Item Entry
Item Entry - Acctg Entries
JFMIP
Lock Box
Copyright Oracle Corporation, 2006. All rights reserved.,
December-06
1569982001 AR9 T205 > SaveEdit did not apply to Modified PeopleCode
Regular Deposit Payment Accounting PAYMENT.ACCOUNTING_DT.SaveEdit so that
Date when users update the Accounting Accounting date check will happen when users update the
Date on the Deposit Total page Accounting Date on the Deposit Total page.
1557869003 AR 8.8 : Direct journal payment doesn't Modified PeopleCode
use manually entered exchange rate when PAY_MISC_WRK.CREATE_DST_LINES.SavePreChange
bank account is set to Always Inherit for so that when you create a direct journal payment in foreign
Operating Unit currency and you change the market rates, the system
uses the manually entered exchange rate.
1563223003 AR: AR Update posts a Draft Application Modified SQLs AR_POSTING GENDRCRTPI_ASSGNS
Worksheet even when it has been set to and AR_POSTINGGENDRINTCHECKH in AR_POSTING
Hold Status so that system will check the hold status for the Draft
Control before allowing the worksheets to post
1569158003 AR 8.8SP1:If Customer Balance is zero
Modified PeopleCode
and BU not filled in, on the AccountSUBCUST_PRF_WRK.DO_CUST_PROF_WRK.FieldCha
Overview page Most Recent Activity fields
nge so that Customer Account Overview displays the
not populated recent activities for the customer even if user does not
pass the BU to the search.
1576290003 AR 8.8 SP1 Mass Change Does Process Modified Application Engine PeopleCode in
wrong Records for COLLECTOR Field AR_MASSCHG.UPPEND so that system does not process
Changes wrong Records for COLLECTOR Field Changes.
1559255002 Group control page times out when item Modified Peoplecode in
has too many distribution lines on PENDING_DST.ACCOUNT.SAVEEDIT,
Accounting Entries PENDING_DST.ACCOUNT.SAVEPOSTCHANGE and,
PENDING_DST.ACCOUNT.ROWINIT to avoid timing out
when item has many distribution lines.
1558843001 AR9 JFMIP > Reclassify Open Item page Modified PeopleCode objects to resolve the reported label
'Build' and 'Build Doubtful' buttons label & and display issues.
display got changed and appeared
unexpectedly
1570664002 AR25001.sqr skipping items Modified SQR AR25001.sqr to populate group sequence
number correctly in the report.
Page 17 of 30
 December-06

PeopleSoft Enterprise Release Notes - 9.0 Bundle 02

For EFM, ESA and ALM Products
These release notes reflect application updates for PeopleSoft EFM, ESA and ALM products since the FMS 9.0 Bundle 01.

Receivables Maintenance WS - 1567311002 AR: Maintenance Worksheet Error - Modified PeopleCode WS_WRK.FUNCLIB.FieldChange so
MultiCurrency Currency rate for non base currency not that invalid error message should no longer appear in
available Maintenance Worksheet.

Payment Predictor 1514644004 AR 8.42: Payment Predictor #DTL_TLR Added actions in AR_PREDICT2.#DTL_TLR.GENITMOE
not applying items for different units so that items from different business units are applied
correctly correctly.

1551369002 Auto Maintenance Process writes off Modified SQL AR_AUTOMNTEDITSET_ACTND in

remaining balance using OLDEST AR_AUTOMNT so that system will pick up the correct
SETID using setcontrol values for the Auto_maint records,
rather than just the business unit.

1555399003 Payment predictor running too slow when Modified SQL AR_PREDICT1CUSTSPOPStep02 to
order number reference selected improve the performance in payment predictor when order
number reference was selected.
1559160002 Payment Predictor Not Applying Modified the steps
Payments although message log says AR_PREDICT2.#OLDEST1.DEL_MATC and
Applied and ready for Posting AR_PREDICT2.PUPD.PAYMNTS2 to make the message
be in accordance to the application of the payment.

1565252002 AR: Payment Predictor Runs to No Turned off the ResUse Flag in
Success in Oracle and DB2 OS390. AR_PREDICT2.VATTXNID.UPDVATID so that payment
predictor process does not abend in DB2/OS390.

1567140003 Payment Predictor Applyies a Payment Modified AR_PREDICT2.ONE_CUST.BY_CUST so that

Multiple Times for Same Item ID and payment is applied when cust id is specified
Different Item Lines
Payment WS 1478951003 AR 8.8 Performance: Update Worksheet Modified Peoplecode
'Payment Predictor' Checkbox Slow Save PAYMENT_ID_CUST.ID_SEQ_NUM.SavePreChange to
improve the performance in Update Worksheet.
Reports 1549754002 AR 8.9: RUN_AR32001 run control should Modified PeopleCode in
not allow wildcard in business unit field RUN_CNTL_AR.BUSINESS_UNIT.Fieldchange, and
modified the field definition of
RUN_CNTL_AR.BUSINESS_UNIT to disallow the wild
card in business unit field.

Copyright Oracle Corporation, 2006. All rights reserved., Page 18 of 30

 December-06

PeopleSoft Enterprise Release Notes - 9.0 Bundle 02

For EFM, ESA and ALM Products
These release notes reflect application updates for PeopleSoft EFM, ESA and ALM products since the FMS 9.0 Bundle 01.

Receivables Statements 1567115002 Balance Forward lines not populated
correctly for customers w/Multi-BUs
Transfers - Acctg Entries 1563565002 Transfer items from US001 where the
default distrib code is different than the
transfer to BU distrib code
Modified SQL AR_STMTSPOPASOFSTMTS so that
Balance Forward Statements pull in the correct data if you
have customers in multiple business units.
Modified SQL ARPGG_SERV$DSTLINAARLOADT22S
which creates the AR line of the transfer to item to use the
correct distribution code.

Contracts Amendments 1576780003 Abend at CA_CHG_CTRL.1020-
APL.ApplyChg -Assignment
CA_DETAIL_DST.CA_PERCENTAG
E failed at
FUNCLIB_CA.APLIB.FieldFormulaNa
me:ReCalcAmount when using
Distribution by Amount in Accounting
Distribution page-
CA_DTL_DST_DATE.CA_ALLOC_M
ETHOD Value=2
1571464002 CA8.9: Reimbursable agreement
number does not carry down to the
bill from CA.
1583982003 CABP_ADDR_INQ does not join
correctly to customer SETID
1585649003 CA_BI_INTFC abend
CA_MS_PRCS.INIT.SELECTMS
when running the CA_BI_INTFC with Interface (CA_BI_INTFC) process runs successfully
more than 1 requests per run control when the Process Milestones check box is selected
with process milestone checked
Modified the application so that the system
calculates percentages correctly for "In Progress"
and "Completed" revenue plan events. Also,
updated the Accounting Distribution page so that it
opens without errors for amount-based accounting
distributions.
Modified the Contracts Billing Interface
(CA_BI_INTFC) Application Engine so that the
system now displays Reimbursement Agreement
Number value on the online invoice.
Modified the application so that when a customer ID
exists in more than one Set ID, the system displays
the correct customer address from the Billing Plan
General page.
Modified the Milestone Processing Application
Engine (CA_MS_PRCS) so that the Contracts Billing
and there is more than one request per run control.

Copyright Oracle Corporation, 2006. All rights reserved., Page 19 of 30

 December-06

PeopleSoft Enterprise Release Notes - 9.0 Bundle 02

For EFM, ESA and ALM Products
These release notes reflect application updates for PeopleSoft EFM, ESA and ALM products since the FMS 9.0 Bundle 01.

Contracts Contract Entry 1566463002 CA- Performance saving amended Modified the application so that performance issues
contact to add multiple lines -loop do not occur when a contract line is added to a
CA_DETAIL.CONTRACT_NUM.Field contract (through amendment mode) that already
Formula contains a large number of contract lines. When the
contract is saved, performance issues no longer
occur.
1567975003 SQL object CA_DST_DATE_CHK Modified the application so that performance issues
and CA_RED_DATE_CHK give error do not occur when saving the Contract.
when saving the contract: ORA-
01652: unable to extend temp
segment by 16 in tablespace
Limits 1567499001 Cannot translate field text "Revenue Modified the template file for the Contracts Fee Limit
Limits" in CA_LMT_FEE_RPT.RTF XML Report so that all the field labels in the report
can be retrieved in the xlf file for translation.

1568175001 Got error when preview the
CA_LMT_XP report
Projects 1565685003 8.9 PC_GL_TO_PC failed unique
constraint within app engine
CA_LIMITS at
CA_LIMITS.InsLMT8.InsLMT8
1581845005 Business Unit Security allows you to
access a BU not defined for the
Permission for the following pages:
Project Costing Definition, Project
Costing Options, Contracts Definition,
Approval/Notification Setup, Award
Setup and BU Definition
Modified the Limit Amount Management XML
Publisher Report (CA_LMT_XP) so that no errors
occur when the report is previewed in the Report
Definition.
Modified the Contracts Limits Process (CA_LIMITS)
so that the process does not fails with a Unique
constraint error.
Modified the search record property for the Contracts
Definition page so that users can access only those
business units that are defined in the Business Unit
Security Permission list.

Copyright Oracle Corporation, 2006. All rights reserved., Page 20 of 30

 December-06

PeopleSoft Enterprise Release Notes - 9.0 Bundle 02

For EFM, ESA and ALM Products
These release notes reflect application updates for PeopleSoft EFM, ESA and ALM products since the FMS 9.0 Bundle 01.

Contracts Renewals 1567644004 CA- Error assigning Renewal lines Modified the application so that renewable contract
when customer id contain apostrophe- lines can be assigned to a renewal plan even if the
SqlServer Unclosed quotation mark customer ID contains the special character
before the character string apostrophe.
SOLD_TO_CUST_ID. Error in
PeopleCode ScrollSelect processing.
DERIVED_CA_RNW.PB_SRCH_TN
W_LINK.FieldFormula

1568215004 Renewal contract lines deleted- left Modified the application so that renewable contract
rows in PS_CA_RNW_CYCLE, lines can be deleted from the contract only if the
PS_CA_RNW_PKG and contract line is not assigned to a renewal plan
PS_CA_RNW_LN_LINK- caused
error with UPD607142_01.dms
Revenue 1563750003 CA 8.81: component interface errors Modified the application so that the system changes
CA_ACCTPLAN_CI when processing the revenue plan status from “Ready” to “Action
contract amendment Required” if the contract line amount is changed with
an amendment.
1577782003 CA_LOAD_DEF generated entries Modified the Deferred Revenue Process
with random value after multi (CA_LOAD_DEF) so that accounting line entries are
contracts are amended. created with correct amounts when deferred revenue
is processed after amending multiple contracts have
been amended.
1583515003 CA- Allowing to set contract status to Updated the application so that the system displays
Cancelled or Closed even there are an error when a user attempts to close a contract if
deferred entries- the deferred revenue and revenue do not match.
CA_PROC_STATUS = 'Closed'
Expenses Accounting - General 1570056002 EX: 8.9 Commitments are not being Modified the PeopleCode so that the travel
relieved when expenses are booked authorization Budget Status will be changed when
the Expense Report is successfully processed for
budget checking.

Copyright Oracle Corporation, 2006. All rights reserved., Page 21 of 30


PeopleSoft Enterprise Release Notes - 9.0 Bundle 02
For EFM, ESA and ALM Products
These release notes reflect application updates for PeopleSoft EFM, ESA and ALM products since the FMS 9.0 Bundle 01.
Expenses Accounting - General
Acctg - Splits/Distributions
Approvals
Configuration
Copyright Oracle Corporation, 2006. All rights reserved.,
December-06
1574386002 EX: Overage amounts are not Modified the PeopleCode to generate distribution
appearing in Accounting Detail lines with Overage Accounting entries when using
Hotel Wizard as per the Expenses setup definition.
1581618003 EX 8.8 SP1: Cannot navigate back to Modified the PeopleCode to enable users to
Expense report from Accounting navigate back to the Expense Detail page when
entries page display only mode is active for the Expenses
Distribution page in Permission List setup.
1574394002 EX: Overage amounts are not Modified the PeopleCode to generate distribution
appearing in Accounting Detail lines with Overage Accounting entries when using
Hotel Wizard as per the Expenses setup definition.
1575343002 EX 8.9: monetary amount on expense Modified the PeopleCode so that distribution lines
distribution is different than the are not re-calculated when expense lines are not
expense line amount changed
1579701002 EX: After Update ID 670928 Expense Modified the PeopleCode to avoid rounding issues
Report in Foreign Currency creates when creating expense lines in foreign
wrong Reimburse Amount
1564390002 EX8.9: Unable to pull exp reports inModified the PeopleCode to enable unstaged
Modify approved transactions after payments to be pulled up in the Modify Approved
unstage. Transactions page.
1570214002 EX 8.9: Save warning using worklistsModified the system to redirect the user to the "View
denying/send-back expenses Expense Report" page after an approval action is
taken with the expense report whenever the user
navigates from the Worklist. This enables the user
to return to the worklist without getting a save
warning message.
1574564002 EX8.9/ PT 8.48.03 Can not configure Modified the PeopleCode to allow departments that
approvals to a department in diff. are under different SetIds to be used in the Approver
setid. List and Approver Assignment pages.
Page 22 of 30
 December-06

PeopleSoft Enterprise Release Notes - 9.0 Bundle 02

For EFM, ESA and ALM Products
These release notes reflect application updates for PeopleSoft EFM, ESA and ALM products since the FMS 9.0 Bundle 01.

Expenses Employee Profiles 1572616001 EX-Wrong values are showing up in Modified the PeopleCode to display the correct
the Expense Processing Role on values for the Expense Processing Role on the
Employee Profile for new employees Employee Profile for new employees.

Exchange Rates 1566793003 EX: After Update ID 670928 Expense Modified the program to avoid rounding issues when
Report in Foreign Currency creates creating expense lines in foreign currencies.
wrong Reimburse Amount

Expense Report - General 1577723004 EX 8.8 - View receipt image link uses
a URL that does not encrypt the
sheet ID.
Integration - GL 1564564003 EX:Open Period is changed every
time a change is made to Expenses
Definition page
Integration - HR 1573249002 EX 8.9: Employee data load not
updating the default flag correctly.
1581640002 EX 8.9: First Job in Travel & Exp
Profile must have ACTIVE status to
Create Exp Report
Time Reports - General 1571165002 EX8.9:Buffer error when not using
line 1 of a copied timesheet.
Workflow 1572937002 EX 8.9: Field does not exist --
FUNCLIB_EX..
(2,104)FUNCLIB_EX.MENU_FUNCS
.FieldF
Grants Award Profile 1558067002 In GM_AWD_CUST page (Award
Profile > Sponsor tab),
GM_AWD_CUST_CT.CNTCT_SEQ_
NUM field is invisible
1575612002 Issue in Award Funding page
regarding add/delete button on the
budget periods
Modified the Expenses system so that the URL of
the third-party imaging system does not display in
the browser.
Modified the system so that it does not override the
existing open periods whenever a change is made to
the Expenses Definition page.
Modified the PeopleCode to update the Default
Profile flag correctly.
Modified Employee Default Profile view to select the
current employee registry.
The code was modified in order to eliminate buffer
error.
Modified the program to eliminate the 'Return to'
hyperlink from being displayed on the Travel
Authorization report page when called from e-mail
notifications.
Modified the PeopleCode so that the
GM_AWD_CUST_CT.CNTCT_SEQ_NUM field is
made visible on the Award Profile - Sponsor page.
Modified the Peoplecode to enable the add/delete
button on the Budget periods in the Award Funding
page before saving.

Copyright Oracle Corporation, 2006. All rights reserved., Page 23 of 30

 December-06

PeopleSoft Enterprise Release Notes - 9.0 Bundle 02

For EFM, ESA and ALM Products
These release notes reflect application updates for PeopleSoft EFM, ESA and ALM products since the FMS 9.0 Bundle 01.

Grants Copy Proposal 1576689001 Copy Proposal Version should not
copy
GM_PROPOSAL.SUBMIT_DTTM
value
Grants Security 1581845004 Business Unit Security allows you to
access a BU not defined for the
Permission for the following pages:
Project Costing Definition, Project
Costing Options, Contracts Definition,
Approval/Notification Setup, Award
Setup and BU Definition
Modified the peoplecode to ensure that Copy
Proposal Version does not copy the
GM_PROPOSAL.SUBMIT_DTTM value.
Modified the Record Field
GM_COMP_WF_SRCH.BUSINESS_UNIT property
to only allow users to access a Business Unit that is
defined for the Permission.

Grants Workflow Rules
Maintain Proposal
1572074002 Grants Workflow error Class Row
method GetRowset scroll
GM_PROP_PROJ is invalid- Setup
Level for component = Primary
Project
1586086001 Error received "Duplicate field
detected on record GM_PROP_DOC"
in App. Designer
Modified the Peoplecode
FUNCLIB_GM.VERSION_ID FieldFormula to point
to the correct Rowset to configure the workflow with
multiple criteria on the approval notification process.
Modified the PeopleCode so that the duplicate field
is deleted from the GM_PROP_DOC record.

Web Services 1564565001 GM - "Revision" icon disappears on Modified two Peoplecode modules to eliminate the
the Proposal page issue of the Revision Icon disappearing on the
Grants.Gov Proposal.
1577217001 The system allows entering version id Modified the PeopleCode to fix this issue.
starting with "V" when creating a
proposal from Get Opportunity page

Pay/Bill Usability 1579719002 PB: Cannot assign Customer Fields It is now possible to select Customer Fields
Management Definition to an existing assignment Definitions that were created under a different setID
for a customer that does not point to than the default setID defined for the Record Group.
SetID 'SHARE'

Copyright Oracle Corporation, 2006. All rights reserved., Page 24 of 30


PeopleSoft Enterprise Release Notes - 9.0 Bundle 02
For EFM, ESA and ALM Products
These release notes reflect application updates for PeopleSoft EFM, ESA and ALM products since the FMS 9.0 Bundle 01.
Program Master Resource Schedule 1568420001 Sybase: Clicking on Master Resource
Management Schedule from Resource page and
from Master Resource Schedule
page is throwing error.
Project Resource 1568411001 Sybase: If a Generic Resource is
deleted from a Project from PRL it
throws out a SQL Error message.?
Work Order Integration 1568305001 Sybase: Getting SQL error when
clicking search for creating work
order
Project Costing Functionality 1556111003 PC 8.81: hyperlink "Explanation" of
Project Step returns Step Description
instead of Step Explanation
1566909003 PC 8.81: deleting a project
transaction returns "Budget definition the Commitment Control related fields when no
setup is incorrect. (13100,550)"
1579972002 PC 8.9: Gives the People code error
In the Transaction detail page when
hit save
Global 518781003 Untranslated field values in page
BUS_UNIT_OPT_PC
Performance 1551784003 PC_POADJUST performance at
BUILD.ORIG and
NONMERCH.NONMERCH
1575054002 PC_INTFEDIT No Success in
Integration Testing - Upgrade ti 8.9
(PC_PRICING performance issue)
Project Assets 1560862002 Issue with PC_REVERS_AM process
Copyright Oracle Corporation, 2006. All rights reserved., Page 25 of 30
December-06
Modified the application so that users do not receive
an SQL error when accessing the Master Resource
Schedule in the Sybase platform.
Updated the application so that the system removes
the unmatched Sybase SQL from the SQL object
and replaces it with the default SQL.
ROLE may be a reserve word in Sybase. Therefore,
it should not be used as an alias.
Modified the Project Initiation Checklist page to
correctly show the explanation value when using the
'Explanation' hyperlink..
Modified the Add Transaction page to do not validate
changes are made to the blank row
Modified code to allow deleting a row from the Add
Transactions component for a Commitment Control
project.
Modified the Project Costing Business Unit Options
page so that the enforce drop down translates into
the correct related language values
Modified the Purchasing Adjustments process to
improve the performance in several steps. This
included adding additional indexes.
Modified the Project Pricing process to improve the
performance at a redundant step.
Modified the Review Assets page to prevent
changing the status to reverse when there are open
transactions for the project and asset.

PeopleSoft Enterprise Release Notes - 9.0 Bundle 02
For EFM, ESA and ALM Products
These release notes reflect application updates for PeopleSoft EFM, ESA and ALM products since the FMS 9.0 Bundle 01.
Project Costing Project Assets 1571975002 DB2 7.1 --
PC_EXPRSS_AM.PctRows.UpdRsTa
o-ERROR: ILLEGAL USE OF
KEYWORD FROM, TOKEN + )
Project Budgeting 1542498002 PC- KK security rule with ALLOW
attribute gives error when Finalizing a
budget plan- Error: You do not have
sufficient Budget Security access to
finalize Cost Budget Plan 1.
(13100,683)
1572133002 Not allowed to reduce project budget
to zero.
1572180002 Project status control not enforced
when finalizing project budget rows
under Grants award pages
1573942002 Project Budget Detail page not
savings the adjustment if saved to
many times.
Security 1581845006 Business Unit Security allows you to
access a BU not defined for the
Permission for the following pages:
Project Costing Definition, Project
Costing Options, Contracts Definition,
Approval/Notification Setup, Award
Setup and BU Definition
Third Party Integration 1518480004 PROJECT_SYNC message is not
performing updates
Copyright Oracle Corporation, 2006. All rights reserved., Page 26 of 30
December-06
Modified the Express Capitalization process to
support DB2 version 7.1 platforms.
Modified the code for finalizing Budget Plans so that
the system correctly applies the Budget's Security
Rule Combination.
Modified the Project Budget page to allow the
finalization of a budget that negates a previously
finalized budget.
Modified code when finalizing Budget Plans to
enforce Project Status control from the Grant's
Establish Award pages.
Modified the properties "Distribute Budget" and
"Even Spread" button on the Budget Detail page so
that they will set the component as changed
whenever clicked which will initiate the save events.
Modified search record property for both Project
Costing Business Unit options and definition
components to allow users to access only those
Business Units defined in the Business Unit Security
Permission list.
Modified the HCM integration process to correctly
update changed information on the project and
activity definitions.

PeopleSoft Enterprise Release Notes - 9.0 Bundle 02
For EFM, ESA and ALM Products
These release notes reflect application updates for PeopleSoft EFM, ESA and ALM products since the FMS 9.0 Bundle 01.
Project Costing Time and Labor Integration 1559258001 DB2/UNIX - PC_TL_TO_PC process
abends when loading Time and Labor
data.
1568614002 System is throwing Peoplecode error
after clicking on Search button on
Transaction List page.
PC_TL_TO_PC
Utilities 1558074003 Creating a project using Project copy
from Establish Awards does not
display Grant Pages
1572131002 PC 8.9: Unique Constraint error
Creating a Project from Template
w/more then 1status row
Real Estate 2.0 Lease Administration 1578165001 Audit Issue - Ordering Keys
Management
1578734001 Audit Issue - FSM Security
2.5.2 Transaction Queue 1563697001 Headers are missing in the TQM
page
Resource Consolidated 1563604001 RS:In a Consolidated Scenario if a
Management Supply/Demand new Role is added to the Supply
Forecast from the Supply Details
page, on Saving the Scenario it
throws a SQL error. This Error is
encountered in Informix.
Employee Profile Module 1572523002 MM - Able to save invalid
combination of BU-Shop on Labor
administration page
Flexible Factor 1564244002 RM-Attribute not getting listed in
Jobscore Card in search result.
Copyright Oracle Corporation, 2006. All rights reserved., Page 27 of 30
December-06
Modified the Time and Labor integration process to
correctly load data in DB2 platforms.
Modified the Time and Labor integration process to
enable the Transaction List to search for Time and
Labor rows that were not processed through Payroll.
The Copy Projects process has been changed to
correctly copy and display the data from Grant's
page in Establish Awards.
Modified code to avoid unique constraint errors when
copying multiple project status records using create
Project from Template.
Modified the record structure to arrange the record
keys in their order of importance.
Modified the Business Unit prompt to use the Real
Estate Management's security view for Business
Units.
Modified the grid column properties on the
Transaction Queue page to set the labels for the
Modified By and Created By columns in the grid.
Modified the SQL that inserts rows to the Supply
Detail and Supply History records .
Maintenance Management: Added additional
validation to check for proper combinations of BU
and SHOP fields.
Modified the JOBSCORECARDINTERFACE Class
to correct the attribute error.

PeopleSoft Enterprise Release Notes - 9.0 Bundle 02
For EFM, ESA and ALM Products
These release notes reflect application updates for PeopleSoft EFM, ESA and ALM products since the FMS 9.0 Bundle 01.
Resource OCP Analytics 1563629001 RS: Generic Resource added with
Management Requested Status in PRL does not
come in OCP after running the
Refresh Supply Category Analytics
Cache.
Resource Pools 1540785001 RS - Resource Pools - Unassigned
Pool membership incorrect for
ineligible resource
Schedule Assignment 1550190001 Assignment API - Availability Cache
Record and Schedule End Datetime
are not updated correctly under two
scenarios
1550328001 Assignment API - Assignment End
Datetime, Calendar Entries, and
Availability Cache data is not updated
correctly when resource is assigned
to multiple shops with different shifts
1564824003 RS: Clicking on the Assignment bar in
the Resource Schedule Chart doesn't
open the Assign Resource page
anymore
1567104002 Assignment API - Assignment End
Datetime, Calendar Entries, and
Availability Cache data is not updated
correctly when resource is assigned
to multiple shops with different shifts
Copyright Oracle Corporation, 2006. All rights reserved., Page 28 of 30
December-06
Modified the validation process that checks if the
generic resource exists in a pool. Now, the process
also checks whether it is present in the Project
tables, if the generic resource is not in any pool.
Modified the code, that updates pool tables, to
ensure entries in pool tables are deleted for dates
when a resource is made ineligible.
Maintenance Management: Modified the API code to
correctly update the assignments and availability
table entries when assignments are made for
resources with overlapping and midnight shifts.
Maintenance Management: Modified the API code to
correctly update assignments and availability table
entries when assignments are made for resources
assigned to multiple shops with different shifts.
Modified the code that displays the assignment page
after a user clicks the blue bar on the Resource
Schedule chart.
Maintenance Management: Modified the
CancelAssignment API code to correct the issue that
occurs in French language settings.

PeopleSoft Enterprise Release Notes - 9.0 Bundle 02
For EFM, ESA and ALM Products
These release notes reflect application updates for PeopleSoft EFM, ESA and ALM products since the FMS 9.0 Bundle 01.
Resource Schedule Assignment 1572173002 Assignment API - Assignment End
Management Datetime, Calendar Entries, and
Availability Cache data is not updated
correctly when resource is assigned
to multiple shops with different shifts
Service Order 1588584003 RS: RS_SESSION.SESSION_ID
does not reset to 0 when it reaches
999999
Staffing Front Agendas 516720003 forward fit from Staffing 8.4 :
Office FO_EVENT_DST_VW not language-
enabled
Assignments 1571551001 Hardcoded message on page
FO_PROJ_CHUNK1_SBP
1571979001 Hardcoded title on page
FO_ASGN_CHANGE_DT
1579809002 Work Site Contact prompt on an
Assignment is defaulting the wrong
Setid when the Customer setid <>
'SHARE'
Functionality 1574252002 FO-Error with Applicants when trying
to add a second reference.
1576578002 Error with multiple Employee Prior
Work Experience records
Copyright Oracle Corporation, 2006. All rights reserved., Page 29 of 30
December-06
Maintenance Management: Modified the Create
Assignment API to fix the error.
Modified the function that generates a new session
ID to reset to 1, in case it reaches the maximum limit.
In Staffing -> Agenda -> My Agenda -> Agenda
Details tab, the values indicated in the drop-down list
of the EVENT_TYPE field are now translated
properly to languages other than English.
In Staffing -> Orders and Assignments -> View
Assignment Transactions page,
FO_PROJ_CHUNK1_SBP (Subpage of
FO_PROJ_EXPRESSG), the Search Result
Message field now displays text that has been
properly translated to languages other than English.
On the FO_ASGN_CHANGE_DT page, the title
'Change Dates/View History' is now correctly
translated in languages other than English.
The correct setID now defaults to the Assignment
prompt.
It is now possible to enter more than one reference
to an applicant.
It is now possible to enter the supervisor name for
more than one Work Experience record. The
supervisor name is stored in uppercase.
 December-06

PeopleSoft Enterprise Release Notes - 9.0 Bundle 02

For EFM, ESA and ALM Products
These release notes reflect application updates for PeopleSoft EFM, ESA and ALM products since the FMS 9.0 Bundle 01.

Staffing Front Orders 1571397001 Hardcoded xlat values on page On the FO_CST_ORDER_REQ page, the
Office FO_CST_ORDER_REQ Requisition Status (FO_RES_STATUS) field values
now display in languages other than English.

Copyright Oracle Corporation, 2006. All rights reserved., Page 30 of 30