While working with our developers to create another custom view to do the heavy lifting for a GL allocation, I searched the PeopleSoft Ideas Lab and couldn't find a similar idea (if you're aware of one please point me to it). So I created the idea below:
https://community.oracle.com/mosc/discussion/4590395
Ability to use PS Query as Pool Record option in GL Allocation
While we normally use delivered ledgers, tables, or views as pool record for allocations, we have a few allocations where the pool criteria is complex and includes data from multiple tables. For these we have created custom views. This means development/customization effort for what is basically a SQL statement which could be defined in a PS Query.
It would be helpful if we could have Query as an option for Pool Record Type in addition to the current options. Obviously, the same restrictions as Any Table would apply, the query would need to output the fields needed by the allocation process.
Tagged:
If you think this is a good idea I'd appreciate your vote 😊
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Nora Loyd
ERP Architect Lead
IR Business Admin Systems
UT Southwestern Medical Center
nora.loyd@utsouthwestern.edu
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