T&L Best Practice - Value Lists and Reporting


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Illustrates how to make use of Value Lists to design reports that require grouping of Time Reporting Codes.

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T&L Best Practice - Value Lists and Reporting

  1. 1. PeopleSoft Time and LaborBest Practice Series<br />Value Lists and Reporting<br />www.peoplesofthrms.blogspot.com<br />
  2. 2. The Requirement<br />Design a report showing the summary of payable time for a week. A sample format is given below:<br />
  3. 3. The challenge<br />There are multiple Time Reporting Codes (TRC) to be considered under each column. A sample of TRCs under each category are given below:<br />What is the best way to group the TRCs together so that the hours under each category can be estimated correctly?<br />
  4. 4. The Sub-Optimal Options<br />Sub-Optimal Option 1: Hard coding the TRC names and using a SQL ‘IN’ condition to evaluate the TRC grouping. <br />Sub-Optimal option 2: Creating separate views for each category and using a SQL ‘IN’ condition to evaluate the TRC grouping.<br />Sub-Optimal option 3: Evaluating the TRC in the XML Publisher template XSL formula before printing the hours under each category.<br />
  5. 5. Best Practice<br />Use ‘Value Lists’ in Time and Labor to group the Time Reporting Codes under each category together. <br />Further, use the Value List in the report logic to get the total number of hours under each category.<br />Value Lists are a way of grouping data elements together in Time and Labor. <br />Value Lists are commonly used in the setup of Time and Labor rules.<br />Value Lists can be utilized to eliminate the need to hard-code values in Time and Labor. <br />
  6. 6. Setting Up Value Lists<br />Value List can be setup under the following navigation:<br />The TRCs that are part of a value list can be added to the Value List definition.<br />
  7. 7. Using Value Lists in Reports<br />Setup one value list corresponding to each relevant column in the report.<br />Details of the members of a value list is stored in the table – TL_VAL_LIST_DTL.<br />For printing the hours for a certain column in the report, obtain the total hours corresponding to each TRC of in the relevant value list. <br />This can be easily achieved by the below SQL:<br />
  8. 8. Advantages of the method<br />Relevant TRCs under a column can be easily maintained directly from PIA.<br />No code change required to the report when a new TRC is created.<br />Faster performance of the report as minimal number of views will be required with this approach.<br />Online validation of TRC names when configuring through a value list.<br />Elimination of the need for Change Requests for modifying the list of TRCs as no code change will be required to change the list of TRCs.<br />
  9. 9. Questions or suggestions??<br />www.peoplesofthrms.blogspot.com<br />jijucvengal@gmail.com<br />