Oracle PeopleSoft Financials Navigation 9.2: How to Guide User Preference Features Updated-10/4/2018 by MGB

Transcription

1 How to Turn Autocomplete Off/On Autocomplete is a feature in PS Financials that helps populate fields as you enter data in fields or search boxes. For the seasoned user and high data entry user, this feature can be annoying or a hindrance. To turn Autocomplete off, then follow instructions below. Step 1: Log into PeopleSoft Financials as normal. On your homepage locate the NavBar on the top and far right of the screen. Then click on and find the Navigator icon. Click on the icon as well. Page 1 of 6

2 Step 2: Now click on My Preferences. Step 3: On My Preferences page, this page allows you to change settings for your PS Financials environment. To change the Autocomplete setting, click on Navigation Personalizations. Page 2 of 6

3 Step 4: After clicking on Navigation Personalizations section expands into a list. At bottom of list, see Autocomplete and default setting is set to Yes (means that autocomplete is on). To turn off, click on yes button and it turns off. Step 5: To Save setting, scroll to top of screen and click the Save button. A confirmation will appear at top of page to let you know the setting was changed. Step 6 (if necessary): If you change your mind and want to use the Autocomplete feature, then you can navigate back to Navigation Personalization s and change back to Yes. *Notice next to Save button, a Restore Defaults button. If you make a lot of setting changes in My Preferences, this button allows you to start over. Just click on Restore Defaults and settings are reset.* Page 3 of 6

4 How to Set Preferences to skip over Magnifying Glass Within PS Financials, many data-entry fields have a magnifying glass/lookup button on the right side of the field. Button allows user to look-up possible values that are valid values that can be entered into that field. Button can be helpful; however, when you are entering data and clicking the Tab button to move between fields, it will stop at magnifying glass between the fields. Especially evident when entering the Chartfield Combination (CFC) into a transaction. This causes user to click the Tab Button twice (instead of once) to move to next data entry field. To set preferences to skip over magnifying glass/lookup button between fields, follow instructions below. Step 1: Log into PeopleSoft Financials as normal. On your homepage locate the NavBar on the top and far right of the screen. Then click on and find the Navigator icon. Click on the icon as well. Page 4 of 6

5 Step 2: Now click on My Preferences. Step 3: On My Preferences page, this page allows you to change settings for your PS Financials environment. To change the Skip over Lookup Button setting, click on Navigation Personalizations. Step 4: After clicking on Navigation Personalizations section expands into a list. At bottom of list, see Tab over Lookup Button and default setting is set to No (means that Tab does not skip Lookup button). To turn on, click on yes button and it turns on. Page 5 of 6

6 Step 5: To Save setting, scroll to top of screen and click the Save button. A confirmation will appear at top of page to let you know the setting was changed. Step 6: Step 6 (if necessary): If you change your mind and do not want to use the Tab over Lookup Button feature, then you can navigate back to Navigation Personalization s and change back to No. *Notice next to Save button, a Restore Defaults button. If you make a lot of setting changes in My Preferences, this button allows you to start over. Just click on Restore Defaults and settings are reset.* Page 6 of 6