Peoplesoft Journals: Saved Search Criteria

You can more easily and quickly complete common searches within Peoplesoft by creating and saving your search criteria. The below steps show you how to set-up and save these searches for future use.

The first example is a simple and common search everyone should find useful, and I'll include additional useful searches after it.

Setting up Saved Search Criteria Example
For this example we are going to set-up search criteria that quickly changes the Business Unit portion of the search to include all Business Units. This is useful for when you're searching for a journal ID since it both clears out all of the default parameters and fills in every BU for you. This saved search criteria can serve as the basis for other more specific saved searches as well.

I. Set-up the Search Criteria

1. Navigate to Main Menu > General Ledger > Journals > Journal Entry > Create/Update Journal Entries and then click on the "Find an Existing Value" tab.
2. Click on the "Clear" button at the bottom to remove the default parameters.
3. On the Business Unit section click on the drop-down that defaults to "=" and change it to "In". This allows you to choose multiple business units to search.
4. Click on the magnifying glass to the right of the Business Unit search field.
5. Click on the check-box next to every Business Unit you want to include in your search. For this example, just click them all. Then click "OK" at the bottom of the window.
6. You've now set-up a search that will include all Business Units.

II. Save the Search Criteria

1. Once you have your search criteria ready you can save it by clicking on "Save Search Criteria" below the search fields.
2. This takes you to a new page that summarizes your search criteria. Put in a name for the search in the only field. I suggest "AllBusinessUnits" or "AllBU" the saved-searches are organized alphabetically so this name should appear at the top.
3. Click Save.
4. You've now successfully saved a search. You will have a drop-down of all of your saved searches on the "Find an Existing Value" tab where you can quickly select them.
   Note: When saving a Search you can enter the name of an existing saved Search to save over it. This is helpful if you are including a date range in your saved search and want to update it.

Other useful searches:
Below are some saved searches that I find useful. I'm showing you the "Save Search Criteria" page and highlighting the key values that were entered. For most of these I first selected by "AllBusinessUnits" saved search to quickly clear the default values and all every Business Unit to my search and then added additional criteria.

My Incomplete Journals
This shows me a list of any journal I've entered where the Journal Header Status does not equal "P" (posted). Note that you have to change the Journal Header Status Criteria to "Not =" since the default is "=".