Understanding Integrations with Other Applications

This chapter provides an overview of product integration and discusses how to integrate with:

Click to jump to parent topicUnderstanding Product Integration

PeopleSoft Contracts is designed to fully integrate with PeopleSoft Project Costing, Billing, and General Ledger. PeopleSoft Contracts does not require the installation of these PeopleSoft products; however, you cannot take advantage of projects, billing, or revenue recognition functionality unless you’ve installed the corresponding PeopleSoft applications.

PeopleSoft Contracts also integrates directly with PeopleSoft Grants, Proposal Management, Order Management, and Pay/Bill Management.

Click to jump to parent topicIntegrating with PeopleSoft Project Costing

You can associate PeopleSoft Contracts contract lines with product IDs with transactions related to projects and activities in PeopleSoft Project Costing. These product IDs can represent fixed-amount, recurring, or rate-based products or services. PeopleSoft Contracts uses PeopleSoft Project Costing as the billing and accounting source of transactions related to rate-based products and services. Additionally, any transactions that you generate using PeopleSoft Contracts can populate back into PeopleSoft Project Costing for analysis purposes.

See Also

Working with PeopleSoft Project Costing

PeopleSoft Enterprise Project Costing PeopleBook

Click to jump to parent topicIntegrating with PeopleSoft Billing

Billing information for fixed-amount and recurring contract lines is sent from PeopleSoft Contracts to PeopleSoft Billing. Billing information for rate-based contract lines is sent from PeopleSoft Project Costing to PeopleSoft Billing. PeopleSoft Billing then generates invoices for the contract lines and sends information regarding the invoices back to PeopleSoft Contracts and PeopleSoft Project Costing.

See Also

Processing Contracts Billing

PeopleSoft Enterprise Billing PeopleBook

Click to jump to parent topicIntegrating with PeopleSoft General Ledger

You can book revenue to your general ledger system for the contracts you set up in PeopleSoft Contracts. PeopleSoft Contracts stores the accounting distributions to be applied to fixed-fee contract lines and transactions for rate-based contract lines. PeopleSoft Contracts then generates accounting entries in the appropriate currency.

See Also

PeopleSoft Enterprise General Ledger PeopleBook

Click to jump to parent topicIntegrating with PeopleSoft Grants

You can use PeopleSoft Contracts for proposal-to-award processing. You can convert PeopleSoft Grants proposals into contracts. This process creates all associated contract lines, rate plan associations, projects, and activities. PeopleSoft Contracts also provides the proposal ID reference to link back to PeopleSoft Grants.

See Also

PeopleSoft Enterprise Grants PeopleBook

Click to jump to parent topicIntegrating with PeopleSoft Order Management

With PeopleSoft Contracts, you can create orders for products through the contract entry process, which in turn creates sales orders for those products in PeopleSoft Order Management.

In addition, PeopleSoft Contracts uses PeopleSoft Order Management's product table to create your catalog of products and services. This enables you to use existing PeopleSoft Order Management functionality such as the ability to define revenue splits for a product that default into a contract, as well as having one source for all products and services sold.

See Also

PeopleSoft Enterprise Order Management PeopleBook

Click to jump to parent topicIntegrating with PeopleSoft Proposal Management

PeopleSoft Proposal Management automatically creates a contract based on the successful proposal information. In addition, the project and activities and rate plans are automatically associated with the contract. PeopleSoft Contracts also provides the proposal ID reference and links back to PeopleSoft Proposal Management.

See Also

PeopleSoft Enterprise Proposal Management PeopleBook

Click to jump to parent topicIntegrating with PeopleSoft Pay/Bill Management

PeopleSoft Pay/Bill Management leverages and connects several PeopleSoft applications in order to streamline staffing business operations. These products include PeopleSoft Staffing Front Office, Contracts, Project Costing, Human Capital Management, Time & Labor, Billing, and Accounts Payable. PeopleSoft Pay/Bill Management customers use PeopleSoft Contracts to track, bill, and account for staffing agreements and general use contracts.

See Also

PeopleSoft Enterprise Pay/Bill Management PeopleBook