Understanding Integrated and Shared Products Setup Considerations

This chapter discusses:

• Integrated product setup considerations.

• Shared product setup considerations.

Integrated Product Setup Considerations

Oracle's PeopleSoft Enterprise Maintenance Management integrates with a large number of PeopleSoft products. Some of these products are key to the planning, scheduling, execution, and processing of work orders and may have unique or required setup considerations based on their integration with PeopleSoft Maintenance Management.

This section discusses:

• PeopleSoft Asset Management setup considerations.

• PeopleSoft Project Costing setup considerations.

• PeopleSoft Purchasing setup considerations.

• PeopleSoft Inventory setup considerations.

• PeopleSoft eProcurement setup considerations.

• PeopleSoft CRM Help Desk 8.9 and higher and third-party help desk application setup considerations.

• Condition-based monitoring system setup considerations.

• ESRI GIS setup considerations.

• Mobile integration setup considerations.

PeopleSoft Asset Management Setup Considerations

In order to maintain assets using a service request or work order, you must set up assets in PeopleSoft Asset Management's asset repository prior to setting up PeopleSoft Maintenance Management. In addition to the setup required for financial PeopleSoft Asset Management, PeopleSoft Maintenance Management recommends that your PeopleSoft Asset Management setup include:

• Installation options.

• Asset locations.

• Asset area –Set Up Financials/Supply Chain, Product Related, Asset Management, Service and Repair, Area Definition.

• Asset type, asset subtype, manufacturer ID, and model.

  The only place that the manufacturer ID and model are associated with the asset type and subtype is in the equipment parts list (EPL) in PeopleSoft Asset Management. You set the manufacturer ID and model up in Set Up Financials/Supply Chain, Product Related, Procurement Options, Purchasing, Manufacturers and Manufacturer Model Relation.You associate them with an asset in PeopleSoft Maintenance Management task and template setup.

• Chargeback information at the asset level.

• Component changeout rule definitions at the Asset Management business unit, asset type, asset subtype, and asset levels.

• Maintenance types (Set Up Financials/Supply Chain/Product Related, Asset Management, Service and Repair).

  Note. Users define maintenance types in PeopleSoft Asset Management and associate them with an asset type and subtype in PeopleSoft Maintenance Management.

• EPL. (This is optional and is located at Set Up Financials/Supply Chain, Product Related, Asset Management, Service and Repair.)

• Insurance types (Set Up Financials/Supply Chain, Product Related, Asset Management, Service and Repair).

• Standard warranties (Set Up Financials/Supply Chain, Product Related, Asset Management, Service and Repair).

• Warranty templates Set Up Financials/Supply Chain, Product Related, Asset Management, Service and Repair.

• Interunit transfer definition - Set Up Financials/Supply Chain, Product Related, Asset Management, Profiles, Asset Profiles

• Meter types Set Up Financials/Supply Chain, Product Related, Asset Management, Service and Repair.

• Assets set up as tools - Set Up Financials/Supply Chain, Product Related, Asset Management, Profiles, Asset Profiles

See Understanding PeopleSoft Asset Lifecycle Management.

PeopleSoft Project Costing Setup Considerations

You must install and set up PeopleSoft Project Costing prior to the installation and set up of PeopleSoft Maintenance Management. PeopleSoft Maintenance Management uses PeopleSoft Project Costing to:

• Collect work order costs that are generated by PeopleSoft Inventory, PeopleSoft Purchasing, PeopleSoft Payables, PeopleSoft Expenses, and PeopleSoft Maintenance Management.

• Capitalize costs incurred by a work order.

• Use costs incurred by a work order to determine the cost of removal when disposing of an asset.

• Calculate chargebacks and send them to the General Ledger.

• Create work order-managed and Project Costing-managed work orders.

• Copy labor resources set up in Project Costing as labor resources for a Project Costing managed work order.

• Copy generic labor, tools, and purchase/on-hand resources specified for a project and project activity in PeopleSoft Program Management to a work order created from PeopleSoft Program Management. (Program Management must be installed along with Project Costing to use this functionality.)

• Copy specific labor, tools, purchase/on-hand, and inventory resources associated with a project and project activity to a work order created from PeopleSoft Program Management. (Program Management must be installed along with Project Costing to use this functionality.)

• Apply resource pools created in PeopleSoft Resource Management to projects and project activities using PeopleSoft Program Management.

  You associate resource pools to projects and project activities in PeopleSoft Program Management. This enables PeopleSoft Maintenance Management to apply work order access security for resource pools. If this type of security is enforced in a work order business unit, then work order access security is enforced for all of the work orders that are created using this business unit and associated with a project that uses resource pools. Only resources that are members of one of these resource pools can search for express work orders and access the Technician Workbench if work order access security is established. This applies to both Project Costing-managed work orders and work order-managed work orders.

You must set up specific tables and features in Project Costing, which include:

• Selecting Enable Organization on the Installation Options - Project Costing page to calculate chargebacks.

• Following the Project Costing setup requirements, which include the setup of Project Costing ChartFields, transaction options, pricing structure, and more.

• Creating rate sets and rate plans in Project Costing that apply to PeopleSoft Maintenance Management and includes the rate options, WBI (work order labor bill rate), WCO (work order labor cost rate), TBI (tool billing rate), and TCO (tool cost rate) in Set Up Financials/Supply Chain, Product Related, Project Costing, Pricing Structure.

• Select the TUG (Tools Usage) analysis type on the Installation Options, Project Costing Integration page.

• Establishing one or more default work order-managed projects in Project Costing to automatically associate with any new work orders that you create directly in PeopleSoft Maintenance Management.

• Creating a project in Project Costing and clicking the Create Work Order button on the Project Costing, Activity Definition, Team, Resources by Activity page to generate a Project Costing project-managed work order.

You can also create a work order in PeopleSoft Maintenance Management and associate it with an existing project.

Note. You may only need to create one work order-managed project that you associate with most of your work orders depending on the needs of your organization.

When you set up one or more work order business units in the PeopleSoft Maintenance Management work order business unit's Integration page, you must enter the Project Costing business unit that you want to use with each work order business unit to collect work order costs. You also select a default rate plan or rate set, rate, and analysis type, which are based on the user-defined template in Project Costing to use for calculating chargebacks.

In PeopleSoft Maintenance Management, you:

• Associate projects with a work order type and service group in PeopleSoft Maintenance Management, using Associate Projects for work order-managed projects.

• Set up the default Project Costing ChartField values to use for each combination of work order business unit, service group, work order type, project, application, and resource type.

• Set up capitalization filters that specify the minimum amount that it costs to repair or maintain an asset with a work order before capitalizing costs in Project Costing.

• Indicate in the work order business unit that you want to enforce work order access security for resource pools associated with a project and project activity.

See Setting Up PeopleSoft Project Costing Control Data.

See Understanding Overall System Setup Parameters for PeopleSoft Maintenance Management.

PeopleSoft Purchasing Setup Considerations

PeopleSoft Maintenance Management integrates with PeopleSoft Purchasing to enable users to create purchase orders or requisitions for materials, tools, and labor directly from the work order. You must install PeopleSoft Purchasing before setting up PeopleSoft Maintenance Management to create and process work orders. There are specific setup requirements related to the integration of PeopleSoft Purchasing and PeopleSoft Maintenance Management that you must perform, which include:

• Setting up the PO/Requisition Loader Defaults for PeopleSoft Maintenance Management in PeopleSoft Purchasing.

• Indicating whether you want to create a purchase order or a requisition in the work order business unit and in the User Preferences - Maintenance Management page, depending on the needs of your organization.

  The value that you select determines whether you can stage purchase orders or requisitions from the work order. You can also indicate that you do not want to select either option, in which case neither option is available for staging from the work order.

  See Understanding the Purchasing Requisition Loader Application Engine Process (PO_REQLOAD).

  See Understanding Overall System Setup Parameters for PeopleSoft Maintenance Management.

  See Defining PeopleSoft Maintenance Management User Preferences.

PeopleSoft Inventory Setup Considerations

While PeopleSoft Inventory is not required to implement PeopleSoft Maintenance Management, it is highly recommended in order to keep track of materials used in performing work order tasks. Before you can use the PeopleSoft Inventory functionality in PeopleSoft Maintenance Management, the information that you must set up includes:

• Following PeopleSoft Inventory set up procedures and reading the chapter in the PeopleSoft Enterprise Inventory 9.1 PeopleBook: "Fulfilling Work Orders from PeopleSoft Maintenance Management, which describes the way PeopleSoft Inventory handles inventory fulfillment of work orders from the PeopleSoft Inventory point of view.

  See Fulfilling Work Orders from Maintenance Management.

• Mapping the Inventory business unit to one or more work order business units and selecting the Inventory Commit rule and the Inventory Reservation rule in the work order business unit Integration page.

  You can also define the Inventory Commit rule and Reservation rule by shop and work order type. You can specify different combinations of commit rules and reservation rules for different shops or work order types, if applicable. The system will look at the setup at the business unit, shop, and shop type levels and determine the options to use for the commit and reservation rules.

• Setting up the debit/credit pair for inventory transactions using preestablished transaction groups that are delivered with your system.

  PeopleSoft Maintenance Management recommends setting up a generic accounting rule for transaction group 231, which means that the debit side of the accounting entry is driven from the work order.

• Configuring the ChartField selection using the Inventory transaction accounting rules and PeopleSoft Maintenance Management transaction group 231.

  Note. If users do not perform this configuration and only set up transaction group 231, then this transaction accounting rule will be used every time an Inventory issuance occurs.

See Fulfilling Work Orders from Maintenance Management.

See Establishing a PeopleSoft Inventory Business Unit Structure.

See Understanding Overall System Setup Parameters for PeopleSoft Maintenance Management.

See Understanding the Accounting Structure.

PeopleSoft eProcurement Setup Considerations

You can indicate that you want to create PeopleSoft eProcurement requisitions in the work order business unit. You can add and create ePro requisitions from the Purchase/On-Hand Schedules page of the work order to procure non-inventory and open description items. Once these PeopleSoft eProcurement requisitions are loaded to the PeopleSoft Purchasing staging tables from the work order, you process them as you would any other PeopleSoft Purchasing requisition. You can also create a requisition in PeopleSoft eProcurement and enter data that links it to a work order before it is processed.

These are some important activities that you must perform in order to add or create PeopleSoft eProcurement requisitions in a work order work order:

• For each work order business unit for which you intend to procure non-inventory and open description items, you must set up the appropriate requisition loader defaults, purchase order loader defaults, or both to indicate which requisition or purchase order business unit should be used when the work order pushes to a requisition or purchase order.

  (Set Up Financials/Supply Chain, Product Related, Procurement Options, Purchasing, Requisition Loader Defaults and PO Loader Defaults)

• You also set up other default values in the PeopleSoft Purchasing business unit setup. (Set Up Financials/Supply Chain, Business Unit Related, Purchasing, Purchasing Definition.)

• You must set up appropriate roles with the ePRO role action CANLINKWO.

  Only User ID's that have the role name listed in the CANLINKWO action will see the work order related prompts in ePRO's req creation/maint pages.

• Before you enter requisitions into the system, you must be authorized to process requisitions on the User Preferences page. Also, the user ID must be identified as a requester on the Requester Setup page, where you add defaults for requisitions.

• Follow the technical and functional setup options in the PeopleSoft eProcurement PeopleBook to correctly set up PeopleSoft eProcurement to integrate with PeopleSoft Maintenance Management work orders.

See "Determining Technical Implementation Options" chapter in the PeopleSoft Enterprise eProcurement 9.1 PeopleBook

See "Determining Functional Implementation Options" chapter in the PeopleSoft Enterprise eProcurement 9.1 PeopleBook

PeopleSoft CRM Help Desk 8.9 and Higher and Third-Party Help Desk Application Setup Considerations

You can integrate PeopleSoft CRM Help Desk 8.9 and above and third-party help desk applications with PeopleSoft Maintenance Management using the Integration Broker. You must perform the normal setup procedures for PeopleSoft Maintenance Management, as well as set up assets in the PeopleSoft Asset Management asset repository. This provides the foundation to enable you to create work orders from help desk applications.

Additional activities that you must perform include:

• Setting up Integration Broker and activating application messages from PeopleSoft Maintenance Management to the help desk application on both the help desk application and PeopleSoft Maintenance Management databases, which include:

  • COPY_PROBLEM_TREE

    This message copies the problem tree to the help desk application for all problems that have the publish data flag selected. These are the problems available to the help desk agent when creating a work order.

  • COPY_SHOP_LOC

    This message copies all shop locations to the help desk application. These are the shops (service locations) available to the help desk agent when creating a work order.

  • COPY_WM_PRIORITY

    This message copies priorities to the help desk application. These are the priorities available to the help desk agent when creating a work order.

  • COPY_WO_STATUS

    This message copies the work order statuses to the help desk application. These are the work order statuses returned to the help desk from PeopleSoft Maintenance Management when a work order is added or updated.

  • SYNC_REQ_WORK_ORDER

    This message enables the help desk agent to add or update work orders. This message creates a work order in PeopleSoft Maintenance Management when the help desk agent invokes the Create Work Order related action on a case. The message updates a work order in PeopleSoft Maintenance Management when the agent changes the contact information on the case.

  • SYNC_RSP_WORK_ORDER

    This message returns an Add or Update status to the help desk application. If the Add work order is successful, this message returns the new work order number and its initial status. If unsuccessful, this message returns the errors encountered trying to create the work order.

  • SYNC_WM_WO_KEY_EVENT

    Send work order key events to the help desk application. Key events include: work order status change, work order description change, and request for more information from the work order technician.

• Setting up Integration Broker and activating all application messages from PeopleSoft Asset Management to the help desk application on both the help desk application and PeopleSoft Asset Management databases.

  See Enterprise PeopleTools PeopleBook: PeopleSoft Integration Broker

  See PeopleSoft Asset Management Setup Considerations.

• Setting up problems in the problem tree.

• Selecting the Publish Data flag for the problems you want to be available to the help desk application.

• Entering work order default values (business unit, service group, type, and priority) for all problems to be published to the help desk application.

• Executing the COPY_* messages to populate the corresponding tables in the help desk application.

See Understanding PeopleSoft Maintenance Management.

Condition-Based Monitoring System Setup Considerations

Web Services are used to enable external condition-based monitoring systems to notify a condition-based maintenance (CBM) coordinator in PeopleSoft Maintenance Management that an asset requires maintenance or repair using a work order based on its condition. The external systems send the alert to PeopleSoft Maintenance Management. When the alert is saved, PeopleSoft Maintenance Management sends back the alert identification to the external systems.

If an error occurs in PeopleSoft Maintenance Management, Integration Broker sends the error back to the CBM system through Web Services that the:

• Asset business unit is not valid.

• Asset ID is not valid.

• Asset level is not valid.

• Duplicate alert.

• Request Message: WM_ALERT_REQ

  urn:oracle.enterprise.fscm.data.cbm.AlertRequest.V1

• Response message: WM_ALERT_RES

  urn:oracle.enterprise.fscm.data.cbm.AlertResponse.V1

• Service Operation:WM_ALERT_ADD

  Synchronous Operation

• Service: WM_ALERT

  urn:oracle.enterprise.fscm.service.cbm.Alert

See PeopleSoft Enterprise PeopleTools Integration Broker PeopleBook

ESRI GIS Setup Considerations

There are specific setup requirements to enable PeopleSoft Maintenance Management and PeopleSoft Asset Management to integrate with ESRI:

• Installation of the Adobe Flash Player that matches the browser of each user's computer.

• Setup of GIS integration on PeopleSoft Installation Options, Options page. (Set Up Financials/Supply Chain, Install, Installation Options, Overall page.)

• Setup of GIS integration in the Asset Management (AM) business unit. (Set Up Financials/Supply Chain, Business Unit Related, Assets, Asset Management Definition, Interface Options page.)

• Setup of GIS integration in the work order business unit for PeopleSoft Maintenance Management. (Set Up Financials/Supply Chain, Business Unit Related, Maintenance Management, Work Order Definition, Integration page.)

Mobile Integration Setup Considerations

Mobile devices can be equipped with various user interfaces that enable a technician to enter and retrieve data using their mobile device. PeopleSoft Maintenance Management provides a set of PeopleSoft Integration Broker Web Services to serve as the API (application programming interface) for mobile device integration. The web services are detailed in the Web Service Implementation Guide spreadsheet.

Once you have established this integration using a third party vendor, the only setup that you must perform in PeopleSoft Maintenance Management is to select the Enable Mobile Integration check box on the Integration page of the work order business unit for each business unit to which you want the mobile integration to apply.

See Setting Up PeopleSoft Maintenance Management System Parameters.

Shared Products Setup Considerations

PeopleSoft Maintenance Management shares the functionality of specific PeopleSoft products instead of integrating with these products. This means that you are not required to install these products to benefit from their functionality. However, since these products share certain functionality, you must set up common components that are used by each product.

This section discusses:

• PeopleSoft Expenses setup considerations.

• PeopleSoft Resource Management setup considerations.

• PeopleSoft HRMS setup considerations.

PeopleSoft Expenses Setup Considerations

PeopleSoft Maintenance Management provides a time entry user interface front-end that leverages a PeopleSoft Expenses component interface, which enables you to use the PeopleSoft Expenses existing time entry processing functionality from within PeopleSoft Maintenance Management. You do not have to install PeopleSoft Expenses to use this functionality in PeopleSoft Maintenance Management. However, there are specific setup requirements, which include the:

• PeopleSoft Expenses business unit definition. (Business Unit Related, Expenses, Expenses Definition)

  You select an Expenses business unit from a list of GL business units. The GL business unit selected for the Expenses business unit must match the GL business unit identified in the work order business unit in PeopleSoft Maintenance Management.

  • Enter the Time Reporting Options and select the appropriate Time Grid display on the Expenses Definition - Business Unit 2 page.

    To enable personal time entry, you must select the Policy Time grid. Normally you select Both Grids. Personal Time Entry is discussed in more detail in the next subtopic section.

  • Ensure that the GL business unit defined for each employee in PeopleSoft Expenses is consistent with the GL business unit defined for the work order business unit in PeopleSoft Maintenance Management.

    See Configuring Business Units for PeopleSoft Expenses.

• PeopleSoft Expenses employee profile. (Expenses, Manage Employee Information, Update Profile)

  • Set up an employee profile in PeopleSoft Expenses for each employee that enters time in PeopleSoft Maintenance Management.

  • Select Billable as the billing type on the User Defaults page.

    This enables Project Costing to send the expense to Billing and create a chargeback if the project organization is set up in Project Costing for chargebacks. Selecting this field marks the expense lines and time lines with the billing code. The system carries the billing code through to Project Costing as an indicator for billable expenses or billable hours. The system charges the expense lines to the General Ledger. When the customer is billed, the payment is usually reflected as revenue offset to the expenses.

  • Indicate that the employee status is Active on the User Defaults page.

  • Enter the hire date, if not already entered on the User Defaults page.

  • Select the Default Profile check box, if not selected, on the User Defaults page.

    Important! Do not enter values for Project Defaults for Time in the Manage Profile, User Defaults page for PeopleSoft Expenses. PeopleSoft Maintenance Management uses the project defined for the work order instead.

    See Understanding User Defaults.

• Timekeeper authorization.(Expenses, Manage Expenses Security, Authorize Expense Users)

  To authorize a specific timekeeper to enter time for a list of employees, the user ID of the timekeeper must be added to the Authorize Users page for each employee on the list. For example, if John Majors (user ID = DVP1) will be entering time for Gina Angelini (user ID = MM1) in PeopleSoft Maintenance Management, you would access the Authorize Users page for Gina Angelini and add the user ID DVP1 for John Majors to the list of people authorized to enter time (create PeopleSoft Expenses transactions) for Gina Angelini. If the list of employees for whom John Majors is entering time consists of 100 employees, you would access the Authorize Users page for each of the 100 employees and add the User ID for John Majors to the page. You only have to set this up one time or for as long as John Majors is assigned as timekeeper. To enter time in PeopleSoft Maintenance Management, both the employees on the list and the timekeeper must also be set up as resources in PeopleSoft Maintenance Management.

• PeopleSoft Maintenance Management resources - PeopleSoft Maintenance Management, Labor Administration, Create Resources.

  Set up employees as valid maintenance resources who are authorized to work on work orders and enter time in the Technician Workbench.

• Maintenance Management User Preferences.

  Identify the time report method for this user as either Punch Time or Elapsed Time.

  You must select the time reporting method of either Punch Time or Elapsed Time for users who enter time for themselves or enter time for someone else. Each of these users must be set up as a resource in PeopleSoft Maintenance Management. The time reporting method that you select for a user (timekeeper) who is allowed to enter time for someone else must be the same as the time reporting method of all the users for whom the timekeeper is entering time.

  For example, if John Majors (DVP1) is authorized to enter time for a list of 100 employees in Expenses, and the time reporting method for each employee is Punch Time, then you must select Punch Time as the time reporting method on the User Preferences - Maintenance Management page for user ID DVP1 and for the user IDs of each of the 100 employees on the list. The time reporting method for the timekeeper identified in User Preferences must match the time reporting method in User Preferences for each of the 100 employees on the list.

  Important! Based on this example, be careful not to associate the individual who enters time with a user profile where the time entry method is different from the time-entry method associated with the resources for whom time is entered.

  In User Preferences - Maintenance Management, you would also want to make sure that the Allow Access to Others Tasks and the Allow Submit Time for Posting check boxes are selected for the timekeeper's user ID (DVP1). These check boxes must be selected to enable the timekeeper to enter time on the Technician Workbench or the Work Order Completion component.

• Project Costing integration template (Set Up Financials/Supply Chain, Product Related, Project Costing, Project Options, Integration Templates).

  The sample data for PeopleSoft Maintenance Management predefines the Project Costing Integration Template for Project Costing business unit US001, and is set up to accept data from several GL business units including GL business unit US001.

Important! A timekeeper who enters time for employees assigned to a work order using the Work Order Completion component instead of the Technician Workbench does not have to be set up in PeopleSoft Expenses and does not have to be granted authorization in PeopleSoft Expenses using Authorize Expense Users. The time reporting method indicated in User Preferences for the user ID of the timekeeper and the user IDs of the employees for whom the timekeeper enters time is also irrelevant when the time keeper enters time using the Work Order Completion component. However, both the timekeeper and all employees must be set up in PeopleSoft Maintenance Management as resources regardless of the type of entry.

See Understanding User Defaults.

Setup for Personal Time Entry on the Technician Workbench

You have the option to enter personal time on the Technician Workbench on a separate grid that displays with the work order elapsed or punch time entry grid. You must select a Time Grid Display option on the Expenses Business Unit 2 Definition page if you want the personal time entry grid to display in the Technician Workbench.

Before you enter personal time in the Time Entry component of the Technician Workbench, you should install:

• PeopleSoft Time and Labor.

• PeopleSoft Payroll.

The installation of these two products is not required. If you do not install these products, however, the collected data will only be used for information purposes and is not processed through the system.

You must refer to the PeopleSoft Time and Labor PeopleBook and the PeopleSoft Payroll PeopleBook to install and use these two products.

See Integrating With PeopleSoft Time and Labor.

PeopleSoft Resource Management Setup Considerations

PeopleSoft Maintenance Management leverages the PeopleSoft Resource Management data model functionality to assign and schedule resources. This means that you do not have to install PeopleSoft Resource Management to use the product's resource functionality in PeopleSoft Maintenance Management. Many of the setup requirements in PeopleSoft Resource Management now reside in the Set Up Financials/Supply Chain, Common Definitions, Resource Data component. PeopleSoft Maintenance Management also leverages the capability to set up employees and their qualifications and add them as resources. You access these resource features directly in the PeopleSoft Maintenance Management menu under Labor Administration. Even if you install PeopleSoft Resource Management, you still must set up this data in PeopleSoft Maintenance Management because the requirements are slightly different. The information that you need to set up this resource data is described in detail in the chapter Setting Up Labor and Tools Resources.

To set up work order access security for resource pools associated with a project and project activity in PeopleSoft Program Management, you first must set up the resource pools in PeopleSoft Program Management.

See PeopleSoft Maintenance Management Integration with PeopleSoft Program Management.

See Understanding Labor and Tools Resource Setup and Maintenance.

Employee and Non-Employee Source Data

PeopleSoft Maintenance Management applies the same principles regarding employee and non-employee source data as PeopleSoft Resource Management.

See Understanding PeopleSoft Resource Management and PeopleSoft HRMS.

HRMS Business Unit Generation Without PeopleSoft HRMS

Every employee either in the PeopleSoft HRMS database or the Financials database must be associated with a business unit. If you do not use PeopleSoft HRMS, you must generate HRMS business units by setting up the PeopleSoft Resource Management business unit. Before you set up the PeopleSoft Resource Management business unit, you must set up the Project Costing business units that you intend to add as a default value in each of the work order business units that you set up. You can enter only one Project Costing business unit in a work order business unit. You then select this Project Costing business unit when you set up the Resource Management business unit.

If you do not integrate with PeopleSoft HRMS, when you create the Resource Management business unit, it populates the HR Business Unit table (BUS_UNIT_TBL_HR) behind the scenes.

If you use PeopleSoft HRMS, the HR business units that you set up in PeopleSoft HRMS are available to PeopleSoft Maintenance Management.

See "Understanding PeopleSoft Resource Management" chapter in the PeopleSoft Enterprise Resource Management 9.1 PeopleBook

See "Understanding PeopleSoft Resource Management Without PeopleSoft HRMS" chapter in the PeopleSoft Enterprise Resource Management 9.1 PeopleBook

PeopleSoft HRMS Setup Considerations

You can use PeopleSoft HRMS as your employee source database. Selected data that is used to populate PeopleSoft Maintenance Management employee records and resource profiles is imported from PeopleSoft HRMS using application messages and the Integration Broker.

PeopleSoft HRMS and PeopleSoft Maintenance Management Implementation

When you implement PeopleSoft Maintenance Management with PeopleSoft HRMS, you create a system of business unit and setID functionality that matches the way you manage processes related to both resources and HR. The system must also handle the integration issues of using multiple applications.

If your organization uses PeopleSoft HRMS to manage employee data, you also must set up the Resource Management business unit. Consider using the same business units in the PeopleSoft Resource Management database and the PeopleSoft HRMS database. A one-to-one correlation between PeopleSoft HRMS and PeopleSoft Resource Management business units simplifies organizational structure, business rules, and processing.

See PeopleSoft Enterprise HRMS Application Fundamentals PeopleBook

PeopleSoft 7.x HRMS or Third-Party HRMS

If your organization uses a PeopleSoft 7.x HRMS or earlier, or a third-party HRMS application, you can create a bridge between your HRMS application and PeopleSoft Maintenance Management. You use PeopleSoft Integration Broker to map your data to PeopleSoft Maintenance Management. Although you can use other HRMS applications and PeopleSoft Maintenance Management together, a third-party HRMS application may not support the full functionality of PeopleSoft Maintenance Management.

See PeopleSoft Enterprise PeopleTools Integration Broker PeopleBook