This chapter provides an overview of the integration process with PeopleSoft Receivables and discusses how to integrate receivables adjustments.
Integration with PeopleSoft Receivables provides you with accounts receivable items and revenue-related adjustments. By gaining access to information on the progress of a project, such as outstanding revenue, project managers have financial control of the project.
Rows are eligible to distribute from PeopleSoft Receivables to PeopleSoft Project Costing if they have:
A PC Distribution Status field (PC_DISTRIB_STATUS) value of N (not distributed) in the Item Activity table (ITEM_ACTIVITY).
Values for project business unit, project, activity, and any other required project-related ChartField.
A Receivables entry type that relates to revenue adjustments.
This table lists the types of adjustments that PeopleSoft Project Costing captures:
Receivables Entry Type |
Description |
FC-01 |
Create an overdue charge. |
IT-01 |
Create an invoice/debit memo. |
IT-02 |
Create a credit memo. |
MT-03 |
Write off a debit. |
MT-04 |
Create a new debit. |
MT-07 |
Write off a remaining debit. |
WS-02 |
Take earned discount. |
WS-03 |
Take unearned discount. |
WS-08 |
Create a deduction. |
WS-09 |
Write off an item. |
WS-11 |
Write off an underpayment. |
Use the Receivables Adjustments Application Engine process (PC_AR_TO_PC) to move data from PeopleSoft Receivables to PeopleSoft Project Costing. This process copies the information into the Project Transaction table (PROJ_RESOURCE) in PeopleSoft Project Costing, and updates the PC distribution status to D (distributed) in the Item Activity table in PeopleSoft Receivables.
See Also
Setting Up Receivable Update and Pending Group Generator
Setting Up Item and Automatic Entry Types for Revenue Estimate Processing
PeopleSoft Project Costing Integration
Setting Up Bill By Identifiers for External Sources
This section discusses how to import receivables adjustment data into PeopleSoft Project Costing.
Page Name |
Definition Name |
Navigation |
Usage |
PC_AR_TO_PC |
Project Costing, Revenue Collection, Adjustments from Receivables, Adjustments from Receivables |
Run the Receivables to Project Costing process to import receivables adjustment data into PeopleSoft Project Costing. |
Access the Adjustments from Receivables page (Project Costing, Revenue Collection, Adjustments from Receivables, Adjustments from Receivables).
See Also
Defining Project Costing Integration Installation Options
PeopleTools PeopleBook: PeopleSoft Process Scheduler