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Understanding PeopleSoft EPM Business Rule Setups

After installing EPM, you must set up the infrastructure, key business rules, and processing variables that support the product. These rules provide the foundation on which EPM operates and can include country and state, unit of measure, and calendar rules. Because these rules act as a foundation and span the entire EPM product suite, you must perform these setup tasks prior to beginning other EPM implementation tasks documented in this guide.

The business rules and processing variables that you define for EPM are stored in EPM database tables. You define these rules and populate the EPM tables using the PeopleSoft Pure Internet Architecture (PIA) pages in the EPM Foundation setup menu. These pages are built over EPM tables that are shared across many EPM products.

Note: Please be aware that the order in which the setup tasks are presented in this topic does not necessarily indicate the actual order in which they should be performed during implementation. It is highly recommended that you use Setup Manager to determine the implementation tasks that are required for your organization and the related implementation sequence.