Using Application Data Sets for Aging

Management and collection departments rely on aging to identify delinquent accounts and the length of time an invoice has been outstanding. Aging helps to assess possible cash flow issues or credit risks. Aging IDs define how the Aging process and aging reports age open items. They also enable you to define unique rules for aging deduction, disputed, collection, and doubtful items, and items paid by drafts with an accepted or remitted status. The Aging process uses the aging ID assigned to the bill to customer first, then defined at the business unit level to age items.

Because there are several fields to be entered to create an aging definition, it is advantageous to set up aging in a development database and use the Application Data Set (ADS) definition to migrate this data between development environments, test environments, and ultimately, to a production environment.

The following table shows the delivered Application Data Set (ADS) definition (delivered in Data Set Designer) that supports the migration of PeopleSoft Aging data:

Delivered ADS Definition to Support PeopleSoft Aging

ADS Usage

COMP_AGING_TBL_GBL

Select this data set on the Data Migration Workbench to move aging tables from one database to another. This data set includes the following records used for aging:

  • AGING_TBL

  • AGING_CATEG_TBL

You can find complete information about setting up and using ADS definitions for data migration in the PeopleTools: Lifecycle Management Guide. This documentation covers the following topics:

  • Using the Data Set Designer.

  • Copying and comparing projects.

  • Validating data sets.

  • Implementing data set security.

All relevant records are delivered in the Query Access Tree (QUERY_TREE_AR) within the PS/AR Access Group (AR_ACCESS_GROUP) on the Query Access Manager page (PeopleTools > Security > Query Security > Query Access Manager).

PeopleSoft delivers an ADS Administrator permission list (PeopleTools > Security > Permissions & Roles > Permission Lists > Data Migration). For Read and Write access, the PS/AR Access Group should be included on the Data Migration – Permission List Access Groups secondary page. On the Data Migration – Copy Compare Permissions secondary page, select Full Access to activate access permission, and select the Allow setting Copy Compare attributes on data set definitions check box.

See the product documentation for PeopleTools: Security Administration.