Skip to Main Content
Getting Started with PeopleSoft Contracts
PeopleSoft Contracts Business Processes
PeopleSoft Contracts Integrations
PeopleSoft Contracts Implementation
Related Product Documentation
Common Elements Used in Contracts
Navigating in PeopleSoft Contracts
Navigating in PeopleSoft Contracts
Understanding Integrations with Other Applications
Understanding Product Integration
Integrating with PeopleSoft Project Costing
Integrating with PeopleSoft Billing
Integrating with PeopleSoft General Ledger
Integrating with PeopleSoft Grants
Integrating with PeopleSoft Order Management
Integrating with PeopleSoft Proposal Management
Integrating with PeopleSoft Pay/Bill Management
Understanding PeopleSoft Contracts Implementation Issues
Understanding Contract Implementation
Creating and Administering PeopleSoft Contracts
Mapping Enterprise Data Flow
Recognizing Your Business Structure
Defining an FTP Server for Document Attachments
Understanding PeopleSoft Contracts Security
Understanding PeopleSoft Contracts Security
Understanding ChartField Security
Setting Up Row-Level Security
Setting Up Contract Status Security
Setting Up Milestone Security
Using Roles and Permission Lists
Defining PeopleSoft Contracts Business Units
Establishing PeopleSoft Contracts Business Units
Structuring Contracts
Understanding Contract Structure
Defining Contract Statuses
Defining Contract Types
Defining Contract Roles
Defining Revenue and Billing Plan Templates
Defining Billing Plan Detail Templates
Defining Billing Summarization Templates
Defining Renewal Plan Templates
Defining Contracts Workbench Templates
Defining Validation Templates
Defining Hold Reasons
Defining Tiered Pricing Templates
Defining Rate Sets and Rate Plans
Defining Discounts and Surcharges
Defining Document Sequencing Options
Defining Legal Entities
Defining Early-Out Options
Defining Milestones
Defining Revenue Reconciliation Options
Defining Revenue Profile
Defining Bundling Attributes
Defining Price Adjustment Reason Codes
Defining Email Notifications
Defining Amendments
Setting Up Products
Understanding Products and Product Groups
Setting Up Products and Product Groups
Creating Contracts
Understanding Contracts
Defining General Contract Information
Defining Contract Lines
Selecting Products to Add to a Contract Line
Defining Contract Billing Options
Updating Billing and Revenue Separation Identifiers
Updating Hold Billing and Revenue on Unpaid Cost Options
Adding Attachments
Creating Ad Hoc Product Lines
Generating Order Lines
Understanding Accounting Distributions
Accounting Distributions
Multicurrency
Accounting Distribution Defaults
Accounting Distribution Creation
Accounting Distributions for Discounts and Surcharges
Accounting Distributions for Interunit Transfers
Products Managing Revenue
Entering Accounting Distributions
Understanding Accounting Distributions
Common Elements Used
Entering Accounting Distributions
Pricing Contracts
Understanding Pricing Contracts
Pricing Amount-Based Contracts
Pricing Rate-Based Contracts
Using Special Payment Terms
Working with PeopleSoft Project Costing
Understanding the Relationship Between PeopleSoft Contracts and PeopleSoft Project Costing
Assigning Projects and Activities to Contracts
Defining Tiered Pricing
Processing Project Progress
Amending Discounts, Retainages, and Limits
Setting Up Milestones
Understanding Milestones
Common Elements Used in This Section
Setting Up Milestones
Maintaining Milestones
Processing Milestones
Reviewing Project Milestones
Setting Up Revenue Plans
Understanding Revenue Plans
Prerequisites
Defining Revenue Plans
Assigning Contract Lines to Revenue Plans
Previewing Revenue
Processing Revenue Recognition
Understanding Revenue Plan Processing
Prerequisites
Processing Contract Liability
Processing Amount-based Revenue
Processing Rate-based Revenue
Updating Revenue Recognition Statuses
Managing Revenue Recognition
Understanding Revenue Management
Reviewing Revenue
Reversing Revenue
Redistributing Revenue
Reconciling Billing and Revenue
Forecasting Revenue
Understanding Revenue Forecasting
Forecasting Revenue
Setting Up Billing Plans
Understanding Billing in Contracts
Defining Billing Plans
Assigning Contract Lines to Billing Plans
Processing Contracts Billing
Understanding the Contracts Billing Process
Running the Contracts Billing Interface Process
Creating and Managing Limits
Understanding Limits
Setting Up Limits
Setting Up Transaction Limits
Setting Up a Processing Order Template
Processing Limits
Reviewing and Releasing Limits
Managing Contracts Billing
Understanding Billing Management
Reviewing the Cross-Reference Table
Reviewing and Reversing Billing Activity
Establishing Prepaid Amounts
Understanding Prepaid Amounts
Common Elements Used in Prepaid Amounts
Establishing Prepaid Amounts
Defining and Viewing Utilization of Prepaid Amounts
Monitoring Administrative Activity for Prepaid Amounts
Entering Renewals
Understanding Renewals
Defining Renewable Products, Templates, and Contract Lines
Defining Renewal Plans and Renewal Cycles
Assigning Contract Lines to Renewal Plans
Pricing Renewal Plans
Applying Discounts and Surcharges to Renewals
Reviewing Renewals
Processing Renewals
Amending Contracts
Understanding Contract Amendments
Common Elements Used in Amending Contracts
Working with Amendments
Maintaining Support Teams
Understanding Support Teams
Using Support Teams for Email Notification
Creating Notes
Understanding Contract Notes
Creating Notes for PeopleSoft Contracts Components
Creating Notes to Include on Bills
Managing Sponsor Letter of Credit Data
Importing and Managing Sponsor Letter of Credit Data
Managing Contracts
Using the Contracts WorkCenter
Creating a Personal Contract List
Reviewing Contract Summaries
Reviewing Contract Details
Analyzing Contracts Data, Grants Data, and Project Costing Data Using the Contracts Workbench
Using the Contracts Workbench
Using the Contracts Activity Guide
Using the Fluid User Interface for Contracts
Using the PeopleSoft Fluid Contracts WorkCenter
Understanding the PeopleSoft Fluid Contracts WorkCenter
Setting Up and Personalizing the PeopleSoft Fluid Contracts WorkCenter
Using the PeopleSoft Fluid Contracts WorkCenter
Using the Fluid Contracts WorkCenter – My Work Pagelet
Using the Fluid Contracts WorkCenter – Links Pagelet
Using the Fluid Contracts WorkCenter – Queries Pagelet
Using the Fluid Contracts WorkCenter – Reports and Processes Pagelet
Analyzing Contracts Using PeopleSoft Insights
Understanding PeopleSoft Insights for Contracts
Setting up Insights Dashboards for Contracts
Analyzing Contracts Using PeopleSoft Insights
Working with Federal Reimbursable Agreements
Understanding Federal Reimbursable Agreements
Setting Up Federal Reimbursable Agreements
Inquiring On Federal Reimbursable Agreements
Working with PeopleSoft Transaction Billing Processor
Understanding the PeopleSoft Transaction Billing Processor
Understanding Integration Messages for Transaction Billing
Prerequisites
Common Elements Used in Transaction Billing Processor
Setting Up the PeopleSoft Transaction Billing Processor
Managing Billing Plans
Managing Revenue Plans
Processing Billing
Processing Revenue
Tracking Contracts
Archiving Transactions
Understanding Archive Objects Definitions, Query Definitions, and Template Definitions
Archiving Data
Restoring Archived Data
Configuring Batch Processes
Configuring Temporary Tables for Batch Processing
PeopleSoft Contracts Web Libraries
Understanding Web Libraries
PeopleSoft Contracts Web Libraries
PeopleSoft Contracts Reports
PeopleSoft Contracts Reports: A to Z
Report Samples