PeopleSoft Contracts Implementation
PeopleSoft Setup Manager enables you to review a list of setup tasks for your organization for the products that you are implementing. The setup tasks include the components that you must set up, listed in the order in which you must enter data into the component tables, and links to the corresponding documentation.
PeopleSoft Contracts also provides component interfaces to help you load data from your existing system into PeopleSoft Contracts tables. Use the Excel to Component Interface utility with the component interfaces to populate the tables.
This table lists the components that have component interfaces:
Component |
Component Interface |
References |
---|---|---|
As Incurred Acctg Distribution (PSA_ACCT_SETUP) |
PSA_ACCT_SETUP_CI |
|
Milestone Templates (CA_MS_DEFN_PNLG) |
CA_MS_DEFN_PNLG_CI |
See Defining Milestones. |
Product Definition (PROD_DEFN) |
PROD_DEFN_CI |
|
Product Group Options (CA_PROD_GROUP) |
CA_PROD_GROUP_CI |
|
Assign Product Group (PROD_GROUP) |
PROD_GROUP_CI |
See Product Group Page. |
Product Group Table (PROD_GROUP_TBL) |
PROD_GROUP_TBL_CI |
|
Product Rate Template Defaults (CA_PROD_RATES) |
CA_PROD_RATES_CI |
|
Account (GL_ACCOUNT) |
ACCOUNT_CF |
See Account Page. |
Alternate Account (ALTACCT) |
ALTACCT_CF |
|
Budget Reference (BUDREF_PNL) |
BUDGET_REF_CF |
|
Chartfield 1 (CHARTFIELD1) |
CHARTFIELD1 |
See ChartField 1 Page. |
Chartfield 2 (CHARTFIELD2) |
CHARTFIELD2 |
See ChartField 1 Page. |
Chartfield 3 (CHARTFIELD3) |
CHARTFIELD3 |
See ChartField 1 Page. |
Class (CLASS_PNL) |
CLASS_CF |
See Class Field Page. |
Department (DEPARTMENT) |
DEPT_CF |
See Department Page. |
Fund (FUND_DEFINITION) |
FUND_CF |
See Fund Code Page. |
Operating Unit (OPERATING_UNIT) |
OPER_UNIT_CF |
See Operating Unit Page. |
Product (PRODUCT) |
PRODUCT_CF |
See Product Page. |
Program (PROGRAM_DEFINITION) |
PROGRAM_CF |
See Program Code Page. |
Project (PROJECT) |
PROJECT_CF |
See Project Page. |
Scenario (BD_SCENARIO) |
BUDGET_SCENARIO |
See Scenario Page. |
Statistics Code (STATISTICS_TBL) |
STATISTICS_CODE |
See Statistics Code Page. |
Competitor Codes (COMPETITOR_CD) |
COMPETITOR_CD_CI |
|
Attributes by UOM (PROD_UOM) |
PROD_UOM_CI |
|
InterUnit Pair (IU_INTER_PR_BASIC) |
IU_PAIRS_MAINT |
|
Transaction Billing Processor (TBP) Accounting Rules (CA_ACCT_RULES) |
CA_ACCT_RULES_CI |
Other Sources of Information
In the planning phase of your implementation, take advantage of all PeopleSoft sources of information, including the installation guides and troubleshooting information.
See the product documentation for:
PeopleTools: Setup Manager
PeopleTools: Component Interfaces