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

See Understanding Accounting for Projects.

Milestone Templates (CA_MS_DEFN_PNLG)

CA_MS_DEFN_PNLG_CI

See Defining Milestones.

Product Definition (PROD_DEFN)

PROD_DEFN_CI

See Establishing Product Definitions.

Product Group Options (CA_PROD_GROUP)

CA_PROD_GROUP_CI

See Contract Options Page.

Assign Product Group (PROD_GROUP)

PROD_GROUP_CI

See Product Group Page.

Product Group Table (PROD_GROUP_TBL)

PROD_GROUP_TBL_CI

See Setting Up Product Group Tables.

Product Rate Template Defaults (CA_PROD_RATES)

CA_PROD_RATES_CI

See Product Rate Defaults Page.

Account (GL_ACCOUNT)

ACCOUNT_CF

See Account Page.

Alternate Account (ALTACCT)

ALTACCT_CF

See Understanding Alternate Accounts.

Budget Reference (BUDREF_PNL)

BUDGET_REF_CF

See Budget Reference Page.

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

See Product Definition - Competitor Page.

Attributes by UOM (PROD_UOM)

PROD_UOM_CI

See Product Attributes by UOM Page.

InterUnit Pair (IU_INTER_PR_BASIC)

IU_PAIRS_MAINT

See Setting Up Interunit and Intraunit Processing.

Transaction Billing Processor (TBP) Accounting Rules (CA_ACCT_RULES)

CA_ACCT_RULES_CI

See Accounting Rules for CRM Page.

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