How Transactions Are Created and Applied to PeopleSoft Grants Awards

You can create and apply transactions that are related to PeopleSoft Grants awards in two ways:

By creating transactions in feeder systems and then using the Project Costing Integration process to price them and apply them to the award.
By creating transactions directly in PeopleSoft Project Costing using the Add Transactions page.

These applications integrate with PeopleSoft Grants for the Project Costing Integration process:

PeopleSoft General Ledger
PeopleSoft Inventory
PeopleSoft Payables
PeopleSoft Purchasing
PeopleSoft Expenses
PeopleSoft Time and Labor

Typically, you would create transactions in one of the PeopleSoft feeder systems and then bring the transactions into PeopleSoft Grants through the Project Costing Integration process. The integration process calls the pricing engine, which in turn refers to the rate set to price the transactions and assign a target analysis type (usually BIL) to the incoming rows. These transaction rows are then stored in the Project Resource table (PROJ_RESOURCE) until they are processed through to PeopleSoft Billing and PeopleSoft General Ledger

Some examples of transactions that are created in feeder systems include:

Requisitions from PeopleSoft Purchasing.
Purchase orders that are created in PeopleSoft Purchasing and processed through PeopleSoft Payables.
Vouchers that are created in PeopleSoft Payables.
Time and expense information that is created in PeopleSoft Expenses.
Journal entries from PeopleSoft General Ledger.
Payroll entries from PeopleSoft Time and Labor.

After you process the transactions, you can view them by navigating to the Project Transactions page for your specific project and activity

Example: Bringing Vouchers into PeopleSoft Grants

The system brings vouchers into PeopleSoft Project Costing as actual costs and assigns them an analysis type of ACT. This table lists the major steps in creating a voucher and applying it to PeopleSoft Project Costing:

Step	Navigation
Create a voucher in PeopleSoft Payables.	Accounts Payable > Vouchers > Add/Update > Regular Entry > Invoice Information
Post the voucher.	Accounts Payable > Batch Processes > Vouchers > Voucher Posting > Voucher Posting Request
Run the Project Costing Integration Process (AP_PC_TO_PC) to bring the voucher into PeopleSoft Project Costing.	Project Costing > Cost Collection > Cost Collect Payables
Verify that the system applied the transaction to the PeopleSoft Grants project.	Project Costing > Project Definitions > Define Project General Info

To process transactions from other PeopleSoft feeder systems, refer to the appropriate documentation.

Adding Transactions Directly to PeopleSoft Project Costing

To add a transaction directly to PeopleSoft Project Costing:

Access the Add Transactions page in PeopleSoft Project Costing.
Select Project Costing > Transaction Definitions > Add Transactions.
Select an analysis type for each transaction that you enter.
Select or enter the details of the transaction (source type, category, quantity, unit of measure, and so on).
If you are adding a transaction in a currency that differs from the base currency of the business unit, enter the transaction amount in the Source Amount field and select the Source Currency that is used in the transaction.
The system automatically converts the transaction amount to the business unit's base currency based on the default conversion rate type that is established for the user. Rate type defaults are set up in the General Options - User Preferences page. The converted amount is displayed in the Project Amount field on the Transaction Detail page.
Click Save to save the data in the Interface Project Resource staging table (INTFC_PROJ_RES).

If PeopleSoft Commitment Control is active, click Save to Project Transactions to budget check the row before sending the rows to the Project Resource table. If PeopleSoft Commitment Control is not active, clicking Save to Project Transactions will still load the rows into the Project Resource table