PeopleSoft Grants Implementation
Setup Manager enables you to review a list of setup tasks for your organization for the applications 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.
Because PeopleSoft Grants is a solution that requires the installation of several different applications, you must use Setup Manager separately for each application that you install. PeopleSoft Grants requires that you follow this order when using Setup Manager:
PeopleSoft General Ledger
PeopleSoft Projects
PeopleSoft Billing
PeopleSoft Contracts
PeopleSoft Grants
PeopleSoft Financials also provides component interfaces to help you load data from your existing system into PeopleSoft tables. Use the Excel to Component Interface utility with the component interfaces to populate the tables. This table lists all of the components that have component interfaces.
Component |
Component Interface |
Reference |
---|---|---|
Account (GL_ACCOUNT) |
ACCOUNT_CF |
|
Alternate Account (ALTACCT) |
ALTACCT_CF |
|
Operating Unit (OPERATING_UNIT) |
OPER_UNIT_CF |
See Operating Unit Page. |
Department (DEPARTMENT) |
DEPT_CF |
See Department Page. |
Project ID (PROJECT) |
PROJECT_CF |
See Project Page. |
Product (PRODUCT) |
PRODUCT_CF |
See Product Page. |
Fund Code (FUND_DEFINITION) |
FUND_CF |
See Fund Code Page. |
Statistics Code (STATISTICS_TBL) |
STATISTICS_CODE |
See Statistics Code Page. |
Class Field (CLASS_PNL) |
CLASS_CF |
See Class Field Page. |
Budget Reference (BUDREF_PNL) |
BUDGET_REF |
|
Program Code (PROGRAM_DEFINTION) |
PROGRAM_CF |
See Program Code Page. |
Scenario (BD_SCENARIO) |
BUDGET_SCENARIO |
See Scenario 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. |
InterUnit Template (IU_INTER_TMPLT) |
IU_INTER_TMPLT |
|
IntraUnit Template (IU_INTRA_TMPLT) |
IU_INTRA_TMPLT |
|
InterUnit Pair Maintenance (IU_INTER_PR_BASIC) |
IU_INTER_PR_BASIC |
See Interunit Pairs. |
Ledgers for a Unit (BUSINESS_UNIT_LED) |
EM_BUS_UNIT_LED |
|
Value Added Tax Code (TAX_CODE_VAT) |
TAX_CODE_VAT |
|
VAT Accounts by Business Unit (TAX_BU_CODE_VAT) |
TAX_BU_CODE_VAT |
|
VAT Entity (VAT_ENTITY_ID) |
VAT_ENTITY_ID |
|
Vat Defaults CI Component (VAT_DEF_CI) |
VAT_DEF_CI |
|
Bank Branch Information (BANK_BRANCHPNL) |
TR_BANK_BRANCH_CI |
|
Team Member Types (MEMBER_TYPE_TABLE) |
MEMBER_TYPE_TABLE_CI |
|
Team Member Personal Data (MEMBER_PERSON1) |
MEMBER_PERSON1_CI |
|
Support Team Members (TEAM_MEMBER_TABLE) |
TEAM_MEMBER_TABLE_CI |
|
Customer Group Table (CUST_GROUP_TBL) |
CUSTOMER_GROUP |
|
Contact Info (CONTACT_INFO) |
CONTACT |
|
General Information (CUSTOMER_GENERAL) |
CUSTOMER_MAIN_CI CUSTOMER_BILLTO_CI CUSTOMER_SOLDTO_CI CUSTOMER_SHIPTO_CI CUSTOMER_MISC_CI |
|
User Preferences (OPR_DEFAULT) |
OPR_DEFAULT_FIN |
Other Sources of Information
In the implementation planning phase, take advantage of all PeopleSoft sources of information, including the installation documentation, data models, business process maps, and troubleshooting guidelines.
For additional information, see
PeopleTools: Setup Manager
PeopleTools: Component Interfaces