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

SeeAdding and Mapping Accounts and Alternate Accounts

Alternate Account (ALTACCT)

ALTACCT_CF

SeeEnabling Alternate Accounts

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

See Budget Reference Page.

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

See InterUnit Template Page.

IntraUnit Template (IU_INTRA_TMPLT)

IU_INTRA_TMPLT

See Intraunit Template Page.

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

See Defining Ledgers for a Business Unit.

Value Added Tax Code (TAX_CODE_VAT)

TAX_CODE_VAT

See Value Added Tax Code Page.

VAT Accounts by Business Unit (TAX_BU_CODE_VAT)

TAX_BU_CODE_VAT

See VAT Accounts by Business Unit Page.

VAT Entity (VAT_ENTITY_ID)

VAT_ENTITY_ID

See Setting Up VAT Entities.

Vat Defaults CI Component (VAT_DEF_CI)

VAT_DEF_CI

See Establishing VAT Defaults.

Bank Branch Information (BANK_BRANCHPNL)

TR_BANK_BRANCH_CI

SeeDefining General Bank Setup

Team Member Types (MEMBER_TYPE_TABLE)

MEMBER_TYPE_TABLE_CI

See Setting Up Customer Support Personnel.

Team Member Personal Data (MEMBER_PERSON1)

MEMBER_PERSON1_CI

See Setting Up Customer Support Personnel.

Support Team Members (TEAM_MEMBER_TABLE)

TEAM_MEMBER_TABLE_CI

See Setting Up Customer Support Personnel.

Customer Group Table (CUST_GROUP_TBL)

CUSTOMER_GROUP

See Customer Group Table Page.

Contact Info (CONTACT_INFO)

CONTACT

See Setting Up and Maintaining Contacts

General Information (CUSTOMER_GENERAL)

CUSTOMER_MAIN_CI

CUSTOMER_BILLTO_CI

CUSTOMER_SOLDTO_CI

CUSTOMER_SHIPTO_CI

CUSTOMER_MISC_CI

See Adding General Customer Information.

User Preferences (OPR_DEFAULT)

OPR_DEFAULT_FIN

See Defining Cross-Application User Preferences.

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