PeopleSoft eSettlements Integration Touchpoints

To take full advantage of PeopleSoft eSettlements, it is important to understand the points of integration between PeopleSoft eSettlements and other Oracle's PeopleSoft applications, including:

  • PeopleSoft eProcurement.

  • PeopleSoft Payables.

  • PeopleSoft Purchasing.

Because information is shared between applications, work closely with the implementation teams when setting up other PeopleSoft applications.

The implementation topics cover integration considerations. Supplemental information about third-party application integrations is located on the My Oracle Support website.

PeopleSoft eProcurement

In the Business Service Provider model, purchase orders and receipts that are created in PeopleSoft Purchasing and in PeopleSoft eProcurement can be integrated into PeopleSoft eSettlements.

PeopleSoft Payables and PeopleSoft Purchasing

This section focuses on Business Service Provider implementations, but extensive PeopleSoft Payables integration exists in Buyer Direct implementations as well.

In the Business Service Provider model, PeopleSoft eSettlements leverages nearly 80 percent of its functionality from the PeopleSoft Payables (AP) and Purchasing (PO) business processes. If you use PeopleSoft Payables and Purchasing, you cannot create a many-to-many relationship between buyers and suppliers. PeopleSoft eSettlements provides that functionality in the Business Service Provider model. Through user security and predefined role types to which you can attach any role, existing PeopleSoft Payables and Purchasing functionality has been incorporated into the PeopleSoft eSettlements self-service design.

Unlike PeopleSoft Payables and Purchasing, however, in the Business Service Provider model, PeopleSoft eSettlements can be used by the exchange host to create a service offering to public exchange participants. In addition, it creates a solution for private exchanges because it offers simplified, streamlined payables processing and enhanced supplier collaboration in the business processes of the private exchange.

When you capture purchase orders in the Business Service Provider model, you are populating PeopleSoft Purchasing's purchase order tables. Receipts can be loaded or entered online. When receipts are loaded, receipt data loads into the receiving staging tables and the Purchasing Receipt Load process creates receipts. When you enter receipts online, you populate those receiving tables directly.

In both models, when you capture invoices, you populate the PeopleSoft Payables voucher (QV) staging tables. When you enter invoices, you populate the same set of staging tables. Whether capturing an XML invoice or creating an invoice through PeopleSoft eSettlements, you run the Payables Voucher Build process to create invoices in PeopleSoft eSettlements.

In both the Business Service Provider and Buyer Direct implementations, PeopleSoft eSettlements also leverages PeopleSoft Payables' integration with the PeopleSoft Financial Gateway functionality for payments. If you register and configure PeopleSoft Payables to work with the PeopleSoft Financial Gateway, PeopleSoft eSettlements automatically uses this established architecture for certain payment submittal, administration, and inquiry processes. When implementing PeopleSoft eSettlements with PeopleSoft Financial Gateway, your primary implementation step is ensuring a payment's bank payment method is defined for PeopleSoft Financial Gateway processing.