Understanding Integration Templates

PeopleSoft Proposal Management integrates with PeopleSoft Project Costing, PeopleSoft Program Management, PeopleSoft Contracts, PeopleSoft General Ledger, PeopleSoft Billing, PeopleSoft Receivables, PeopleSoft Payables, and PeopleSoft Purchasing to deliver a full-featured solution. When implementing PeopleSoft Financials applications, the order in which you perform the setup is important. In most cases, you set up the PeopleSoft General Ledger system first because of the default values, calendars, and ledger groups that the other financial applications use downstream.

Before you can make the most effective use of PeopleSoft Proposal Management, you need to establish the basic information that the system uses in its processing. Most of the implementation procedures are one-time sequences of data entry that provide the system with core information about the organization.

The system uses integration templates to identify the PeopleSoft General Ledger business unit with which your projects are associated. Because transactions that are related to PeopleSoft Proposal Management are processed through PeopleSoft Project Costing, you need to establish this relationship in the system.

Before you can begin to track contracts and the costs that are associated with them, you must define the integration template that the PeopleSoft Project Costing business unit will use. This template tells the system which primary PeopleSoft General Ledger business unit will interact with the PeopleSoft Project Costing business unit.

You can find instructions for defining integration templates in the PeopleSoft Project Costing.