Understanding Integration with PeopleSoft Receivables

Integration with PeopleSoft Receivables provides you with accounts receivable items and revenue-related adjustments. By gaining access to information on the progress of a project, such as outstanding revenue, project managers have financial control of the project.

Rows are eligible to distribute from PeopleSoft Receivables to PeopleSoft Project Costing if they have:

  • A PC Distribution Status field (PC_DISTRIB_STATUS) value of N (not distributed) in the Item Activity table (ITEM_ACTIVITY).

  • Values for project business unit, project, activity, and any other required project-related ChartField.

  • A Receivables entry type that relates to revenue adjustments.

    This table lists the types of adjustments that PeopleSoft Project Costing captures:

    Receivables Entry Type

    Description

    FC-01

    Create an overdue charge.

    IT-01

    Create an invoice/debit memo.

    IT-02

    Create a credit memo.

    MT-03

    Write off a debit.

    MT-04

    Create a new debit.

    MT-07

    Write off a remaining debit.

    WS-02

    Take earned discount.

    WS-03

    Take unearned discount.

    WS-08

    Create a deduction.

    WS-09

    Write off an item.

    WS-11

    Write off an underpayment.

Use the Receivables Adjustments Application Engine process (PC_AR_TO_PC) to move data from PeopleSoft Receivables to PeopleSoft Project Costing. This process copies the information into the Project Transaction table (PROJ_RESOURCE) in PeopleSoft Project Costing, and updates the PC distribution status to D (distributed) in the Item Activity table in PeopleSoft Receivables.