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.