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Getting Started With PeopleSoft Commitment Control
Common Elements
PeopleSoft Commitment Control Business Processes
PeopleSoft Commitment Control Integration
PeopleSoft Commitment Control Implementation
Understanding PeopleSoft Commitment Control
Understanding PeopleSoft Commitment Control
Setting Up Basic Commitment Control Options
Understanding Basic Commitment Control Setup
Enabling Commitment Control for Specific Applications
Setting Commitment Control Installation Options
Setting Commitment Control Options
Defining Commitment Control Ledger Names and Ledger Groups
Defining Commitment Control Budget Period Calendars
Defining Translation Trees for Budget Key ChartFields
Setting Up Control Budget Definitions
Setting Up Commitment Control for a Business Unit and GL Ledger Group
Setting Up, Allocating, and Inquiring On Funding Sources
Setting Up Budget Journal Entry Event Codes
Defining Control Budget Attributes
Setting Up Associated Revenue and Expenditure Budgets
Copying Budget Definitions, Ledgers, and Ledger Groups
Setting Up Commitment Control Source Transaction Types
Understanding Source Transaction Type Setup
Defining Source Transaction Types
Setting Up Commitment Control Security
Understanding Commitment Control Security
Setting Up Commitment Control Security Fields
Setting Up Commitment Control Security Events
Setting Up Commitment Control Security Rules
Assigning Commitment Control Security Rules
Running the Commitment Control Security Application Engine Process
Setting Up PS/nVision Reporting Security
Analyzing Commitment Control Using PeopleSoft Insights
Understanding PeopleSoft Insights for Commitment Control
Setting up Insights Dashboards for Commitment Control
Analyzing Commitment Control Using PeopleSoft Insights
Understanding Commitment Control Integration with PeopleSoft and Third-Party Applications
Integration of Commitment Control with PeopleSoft Applications
Integration Diagram of Commitment Control With PeopleSoft and Third-Party Applications
Integration of Commitment Control with Third-Party Applications
Entering and Posting Commitment Control Budget Journals
Understanding Entering and Posting Commitment Control Budget Journals
Prerequisites
Entering Budget Journals and Budget Transfer Journals
Handling Budget Journal Exceptions
Copying Budget Journals
Using Combination Editing with Budget, Transfer, and Adjustment Journals
Generating Parent Budgets, Budget Adjustments and Budget Transfers Automatically
Deleting Budget Journals Not Yet Posted Using Mass Delete
Posting and Unposting Control Budget Journals
Running the Entry Event Processor for Budget Journals
Importing Budget Journals from a Flat File
Approving Control Budget Journals Using Approval Framework
Approving Control Budget Journals Using Mobile Approvals
Processing Source Transactions Against Control Budgets
Understanding the Budget Checking of Source Transactions
Budget Checking Third-Party Source Transactions
Budget Checking Payroll Transactions
Optimizing Budget Processor Performance
Processing Transactions Against Budgets with Different Funding States
Checking Budget Journals and Transactions Without Posting
Managing Budget Exceptions
Understanding Exception Handling and Notification
Setting Up and Running Exception Notification
Viewing and Handling Budget Transaction Exceptions
Inquiring on Budgets and Transaction Activities
Understanding Budget Inquiries
Setting Up Ledger Inquiry Sets
Creating and Reviewing Budget Overview Inquiries
Viewing Budget Details and Transaction Activity
Viewing the Activity Log
Closing and Withdrawing Commitment Control Budgets
Understanding Commitment Control Budget Closing and Withdrawal Without Closing
Defining ChartField Value Sets for Budget Closing
Defining Budget Closing Rules
Defining Budget Period Sets
Defining and Validating Budget Closing Sets
Running and Validating the Budget Close Process to Close and Reopen Budgets
Closing and Rolling Forward Pre-encumbrances, Encumbrances, and Recognized Revenue
Inquiring and Reporting on Budget Closing Results
Using the Fluid Commitment Control WorkCenter
Understanding the Fluid Commitment Control WorkCenter
Using the Commitment Control WorkCenter in Fluid
Archiving for Commitment Control
Understanding Archiving for Commitment Control
Archiving Commitment Control Records and Tables
Restoring Commitment Control Records and Tables
Configuring Batch Processes
Configuring Temporary Tables for Batch Processing
Delivered Workflows for PeopleSoft Commitment Control
Delivered Workflows for PeopleSoft Commitment Control
PeopleSoft Commitment Control Reports
PeopleSoft Commitment Control Reports List and General Description
Managing ChartFields for Reports
Report Samples