Prerequisites

Before you use the Excel spreadsheet to maintain price lists:

  • The system administrator should confirm that the workstation is correctly configured.

    Several supporting applications are needed to enable Microsoft Excel and the PeopleSoft system to communicate with one another. Additionally, some minimum system requirements exist for proper functioning of the download and upload of data between Microsoft Excel and the PeopleSoft system. Ensure that the workstation is an IBM Compatible PC running the Windows operating system and that Microsoft Excel for Office 2000 is installed. You also need the Microsoft XML Parser (MSXML.dll) Version 3.0 SP2 or later, Visual Basic 6.0 SP5: Run-Time Redistribution Pack, and Microsoft Office 9.0 Object Library or later.

  • Enter connection information to the PeopleSoft system.

    The information provided is saved to the spreadsheet for further connection attempts. The system administrator should complete this information on a copy of the EOEPPriceList.xls file and distribute the modified spreadsheet to all users. These are the settings for the connection properties on the EOEPPriceList.xls file.

    Property

    Set To

    Web Server Machine Name

    Enter the name of the PeopleSoft web server.

    Protocol

    Enter the Web server protocol, either http or https.

    HTTP port

    Enter the port that the web server is using.

    Portal

    Enter the name of the portal that is used.

    Site Name

    Enter the site name as defined.

    Node Name

    Enter the node name of the PeopleSoft system.

    Language Code

    Enter the PeopleSoft language code to specify the data download language.

    Chunking Factor

    If data is uploaded and processed by a component interface, enter the number of transactions that are sent at a time for processing by the component interface.

  • Obtain security permission.

    The ability to perform price extracts using the Price Extract component (EOEP_PRCLST_XTRACT) is controlled by user security. You must have permission to use this object if you are responsible for extracting the price list data for mass maintenance purposes.

    The modified price list data is uploaded by means of the EOEP_PRICE_LIST_CI component interface. You must have permission to use this object if you plan to use the EOEPPriceList.xls file to perform mass Price List Maintenance for Enterprise Pricer.