Setting Up Installation Options for Service Purchase

This topic discusses pension installation options, which all relate to service purchase functionality.

Page Name

Definition Name

Usage

Pension Installation Page

INSTALLATION_PA

Set up system-wide options related to service purchases.

Use the Pension Installation page (INSTALLATION_PA) to set up system-wide options related to service purchases.

Navigation:

Set Up HCM > Install > Product Specific > Pension Installation

This example illustrates the Pension Installation page.

 Pension Installation page

Service Purchase Options

Field or Control

Description

Last Service Purchase ID

This field shows the ID number of the last service purchase record that was created. Each time a new service purchase record is created, this value is increased by one.

If you enter a value, be sure that the value is greater than any existing service purchase IDs.

Integration Options

Field or Control

Description

Use ChartFields

Deselect this check box if:

  • You integrate with PeopleSoft Receivables for managing service purchase payments.

    To enable the integration with PeopleSoft Receivables, you must also select the Receivables check box on the Products Page on the HCM installation table.

  • You do not integrate with any accounts receivable system for service purchase payments.

Select this check box if you integrate with third-party accounts receivable systems, which won’t contain the entry type and entry reason fields used in PeopleSoft Receivables. Selecting this check box allows entry of ChartFields instead of Entry Types and Entry Reasons on the Service Purchase Configuration - AR Integration Page.

Display Case Identifier

Select this check box to display the Case ID field on the Verify Employment History Page and on the Purchase Service Page. This field enables users to manually enter case IDs for reference.