Setting Up the Instance Table

To set up the Instance Table, use the Instance Table (INTRFC_INSTANCE) component.

Page Name

Definition Name

Usage

Interface Instance Table Page

PI_INSTANCE_PNL

Set up instance IDs to filter PeopleSoft data that is mapped to Payroll Interface fields or records.

Use the Instance Table component to define instance IDs that act as filters and process records (row instances) or fields (field instances) based on specific data values.

Instance IDs work like a dynamic Where clause and can be assigned to:

  • Records: Select when the data that is mapped to the record is valid for only a subset of data within the primary PeopleSoft record. If the condition is not met, the record is not formatted. You can define instances for a specific ordinal row from a table or rows based on a value in a table.

  • Fields: Select when you need to control which PeopleSoft values to use for the field. When the condition is met, a specified PeopleSoft value is mapped to the field.

See Working with Transactions.

Use the Interface Instance Table page (PI_INSTANCE_PNL) to set up instance IDs to filter PeopleSoft data that is mapped to Payroll Interface fields or records.

Navigation:

Set Up HCM > Product Related > Payroll Interface > Interface Controls > Instance Table > Interface Instance Table

This example illustrates the fields and controls on the Interface Instance Table page.

Interface Instance Table page

Definition

Field or Control

Description

Instance Indicator

Select either:

  • Value: Controls selection according to the value in a field. Deduction Class is an example. The specified values indicate which condition must be met for the system to select data for processing.

    Note: Use the word ZERO to specify that the value should be compared to the number 0.

  • Ordinal: Controls selection according to the occurrence of data or entry within a table. For example, in PeopleSoft, an employee can have several entries within the Direct Deposit Distribution Table. An ordinal instance type tells Payroll Interface which occurrence or row of data within the PeopleSoft record to select for export.

PeopleSoft Record Name and PeopleSoft Field1 Name

Select to identify the PeopleSoft record and PeopleSoft field that are tested against the specified values.

Include Exclude Indicator

Select to include or exclude the value when it matches the condition that you specified.

Instance Information

Field or Control

Description

Sequence

Select to indicate which occurrence or entry in the PeopleSoft record to use for processing. The sequence order is dictated by the select order on the primary PeopleSoft table used to define the interface ID field or record.

When using an ordinal instance type, Payroll Interface selects only the occurrence that corresponds to the row number from the PeopleSoft record defined for export.

Field1 Value

Select to indicate a value to use during processing.

To create an instance ID based on the value of zero, use the literal value ZERO instead of 0.

To create an instance ID based on the value of space, use the literal value SPACE instead of pressing the space bar.