PeopleSoft Receivables Implementation
PeopleSoft Setup Manager enables you to review a list of setup tasks for your organization for the products that you are implementing. The setup tasks include the components that you must set up, listed in the order in which you must enter data into the component tables, and links to the corresponding documentation.
PeopleSoft Receivables also provides component interfaces to help you load data from your existing system into PeopleSoft Receivables tables. Use the Excel to Component Interface utility with the component interfaces to populate the tables. This table lists components that have component interfaces:
Component |
Component Interface |
Reference |
---|---|---|
Account (GL_ACCOUNT) |
ACCOUNT_CF |
See Account Page. |
Alternate Account (ALTACCT) |
ALTACCT_CF |
|
Operating Unit (OPERATING_UNIT) |
OPER_UNIT_CF |
See Operating Unit Page. |
Department (DEPARTMENT) |
DEPT_CF |
See Department Page. |
Project ID (PROJECT) |
PROJECT_CF |
See Project Page. |
Product (PRODUCT) |
PRODUCT_CF |
See Product Page. |
Fund Code (FUND_DEFINITION) |
FUND_CF |
See Fund Code Page. |
Statistics Code (STATISTICS_TBL) |
STATISTICS_CODE |
See Statistics Code Page. |
Class Field (CLASS_PNL) |
CLASS_CF |
See Class Field Page. |
Budget Reference (BUDREF_PNL) |
BUDGET_REF_CF |
|
Program Code (PROGRAM_DEFINTION) |
PROGRAM_CF |
See Program Code Page. |
Scenario (BD_SCENARIO) |
BUDGET_SCENARIO |
See Scenario Page. |
Chartfield 1 (CHARTFIELD1) |
CHARTFIELD1 |
See ChartField 1 Page. |
Chartfield 2 (CHARTFIELD2) |
CHARTFIELD2 |
See ChartField 1 Page. |
Chartfield 3 (CHARTFIELD3) |
CHARTFIELD3 |
See ChartField 1 Page. |
InterUnit Template (IU_INTER_TMPLT) |
IU_INTER_TMPLT |
|
IntraUnit Template (IU_INTRA_TMPLT) |
IU_INTRA_TMPLT |
|
InterUnit Pair Maintenance (IU_INTER_PR_BASIC) |
IU_INTER_PR_BASIC |
See Interunit Pairs. |
Ledgers for a Unit (BUSINESS_UNIT_LED) |
EM_BUS_UNIT_LED |
|
Value Added Tax Code (TAX_CODE_VAT) |
TAX_CODE_VAT |
|
VAT Accounts by Business Unit (TAX_BU_CODE_VAT) |
TAX_BU_CODE_VAT |
|
VAT Entity (VAT_ENTITY_ID) |
VAT_ENTITY_ID |
|
VAT Defaults CI Component (VAT_DEF_CI) |
VAT_DEF_CI |
|
Bank Branch Information (BANK_BRANCHPNL) |
TR_BANK_BRANCH_CI |
|
Team Member Types (MEMBER_TYPE_TABLE) |
MEMBER_TYPE_TABLE_CI |
|
Team Member Personal Data (MEMBER_PERSON1) |
MEMBER_PERSON1_CI |
|
Support Team Members (TEAM_MEMBER_TABLE) |
TEAM_MEMBER_TABLE_CI |
|
Customer Group Table (CUST_GROUP_TBL) |
CUSTOMER_GROUP |
|
Sales - Use Tax Authority (TAX_AUTHORITY) |
TAX_AUTHORITY |
|
Sales - Use Tax Code (TAX_CODE) |
TAX_CODE_CI |
|
Contact Info (CONTACT_INFO) |
CONTACT |
|
General Information (CUSTOMER_GENERAL) |
CUSTOMER_MAIN_CI CUSTOMER_BILLTO_CI CUSTOMER_SOLDTO_CI CUSTOMER_SHIPTO_CI CUSTOMER_MISC_CI |
|
User Preferences (OPR_DEFAULT) |
OPR_DEFAULT_FIN |
|
Unit Security by Perm List (SEC_BU_CLS) |
SECURITY_BU_CLS |
|
Unit Security by User ID (SEC_BU_OPR) |
SECURITY_BU_OPR |
|
Ledger Security by Perm List (SEC_LEDGER_CLS) |
SECRUITY_LEDGER_CLS |
|
Ledger Security by User ID (SEC_LEDGER_OPR) |
SECURITY_LEDGER_OPR |
Other Sources of Information
In the planning phase of your implementation, take advantage of all Oracle sources of information, including the installation guides and troubleshooting information.
See Understanding the PeopleSoft Online Help and PeopleBooks.
See the product documentation for PeopleTools: Setup Manager and PeopleSoft Integration Interfaces.