Integrating With PeopleSoft Project Costing

Expenses supports PeopleSoft Project Costing in several ways:

• When you create expense documents, you can charge expenses to ChartFields specific to PeopleSoft Project Costing that require approval by a project manager. After approval and posting, transactions charged to projects populate the PeopleSoft Expenses Accounting Line (EX_ACCTG_LINE) table.

• Project Costing Cost Collection - Expenses Application Engine process (PC_EX_TO_PC) then pulls expense transactions into its own tables where billable items can be passed to PeopleSoft Billing.

• PeopleSoft Expenses provides time reporting data to PeopleSoft Project Costing. The Expenses/Project Time Staging Application Engine process (EX_PC_TM_STG) writes data to the Expenses/Projects Resource Staging table (EX_PROJ_RES_STG). From there, the Project Costing (PC_EX_TO_PC) Application Engine process pulls the staged time reporting data into its own tables.

  If PeopleSoft Project Costing is installed and you selected the Enable One Step Staging check box on the Installation Options - Expenses page, the EX_PC_TM_STG process automatically calls the PC_EX_TO_PC process. If you have not selected the Enable One Step Staging check box, you must manually run the PC_EX_TO_PC process after the EX_PC_TM_STG process completes.

  Warning! If you are using the one step staging process to automatically load PeopleSoft Expenses data into PeopleSoft Project Costing, you must set up identical run control IDs for both the EX_PC_TM_STG and PC_EX_TO_PC application engine processes for the functionality to successfully stage the PeopleSoft Expenses data to PeopleSoft Project Costing.

  Note: Although EX_PROJ_RES_STG is used to stage entries to PeopleSoft Project Costing, this is not a temporary table and should not be deleted.