PeopleSoft Expenses Integration Touchpoints
To fully take advantage of PeopleSoft Expenses, it is important to understand the points of integration between PeopleSoft Expenses and the other PeopleSoft applications that you have purchased, such as:
Human Resources.
North American Payroll.
Time and Labor.
Project Costing.
Payables.
General Ledger.
Commitment Control.
Because applications share information, you must plan to work closely with the implementation teams that install other Oracle's PeopleSoft applications to ensure that Oracle's PeopleSoft provides the full functionality and efficiency that your organization requires.
Integration considerations are discussed in the Integrating topics. Supplemental information about third-party applications is on the My Oracle Support website.
PeopleSoft Human Resources
If you use PeopleSoft Human Resources, you can populate the employee tables using the enterprise integrations tools delivered with the PeopleSoft Financials database.
PeopleSoft North American Payroll
In PeopleSoft Expenses, you can designate whether you want employee reimbursements processed by PeopleSoft Payables or by PeopleSoft North American Payroll. If you use your payroll system, application messages transmit data (earnings codes, bank data, and payment data) between the payroll and expense systems on the message node PSFT_HR.
PeopleSoft Time and Labor
PeopleSoft Expenses enables you to collect data on how much time employees spend on various projects. PeopleSoft Expenses publishes elapsed time data to PeopleSoft Time and Labor and subscribes to time reporting codes.
PeopleSoft Project Costing
PeopleSoft 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 table (EX_ACCTG_LINE).
PeopleSoft 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 PeopleSoft 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 PeopleSoft Project Costing Application Engine process (PC_EX_TO_PC) 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.
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.
PeopleSoft Payables
When expense reports and cash advances are approved for payment, PeopleSoft Expenses stages data for payment processing by PeopleSoft Payables. PeopleSoft Expense report data is staged in EX_SHEET_PYMNT, and cash advance data is staged in EX_ADVNCE_PYMNT.
PeopleSoft General Ledger
PeopleSoft Expenses stages expense data in EX_ACCTG_LINE for posting to PeopleSoft General Ledger. The PeopleSoft Expenses accounting entries are then picked up from this table by the Journal Generator, which prepares journals for posting to your actuals or recording ledger, based on the journal generator template defined for Expenses.
PeopleSoft Commitment Control
If your organization uses PeopleSoft Commitment Control, you must budget-check travel authorizations and expense reports. You can configure PeopleSoft Expenses on the Expenses Options page to require budget-checking prior to approval or after approval. When a budget-checking exception occurs, you can navigate to the Commitment Control Exception page to view these errors directly from the PeopleSoft Expenses page. Alternatively, you can navigate through the Portal menu to access these pages directly through the PeopleSoft Commitment Control menu.