PeopleSoft Proposal Management Implementation
PeopleSoft Setup Manager enables you to generate a list of setup tasks for your organization based on the features 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.
Because PeopleSoft Proposal Management is a solution that requires the installation of several different applications, you must use Setup Manager separately for each application that you install. PeopleSoft Proposal Management requires that you follow the order listed below when using Setup Manager:
PeopleSoft Project Costing
PeopleSoft Program Management
PeopleSoft Contracts
PeopleSoft Proposal Management
PeopleSoft Financials also provides component interfaces to help you load data from your existing system into PeopleSoft tables. Use the Excel to Component Interface utility with the component interfaces to populate the tables:
Component |
Component Interface |
Reference |
---|---|---|
Account (GL_ACCOUNT) |
ACCOUNT_CF |
See Account Page. |
Alternate Account (ALTACCT) |
ALTACCT_CF |
|
Bank Branch Information (BANK_BRANCHPNL) |
TR_BANK_BRANCH_CI |
|
Budget Reference (BUDREF_PNL) |
BUDGET_REF |
|
Chartfield 1 (CHARTFIELD1) |
CHARTFIELD1 |
See ChartField 1 Page. |
Chartfield 2 (CHARTFIELD2) |
CHARTFIELD2 |
See ChartField 1 Page. |
Chartfield 3 (CHARTFIELD3) |
CHARTFIELD3 |
See ChartField 1 Page. |
Class Field (CLASS_PNL) |
CLASS_CF |
See Class Field Page. |
Contact Info (CONTACT_INFO) |
CONTACT |
|
Customer Group Table (CUST_GROUP_TBL) |
CUSTOMER_GROUP |
|
Department (DEPARTMENT) |
DEPT_CF |
See Department Page. |
Fund Code (FUND_DEFINITION) |
FUND_CF |
See Fund Code Page. |
General Information (CUSTOMER_GENERAL) |
CUSTOMER_MAIN_CI CUSTOMER_BILLTO_CI CUSTOMER_SOLDTO_CI CUSTOMER_SHIPTO_CI CUSTOMER_MISC_CI |
|
InterUnit Pair Maintenance (IU_INTER_PR_BASIC) |
IU_INTER_PR_BASIC |
See Interunit Pairs. |
InterUnit Template (IU_INTER_TMPLT) |
IU_INTER_TMPLT |
|
IntraUnit Template (IU_INTRA_TMPLT) |
IU_INTRA_TMPLT |
|
Ledgers for a Unit (BUSINESS_UNIT_LED) |
EM_BUS_UNIT_LED |
|
Operating Unit (OPERATING_UNIT) |
OPER_UNIT_CF |
See Operating Unit Page. |
Product (PRODUCT) |
PRODUCT_CF |
See Product Page. |
Program Code (PROGRAM_DEFINTION) |
PROGRAM_CF |
See Program Code Page. |
Project ID (PROJECT) |
PROJECT_CF |
See Project Page. |
Scenario (BD_SCENARIO) |
BUDGET_SCENARIO |
See Scenario Page. |
Statistics Code (STATISTICS_TBL) |
STATISTICS_CODE |
See Statistics Code Page. |
Support Team Members (TEAM_MEMBER_TABLE) |
TEAM_MEMBER_TABLE_CI |
|
Team Member Personal Data (MEMBER_PERSON1) |
MEMBER_PERSON1_CI |
|
Team Member Types (MEMBER_TYPE_TABLE) |
MEMBER_TYPE_TABLE_CI |
|
Value Added Tax Code (TAX_CODE_VAT) |
TAX_CODE_VAT |
|
VAT Accounts by Business Unit (TAX_BU_CODE_VAT) |
TAX_BU_CODE_VAT |
|
Vat Defaults CI Component (VAT_DEF_CI) |
VAT_DEF_CI |
|
VAT Entity (VAT_ENTITY_ID) |
VAT_ENTITY_ID |
|
User Preferences (OPR_DEFAULT) |
OPR_DEFAULT_FIN |
Other Sources of Information
In the implementation planning phase, take advantage of all the PeopleSoft sources of information, including the installation guides, data models, business process maps, and troubleshooting guidelines.
See the product documentation for PeopleTools: Setup Manager and PeopleTools: Component Interfaces