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:

  1. PeopleSoft Project Costing

  2. PeopleSoft Program Management

  3. PeopleSoft Contracts

  4. 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

See Understanding Alternate Accounts.

Bank Branch Information (BANK_BRANCHPNL)

TR_BANK_BRANCH_CI

See Understanding Bank Setup.

Budget Reference (BUDREF_PNL)

BUDGET_REF

See Budget Reference 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.

Class Field (CLASS_PNL)

CLASS_CF

See Class Field Page.

Contact Info (CONTACT_INFO)

CONTACT

See Setting Up and Maintaining Contacts.

Customer Group Table (CUST_GROUP_TBL)

CUSTOMER_GROUP

See Customer Group Table Page.

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

See Adding General Customer Information.

InterUnit Pair Maintenance (IU_INTER_PR_BASIC)

IU_INTER_PR_BASIC

See Interunit Pairs.

InterUnit Template (IU_INTER_TMPLT)

IU_INTER_TMPLT

See InterUnit Template Page.

IntraUnit Template (IU_INTRA_TMPLT)

IU_INTRA_TMPLT

See InterUnit Template Page.

Ledgers for a Unit (BUSINESS_UNIT_LED)

EM_BUS_UNIT_LED

See Defining Ledgers for a Business Unit.

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

See Setting Up Customer Support Personnel.

Team Member Personal Data (MEMBER_PERSON1)

MEMBER_PERSON1_CI

See Setting Up Customer Support Personnel.

Team Member Types (MEMBER_TYPE_TABLE)

MEMBER_TYPE_TABLE_CI

See Setting Up Customer Support Personnel.

Value Added Tax Code (TAX_CODE_VAT)

TAX_CODE_VAT

See Value Added Tax Code Page.

VAT Accounts by Business Unit (TAX_BU_CODE_VAT)

TAX_BU_CODE_VAT

See VAT Accounts by Business Unit Page.

Vat Defaults CI Component (VAT_DEF_CI)

VAT_DEF_CI

See Establishing VAT Defaults.

VAT Entity (VAT_ENTITY_ID)

VAT_ENTITY_ID

See Setting Up VAT Entities.

User Preferences (OPR_DEFAULT)

OPR_DEFAULT_FIN

See Defining Cross-Application User Preferences.

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