Understanding Installation Options

Use the pages in the Installation Options component (INSTALLATION) to configure the installation information and to indicate how you want to use certain cross-application features. Use this component to:

• Determine the alternate characters that the system uses for a specific language code.

• Set specific document management control options that enable the embedded document management system and specify system-level configurations.

• Enable the use of entry events in PeopleSoft General Ledger, PeopleSoft Payables, PeopleSoft Purchasing, and PeopleSoft Receivables.

You can find instructions for defining overall installation options in the PeopleSoft Applications Fundamentals.

PeopleSoft Project Costing is the vehicle by which you process most transactions through the system, hence you need a way to identify these transactions as they come in from the various feeder systems. Use the Installation Options - Project Costing Integration page to identify the analysis types that are assigned to the transactions coming into PeopleSoft Project Costing from the different feeder applications.

The system uses analysis types in downstream processing, from pricing out transactions in PeopleSoft Project Costing to billing and revenue recognition. Therefore, you should not modify the delivered analysis types. If you choose to modify them, remember the effects that the change may have on downstream processing.

Use the Installation Options - Contracts page to define installation options that are specific to PeopleSoft Contracts. The values that you select on this page cannot be overridden on the transaction pages in PeopleSoft Contracts. This does not apply to ad hoc products.

In addition, you can use the Installation Options - Billing - General Options page and the Installation Options - Billing - Integration Options page to define installation options specific to PeopleSoft Billing.

You can find instructions for setting application-specific installation options in the PeopleSoft Applications Fundamentals.

In PeopleSoft Proposal Management, when a user selects another version of a proposal that has established project and team structures in place, the system calls the Project Delete Utility from the PeopleCode and deletes the PeopleSoft Project Costing structures under that proposal version. To activate the Project Delete Utility for a particular business unit, you need to set up the project delete options on the Delete Utilities Tables page in PeopleSoft Project Costing.

Setting up this page is a requirement in PeopleSoft Project Costing. To copy the existing settings of another business unit, access the Delete Utilities Tables page, select an existing PeopleSoft Project Costing business unit, and then click the Copy Settings button.

Setting up the Delete Utilities Tables page establishes the parameters for how the system deletes projects, activities, and resources within a specified business unit when the system runs the Project Delete Utility.

You can find instructions for setting up the Project Delete Utility in the PeopleSoft Project Costing.