Understanding Integration Setup
You use pages in both PeopleSoft Maintenance Management and PeopleSoft Project Costing to set up the integration between these systems. This table lists the integration setup steps, the application pages used to accomplish the steps, and the applications that own the pages:
|
Step |
Application Page |
Owner Application |
|---|---|---|
|
Select the Enable Organization option if you want to use the chargeback feature. |
Installation Options - Project Costing (INSTALLATION_PC) |
PeopleSoft Project Costing |
|
Map work order business units to project business units. |
Work Order Definition - Integration (BUS_UNIT_TBL_WM2) |
PeopleSoft Maintenance Management |
|
Map work order-managed projects and business units to work order business units. |
Work Order - Projects Association (WM_PC_DFLT_PRJ) |
PeopleSoft Maintenance Management |
|
Map project-related ChartFields to work order business units. |
Work Order Project Chart field Mapping (WM_PC_DFLT_CFS) |
PeopleSoft Maintenance Management |
|
Define minimum capitalization limits that must be met before PeopleSoft Project Costing capitalizes selected assets. |
WO Capitalization Limit (WM_PC_CAP_INTGRTN) |
PeopleSoft Maintenance Management |
|
Define capitalization rules that associate adjustment filters and retirement filters with project business units and asset types. |
WO Capitalization Filter (WM_PC_CAP_FLTR) |
PeopleSoft Maintenance Management |
|
Set up rate sets that use WBI, WCO, TBI, and TCO rate options. Set up rate plans that contain the appropriate rate sets that use these work order-specific rate options. |
Rate Sets (PC_RATE_DTL) and Rate Sets - Target (PC_RATE_DTL_LN) Rate Plans (PC_RATE_PLAN) |
PeopleSoft Project Costing See Defining Rate Set Categories, Rate Sets, and Rate Plans. |
|
Specify a standard rate set or rate plan that the business unit uses as a default for chargebacks for work order-managed projects. |
Work Order Definition - Integration (BUS_UNIT_TBL_WM2) |
PeopleSoft Maintenance Management |