Setting Up InterUnit and IntraUnit Processing (Required)

Define the following InterUnit settings at the installation level:

1. Define the InterUnit method on the Installation Options - Overall page.

   In the InterUnit Method field, specify the method to use for retrieval of InterUnit ChartFields.

2. Specify whether to use legal entity definitions on the Installation Options - Overall page.

   Select the Use Legal Entity for the InterUnit field to define different InterUnit payable and receivable ChartFields for use in subsequent processing, depending on whether the transaction is InterEntity or IntraEntity.

3. Define transaction codes on the Transaction Code page.

4. Map the transaction codes to the predefined system transaction definitions on the System Transaction Map page.

   You can associate a transaction code with one or more system transactions. If you do not want to segregate InterUnit and IntraUnit balances by transaction, set up one transaction code and assign it to every system transaction.

   Note: For Billing system transactions, set up one system transaction to one transaction code.

   Note: The BIDFRAE and BIIVC system transactions are used together in preparing accounting entries for PeopleSoft Billing. Assign the same transaction code to these system transactions so that the ChartFields are common to both.

5. Define the InterUnit payable and receivable ChartFields that are used when processing must create balancing entries for InterUnit activity.

   Note: If the transaction code is linked to PeopleSoft Billing system transaction, you can define InterUnit revenue and InterUnit expense ChartFields.