Using the Data Migration Workbench for PeopleSoft Supplier Contract Management

Document Formats and Options - CS_DOC_FORMAT

None

This data set includes the records that define the default word template used to create and preview clause and section content, and paragraph styles

Document Configurator Types - CS_DOCUMENT_CONFIG_TYPE

None

This data set includes the records that define requirements used in document configurators.

Libraries - CS_LIBRARIES

None

This data set includes the records that define clause libraries.

Approval Types - CS_APPROVAL_TYPE

None

This data set includes the records that define approval types that indicate risk levels and approval settings by role.

Classes - CS_CLASSES

Approval Types

This data set includes the records that define classes and maps to approval types.

User Defined Fields - CS_USER_DEFINED_FIELDS

Binds

This data set includes the records that define user defined fields for character, date, integer, and decimal data types. These fields can be tied to bind variables and can be used to search for documents.

Wizard Prompt Tables - CS_WIZARD_PROMPTS

None

This data set includes the records that define the prompt tables used by bind definitions.

Binds - CS_BINDS

Wizard Prompt Tables

This data set includes the records that define bind variables used by clauses, sections, rules, and supplier contract documents.

Bind Mappings - CS_BIND_MAPPINGS

Binds

This data set includes the records that define the mappings between transaction type bind variables.

My Document Preferences:

• CS_DOCPREF_COLLABORATORS

• CS_DOCPREF_ROLEACCESS

Operator Definitions and Roles

This data set includes the records that define default internal collaborators and role level view access for documents. The two records that contain the data to be transported are not related and therefore two data sets are needed.

If you need to copy data for collaborators and role access, then the project must include both data sets in Data Migration Workbench.

If you do not need to copy data for collaborators and role access, then include the one that has the data change. For example, if you only want to make changes to default collaborators, then copy only CS_DOCPREF_COLLABORATORS.

User Preferences - CS_USER_PREFERENCES

Operator Definitions and Roles

This data set included the records that define document and administrator privileges for authored documents.

Rules - CS_RULES

Binds, Clauses and Sections

This data set includes the records that define the rules used by clauses, sections, and document configurators.

Clauses and Sections - CS_CLAUSES_SECTIONS

Binds, Rules, and Clauses

With the Approval Type relation, the Data Migration Workbench includes the approval types used for clauses.

With the Binds relation, the Data Migration Workbench includes the bind variables used for clauses, sections, or both.

With the Classes relation, the Data Migration Workbench includes the classes used for clauses.

With the Clauses relation, the Data Migration Workbench prompts you whether to include the clauses and sections used as dependents.

With the Alternate Clause relation, the Data Migration Workbench prompts you whether to include the clauses that are used as alternate clauses.

With the Libraries relation, the Data Migration Workbench prompts you whether to include the clauses that are used for clauses.

With the Roles relation, the Data Migration Workbench prompts you whether to include rules that are used in alternate clauses.

This data set includes the records that define:

• The clauses used in sections and document configurators. All data in the records added to the data set definition are copied, such as clause header and details, alternate clauses, dependent clauses, and bind usage.

• The sections used in document configurators. All data in the records added to data set definition are copied, such as clause header and details, dependent clauses, dependent sections, rules, and bind usage.

Clause Groups - CS_GROUPS

Clauses

With the Classes relation, the Data Migration Workbench inserts bind data used for User Defined Fields.

This data set includes the records that define groups to organize and categorize clauses.

Contract Agreements - CS_CONTRACT_AGREEMENT

Clauses and Operator Definitions

This data set includes the records that define the contract agreement codes used in purchasing contracts and can be used as a bind for authored documents.

Question Groups - CS_QUESTION_GROUPS

Binds

This data set includes the records that define questions groups and navigational features.

Wizards -CS_WIZARDS

Question Groups

This data set includes the records that define wizards that have predefined question groups, and are used in a document configurator.

Document Configurators - CS_DOC_CONFIGURATORS

Rules, Clauses and Sections

This data set includes the records that define configurators or templates that use clauses, sections, and rules to create source documents.

Document Configurator Groups - CS_DOC_CONFIG_GROUP

Document Configurators

This data set includes the records that define document configurator groups based on certain contractual requirements or organizational needs.

Document Types - CS_DOC_TYPE

Document Configurators and User Defined Fields.

This data set includes the records that define document types that can be used to categorize and configure authored documents by source transactions.