1. Administrator's Guide
  2. Integrating Data
  3. Data Load, Synchronization and Write Back
  4. Synchronizing and Writing Back Data
  5. Write-Back
  6. Defining PeopleSoft Commitment Control Data Load Rules to Write-Back

Defining PeopleSoft Commitment Control Data Load Rules to Write-Back

To define PeopleSoft Commitment Control data load rules to write back:

  1. Make sure that the PS_HYP_KK_BD_HDR and PS_HYP_KK_BD_LN interface tables have "write" privileges.
  2. When writing back to PeopleSoft Commitment Control, in Data Load Rule, define a data load rule to write back by selecting parameters for the following:

    • Ledger Group

    • Ledger

    • Accounting Date—The accounting date indicates when a transaction is recognized, as opposed to the date the transaction actually occurred. The accounting date and transaction date can be the same. The accounting date determines the period in the General Ledger to which the transaction is to be posted. You can only select an accounting date that falls within an open period in the ledger to which you are posting. The accounting date for an item is normally the invoice date.

    • As of Date—The date on which data you are searching for or performing a function on is valid. For example, if you are defining a budget closing set, entering the "as of" date of 12/31/2016 instructs the PeopleSoft Commitment Control process to execute balance roll forward calculations based on the ledger amounts that are or were valid on that date.

    • Transaction Type—Select "check" to validate the rules or "post" to validate and post the rules.

    • Budget Transaction Type

    • Generate Parent Budget

    • Parent Budget Transaction Type

    • Default Entry Date—The maximum effective date budget definition that is less than the end date of the year is considered the correct budget definition to be used for all validations and entry event codes.

  3. In Data Load Rule, define the source filters that identify the portions of budget data to load to PeopleSoft.
  4. Optional: Delete previous data load rules to write back by selecting Delete on the Execute Rules Options screen.
  5. Run the PeopleSoft Commitment Control data load rule to write back.

    If you have selected a transaction type of "post," the rules are validated, the budget is written to Commitment Control interface tables and the posting process is initiated after writing the data.