Using a Single Entry Event Code in Multiple Documents or Products

To use an entry event code in multiple documents or for multiple products, you must identify each process and its steps in the entry event code definition. Using the PeopleSoft procure-to-pay process as an example, you can enter an entry event code one time in the requisition document. It then flows through the entire process creating entry event transactions for each document. Before an entry event code can successfully move between documents and products, you first must set it up to run for each of the processes in the procure-to-pay cycle.

The PeopleSoft procure-to-pay cycle consists of several documents and processes. Entry event processing uses the following processes:

• REQPOST

• POPOST

• VCHRPOST

• PAYMENT

You must set up an entry event code and associate it with all four processes.

See Entry Event Code Definition Page.

Example of Defining One Entry Event Code to Use with Multiple PeopleSoft Applications

Here is an example of how to define an entry event code for multiple PeopleSoft applications:

1. Set up the PROCURE entry event code.

   Term	Definition
   Entry Event	PROCURE
   Description	Requisition to Cash Clearing

2. In the Entry Event Process group box, add the REQPOST process.

   Term	Definition
   Entry Event Process	REQPOST
   Effective Date	01/01/1900
   Status	A

3. In the Entry Event Step group box, add the REQPOST step.

   Term	Definition
   Entry Event Step	REQPOST
   Account	696800 (example)
   Source Record Jrnl Template	Not applicable (NA)
   Journal Template	EE_PURCH

4. In the Offset Accounts group box, add the preencumbrance and general expenses offset accounts.

   Term	Definition
   DR/CR	DR
   Account and Short Desc	696700 (example) - Preenc Res
   DR/CR	CR
   Account and Short Desc	696500 (example) - GenExpOffs

5. In the Entry Event Process group box, add the POPOST process.

   Term	Definition
   Entry Event Process	POPOST
   Effective Date	01/01/1900
   Status	A

6. In the Entry Event Step group box, add the POPOST step.

   Term	Definition
   Entry Event Step	POPOST
   Account	696800 (example)
   Source Record Jrnl Template	Select if a source record journal template exists.
   Journal Template	EE_PURCH

7. In the Offset Accounts group box, add the encumbrance and general expenses offset accounts.

   Term	Definition
   DR/CR, Account, and Short Desc	DR, 696600 (example), Enc Res
   DR/CR, Account, and Short Desc	CR, 696500 (example), GenExpOffs

8. In the Entry Event Process group box, add the VCHRPOST process.

   Term	Definition
   Entry Event Process	VCHRPOST
   Effective Date	01/01/1900
   Status	A

9. In the Entry Event Step group box, add the ACCRUAL step.

   Term	Definition
   Entry Event Step	ACCRUAL
   Account	696800 (example)
   Source Record Jrnl Template	Select this option.
   Journal Template	NA

10. In the Offset Accounts group box, add the general expenses and accounts payable offset accounts.

    Term	Definition
    DR/CR, Account, and Short Desc	DR, 696500 (example), GenExpOffs
    DR/CR, Account, and Short Desc	CR, 200000 (example), Accts Paybl

11. In the Entry Event Process group box, add the PAYMENT process.

    Term	Definition
    Entry Event Process	PAYMENT
    Effective Date	01/01/1900
    Status	A

12. In the Entry Event Step group box, add the PAYMENT step.

    Term	Definition
    Entry Event Step	PAYMENT
    Account	NA
    Source Record Jrnl Template	Select this option.
    Journal Template	NA

13. In the Offset Accounts group box, add the accounts payable and bank disbursement offset accounts.

    Term	Definition
    DR/CR, Account, and Short Desc	DR, 20000 (example), Accts Paybl
    DR/CR, Account, and Short Desc	CR. 10006 (example), UBANK Disb