PeopleSoft Contracts Implementation

PeopleSoft Setup Manager enables you to review a list of setup tasks for your organization for the products that you are implementing. The setup tasks include the components that you must set up, listed in the order in which you must enter data into the component tables, and links to the corresponding documentation.

PeopleSoft Contracts also provides component interfaces to help you load data from your existing system into PeopleSoft Contracts tables. Use the Excel to Component Interface utility with the component interfaces to populate the tables.

This table lists the components that have component interfaces:

Component Component Interface References

As Incurred Acctg Distribution (PSA_ACCT_SETUP)

PSA_ACCT_SETUP_CI

See PeopleSoft Project Costing: Understanding Accounting for Projects.

Milestone Templates (CA_MS_DEFN_PNLG)

CA_MS_DEFN_PNLG_CI

See Defining Milestones.

Product Definition (PROD_DEFN)

PROD_DEFN_CI

See PeopleSoft Order to Cash Common Information: Establishing Product Definitions.

Product Group Options (CA_PROD_GROUP)

CA_PROD_GROUP_CI

See PeopleSoft Order to Cash Common Information: Contract Options Page.

Assign Product Group (PROD_GROUP)

PROD_GROUP_CI

See PeopleSoft Order to Cash Common Information: Product Group Page.

Product Group Table (PROD_GROUP_TBL)

PROD_GROUP_TBL_CI

See PeopleSoft Order to Cash Common Information: Setting Up Product Group Tables.

Product Rate Template Defaults (CA_PROD_RATES)

CA_PROD_RATES_CI

See Product Rate Defaults Page.

Account (GL_ACCOUNT)

ACCOUNT_CF

See Application Fundamentals: Account Page.

Alternate Account (ALTACCT)

ALTACCT_CF

See Application Fundamentals: Understanding Alternate Accounts.

Budget Reference (BUDREF_PNL)

BUDGET_REF_CF

See Application Fundamentals: Budget Reference Page.

Chartfield 1 (CHARTFIELD1)

CHARTFIELD1

See Application Fundamentals: ChartField 1 Page.

Chartfield 2 (CHARTFIELD2)

CHARTFIELD2

See Application Fundamentals: ChartField 1 Page.

Chartfield 3 (CHARTFIELD3)

CHARTFIELD3

See Application Fundamentals: ChartField 1 Page.

Class (CLASS_PNL)

CLASS_CF

See Application Fundamentals: Class Field Page.

Department (DEPARTMENT)

DEPT_CF

See Application Fundamentals: Department Page.

Fund (FUND_DEFINITION)

FUND_CF

See Application Fundamentals: Fund Code Page.

Operating Unit (OPERATING_UNIT)

OPER_UNIT_CF

See Application Fundamentals: Operating Unit Page.

Product (PRODUCT)

PRODUCT_CF

See Application Fundamentals: Product Page.

Program (PROGRAM_DEFINITION)

PROGRAM_CF

See Application Fundamentals: Program Code Page.

Project (PROJECT)

PROJECT_CF

See Application Fundamentals: Project Page.

Scenario (BD_SCENARIO)

BUDGET_SCENARIO

See Application Fundamentals: Scenario Page.

Statistics Code (STATISTICS_TBL)

STATISTICS_CODE

See Application Fundamentals: Statistics Code Page.

Competitor Codes (COMPETITOR_CD)

COMPETITOR_CD_CI

See PeopleSoft Order to Cash Common Information: Product Definition - Competitor Page.

Attributes by UOM (PROD_UOM)

PROD_UOM_CI

See PeopleSoft Order to Cash Common Information: Product Attributes by UOM Page.

InterUnit Pair (IU_INTER_PR_BASIC)

IU_PAIRS_MAINT

See Application Fundamentals: Setting Up Interunit and Intraunit Processing.

Transaction Billing Processor (TBP) Accounting Rules (CA_ACCT_RULES)

CA_ACCT_RULES_CI

See Accounting Rules for CRM Page.

Other Sources of Information

In the planning phase of your implementation, take advantage of all PeopleSoft sources of information, including the installation guides and troubleshooting information.

See the product documentation for:

PeopleTools: Setup Manager

PeopleTools: Component Interfaces