Activating Integrations
Follow these steps to activate integrations on your database. You should perform the setup tasks on both the publishing and subscribing databases, unless stated otherwise.
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Set up and configure Integration Broker Gateway.
(Multiple steps are required to set up the gateway. Please see the PeopleTools documentation for details.)
See PeopleTools: Integration Broker Administration, "Managing Integration Gateways"
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Activate node definitions.
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Activate Service Operation.
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- Review Service Operation Security
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- Select active for Handler Status and Routings
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Provide web service
PeopleTools, Integration Broker, Web Services, Provide Web Service
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Check published and subscribed messages.
PeopleTools, Integration Broker, Service Operations Monitor, Monitoring, Asynchronous Services. Or, PeopleTools, Integration Broker, Service Operations Monitor, Monitoring, Synchronous Services
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Build Combination Data with Select checked for the Publish to HRMS/SA.
Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Combination Editing, Build Combination Data
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A ChartField Combo Edit Process Group is added or deleted on the Ledgers For A Unit - Journal Edit Options page.
Set Up Financials/Supply Chain, Business Unit Related, General Ledger, Ledgers For A Unit, Journal Edit Options
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Run the full publish run control to publish the messages.
Enterprise Components, Integration Definitions, Initiate Processes, Full Data Publish
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Check General Ledger on the Product tab, then navigate to the Product Specific tab and press the Update Version button.
Set Up HRMS, Install, Installation Table
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Run the Standard or Advanced ChartField Configuration after modifying or adding ChartFields, depending upon the modifications.
Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Configure, Standard Configuration, Or, Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Configure, Advanced Configuration
After you have set up your integration system, you are ready to use it by triggering IPs according to your requirements and business events. This table lists setup and transactional IPs for use with General Ledger (PeopleTools, Integration Broker, Integration Setup, Services):
| Service/Service Operation | Queue | Operation Type | Remarks |
|---|---|---|---|
|
Setup Integrations: |
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|
ACCOUNT_CHARTFIELD_FULLSYNC ACCOUNT_CHARTFIELD_SYNC BUS_UNIT_GL_FULLSYNC BUS_UNIT_GL_SYNC BU_LED_COMB_FULLSYNC BU_LED_GRP_FULLSYNC BU_LED_GRP_SYNC LEDGER_DEFN_FULLSYNC LEDGER_DEFN_SYNC |
GL_SETUP |
One way asynchronous (Out) |
|
|
BUD_PERIOD_CALENDAR_FULLSYNC BUD_PERIOD_CALENDAR_SYNC DETAIL_CALENDAR_FULLSYNC DETAIL_CALENDAR_SYNC |
DETAIL_CALENDAR |
One way asynchronous (Out) |
|
|
PROJECT_FULLSYNC PROJECT_SYNC PROJECT_STATUS_FULLSYNC PROJECT_STATUS_SYNC PROJECT_ACTIVITY_FULLSYNC PROJECT_ACTIVITY_SYNC |
PROJECTS_SETUP |
One way asynchronous (Out) |
|
|
BUS_UNIT_AV_FULLSYNC BUS_UNIT_AV_SYNC BUS_UNIT_HR_FULLSYNC BUS_UNIT_HR_SYNC BUS_UNIT_SF_FULLSYNC BUS_UNIT_SF_SYNC |
HR_SETUP |
One way asynchronous (In) |
|
|
JOURNAL_GEN_APPL_ID_FULLSYNC JOURNAL_GENERATOR_APPL_ID_SYNC |
JOURNAL_GENERATOR |
One way asynchronous (Out) |
Journal Generator Template |
|
DEPT_FULLSYNC DEPT_SYNC |
ENTERPRISE_SETUP |
Bidirectional asynchronous |
|
|
BUS_UNIT_FS_FULLSYNC BUS_UNIT_FS_SYNC ALTACCT_CF_FULLSYNC ALTACCT_CF_SYNC BUDGET_REF_CF_FULLSYNC BUDGET_REF_CF_SYNC BUDGET_SCENARIO_FULLSYNC BUDGET_SCENARIO_SYNC CHARTFIELD1_FULLSYNC CHARTFIELD1_SYNC CHARTFIELD2_FULLSYNC CHARTFIELD2_SYNC CHARTFIELD3_FULLSYNC CHARTFIELD3_FULLSYNC CLASS_CF_FULLSYNC CLASS_CF_SYNC FSCM_CF_CONFIG FUND_LOAD FUND_CF_SYNC OPER_UNIT_CF_FULLSYNC OPER_UNIT_CF_SYNC PRODUCT_CHARTFIELD_FULLSYNC PRODUCT_CHARTFIELD_SYNC PROGRAM_CF_FULLSYNC PROGRAM_CF_SYNC SCHEDULE_FULLSYNC SCHEDULE_SYNC |
ENTERPRISE_SETUP |
One way asynchronous (Out) |
Publish FSCM_CF_CONFIG from ChartField Configuration process. |
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FSCM_CF_CONFIG Note: With FSCM_CF_CONFIG, financials Standard ChartField Configuration is supported and can be published to HCM release HR89 from release FSCM90. Details of the standard ChartField configuration will be available only if the process completes successfully. PeopleSoft Financials will issue a warning if you attempt an Advanced Configuration action and PeopleSoft HCM is enabled on the Installed Product page. HCM supports only standard configuration. |
ENTERPRISE_SETUP |
One way asynchronous (Out) |
Publish of standard ChartField configuration and log information after the Standard ChartField configuration process completes successfully. |
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RELEASE_REQUEST RELEASE_RESPONSE |
Synchronous |
Release_Request and Release_Response acts as a set of Synchronized messages to send FSCM version information to HCM when requested. |
|
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HR_CHARTFLD_COMBO_SYNC |
HR_CHARTFLD_COMBO |
One way asynchronous (Out) |
Launch from SpeedType page. |
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Transactional Integrations: |
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HR_ACCT_CD_LOAD |
ENTERPRISE_SETUP |
One way asynchronous (Out) |
Launch from the Combination Build process request. Extract selected data from the ChartField combination data table. Transforms and publishes the data in the PeopleSoft HCM Account Code format. |
|
PAYROLL_ACCTG_TRANSACTION |
PAYROLL_ACCTG_TRANSACTION |
Bidirectional asynchronous |
HCM North America Payroll. See Note #1. |
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GP_POST_GL |
GP_POST_GL |
Bidirectional asynchronous |
HCM Global Payroll. See Note #1. |
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STUDENT_ADV_ACCTG_LINE STUDENT_FIN_ACCTG_LINE |
STUDENT_ADMIN_ACCOUNTING |
Bidirectional asynchronous |
Learning Solutions. See Note #1 |
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LM_ACCTG_LN |
LM_ACCTG_ENTRY |
Bidirectional asynchronous |
(ELM) Enterprise Learning Management. See Note #1. |
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JOURNAL_LOAD_TEMPLATE |
JOURNAL_LOAD_TEMPLATE |
Bidirectional asynchronous |
Generic accounting entry for demo and users customization. |
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COMMIT_CNTRL_BUDGET_UPDATE |
COMMIT_CNTRL_BUDGET_UPDATE |
One way asynchronous (In) |
Commitment Control budget journals. |
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COMMIT_CNTRL_TRAN_CHECK_UPDATE |
COMMIT_CNTRL_TRAN_CHECK_UPDATE |
Bidirectional asynchronous |
Budget checking for commitment control transactions. |
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LEDGER_LOAD |
LEDGER |
Bidirectional asynchronous |
Works with the Ledger Load process to move ledger data from regional GL to headquarter GL database for consolidation. |
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XBRL_ASYNC |
XBRL |
One way asynchronous (Out) |
XBRL instance creation. See Note #2. |
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COMBO_CF_EDIT_REQUEST |
Synchronous |
Combo edit request service calls the combo edit online validation logic. Uses the Service Alias- CFComboEdit, and the Operation Alias — CFComboEditReq. |
|
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GL_BUDCHECK_ENC_TRANSACTIONS PAYROLL_KK_ENCUMBER_RESPONSE |
GL_BUDGETCHECK |
Bidirectional asynchronous |
Request/response pair that provides real-time budget checking for PeopleSoft HR encumbrance transactions. This could be used as a model for third party applications. See PeopleSoft Enterprise Human Resources documentation: Manage Commitment Accounting |
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GL_BUDCHECK_EXP_TRANSACTIONS PAYROLL_KK_EXPENSE_RESPONSE |
GL_BUDGETCHECK |
Bidirectional asynchronous |
Request/response pair that provides real-time budget checking for PeopleSoft HR expense transactions. This could be used as a model for third party applications. See PeopleSoft Enterprise Human Resources documentation: Manage Commitment Accounting |
|
GL_BUDCHECK_PAYROLL_REALTIME |
GL_BUDGETCHECK |
Synchronous |
Synchronous (realtime ) budget check of encumbrance transactions from HCM (such as hiring transactions). Used in conjunction with the options that are set in HCM. See PeopleSoft Enterprise Human Resources documentation: Manage Commitment Accounting |
|
GL_BUDCHECK_GETPROCINST_STATUS GL_BUDCHECK_GETTRANS_STATUS GL_BUDCHK_DELETETRANSACTIVITY |
GL_BUDGETCHECK |
Synchronous |
Provides realtime budget checking for PeopleSoft HR or any third party applications. |
|
JRNL_AF_EM_APPROVAL |
GL_EM_APPROVAL |
One way asynchronous (Local to Local) |
GL Actuals and Standard Budget Journal Email Approval |
Note:
#1—General Ledger subscribes to these accounting entries and writes the entries to their corresponding accounting tables. When you run Journal Generator, it sends back the accounting message with the updated fields. Please check with the individual products to determine whether they use this service from General Ledger.
Note:
#2—The target node is typically an external node that accepts and handles XBRL documents.
See also PeopleTools Documentation: Integration Broker, "Sending and Receiving Messages"