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.

  1. 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"

    PeopleTools, and then Integration Broker, and then Configuration.

  2. Activate node definitions.

    PeopleTools, and then Integration Broker, and then Integration Setup, and then Nodes.

  3. Activate Service Operation.

    • - Review Service Operation Security

    • - Select active for Handler Status and Routings

    PeopleTools, and then Integration Broker, and then Integration Setup, and then Service Operations

  4. Provide web service

    PeopleTools, Integration Broker, Web Services, Provide Web Service

  5. Check published and subscribed messages.

    PeopleTools, Integration Broker, Service Operations Monitor, Monitoring, Asynchronous Services. Or, PeopleTools, Integration Broker, Service Operations Monitor, Monitoring, Synchronous Services

  6. 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

  7. 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

  8. Run the full publish run control to publish the messages.

    Enterprise Components, Integration Definitions, Initiate Processes, Full Data Publish

  9. 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

  10. 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:

     

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.

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.

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.

HR_CHARTFLD_COMBO_SYNC

HR_CHARTFLD_COMBO

One way asynchronous (Out)

Launch from SpeedType page.

Transactional Integrations:

     

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.

GP_POST_GL

GP_POST_GL

Bidirectional asynchronous

HCM Global Payroll.

See Note #1.

STUDENT_ADV_ACCTG_LINE

STUDENT_FIN_ACCTG_LINE

STUDENT_ADMIN_ACCOUNTING

Bidirectional asynchronous

Learning Solutions.

See Note #1

LM_ACCTG_LN

LM_ACCTG_ENTRY

Bidirectional asynchronous

(ELM) Enterprise Learning Management.

See Note #1.

JOURNAL_LOAD_TEMPLATE

JOURNAL_LOAD_TEMPLATE

Bidirectional asynchronous

Generic accounting entry for demo and users customization.

COMMIT_CNTRL_BUDGET_UPDATE

COMMIT_CNTRL_BUDGET_UPDATE

One way asynchronous (In)

Commitment Control budget journals.

COMMIT_CNTRL_TRAN_CHECK_UPDATE

COMMIT_CNTRL_TRAN_CHECK_UPDATE

Bidirectional asynchronous

Budget checking for commitment control transactions.

LEDGER_LOAD

LEDGER

Bidirectional asynchronous

Works with the Ledger Load process to move ledger data from regional GL to headquarter GL database for consolidation.

XBRL_ASYNC

XBRL

One way asynchronous (Out)

XBRL instance creation.

See Note #2.

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.

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

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"