PeopleSoft Grants Implementation

Setup Manager enables you to review a list of setup tasks for your organization for the applications 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.

Because PeopleSoft Grants is a solution that requires the installation of several different applications, you must use Setup Manager separately for each application that you install. PeopleSoft Grants requires that you follow this order when using Setup Manager:

  • PeopleSoft General Ledger

  • PeopleSoft Projects

  • PeopleSoft Billing

  • PeopleSoft Contracts

  • PeopleSoft Grants

PeopleSoft Financials also provides component interfaces to help you load data from your existing system into PeopleSoft tables. Use the Excel to Component Interface utility with the component interfaces to populate the tables. This table lists all of the components that have component interfaces.

Component Component Interface Reference

Account (GL_ACCOUNT)

ACCOUNT_CF

SeeApplication Fundamentals: Adding and Mapping Accounts and Alternate Accounts

Alternate Account (ALTACCT)

ALTACCT_CF

SeeApplication Fundamentals: Enabling Alternate Accounts

Operating Unit (OPERATING_UNIT)

OPER_UNIT_CF

See Application Fundamentals: Operating Unit Page.

Department (DEPARTMENT)

DEPT_CF

See Application Fundamentals: Department Page.

Project ID (PROJECT)

PROJECT_CF

See Application Fundamentals: Project Page.

Product (PRODUCT)

PRODUCT_CF

See Application Fundamentals: Product Page.

Fund Code (FUND_DEFINITION)

FUND_CF

See Application Fundamentals: Fund Code Page.

Statistics Code (STATISTICS_TBL)

STATISTICS_CODE

See Application Fundamentals: Statistics Code Page.

Class Field (CLASS_PNL)

CLASS_CF

See Application Fundamentals: Class Field Page.

Budget Reference (BUDREF_PNL)

BUDGET_REF

See Application Fundamentals: Budget Reference Page.

Program Code (PROGRAM_DEFINTION)

PROGRAM_CF

See Application Fundamentals: Program Code Page.

Scenario (BD_SCENARIO)

BUDGET_SCENARIO

See Application Fundamentals: Scenario 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.

InterUnit Template (IU_INTER_TMPLT)

IU_INTER_TMPLT

See Application Fundamentals: InterUnit Template Page.

IntraUnit Template (IU_INTRA_TMPLT)

IU_INTRA_TMPLT

See Application Fundamentals: Intraunit Template Page.

InterUnit Pair Maintenance (IU_INTER_PR_BASIC)

IU_INTER_PR_BASIC

See Application Fundamentals: Interunit Pairs.

Ledgers for a Unit (BUSINESS_UNIT_LED)

EM_BUS_UNIT_LED

See Application Fundamentals: Defining Ledgers for a Business Unit.

Value Added Tax Code (TAX_CODE_VAT)

TAX_CODE_VAT

See PeopleSoft Global Options and Reports: Value Added Tax Code Page.

VAT Accounts by Business Unit (TAX_BU_CODE_VAT)

TAX_BU_CODE_VAT

See PeopleSoft Global Options and Reports: VAT Accounts by Business Unit Page.

VAT Entity (VAT_ENTITY_ID)

VAT_ENTITY_ID

See PeopleSoft Global Options and Reports: Setting Up VAT Entities.

Vat Defaults CI Component (VAT_DEF_CI)

VAT_DEF_CI

See PeopleSoft Global Options and Reports: Establishing VAT Defaults.

Bank Branch Information (BANK_BRANCHPNL)

TR_BANK_BRANCH_CI

SeePeopleSoft Banks Setup and Processing: Defining General Bank Setup

Team Member Types (MEMBER_TYPE_TABLE)

MEMBER_TYPE_TABLE_CI

See PeopleSoft Order to Cash Common Information: Setting Up Customer Support Personnel.

Team Member Personal Data (MEMBER_PERSON1)

MEMBER_PERSON1_CI

See PeopleSoft Order to Cash Common Information: Setting Up Customer Support Personnel.

Support Team Members (TEAM_MEMBER_TABLE)

TEAM_MEMBER_TABLE_CI

See PeopleSoft Order to Cash Common Information: Setting Up Customer Support Personnel.

Customer Group Table (CUST_GROUP_TBL)

CUSTOMER_GROUP

See PeopleSoft Order to Cash Common Information: Customer Group Table Page.

Contact Info (CONTACT_INFO)

CONTACT

See PeopleSoft Order to Cash Common Information: Setting Up and Maintaining Contacts

General Information (CUSTOMER_GENERAL)

CUSTOMER_MAIN_CI

CUSTOMER_BILLTO_CI

CUSTOMER_SOLDTO_CI

CUSTOMER_SHIPTO_CI

CUSTOMER_MISC_CI

See PeopleSoft Order to Cash Common Information: Adding General Customer Information.

User Preferences (OPR_DEFAULT)

OPR_DEFAULT_FIN

See Application Fundamentals: Defining Cross-Application User Preferences.

Other Sources of Information

In the implementation planning phase, take advantage of all PeopleSoft sources of information, including the installation documentation, data models, business process maps, and troubleshooting guidelines.

For additional information, see

PeopleTools: Setup Manager

PeopleTools: Component Interfaces