The PeopleSoft Financials Database

Set up these PeopleSoft Pay/Bill Management tables in your PeopleSoft Financials database:

  • Branches and branch mapping.

  • Contract profiles.

  • Project profiles.

  • Rate elements and rate profiles.

  • Voucher profiles.

  • Customer field definitions.

  • Job code margin indicators.

  • Fall off codes.

  • Department security.

  • Staffing installation options in the Financials database.

  • Staffing general and job data user preferences in the Financials database.

  • User-defined order types.

Additionally, PeopleSoft Pay/Bill Management refers directly to the following configuration in other Financials applications. Each of the applications in this table has its own minimum configuration requirements which are documented in their respective product documentation.

PeopleSoft Application Configuration Reference

Payables

  • AP business units

  • AP voucher origins

PeopleSoft Payables

Billing

  • Bill by

  • Bill sources

  • Bill types

  • Billing cycles

  • Billing inquiry phone

  • Billing specialists

  • Collectors

  • Credit analysts

  • Invoice forms

  • Support teams

  • Billing business units

PeopleSoft Billing

Contracts

  • Amendment reasons

  • Amendment types

  • Contract legal entities

  • Contract statuses

  • Contract types

  • Contracts business units

  • Products

PeopleSoft Contracts

Project Costing

  • Activity statuses

  • Activity types

  • Analysis types

  • Project integration templates

  • Project roles

  • Project statuses

  • Project types

  • Projects business units

PeopleSoft Project Costing

Common Enterprise Components (Financials)

  • Accounts (GL)

  • Automatic numbering

  • Contact types

  • Countries

  • Currency codes

  • Departments

  • Industry codes

  • Installed applications

  • Market rate types

  • Product tax groups

  • Sales tax codes

  • States or provinces

  • TableSet class security

  • TableSet operator security

  • Types of security

  • Secured fields

  • Unit class security

  • Unit operator security

PeopleSoft Application Fundamentals

Note:

If you plan to use both PeopleSoft Staffing Front Office and PeopleSoft Pay/Bill Management, refer to the PeopleSoft Staffing Front Office product documentation for information regarding necessary configuration.

Related Topics