Limits Processing

When the Pricing process runs as a standalone process, and if you use PeopleSoft Contracts, the Pricing process calls the Apply Limits Application Engine process (CA_LIMIT) for the contract line that is being priced. Use the Pricing run control page to run Pricing as a standalone process. The Pricing process passes run control parameters to the Apply Limits process to create over-the-limit rows for revenue transactions, billing transactions, or both.

When the Pricing process is automatically triggered by incoming transactions from feeder systems, the Pricing process also calls the Limits process. The Pricing process uses the selected pricing options (Revenue and Billing) on the Project Costing Options page for the business unit of each row, and it passes those parameters to the Limits process to determine the type of transactions to limit check: revenue, billing, or both.

You can also run the Apply Limits process in PeopleSoft Contracts independently of the Pricing process. Regardless of how the Apply Limits process is called, it evaluates transaction level limits first and then contract line level limits for all pending transactions for each contract line in its scope. Resulting over-the-limit transactions are excluded from revenue recognition and billing, and are not sent to PeopleSoft General Ledger or PeopleSoft Billing, respectively, except for over-the-limit transactions that are created from released retainage, which pass from the billing worksheet directly to the Project Transaction Temporary Billing table (PROJ_RES_TMP_BI) to be inserted into the Project Transaction table.

Because you apply limits at the contract line level, you cannot run the Apply Limits process for specific PeopleSoft Project Costing business units, projects, or activities.

The system limit checks these analysis types:

  • BIL (Billable Amount)

  • OLT (Over Limit)

  • REV (Revenue)

  • ROL (Revenue Over Limit)

The system uses these analysis groups to process limits:

  • PSLMT (Limit Processing - Billing)

  • PSROL (Limit Processing - Revenue)

Related Topics