Setting Up Transaction-Related Information

To set up transaction-related information, use these components:

• Analysis Types (PROJ_ANALYSIS_TYPE)

• Analysis Groups (ANALYSIS_GRP_DEFN)

• Resource Groups (PROJ_RES_GRP_DEFN)

• Transaction Identifiers (PC_TRANS_IDENTIFY)

Pages Used to Set Up Transaction-Related Information

Page Name	Definition Name	Usage
Analysis Types Page	PROJ_ANTYPE_DEFN	Create and modify analysis types.
Analysis Groups Page	PROJ_AN_GRP_MAP	Create and modify analysis groups.
Analysis Groups - Description Page	PROJ_AN_GRP_DEFN	Describe the purpose of the analysis group.
Source Groups Page	PROJ_RT_GRP_MAP	Create and modify source groups.
Source Groups - Description Page	PROJ_RT_GRP_DEFN	Describe the source group.
Transaction Identifiers Page	PC_TRANS_IDENTIFY	Define transaction identifiers that consist of groups of project ChartField values.

Analysis Types Page

Use the Analysis Types page (PROJ_ANTYPE_DEFN) to create and modify analysis types.

Navigation:

Set Up Financials/Supply Chain, and then Product Related, and then Project Costing, and then Transaction Options, and then Setup PC Analysis Types

This example illustrates the fields and controls on the Analysis Types page. You can find definitions for the fields and controls later on this page.

Field or Control	Description
Commitment Control Amount Type	Select an amount type that tells Commitment Control how to process transactions. This field is directly related to the type of transaction that is coming into Commitment Control and identifies what type of transaction to process. This field appears only if the Commitment Control feature is activated.
Source Transaction Type	Displays the source transaction type defined in the Commitment Control feature, which maps Project Costing fields to Commitment Control fields. The two source transaction types are PC_JOURNAL and PC_BUDGET. This field appears if the Commitment Control feature is activated.

See PeopleSoft Commitment Control: Understanding Source Transaction Type Setup.

Analysis Groups Page

Use the Analysis Groups page (PROJ_AN_GRP_MAP) to create and modify analysis groups.

Navigation:

Set Up Financials/Supply Chain, and then Product Related, and then Project Costing, and then Transaction Options, and then Setup PC Analysis Groups

This example illustrates the fields and controls on the Analysis Groups page. You can find definitions for the fields and controls later on this page.

Note:

If your organization uses PeopleSoft Fluid User Interface pages to manage projects and you change an analysis group for cost, billing, or revenue on this page, you should run the Refresh Reporting Tables process (PC_SUM_PR) using the Refresh Reporting Tables Page.

Field or Control	Description
Perform Mapping	Select to use the analysis group for mapping analysis types from a template to a new project or activity.
Perform Multiplication	Select to manipulate transaction quantities and amounts. Enter multipliers in the Quantity Multiplier and Amount Multiplier fields.
Analysis Type	Select the analysis types to include in the analysis group.
Analysis Type Map	Select the analysis type to which the analysis type in the first column will be converted in the newly created project or activity. These fields appear only if you select the Perform Mapping option.
Quantity Multiplier and Amount Multiplier	Enter a factor that the system uses to modify incoming quantity and amount values. Enter multipliers of zero to copy quantities and amounts into new projects as zero.

Source Groups Page

Use the Source Groups page (PROJ_RT_GRP_MAP) to create and modify source groups.

Navigation:

Set Up Financials/Supply Chain, and then Product Related, and then Project Costing, and then Transaction Options, and then Setup PC Source Groups

This example illustrates the fields and controls on the Source Groups page. You can find definitions for the fields and controls later on this page.

Field or Control	Description
Flexible Rate	Enter a rate by which to multiply the source types in this source group to create a special project view.
Source Types	Select the source types to include in the source group.

Transaction Identifiers Page

Use the Transaction Identifiers page (PC_TRANS_IDENTIFY) to define transaction identifiers that consist of groups of project ChartField values.

Navigation:

Set Up Financials/Supply Chain, and then Product Related, and then Project Costing, and then Transaction Options, and then PC Transaction Identifiers

This example illustrates the fields and controls on the Transaction Identifiers page. You can find definitions for the fields and controls later on this page.

Enter source type, category, and subcategory rows that are valid combinations of project ChartField values. Use the wildcard value (a percent sign) in a field to indicate that any value for that field is valid in combination with the other field values in that row. Although the system prevents the creation of duplicate rows within a transaction identifier, an identical row can be part of other transaction identifiers.