PeopleSoft Proposal Management Implementation

PeopleSoft Setup Manager enables you to generate a list of setup tasks for your organization based on the features 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 Proposal Management is a solution that requires the installation of several different applications, you must use Setup Manager separately for each application that you install. PeopleSoft Proposal Management requires that you follow the order listed below when using Setup Manager:

  1. PeopleSoft Project Costing

  2. PeopleSoft Program Management

  3. PeopleSoft Contracts

  4. PeopleSoft Proposal Management

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:

Component Component Interface Reference

Account (GL_ACCOUNT)

ACCOUNT_CF

See Application Fundamentals: Account Page.

Alternate Account (ALTACCT)

ALTACCT_CF

See Application Fundamentals: Understanding Alternate Accounts.

Bank Branch Information (BANK_BRANCHPNL)

TR_BANK_BRANCH_CI

See PeopleSoft Banks Setup and Processing: Understanding Bank Setup.

Budget Reference (BUDREF_PNL)

BUDGET_REF

See Application Fundamentals: Budget Reference 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.

Class Field (CLASS_PNL)

CLASS_CF

See Application Fundamentals: Class Field Page.

Contact Info (CONTACT_INFO)

CONTACT

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

Customer Group Table (CUST_GROUP_TBL)

CUSTOMER_GROUP

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

Department (DEPARTMENT)

DEPT_CF

See Application Fundamentals: Department Page.

Fund Code (FUND_DEFINITION)

FUND_CF

See Application Fundamentals: Fund Code Page.

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.

InterUnit Pair Maintenance (IU_INTER_PR_BASIC)

IU_INTER_PR_BASIC

See Application Fundamentals: Interunit Pairs.

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: InterUnit Template Page.

Ledgers for a Unit (BUSINESS_UNIT_LED)

EM_BUS_UNIT_LED

See Application Fundamentals: Defining Ledgers for a Business Unit.

Operating Unit (OPERATING_UNIT)

OPER_UNIT_CF

See Application Fundamentals: Operating Unit Page.

Product (PRODUCT)

PRODUCT_CF

See Application Fundamentals: Product Page.

Program Code (PROGRAM_DEFINTION)

PROGRAM_CF

See Application Fundamentals: Program Code Page.

Project ID (PROJECT)

PROJECT_CF

See Application Fundamentals: Project Page.

Scenario (BD_SCENARIO)

BUDGET_SCENARIO

See Application Fundamentals: Scenario Page.

Statistics Code (STATISTICS_TBL)

STATISTICS_CODE

See Application Fundamentals: Statistics Code Page.

Support Team Members (TEAM_MEMBER_TABLE)

TEAM_MEMBER_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.

Team Member Types (MEMBER_TYPE_TABLE)

MEMBER_TYPE_TABLE_CI

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

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 Defaults CI Component (VAT_DEF_CI)

VAT_DEF_CI

See PeopleSoft Global Options and Reports: Establishing VAT Defaults.

VAT Entity (VAT_ENTITY_ID)

VAT_ENTITY_ID

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

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 the PeopleSoft sources of information, including the installation guides, data models, and troubleshooting guidelines.

See the product documentation for PeopleTools: Setup Manager and PeopleTools: Component Interfaces