PeopleSoft Project Costing Integration

Items that come into PeopleSoft Receivables from PeopleSoft Billing are already distributed to PeopleSoft Project Costing.

In PeopleSoft Project Costing, you can enter projects information about receivable items. The projects information enables you to use PeopleSoft Project Costing to track outstanding revenue and to maintain financial control over a project.

When you create the accounting entry templates for items using the Item Entry Type - Accounting Template and Auto Entry Type - Accounting Template pages, you can identify the PeopleSoft Project Costing ChartField values that you want in accounting entries that PeopleSoft Receivables generates. You can override these values on the Accounting Entries page if you create accounting entries online before you post items. The PeopleSoft Project Costing ChartFields are:

  • Project ID

  • Project Costing business unit

  • Activity

  • Source Type

  • Category

  • Subcategory

Note:

You can associate different project ChartField combinations with different entry reasons. If you have a lot of project ChartField combinations, Oracle recommends that you leave the project ChartFields on the accounting templates blank and generate the accounting entries online so that you can enter the appropriate ChartFields.

When you post an item in PeopleSoft Receivables, the system marks the item as ready to distribute to PeopleSoft Project Costing. It does this by setting the PC_DISTRIB_STATUS field in the Item Activity table (PS_ITEM_ACTIVITY) to N (none).

When you run the Revenue Adjustments Application Engine process (PC_AR_TO_PC) in PeopleSoft Project Costing, the process copies this information from PeopleSoft Receivables into PeopleSoft Project Costing and updates the Item Activity table to D (done).

When you create an adjustment item, such as Create a New Debit (MT-04) or a Prepayment (WS-04) using a payment or maintenance worksheet, the Automatic Maintenance process (AR_AUTOMNT), or the Payment Predictor Application Engine process (ARPREDCT), you must create the accounting entries online to enter the project ChartField values unless you are using the default ChartField values in the automatic entry accounting template. If you enter the ChartField values online and you want to use the project ChartField values for the original item, access the AR Billing Inquiry page for the item and click the Bill Header - Project Info link. This enables you to view the project ChartFields on the bill header in PeopleSoft Billlng.

If you unpost an item, the process sets the PeopleSoft Project Costing distribution status field for the new rows to N (not distributed).