ExcelToCI Utility in PeopleSoft

ExcelToCI Utility in PeopleSoft

Step by Step explanation for ExcelToCI.

cya

ManoNag

PeopleSoft Automation

Hey Guys,

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I would be interested in involve in discussion. I have some thoughts and strategy for PeopleSoft Automation.

cya,

ManoNag

Prompt Table

Prompt Table:
A list of values from which a user can look up and select a value and fill the field on the page. Prompt Table will be assigned in Record Field Properties

Prompt Table can of 3 types

Prompt Table with Edit:
If u set this property and give the table as prompt table in the following text box field in record field properties.Then it implies that user should enter the value which was already there in the Prompt table.

Prompt Table with No Edit:
If you set this property, it implies that user can either select one of the values from the prompt table or he can give his own value which can be store in the table (Not Prompt table :)) So here Prompt table serves as just list of reference values which peoplesoft allows user to select from the list or enter his own value.

Traslate edit (Yes/No) with edit:
If you set this Property then, you should select Yes or No values.

Dynamic Prompt Table:
What we discussed untill now, can be called as Standard Prompt table or Prompt Table or Static Prompt Table. Let us assume, we have a situation where we want to change the prompt table based on some conditions during runtime.

The prompt table which is assigned to a field at runtime is called Dynamic Prompt Table.

With an example we can understand easily.
we have 2 views
PS_SEM1_VW-- View contains first 6 months of the year
PS_SEM2_VW-- View Contains next 6 months of the year.

A PS_MON record have 2 fields
SEMESTER
MONTH

Let us assume, on the page we want these 2 fields ,

PS_MON.SEMESTER will have 2 values -- 1st Sem and 2nd Sem
If user selects "1st Sem" in PS_MON.SEMESTER field then for the second field "PS_MON.MONTH" should get first 6 months as list of prompt values.
If user selects "2nd Sem" in PS_MON.SEMESTER field then for the second field "PS_MON.MONTH" should get LAST 6 months of the year as list of prompt values.

To do this following steps you need to follow,

Step 1: Open the Record Definition of MON
Step 2: Go for the Record field properties of MONTH Field.
Step 3: Set the Property as Prompt Table with Edit
Step 4: Write %EDIT1 in the Prompt table field.
step 5: close it as save it.

Step 6 : Now open the FieldChange peoplecode of SEMESTER
and write the following peoplecode
if MON.SEMESTER=1 THEN
DERIVED.EDIT1=RECORD.SEM1_VW
END-IF;
if MON.SEMESTER=1 THEN
DERIVED.EDIT1=RECORD.SEM2_VW
END-IF;

So now, if you save the above peoplecode and go for Portal(PS Front End,Browser), select the "1st sem" from the SEMESTER Field , this peoplecode fires and first condition satisfies and "RECORD.SEM1_VW" will be assigned to the EDIT1 field of Derived record. As you declared the %EDIT1 as the Prompt table for MON.Month field now peoplesoft understands that the as it was set as %EDIT1 in Record field properties and it is a dynamic prompt table so it takes the value which was stored in DERIVED.EDIT1. So , now whatever value or record name you store it in DERIVED.EDIT1 will become as Prompt table for the MON.Month field.

Functional Flows

Following are the
Functional Flows Individual modules in PS Fin 8.9:
Thanks to my friend Venu for giving these documents. I should specify his name...otherwise he will torture through out my life ;)....
Overall Flow:


















GL Flow




















PO Flow

















AP Flow












OM Flow


















Inventory Flow





















Billing Flow

















AR Flow

Integration Broker

PeopleSoft Integration Broker(IB) facilitates exposing PeopleSoft business logic as services and consuming external web services for PeopleSoft applications to invoke.

Following are advantages of PeopleSoft IB

• Perform asynchronous and synchronous messaging among internal systems and third-party systems.

• Expose PeopleSoft business logic as web services to PeopleSoft and third-party systems

• Consume and invoke web services from third-party and PeopleSoft systems

Major components or Subsystems of IB are

• Integration Gateway : Platform to manage the reciept and sending messages among the systems through IB. Resides on the PS Webserver.
  
• Integration Engine : App server process that routes the messages to and from the PS Applications and also transforms the messages with the given specifications.Installed on PS App server as part of the PS application.
  

In layman terms, we can say that Integration Gateway exposed to the outer applications, it passes the incoming messages to Integration Engine.Recieves the outgoing messages from PS App from Integration Engine.

It is seperate topic to study in detail about these 2 subsystems, which lot of information we can find out on PeopleBooks, anyhow I'm going to post an article about these details.

Now we see, the PeopleTools used for Integration of PS Application with other external systems through IB.

IB uses following PeopleTools

• Application Messages
• Component Interfaces
• File Interfaces.

Application Messaging: This picture shows how PS IB communcates with 3rd party using sync and async App. messages

Step 1: When creating sales order, to make sure that sufficient order is in hand, for this a synchronous process is initiated to invoke a Web service in your inventory system for a real-time confirmation of sufficient quantity.

Step 2: The Integration Broker sends an XML message to the inventory Web service, and an XML message is sent back to the Integration Broker to acknowledge that the order can be fulfilled.

Step 3 : The results of this process are displayed in the order entry page.

Step 4: The sales order is completed and saved. An XML Application Message is then delivered asynchronously to the two subscribing systems.

Step 5: The Application Messaging framework guarantees delivery of the order data to the two subscribing systems.

Application Packages

An Application package(App. Package) in PeopleSoft is a group of custom classes which implements OOPS concept.

Those who know or worked on Core Java, the PS App Package acts same like a Package in Java.

This aritcle is to know how the custom classes can be developed, grouped together , terminology in PeopleSoft.

Terminology and tools used in Peoplesoft for App. Packages

App. Package : Group of Subpackages and custom classes.Noted as Parent for all the subpackages and classes comes under it.

SubPackage : Can be again a group of subpackages and custom classes but this subpackage term notes it is subset of the parent app package.

Class: Logical definition which contains its own methods and properties,which can private and public

Method : set of code which is executed whenever it is called from a related object

Properties: variables which stores value uniques for objects.

App. Package Editor: Graphical Tool which helps to correlate the App package->Subpackage->Subpackage->.....->Class

App. Package PeopleCode Editor: A typical peoplecode editor window to DEFINE(code) the class with its methods and properties.













Following link provides a good basics of App Packages.

http://www.scribd.com/doc/6002187/Peoplesoft-Application-Class-Application-Packages