Posted by Nitin Pai
October 21st, 2008

Hi,
We have upgraded our Financials system from 8.8 to 9.0.

I’m working on uploading vouchers into PS System from spreadsheet using the delivered ExcelUploadforVoucher.xls functionality which uploads the data into the staging tables PS_VCHR_HDR_STG, PS_VCHR_LINE_STG, and PS_VCHR_DIST_STG using the IB Message VOUCHER_BUILD and then into the original tables PS_VOUCHER, PS_VOUCHER_LINE, and PS_DISTRIB_LINE using the AE process AP_VCHRBLD.
Now the requirement is to add more fields to the Excel sheet and upload them into some other tables like Vendor, Bank, Payment_tbl etc.

Can you please help me to acheive this functionality?

Regards,
Uday.

Thanks for posting your question!

Not knowing the complete scope of the requirement, here are some recommendations based on the information available.

§ Assuming you want to perform Vendor Maintenance using the same integration (Voucher EIP), I recommend using the delivered EIP for Vendors. Here are details:

The PeopleSoft system provides three tools for importing vendor information from other applications and systems into the PeopleSoft Payables and Purchasing vendor tables:

  1. VNDR_IMPORT Application Engine process.
  2. Vendor component interface (VNDR_ID_EXCEL).
  3. Vendor EIP.

Each method has particular advantages.

Use the VNDR_IMPORT Application Engine process when you want to load vendor data into PeopleSoft Payables from a flat file. The system performs record-level edits against the vendor records that are being imported, but does not perform component logic against these records. For this reason, the VNDR_IMPORT process offers the best processing performance, and is capable of bringing in all of the records associated with the vendor. We recommend using this process for the mass import of large amounts of vendor data.

Use the Vendor component interface (VNDR_ID_EXCEL) to import vendors using a Microsoft Excel spreadsheet. This integration point is recommended for importing low volumes of vendors that do not have complex vendor data, such as those without multiple locations, addresses, and so forth. The advantage of this component interface is that it performs the component-level edits associated with regular vendor entry using the Vendor Information component (VNDR_ID).

Use the Vendor EIP as a direct interface between PeopleSoft Student Administration, PeopleSoft Payroll, or third-party applications and the PeopleSoft Payables vendor tables. This integration point uses application messaging to receive the external vendor message as XML data and uses the record structure contained in the VNDR_ID component interface (a relative of the VNDR_ID_EXCEL component interface) to convert the XML into PeopleSoft vendor records. Like the Vendor component interface, the Vendor EIP provides component-level validation of vendor records. In addition, it can provide two-way messaging, not only subscribing to vendor data from PeopleSoft Student Administration, PeopleSoft Payroll, and third-party applications, but also publishing PeopleSoft Payables vendor data to update the other applications’ vendor records. The Vendor EIP process does not support the full set of vendor records supported by the VNDR_IMPORT process.

Please refer to PeopleBooks “Importing Vendor Information” for further details. Let us know if this helped or if you have additional questions.

Thanks

Nitin Pai

Additional Comments:

a) The Excel Upload IB will work only for the records & fields that is provided on the sheet. If there is any change to be done, the sheet, macros behind the sheet, the messaging process, the staging tables and the Build process would need to be customized.

 

b) PeopleSoft does not support conversion of payment data- payments already made in external system. Voucher build process does not support payment data conversion through staging tables.(except the delivered integrations  such as Pay/Bill Management contractor payment transactions). Such requirements are mostly met through custom processes.

 

Prasanna S.

I have a Worklist question.We have the complete and Delete buttons.We are looking to find who deleted/completed items in their worklist. Is there a way of finding out? This is in regards to a call center Worklist.

Thanks for posting your question!

PSWORKLIST is the record you are looking for. Query the INSTSTATUS column to determine the status of the worklist. Here are the values and its translation.

0=Available
1=Selected
2=Worked
3=Cancelled

Thanks

Nitin Pai

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