ERP Connections: New, Connection Type: PeopleSoft

This page enables you to add a new ERP connection by entering the following settings.

ERP Connection Name

Enter a unique name for the ERP connection. This setting is mandatory.

Description (Optional)

Provide any important details about this ERP connection. This setting is optional, but recommended.

URL

The URL that points to the PeopleSoft web service. This setting is mandatory.

Username

Enter the username that is used to connect to the PeopleSoft web service. This setting is mandatory.

Password

Enter the password that is used to connect the PeopleSoft web service.

Page Size

A positive integer that indicates the number of master data records that are returned by the web service for each call. This setting is mandatory.

Export Destination

Define the destination for export. Choose from one of the following values.

  • QuickInvoiceEntry - Select this value to export to PeopleSoft quick invoice entry tables

  • VoucherStagingTable - Select this value to export to a PeopleSoft voucher staging table

Export To Staging Operation

Select a value for exporting to the staging operation. Choose from one of the following values.

  • ExcelUploadforVoucher.v1 - Select to export using the Excel upload for vouchers

  • AddPayablesInvoice.v1 - Select to export using add payables invoice

This setting is available only when the Export Destination value above is set to VoucherStagingTable. This setting is mandatory.

Use Empty GL Code Value

Select this setting to allow an empty or null values for a GL code. This setting is cleared by default.

Empty GL Code Name

Enables you to provide the text that is displayed in the AP Workflow activities for selecting a GL Code when there is an empty value.

This setting is available only when the Use Empty GL Code Value setting is selected above. This setting is mandatory.

Start Data Load From

Set the date for when you want to start loading information from the ERP system. This setting is mandatory.

Each time the AP Data Import process runs, the Start Data Load From date and time stamp is updated with the current date and time. This ensures that the entire ERP is not loaded each time, only the changes since the last import.

Start Data Load To

Set the date for when you want to stop loading information to the ERP system. The interval between this and the Start Data Load From value indicate what is considered old and new data.

Use Default Null Values For Data Import

Converts any values that are equal to "NULL," "Null," or "null" into actual null values when the data is imported. This setting is selected by default.

Use the following buttons to manage your new ERP connection.

Save

Save the ERP connection and adds it to the table on the ERP Connections page.

Close

Closes the current page and returns to you to the ERP Connections page.

If you click Close before saving your values, they are lost when you return to the ERP Connections page.