03 Jan 2014
3 mins read
For any Educational Institution, be a University or be a Coaching Center, there are mammoth amount of financial transaction related to the students. For example charges, payments, cash receipts, refunds, etc. All these transactions need to be shared with the central accounting system for consolidation and the finance Team of the Institution for keeping the accounting books up to date. So any transaction per se can be complete in nature, only if it gets published in the Ledger maintained by the Finance Team. This is one of the mandatory activities for any institution to accomplish every year for Financial Auditing and Reporting.
PeopleSoft Student Financial which is part of PeopleSoft Campus Solution has provision to capture the various financial transactions like Tuition Fees, Admission Fees, Refunds, Scholarships, etc. Meanwhile PeopleSoft FSCM provisions are required to maintain the Ledger Book by capturing all the transactions with proper chart of accounts. To publish the Student Financial transactions in the Ledger Book without any manual intervention, PeopleSoft has provided an Integration framework between PeopleSoft Campus Solution and PeopleSoft Financials to avoid manual intervention.
In this blog, we will discuss this innovative integration process built on PeopleSoft Campus Solution 8.9 or 9.0 and PeopleSoft FSCM 8.9 or above.
The Integration process delivered by PeopleSoft synchronizes data between Finance Application and Campus Solution. For example: Chart of Accounts (A chart of accounts represents how an organization gathers, stores, combines, and uses financial information in its operations, e.g. Business Units, Accounts, Products, Departments, etc.), Journal Generate Template information from Finance which are configurable in nature set up at Finance System needs to be sent to Student Financials (in Campus Solution) for Student Accounting and similarly the Student Accounting details need to be sent to Finance for Journal posting in Finance. This document explains the step-by-step delivered process of data integration with one message from each application as an example.
Integration Process at a Glance
Process Flow in Student Financials
PeopleSoft Integration Broker facilitates integrations with PeopleSoft and third-party systems and between two different PeopleSoft applications. It features a services-oriented architecture that enables you to expose PeopleSoft business logic as services to PeopleSoft and third-party systems. It also allows you to consume and invoke services from other PeopleSoft and third-party systems. The PeopleSoft Integration Broker services framework supports synchronous and asynchronous messaging, and enables you to use a variety of communication protocols, while managing message structure, message content, and transport disparities.
Below steps detail on the Integration Broker setup required for integrating PeopleSoft Finance and Student Financials for publishing Journal Generator Template data from Finance to Campus.
The web server and the application server should be configured for setting up the Integration Gateway. Also, the application server should be configured to have the Pub/Sub servers established before bringing up the application server.
Determine your default local node for the Integration Broker to receive the data and run the application message. PeopleSoft defines the default local node as PSFT_EP in Finance, but you can change it to your default local node. Similarly in Campus it is PSFT_HR can be defined as Local Node. In each of the system both the nodes should be available one is Local and the other is Remote.
Make sure c, Nodes, Queues, Service Operations, Handlers, Routings and Messages are configured accordingly by navigating to Integration Broker under PeopleTools.
Search for below message under Message.
Message: JOURNAL_GEN_APPL_ID_FULLSYNC
To publish any message (data in the form of message i.e. in XML) from any application, use Full Data Publish Rule process which is delivered by PeopleSoft.
Search for service ‘JOURNAL_GEN_APPL_ID_FULLSYNC’
Make the status as ‘Active’ and save it.
Create a run control id and provide the service ‘JOURNAL_GEN_APPL_ID_FULLSYNC’ and click on ‘Run’ button.
Check process name ‘EOP_PUBLISHT’ and click on OK.
Go to the Process Monitor to make sure the status of the AE process is ‘Success’.
After the App Engine process is success, navigate to the Message Monitor Screen under Asynchronous Services menu.
Check for service operation “JOURNAL_GEN_APPL_ID_FULLSYNC” in Publication Contracts tab
Make sure the status is ‘Done’, if it is in ‘Error’ then check the error message and take the necessitate steps.
In this case Finance application publish the message and Campus application subscribe to the data. Please log in to the Campus application and navigate to the Message Monitor Screen under Asynchronous Services menu.
And go to the ‘Subscription Contracts’, search for service operation “JOURNAL_GEN_APPL_ID_FULLSYNC”
The status should be ‘Done’, if it is ‘New’ then please check there could be some other messages that belong to the same queue; is in error status.
You can also check the data in Campus database by running the below query
SELECT * FROM PS_JRNLGEN_APPL_ID
The data should be the same as Finance database.
To publish any delivered message from Campus Application to Finance Application then you can follow the same steps as mentioned above. For example “STUDENT_FIN_ACCTG_LINE’ from Campus Solution provides Student accounting entries to Finance Application.
About the Author
Manufacturing and Consumer
14 Apr 2020
27 Sep 2018
14 Mar 2018
07 Oct 2015
18 Jul 2014
15 Jul 2014
30 Jun 2014
26 Jun 2014
Enterprise Solutions, Manufacturing and Consumer
31 Jan 2014
28 Nov 2013
17 Feb 2012
BI & Analytics
03 Jan 2013
Digital Assurance
04 Feb 2013
06 Feb 2013
Digital Assurance, Enterprise Solutions
14 Feb 2013
18 Feb 2013
21 Feb 2013
27 Feb 2013
Others
01 Mar 2013
04 Mar 2013
Enterprise Solutions
05 Mar 2013
18 Mar 2013
Digital Assurance, Enterprise Solutions, Others
22 Mar 2013
12 Apr 2013
26 Apr 2013
29 Apr 2013
13 May 2013
11 Jun 2013
17 Jun 2013
25 Jun 2013
19 Aug 2013
26 Aug 2013
27 Aug 2013
03 Sep 2013
10 Sep 2013
19 Sep 2013
24 Sep 2013
26 Sep 2013
30 Sep 2013
01 Oct 2013
03 Oct 2013
01 Nov 2013
19 Nov 2013
03 Dec 2013
20 Dec 2013
22 Jan 2014
27 Jan 2014
12 Feb 2014
13 Feb 2014
20 Mar 2014
24 Mar 2014
17 Apr 2014
11 Jun 2014
10 Jul 2014
16 Jul 2014
28 Oct 2014
13 Jul 2015
06 Aug 2015
26 Aug 2015
28 Sep 2015
26 Oct 2015
Infrastructure Mgmt. Services
07 Mar 2016
22 Mar 2016
13 May 2016
23 May 2016
Application Transformation Mgmt.
11 Jul 2016
25 Aug 2016
03 Sep 2016
14 Sep 2016
15 Nov 2016
22 Nov 2016
25 Nov 2016
Business Process Services
25 Apr 2017
Banking and Financial Services
18 May 2017
30 May 2017
23 Jun 2017
27 Jun 2017
18 Jul 2017
26 Oct 2017
Healthcare, Insurance
28 Nov 2017
11 Dec 2017
25 Jan 2018
21 Feb 2018
22 Mar 2018
23 Apr 2018
15 Jun 2018
18 Jun 2018
( Mandatory field * )
The information you provide will be used in accordance with our terms ofPrivacy Policy
Please Check on "I Agree" to register for the blog.