Transcript Carpe Diem! - University System of Maryland

Application Messaging in the
Real World
Integrating Student Financials 8 Refunding
to Accounts Payable 8.4
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Agenda
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Application Messaging
Setup necessary in Student Admin and Financials
for A/P Refunding
Modification
Processing
Discussion of tips, techniques, troubleshooting and
experiences
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PeopleSoft’s Model
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Based on a "publish-and-subscribe" model
Enables PeopleSoft applications to integrate with each
other (SA – FIN)
Enables integration with third party applications
Provides integration that's close to real-time.
The publisher need not be connected to the subscriber
when publishing the data
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Messaging Terminology
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Message – Information to be sent
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Based on Records and Fields
Multi-level Structure, similar Components
Node – Either the source or Destination of a Message
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Physically – Database and Application server
PSFT_LS - Student Financials Node name
PSFT_EP – Accounts Payable Node name
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Messaging Terminology
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Message Queue
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Database tables that store messages
Publication Queues & Subscription Queues
XML
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A standard protocol used for publishing and subscribing
data between nodes.
syntax is very similar to HTML
Tags to identify the assignment of variables, fields, types
<EMPLOYEE_NAME>Sawyer,Greg</EMPLOYEE_NAME>
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Messaging Terminology
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Publish - To populate and send a pre-defined application
message as part of processing a transaction.
Subscribe - To indicate interest in particular pre-defined
application messages.
Gateway – Routes Messages to Nodes
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Implementing a Messaging Project
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System Administrators & DBA
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Development Staff
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Messaging server components
Set up and configure the physical machines (servers)
Nodes, Messaging Gateways
Developing or customizing PeopleSoft applications.
Define/Customize Messages.
Define/Customize Publish/Subscribe processes.
Requires detailed coordination between the system
administration staff and the development staff.
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Cross Node Messaging
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Background Processes
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Application Messaging A/P Refunding
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PeopleSoft Delivered Process
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Vouchers Posted
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Transactions sent to the State (ASCII File)
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Customizing Needs
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Based on State Requirements
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VENDOR_SYNC
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Online Pages modified during Implementation.
Pass the TIN (Tax Identification Number).
Default the Vendor Location to ‘000’ instead of Home.
VOUCHER_BUILD
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Default the Vendor Location to ‘000’
Pass additional information used for routing Checks from
the proper Bank.
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Alternatives to Customizing App. Message
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Create an interface from Student Financials to AP.
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One for Vendor and one for Vouchers
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SQR
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Higher Development Costs
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Look at the Application Message for requirements
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VENDOR_SYNC - Modifications
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SA –Added table (VENDOR_WTHD) to message
SA - Modified Publication PeopleCode
FIN – Added (VENDOR_WTHD) to message
FIN – Modified Subscription PeopleCode
Modified Interface to State (SQR)
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VOUCHER_BUILD - Modifications
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SA – Check additional fields to Include in the message.
SA - Modified Publication PeopleCode
FIN – Check additional fields to Include in the message.
FIN – Modified Subscription PeopleCode.
FIN – Modified Voucher Build process (Application
Engine).
Modified Interface to State (SQR)
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Vendor Pay Group - Financials
Set Up Financials/Supply Chain >Product Related >
Procurement Options > Vendors >
Vendor Pay Group Codes
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Vendor Pay Group - Student
Design Student Administration >
Define Student Financials > Setup A-H >
AP Set Controls – Vendor
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Voucher Origin - Financials
Financials/Supply Chain > Product Related >
Procurement Options>Vouchers>
Voucher Origin
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Vouchering Options 1 - Financials
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Voucher Origin - Student
Design Student Administration > Define Student
Financials >Setup A-H > AP Business Unit
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Accts Payable User ID - Student
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Accts Payable User ID - Financials
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A/P User ID- Financials
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Accts Payable- User Preferences
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User Preferences - Overall Preference
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Overall Preferences
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User Preferences - Procurement
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Procurement - Origin
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Vendor Processing Authority to Enter
and to Activate
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Procurement - Vendor Processing Authority
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Vendor Processing Authority to Approve
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Processing SF Refunds to Accts Payable
Manage Student Financials > Refund Customers >
Process > AP Refund
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Application Message Monitor - Student
PeopleTools > Application Message Monitor >
Use > Application Message Monitor
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Application Messages
PeopleTools >Application Message Monitor > Use >
Application Message Monitor >Message Instances
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Application Monitor Message Details
PeopleTools >Application Message Monitor >
Inquire > Message Details
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Application Monitor Message Errors
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Vendor Details - App Message
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Vendor Details - Message Modification
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Vendor Details - Student Financials
Manage Student Financials > Refund
Customers > Inquire 2> Student Vendors
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Voucher Details - App Message
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Voucher Details - Student Financials
Manage Student Financials > Refund
Customers > Inquire 2> SA Voucher
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App Message Monitor - Financials
PeopleTools > Integration Broker > Monitor>
Monitor Message
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Run Voucher Build Process
Accounts Payable > Batch Processes >
Vouchers > Batch Voucher Request
:
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Voucher Build Process
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Run Custom Process to Update Bank and
Handling Code Information
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Check for Pre-Edit Errors
Accounts Payable > Vouchers > Review and
Correction > Review PreEdit Errors
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Pre-Edit Errors
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Header and Line Errors
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Batch Budget Check SF Vouchers
Accounts Payable > Batch Processes >
Vouchers > Budget Check
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Verify Control Groups and Set to Group Post
Accounts Payable > Control Groups > Group
Information
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Reviewing Vouchers
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Approving Vouchers
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Posting
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Producing Refund Checks
Accounts Payable > Payments > Define
Pay Cycle >Payment Selection Criteria
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Producing Refund Checks
Accounts Payable > Payments > Define
Pay Cycle >Payment Selection Criteria
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Producing Refund Checks
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Processing Checks
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Printing Checks
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Complete
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Recreate Checks
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Tips and Techniques
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Delivered Scripts to delete message queues
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AppMsgPurgeAll.dms,AppMsgPurgeArchive.dms,AppMsgP
urgeLive.dms
Patches & Fixes
New Customizations
Setup for email notification of app message errors
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Discussion, Q & A
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