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Beacon Health Systems
Technical Specifications for
EGH Item and Inventory Conversion
October,2014
PeopleSoft ERP Implementation Design Specification
Page 2
Table of Contents
DOCUMENT CONTROL....................................................................................................................................................................................6
MODULES..........................................................................................................................................................................................................6
CHANGE RECORD.............................................................................................................................................................................................7
APPROVERS ......................................................................................................................................................................................................7
CONTRIBUTORS ...............................................................................................................................................................................................7
SCOPE AND PURPOSE.....................................................................................................................................................................................8
OVERVIEW.......................................................................................................................................................................................................8
FUNCTIONAL DESIGN.........................................................................................................................ERROR! BOOKMARK NOT DEFINED.
LIST OF SUPPORTING DOCUMENTS ...............................................................................................ERROR! BOOKMARK NOT DEFINED.
TECHNICAL DESIGN .........................................................................................................................................................................................9
PROJECT DEFINITION........................................................................................................................................................................................9
OBJECTS ADDED/MODIFIED..............................................................................................................................................................................9
FIELDS............................................................................................................................................................................................................10
IS_ITEM_NUMBER................................................................................................................................................................................10
IS_MGMT_CD........................................................................................................................................................................................10
IS_EXP_CLS_CODE...............................................................................................................................Error! Bookmark not defined.
IS_DSPNSG_UNIT_CD .........................................................................................................................Error! Bookmark not defined.
IS_AST_CLS_CODE...............................................................................................................................Error! Bookmark not defined.
IS_ITM_LST_ORD_DT..........................................................................................................................Error! Bookmark not defined.
IS_ITM_DESC ........................................................................................................................................Error! Bookmark not defined.
IS_ITM_DESC_2....................................................................................................................................Error! Bookmark not defined.
IS_INV_CLS_CODE ...............................................................................................................................Error! Bookmark not defined.
IS_ITM_AVG_PRC ................................................................................................................................Error! Bookmark not defined.
IS_LST_ORD_PRC .................................................................................................................................Error! Bookmark not defined.
IS_ASSET_CLASS...................................................................................................................................Error! Bookmark not defined.
IS_VEND_PRIORITY..............................................................................................................................Error! Bookmark not defined.
IS_VEND_NBR ......................................................................................................................................Error! Bookmark not defined.
IS_VEND_NAME...................................................................................................................................Error! Bookmark not defined.
IS_VEND_CAT_NBR .............................................................................................................................Error! Bookmark not defined.
IS_MFG_ITEM_NBR.............................................................................................................................Error! Bookmark not defined.
IS_DISP_UNIT .......................................................................................................................................Error! Bookmark not defined.
IS_ORDER_UNIT...................................................................................................................................Error! Bookmark not defined.
IS_ORD_UNIT_CNV_FC .......................................................................................................................Error! Bookmark not defined.
IS_QUOTE_PRICE.................................................................................................................................Error! Bookmark not defined.
IS_CONVERT_FLG ................................................................................................................................Error! Bookmark not defined.
IS_LOC....................................................................................................................................................Error! Bookmark not defined.
IS_LOCDESC ..........................................................................................................................................Error! Bookmark not defined.
IS_ROW .................................................................................................................................................Error! Bookmark not defined.
IS_BIN ....................................................................................................................................................Error! Bookmark not defined.
IS_DUP_CODE ......................................................................................................................................Error! Bookmark not defined.
IS_ITEM_NBR_DUP .............................................................................................................................Error! Bookmark not defined.
IS_FACILITY ...........................................................................................................................................Error! Bookmark not defined.
PeopleSoft ERP Implementation Design Specification
Page 3
IS_CHARGE_CODE ...............................................................................................................................Error! Bookmark not defined.
IS_CANDIDATE_ID ...............................................................................................................................Error! Bookmark not defined.
IS_INPUT_ITEM_ID..............................................................................................................................Error! Bookmark not defined.
IS_MASTER_ITEM_ID ..........................................................................................................................Error! Bookmark not defined.
IS_PACKING_STRING...........................................................................................................................Error! Bookmark not defined.
IS_MFG_CAT_NUM .............................................................................................................................Error! Bookmark not defined.
IS_UOM1...............................................................................................................................................Error! Bookmark not defined.
IS_UOM2...............................................................................................................................................Error! Bookmark not defined.
IS_UOM3...............................................................................................................................................Error! Bookmark not defined.
IS_UOM4...............................................................................................................................................Error! Bookmark not defined.
IS_MID_UNSPSC_CODE......................................................................................................................Error! Bookmark not defined.
IS_UNSPSC_DESCR1 ............................................................................................................................Error! Bookmark not defined.
IS_MID_UNSPSC_SEG .........................................................................................................................Error! Bookmark not defined.
IS_UNSPSC_DESCR2 ............................................................................................................................Error! Bookmark not defined.
IS_MID_UNSPSC_FAM........................................................................................................................Error! Bookmark not defined.
IS_UNSPSC_DESCR3 ............................................................................................................................Error! Bookmark not defined.
IS_MID_UNSPSC_CLS ..........................................................................................................................Error! Bookmark not defined.
IS_UNSPSC_DESCR4 ............................................................................................................................Error! Bookmark not defined.
IS_MID_UNSPSC_COMM ...................................................................................................................Error! Bookmark not defined.
IS_UNSPSC_DESCR5 ............................................................................................................................Error! Bookmark not defined.
IS_ASPEN_CAT_CODE.........................................................................................................................Error! Bookmark not defined.
IS_ASPEN_CAT_DESCR........................................................................................................................Error! Bookmark not defined.
IS_EXCLUDE_FLG .................................................................................................................................Error! Bookmark not defined.
IS_EXCLUDE_REASON.........................................................................................................................Error! Bookmark not defined.
OPRID_REVIEWED_BY ........................................................................................................................Error! Bookmark not defined.
RECORDS.......................................................................................................................................................ERROR! BOOKMARK NOTDEFINED.
IS_ITMSTR_RC ......................................................................................................................................Error! Bookmark not defined.
IS_ITMSTR_RCDTL ...............................................................................................................................Error! Bookmark not defined.
IS_ITEM_MASTER ................................................................................................................................Error! Bookmark not defined.
IS_ITEM_VENDOR................................................................................................................................Error! Bookmark not defined.
IS_ITM_LOC_INV..................................................................................................................................Error! Bookmark not defined.
IS_ASSET_CAT ......................................................................................................................................Error! Bookmark not defined.
IS_INV_ITEM_GRP ...............................................................................................................................Error! Bookmark not defined.
IS_CAT_GRP_XREF...............................................................................................................................Error! Bookmark not defined.
IS_ITM_VND_XREF ..............................................................................................................................Error! Bookmark not defined.
IS_ITM_MSTR_AET..............................................................................................................................Error! Bookmark not defined.
IS_MEDASSETS .....................................................................................................................................Error! Bookmark not defined.
IS_MEDA_EGH_VW.............................................................................................................................Error! Bookmark not defined.
IS_ITM_STAR_NEW .............................................................................................................................Error! Bookmark not defined.
IS_ITM_STAR_OLD ..............................................................................................................................Error! Bookmark not defined.
IS_ITM_STAR_UOM ............................................................................................................................Error! Bookmark not defined.
IS_ITM_MFG_NEW .............................................................................................................................Error! Bookmark not defined.
IS_MFG_XREF .......................................................................................................................................Error! Bookmark not defined.
IS_ITM_VNDR_NEW............................................................................................................................Error! Bookmark not defined.
IS_ITM_VNDR_OLD .............................................................................................................................Error! Bookmark not defined.
IS_ITMVNDR_UOM .............................................................................................................................Error! Bookmark not defined.
IS_ITMVNDR_SUOM ...........................................................................................................................Error! Bookmark not defined.
IS_ITM_STAR_DUP ..............................................................................................................................Error! Bookmark not defined.
IS_ITM_STAR_VW ...............................................................................................................................Error! Bookmark not defined.
IS_ITM_UOM_VW ...............................................................................................................................Error! Bookmark not defined.
PeopleSoft ERP Implementation Design Specification
Page 4
IS_ITM_STAR_INV ...............................................................................................................................Error! Bookmark not defined.
IS_CHARGE_CODES .............................................................................................................................Error! Bookmark not defined.
IS_ITM_CHG_XREF ..............................................................................................................................Error! Bookmark not defined.
FUNCLIB_INEIP.....................................................................................................................................Error! Bookmark not defined.
PUR_ITM_ATR_CVW...........................................................................................................................Error! Bookmark not defined.
SQL..............................................................................................................................................................ERROR! BOOKMARK NOTDEFINED.
IS_INSERT_DUP_SQL...........................................................................................................................Error! Bookmark not defined.
IS_ITM_VNDR_SQL..............................................................................................................................Error! Bookmark not defined.
IS_ITM_VNDR_LOC_SQL ....................................................................................................................Error! Bookmark not defined.
IS_ITM_VNDR_UOM_SQL..................................................................................................................Error! Bookmark not defined.
IS_ITM_VNDR_UOM_PR_SQL...........................................................................................................Error! Bookmark not defined.
IS_INS_BU_ITEMS_INV.......................................................................................................................Error! Bookmark not defined.
IS_ITM_STAR_INV_INS .......................................................................................................................Error! Bookmark not defined.
IS_INS_STAGED_INF_INV...................................................................................................................Error! Bookmark not defined.
IS_INS_STGCOST_INF_INV.................................................................................................................Error! Bookmark not defined.
PAGES...........................................................................................................................................................ERROR! BOOKMARK NOTDEFINED.
IS_ITMSTR_CNV...................................................................................................................................Error! Bookmark not defined.
IS_EGH_ITEM_CNV..............................................................................................................................Error! Bookmark not defined.
IS_EGH_ITEMVND_CNV .....................................................................................................................Error! Bookmark not defined.
IS_EGH_ITEM_MEDA ..........................................................................................................................Error! Bookmark not defined.
IS_EGH_ITEM_INV...............................................................................................................................Error! Bookmark not defined.
IS_INV_ITEM_CHGCOD.......................................................................................................................Error! Bookmark not defined.
COMPONENTS...............................................................................................................................................ERROR! BOOKMARK NOTDEFINED.
IS_ITMSTR_CNV...................................................................................................................................Error! Bookmark not defined.
IS_EGH_ITEM_CNV..............................................................................................................................Error! Bookmark not defined.
IS_ITMSTR_INV ....................................................................................................................................Error! Bookmark not defined.
ITEM_DEFIN..........................................................................................................................................Error! Bookmark not defined.
ITEMS_INQUIRY...................................................................................................................................Error! Bookmark not defined.
COMPONENT INTERFACES..............................................................................................................................ERROR! BOOKMARK NOTDEFINED.
IN_MST_ITM_XLS ................................................................................................................................Error! Bookmark not defined.
STOR_LOCATIONS_CI ..........................................................................................................................Error! Bookmark not defined.
MENUS.........................................................................................................................................................ERROR! BOOKMARK NOTDEFINED.
IS_EGH_CONVERSION.........................................................................................................................Error! Bookmark not defined.
FILE LAYOUT DEFINITIONS..............................................................................................................................ERROR! BOOKMARK NOTDEFINED.
IS_ASSET_CAT ......................................................................................................................................Error! Bookmark not defined.
IS_INV_ITEM_GRP ...............................................................................................................................Error! Bookmark not defined.
IS_CAT_GRP_XREF...............................................................................................................................Error! Bookmark not defined.
IS_ITM_VND_XREF ..............................................................................................................................Error! Bookmark not defined.
IS_ITEM_MASTER ................................................................................................................................Error! Bookmark not defined.
IS_ITEM_VENDOR................................................................................................................................Error! Bookmark not defined.
IS_ITEM_LOC_INV ...............................................................................................................................Error! Bookmark not defined.
IS_ITM_CHG_XREF ..............................................................................................................................Error! Bookmark not defined.
IS_MFG_XREF .......................................................................................................................................Error! Bookmark not defined.
IS_MEDASSETS .....................................................................................................................................Error! Bookmark not defined.
APPLICATION ENGINE PROGRAMS...................................................................................................................................................................11
IS_ITMSTR_LD .......................................................................................................................................................................................11
MAIN................................................................................................................................................................................................... 11
Validate...................................................................................................................................................Error! Bookmark not defined.
IS_ITMSTR_CN......................................................................................................................................Error! Bookmark not defined.
MAIN.......................................................................................................................................................Error! Bookmark not defined.
PeopleSoft ERP Implementation Design Specification
Page 5
FindDups.................................................................................................................................................Error! Bookmark not defined.
INIT.........................................................................................................................................................Error! Bookmark not defined.
Insert.......................................................................................................................................................Error! Bookmark not defined.
Process....................................................................................................................................................Error! Bookmark not defined.
Upd_DUP................................................................................................................................................Error! Bookmark not defined.
Vndrs.......................................................................................................................................................Error! Bookmark not defined.
IS_ITMSTR_IN.......................................................................................................................................Error! Bookmark not defined.
MAIN.......................................................................................................................................................Error! Bookmark not defined.
ChrgCode................................................................................................................................................Error! Bookmark not defined.
ItemLoad.................................................................................................................................................Error! Bookmark not defined.
ItemVndr.................................................................................................................................................Error! Bookmark not defined.
MfgTbl.....................................................................................................................................................Error! Bookmark not defined.
WriteItm.................................................................................................................................................Error! Bookmark not defined.
IS_ITMSTR_IP .......................................................................................................................................Error! Bookmark not defined.
MAIN.......................................................................................................................................................Error! Bookmark not defined.
BU_Items................................................................................................................................................Error! Bookmark not defined.
Select......................................................................................................................................................Error! Bookmark not defined.
Staging....................................................................................................................................................Error! Bookmark not defined.
StorLocs ..................................................................................................................................................Error! Bookmark not defined.
Validate...................................................................................................................................................Error! Bookmark not defined.
IS_ITMSTR_IV.......................................................................................................................................Error! Bookmark not defined.
MAIN.......................................................................................................................................................Error! Bookmark not defined.
DfltLocs...................................................................................................................................................Error! Bookmark not defined.
Staging....................................................................................................................................................Error! Bookmark not defined.
StorLocs ..................................................................................................................................................Error! Bookmark not defined.
MESSAGE CATALOG.......................................................................................................................................ERROR! BOOKMARK NOTDEFINED.
INTEGRATION BROKER...................................................................................................................................ERROR! BOOKMARK NOTDEFINED.
PROCESS DEFINITIONS...................................................................................................................................ERROR! BOOKMARK NOTDEFINED.
IS_ITMSTR_LD ......................................................................................................................................Error! Bookmark not defined.
IS_ITMSTR_CN......................................................................................................................................Error! Bookmark not defined.
IS_ITMSTR_IN.......................................................................................................................................Error! Bookmark not defined.
IS_ITMSTR_IP .......................................................................................................................................Error! Bookmark not defined.
IS_ITMSTR_IV.......................................................................................................................................Error! Bookmark not defined.
USER SECURITY ...................................................................................................................................ERROR! BOOKMARK NOT DEFINED.
PERMISSION LISTS .........................................................................................................................................ERROR! BOOKMARK NOTDEFINED.
ROLES...........................................................................................................................................................ERROR! BOOKMARK NOTDEFINED.
REPORT SPECIFICATIONS..................................................................................................................ERROR! BOOKMARK NOT DEFINED.
TECHNICAL DESIGN BUILD SIGNOFF...............................................................................................ERROR! BOOKMARK NOT DEFINED.
OVERALL DESIGN SIGN-OFF .............................................................................................................ERROR! BOOKMARK NOT DEFINED.
APPENDIX A: PORTAL ........................................................................................................................ERROR! BOOKMARK NOT DEFINED.
APPENDIX B: ISSUE RESOLUTION....................................................................................................ERROR! BOOKMARK NOT DEFINED.
PeopleSoft ERP Implementation Design Specification
Page 6
Document Control
Requirement ID
Development
Type
Description
Report
Interface
Conversion
con
Enhancement
Workflow
X Conversion programs to load EGH STAR Extracted Item and Item
vendor data to PeoipleSoft, convert that data, enable changes,
load the converted/changed data to PeopleSoft Items, and load
Inventory data.
X Custom page on Define Item and Item Inquiry to track facility,
charge codes, and legacy Item IDs
Modules
Financials / Supply Chain Portal / PeopleTools
General Ledger
Payables
Grants
Contracts
Billing
Expenses
Receivables
Asset Management
Project Costing
Real Estate
Cash Management
Expenses / Mobile
Purchasing
eProcurement
Supplier Relationship
Cash Management
eBill Payment
Program Management
Inventory / Mobile
Fin Portal Pack
HRMS Portal Pack
ESA Portal Pack
UPK
PeopleTools
PeopleSoft ERP Implementation Design Specification
Page 7
Change Record
Date Author Version Change Reference
07/01/2014 Ryan Liebert 1.0 Initial Draft
07/15/2014 Ryan Liebert 1.1 Revised IS_ITMSTR_CN to allow for Step
conversions.
10/14/2014 Ryan Liebert 2.0 Revised IS_ITMSTR_IN and IS_ITMSTR_IP to
write records and additional values to
BU_ITEMS_INV.
10/28/2014 Ryan Liebert 2.1 Final revisions based on inventory putaway
testing.
Approvers
Name Area Represented Approval Date
Contributors
Name Area Represented Organization
Ryan Liebert Technical Consultant R&B Solutions
PeopleSoft ERP Implementation Design Specification
Page 8
Scope and Purpose
This is to document the custom fields, records, pages and app engine programs used by BHS to
convert EGH Items and Inventory for PeopleSoft.
Overview
The Item and Inventory conversion routin
es are broken down into two separate process groups:
1. Item Conversion. This process involves extracting Item Master, Item Vendor, and Item Location
data fro STAR for Elkhart Items. This data is loaded into PeopleSoft and converted to staging
tables. Custom pages are available to view and modify the data prior to loading the data to
PeopleSoft Items - The last step of the process.
2. Inventory Conversion. This process involves loading the Inventory Locations, Quantities and
Costs from STAR into PeopleSoft staging tables. A custom page is available to view and
modify the data prior to loading it to PeopleSoft Inventory Putaway staging tables.
The PeopleSoft project includes the custom fields, records, pages, app engines, and components
necessary to enter and maintain this information. Each object is documented within this document.
Current State
Elkhart General maintains Items and Inventory in STAR system.
Future State
All Items and Inventory will be maintained in shared Item Master in PeopleSoft – SetID = SHARE.
PeopleSoft ERP Implementation Design Specification
Page 9
Technical Design
Project Definition
Project Definition (to be completed by Developer)
Project : IS_ITEM_EGH_CONVERSION
Environment: fstest2
Objects Added/Modified
ObjectsAdded / Modified
[A] [M] [D] Item Attachments
[x][][] Application Engine Programs [] Attachment(s)
[x][][] Application Engine Sections [] Attachment(s)
[x][][] Component Interfaces [] Attachment(s)
[x][][] Components [] Attachment(s)
[x][x][] Fields [] Attachment(s)
[x][][] File Layout Definitions [] Attachment(s)
[x][][] Menus [] Attachment(s)
[x][][] Message Catalog Entries [] Attachment(s)
[x][][] Pages [] Attachment(s)
[x][][] Application Engine PeopleCode [] Attachment(s)
[x][][] Page PeopleCode [] Attachment(s)
[x][][] Record PeopleCode [] Attachment(s)
[x][][] Permission Lists [] Attachment(s)
[x][][] Portal Registry Structures [] Attachment(s)
[x][][] Process Definitions [] Attachment(s)
[x][][] Records [] Attachment(s)
[x][][] Roles [] Attachment(s)
[x][][] PeopleCode [] Attachment(s)
[x][][] Translate Values [] Attachment(s)
[x][][] SQL [] Attachment(s)
[][][] Application Messages [] Attachment(s)
[][][] Security [] Attachment(s)
[][][] Application Package [] Attachment(s)
[][][] Application Class [] Attachment(s)
[][][] HTML Objects [] Attachment(s)
[][][] SQR/SQC Objects [] Attachment(s)
[][][] External Programs [] Attachment(s)
[x] Data Conversion
[] Assumptions
[] Issues
[] Additional References [] Attachment(s)
PeopleSoft ERP Implementation Design Specification
Page
10
Fields
Application Designer – File – Open – Fields – [FieldName]
Comments / Purpose
Comments
Custom fields for EGH Items and Inventory Conversions.
Field Definition
Field Name Long Name Short Name A/ M/ D
IS_ITEM_NUMBER EGH Item Number EGH Item Nbr A
Comments
EGH Item Number
Field Type
[x] Char [] Date [] Image
[] Long Char [] Time [] ImageReference
[] Number [] Datetime [] Attachment
[] Signed Number [] Image
Field Length / Additional properties
10
Field Definition
Field Name Long Name Short Name A/ M/ D
IS_MGMT_CD STAR Mgmt Code Mgmt Code A
Comments
STAR Management Code
Field Type
[x] Char [] Date [] Image
[] Long Char [] Time [] ImageReference
[] Number [] Datetime [] Attachment
[] Signed Number [] Image
Field Length / Additional properties
2
PeopleSoft ERP Implementation Design Specification
Page
11
Application Engine Programs
Application Designer – File – Open – App Engine Program – [App Engine Name]
Comments / Purpose
Comments
Custom App Engine programs to Load STAR Item and Inventory Data, Convert that data
to PSoft, and Load the data as PSoft Items and Inventory.
IS_ITMSTR_LD Load STAR Data
IS_ITMSTR_CN Convert STAR Data
IS_ITMSTR_IN Load Converted Data to PSoft Items
IS_ITMSTR_IP Inventory Pre-Edit
IS_ITMSTR_IV Load Inventory to PSoft Putaway Tables
Program Properties
App Engine Name Description A/ M/ D
IS_ITMSTR_LD Load data for EGH Item Conv A
Comments
IS - 04/15/2014, R. Liebert - created program to load data tables needed for
converting EGH/STAR items into PSFT.
State Records Temp Tables Advanced
IS_ITM_MSTR_AET None [] Disable Restart
[] Application Library
[] Batch Only
Sections / Steps / Actions
Section Description
MAIN MAIN Description
Step Description CommitAfter Frequency On Error Active
RunCntl Get Run Control Parameters Default 0 Abort Yes
Action Description ReUse Statement Do SelectType On Return
Do Select Get Run Control Parameters No Select/Fetch
Detail Processing Logic
%Select(OPRID, RUN_CNTL_ID, FILE_PATH_NAME)
SELECT OPRID
, RUN_CNTL_ID
, FILE_PATH_NAME
FROM PS_IS_ITMSTR_RC
WHERE OPRID = %OperatorId
AND RUN_CNTL_ID = %RunControl
PeopleSoft ERP Implementation Design Specification
Page
12
Step Description CommitAfter Frequency On Error Active
LogFile Initialize Log File Default Abort Yes
Action Description ReUse Statement Do SelectType On Return
PeopleCode Initialize Log File Skip Step
Detail Processing Logic
/* ************************************************************
Declare Global Variables and Create Log file to track
progress and log exceptions.
************************************************************ */
Global string &FileName, &FilePath, &OprID, &RunControl;
Global number Π
Global File &fileLog;
rem Set Defaults from Run Control;
&FilePath = IS_ITM_MSTR_AET.FILE_PATH_NAME;
If None(&FilePath) Then
&FilePath = "C:";
End-If;
&OprID = IS_ITM_MSTR_AET.OPRID;
&RunControl = IS_ITM_MSTR_AET.RUN_CNTL_ID;
&PI = IS_ITM_MSTR_AET.PROCESS_INSTANCE;
rem Create File for Process Messages and Exceptions;
&FileName = &FilePath | "IS_ITMSTR_LD_" | &PI | ".TXT";
&fileLog = GetFile(&FileName, "w", "a", %FilePath_Absolute);
rem Begin EGH Item Write process;
&fileLog.WriteLine("Begin EGH Item Data Load to PeopleSoft Staging Tables");
&fileLog.WriteLine("Process Instance: " | &PI);
&fileLog.WriteLine("Operator ID: " | &OprID);
&fileLog.WriteLine("Run Control: " | &RunControl);
&fileLog.WriteLine("Date/Time: " | %Datetime);
&fileLog.WriteLine(" ");
Step Description CommitAfter Frequency On Error Active
LoadFile Truncate and Load Files Default Abort Yes
Action Description ReUse Statement Do SelectType On Return
PeopleCode Truncate and Load Files Skip Step
Detail Processing Logic
rem
********************************************************************************;
rem R. Liebert ;
rem April 15, 2014 ;
rem Load extracted CSV files from STAR system into PeopleSoft Custom IS tables
;
rem ;
rem July 10, 2014 ;

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TDD EGH Item and Inventory Conversion-Sample

  • 1. Beacon Health Systems Technical Specifications for EGH Item and Inventory Conversion October,2014
  • 2. PeopleSoft ERP Implementation Design Specification Page 2 Table of Contents DOCUMENT CONTROL....................................................................................................................................................................................6 MODULES..........................................................................................................................................................................................................6 CHANGE RECORD.............................................................................................................................................................................................7 APPROVERS ......................................................................................................................................................................................................7 CONTRIBUTORS ...............................................................................................................................................................................................7 SCOPE AND PURPOSE.....................................................................................................................................................................................8 OVERVIEW.......................................................................................................................................................................................................8 FUNCTIONAL DESIGN.........................................................................................................................ERROR! BOOKMARK NOT DEFINED. LIST OF SUPPORTING DOCUMENTS ...............................................................................................ERROR! BOOKMARK NOT DEFINED. TECHNICAL DESIGN .........................................................................................................................................................................................9 PROJECT DEFINITION........................................................................................................................................................................................9 OBJECTS ADDED/MODIFIED..............................................................................................................................................................................9 FIELDS............................................................................................................................................................................................................10 IS_ITEM_NUMBER................................................................................................................................................................................10 IS_MGMT_CD........................................................................................................................................................................................10 IS_EXP_CLS_CODE...............................................................................................................................Error! Bookmark not defined. IS_DSPNSG_UNIT_CD .........................................................................................................................Error! Bookmark not defined. IS_AST_CLS_CODE...............................................................................................................................Error! Bookmark not defined. IS_ITM_LST_ORD_DT..........................................................................................................................Error! Bookmark not defined. IS_ITM_DESC ........................................................................................................................................Error! Bookmark not defined. IS_ITM_DESC_2....................................................................................................................................Error! Bookmark not defined. IS_INV_CLS_CODE ...............................................................................................................................Error! Bookmark not defined. IS_ITM_AVG_PRC ................................................................................................................................Error! Bookmark not defined. IS_LST_ORD_PRC .................................................................................................................................Error! Bookmark not defined. IS_ASSET_CLASS...................................................................................................................................Error! Bookmark not defined. IS_VEND_PRIORITY..............................................................................................................................Error! Bookmark not defined. IS_VEND_NBR ......................................................................................................................................Error! Bookmark not defined. IS_VEND_NAME...................................................................................................................................Error! Bookmark not defined. IS_VEND_CAT_NBR .............................................................................................................................Error! Bookmark not defined. IS_MFG_ITEM_NBR.............................................................................................................................Error! Bookmark not defined. IS_DISP_UNIT .......................................................................................................................................Error! Bookmark not defined. IS_ORDER_UNIT...................................................................................................................................Error! Bookmark not defined. IS_ORD_UNIT_CNV_FC .......................................................................................................................Error! Bookmark not defined. IS_QUOTE_PRICE.................................................................................................................................Error! Bookmark not defined. IS_CONVERT_FLG ................................................................................................................................Error! Bookmark not defined. IS_LOC....................................................................................................................................................Error! Bookmark not defined. IS_LOCDESC ..........................................................................................................................................Error! Bookmark not defined. IS_ROW .................................................................................................................................................Error! Bookmark not defined. IS_BIN ....................................................................................................................................................Error! Bookmark not defined. IS_DUP_CODE ......................................................................................................................................Error! Bookmark not defined. IS_ITEM_NBR_DUP .............................................................................................................................Error! Bookmark not defined. IS_FACILITY ...........................................................................................................................................Error! Bookmark not defined.
  • 3. PeopleSoft ERP Implementation Design Specification Page 3 IS_CHARGE_CODE ...............................................................................................................................Error! Bookmark not defined. IS_CANDIDATE_ID ...............................................................................................................................Error! Bookmark not defined. IS_INPUT_ITEM_ID..............................................................................................................................Error! Bookmark not defined. IS_MASTER_ITEM_ID ..........................................................................................................................Error! Bookmark not defined. IS_PACKING_STRING...........................................................................................................................Error! Bookmark not defined. IS_MFG_CAT_NUM .............................................................................................................................Error! Bookmark not defined. IS_UOM1...............................................................................................................................................Error! Bookmark not defined. IS_UOM2...............................................................................................................................................Error! Bookmark not defined. IS_UOM3...............................................................................................................................................Error! Bookmark not defined. IS_UOM4...............................................................................................................................................Error! Bookmark not defined. IS_MID_UNSPSC_CODE......................................................................................................................Error! Bookmark not defined. IS_UNSPSC_DESCR1 ............................................................................................................................Error! Bookmark not defined. IS_MID_UNSPSC_SEG .........................................................................................................................Error! Bookmark not defined. IS_UNSPSC_DESCR2 ............................................................................................................................Error! Bookmark not defined. IS_MID_UNSPSC_FAM........................................................................................................................Error! Bookmark not defined. IS_UNSPSC_DESCR3 ............................................................................................................................Error! Bookmark not defined. IS_MID_UNSPSC_CLS ..........................................................................................................................Error! Bookmark not defined. IS_UNSPSC_DESCR4 ............................................................................................................................Error! Bookmark not defined. IS_MID_UNSPSC_COMM ...................................................................................................................Error! Bookmark not defined. IS_UNSPSC_DESCR5 ............................................................................................................................Error! Bookmark not defined. IS_ASPEN_CAT_CODE.........................................................................................................................Error! Bookmark not defined. IS_ASPEN_CAT_DESCR........................................................................................................................Error! Bookmark not defined. IS_EXCLUDE_FLG .................................................................................................................................Error! Bookmark not defined. IS_EXCLUDE_REASON.........................................................................................................................Error! Bookmark not defined. OPRID_REVIEWED_BY ........................................................................................................................Error! Bookmark not defined. RECORDS.......................................................................................................................................................ERROR! BOOKMARK NOTDEFINED. IS_ITMSTR_RC ......................................................................................................................................Error! Bookmark not defined. IS_ITMSTR_RCDTL ...............................................................................................................................Error! Bookmark not defined. IS_ITEM_MASTER ................................................................................................................................Error! Bookmark not defined. IS_ITEM_VENDOR................................................................................................................................Error! Bookmark not defined. IS_ITM_LOC_INV..................................................................................................................................Error! Bookmark not defined. IS_ASSET_CAT ......................................................................................................................................Error! Bookmark not defined. IS_INV_ITEM_GRP ...............................................................................................................................Error! Bookmark not defined. IS_CAT_GRP_XREF...............................................................................................................................Error! Bookmark not defined. IS_ITM_VND_XREF ..............................................................................................................................Error! Bookmark not defined. IS_ITM_MSTR_AET..............................................................................................................................Error! Bookmark not defined. IS_MEDASSETS .....................................................................................................................................Error! Bookmark not defined. IS_MEDA_EGH_VW.............................................................................................................................Error! Bookmark not defined. IS_ITM_STAR_NEW .............................................................................................................................Error! Bookmark not defined. IS_ITM_STAR_OLD ..............................................................................................................................Error! Bookmark not defined. IS_ITM_STAR_UOM ............................................................................................................................Error! Bookmark not defined. IS_ITM_MFG_NEW .............................................................................................................................Error! Bookmark not defined. IS_MFG_XREF .......................................................................................................................................Error! Bookmark not defined. IS_ITM_VNDR_NEW............................................................................................................................Error! Bookmark not defined. IS_ITM_VNDR_OLD .............................................................................................................................Error! Bookmark not defined. IS_ITMVNDR_UOM .............................................................................................................................Error! Bookmark not defined. IS_ITMVNDR_SUOM ...........................................................................................................................Error! Bookmark not defined. IS_ITM_STAR_DUP ..............................................................................................................................Error! Bookmark not defined. IS_ITM_STAR_VW ...............................................................................................................................Error! Bookmark not defined. IS_ITM_UOM_VW ...............................................................................................................................Error! Bookmark not defined.
  • 4. PeopleSoft ERP Implementation Design Specification Page 4 IS_ITM_STAR_INV ...............................................................................................................................Error! Bookmark not defined. IS_CHARGE_CODES .............................................................................................................................Error! Bookmark not defined. IS_ITM_CHG_XREF ..............................................................................................................................Error! Bookmark not defined. FUNCLIB_INEIP.....................................................................................................................................Error! Bookmark not defined. PUR_ITM_ATR_CVW...........................................................................................................................Error! Bookmark not defined. SQL..............................................................................................................................................................ERROR! BOOKMARK NOTDEFINED. IS_INSERT_DUP_SQL...........................................................................................................................Error! Bookmark not defined. IS_ITM_VNDR_SQL..............................................................................................................................Error! Bookmark not defined. IS_ITM_VNDR_LOC_SQL ....................................................................................................................Error! Bookmark not defined. IS_ITM_VNDR_UOM_SQL..................................................................................................................Error! Bookmark not defined. IS_ITM_VNDR_UOM_PR_SQL...........................................................................................................Error! Bookmark not defined. IS_INS_BU_ITEMS_INV.......................................................................................................................Error! Bookmark not defined. IS_ITM_STAR_INV_INS .......................................................................................................................Error! Bookmark not defined. IS_INS_STAGED_INF_INV...................................................................................................................Error! Bookmark not defined. IS_INS_STGCOST_INF_INV.................................................................................................................Error! Bookmark not defined. PAGES...........................................................................................................................................................ERROR! BOOKMARK NOTDEFINED. IS_ITMSTR_CNV...................................................................................................................................Error! Bookmark not defined. IS_EGH_ITEM_CNV..............................................................................................................................Error! Bookmark not defined. IS_EGH_ITEMVND_CNV .....................................................................................................................Error! Bookmark not defined. IS_EGH_ITEM_MEDA ..........................................................................................................................Error! Bookmark not defined. IS_EGH_ITEM_INV...............................................................................................................................Error! Bookmark not defined. IS_INV_ITEM_CHGCOD.......................................................................................................................Error! Bookmark not defined. COMPONENTS...............................................................................................................................................ERROR! BOOKMARK NOTDEFINED. IS_ITMSTR_CNV...................................................................................................................................Error! Bookmark not defined. IS_EGH_ITEM_CNV..............................................................................................................................Error! Bookmark not defined. IS_ITMSTR_INV ....................................................................................................................................Error! Bookmark not defined. ITEM_DEFIN..........................................................................................................................................Error! Bookmark not defined. ITEMS_INQUIRY...................................................................................................................................Error! Bookmark not defined. COMPONENT INTERFACES..............................................................................................................................ERROR! BOOKMARK NOTDEFINED. IN_MST_ITM_XLS ................................................................................................................................Error! Bookmark not defined. STOR_LOCATIONS_CI ..........................................................................................................................Error! Bookmark not defined. MENUS.........................................................................................................................................................ERROR! BOOKMARK NOTDEFINED. IS_EGH_CONVERSION.........................................................................................................................Error! Bookmark not defined. FILE LAYOUT DEFINITIONS..............................................................................................................................ERROR! BOOKMARK NOTDEFINED. IS_ASSET_CAT ......................................................................................................................................Error! Bookmark not defined. IS_INV_ITEM_GRP ...............................................................................................................................Error! Bookmark not defined. IS_CAT_GRP_XREF...............................................................................................................................Error! Bookmark not defined. IS_ITM_VND_XREF ..............................................................................................................................Error! Bookmark not defined. IS_ITEM_MASTER ................................................................................................................................Error! Bookmark not defined. IS_ITEM_VENDOR................................................................................................................................Error! Bookmark not defined. IS_ITEM_LOC_INV ...............................................................................................................................Error! Bookmark not defined. IS_ITM_CHG_XREF ..............................................................................................................................Error! Bookmark not defined. IS_MFG_XREF .......................................................................................................................................Error! Bookmark not defined. IS_MEDASSETS .....................................................................................................................................Error! Bookmark not defined. APPLICATION ENGINE PROGRAMS...................................................................................................................................................................11 IS_ITMSTR_LD .......................................................................................................................................................................................11 MAIN................................................................................................................................................................................................... 11 Validate...................................................................................................................................................Error! Bookmark not defined. IS_ITMSTR_CN......................................................................................................................................Error! Bookmark not defined. MAIN.......................................................................................................................................................Error! Bookmark not defined.
  • 5. PeopleSoft ERP Implementation Design Specification Page 5 FindDups.................................................................................................................................................Error! Bookmark not defined. INIT.........................................................................................................................................................Error! Bookmark not defined. Insert.......................................................................................................................................................Error! Bookmark not defined. Process....................................................................................................................................................Error! Bookmark not defined. Upd_DUP................................................................................................................................................Error! Bookmark not defined. Vndrs.......................................................................................................................................................Error! Bookmark not defined. IS_ITMSTR_IN.......................................................................................................................................Error! Bookmark not defined. MAIN.......................................................................................................................................................Error! Bookmark not defined. ChrgCode................................................................................................................................................Error! Bookmark not defined. ItemLoad.................................................................................................................................................Error! Bookmark not defined. ItemVndr.................................................................................................................................................Error! Bookmark not defined. MfgTbl.....................................................................................................................................................Error! Bookmark not defined. WriteItm.................................................................................................................................................Error! Bookmark not defined. IS_ITMSTR_IP .......................................................................................................................................Error! Bookmark not defined. MAIN.......................................................................................................................................................Error! Bookmark not defined. BU_Items................................................................................................................................................Error! Bookmark not defined. Select......................................................................................................................................................Error! Bookmark not defined. Staging....................................................................................................................................................Error! Bookmark not defined. StorLocs ..................................................................................................................................................Error! Bookmark not defined. Validate...................................................................................................................................................Error! Bookmark not defined. IS_ITMSTR_IV.......................................................................................................................................Error! Bookmark not defined. MAIN.......................................................................................................................................................Error! Bookmark not defined. DfltLocs...................................................................................................................................................Error! Bookmark not defined. Staging....................................................................................................................................................Error! Bookmark not defined. StorLocs ..................................................................................................................................................Error! Bookmark not defined. MESSAGE CATALOG.......................................................................................................................................ERROR! BOOKMARK NOTDEFINED. INTEGRATION BROKER...................................................................................................................................ERROR! BOOKMARK NOTDEFINED. PROCESS DEFINITIONS...................................................................................................................................ERROR! BOOKMARK NOTDEFINED. IS_ITMSTR_LD ......................................................................................................................................Error! Bookmark not defined. IS_ITMSTR_CN......................................................................................................................................Error! Bookmark not defined. IS_ITMSTR_IN.......................................................................................................................................Error! Bookmark not defined. IS_ITMSTR_IP .......................................................................................................................................Error! Bookmark not defined. IS_ITMSTR_IV.......................................................................................................................................Error! Bookmark not defined. USER SECURITY ...................................................................................................................................ERROR! BOOKMARK NOT DEFINED. PERMISSION LISTS .........................................................................................................................................ERROR! BOOKMARK NOTDEFINED. ROLES...........................................................................................................................................................ERROR! BOOKMARK NOTDEFINED. REPORT SPECIFICATIONS..................................................................................................................ERROR! BOOKMARK NOT DEFINED. TECHNICAL DESIGN BUILD SIGNOFF...............................................................................................ERROR! BOOKMARK NOT DEFINED. OVERALL DESIGN SIGN-OFF .............................................................................................................ERROR! BOOKMARK NOT DEFINED. APPENDIX A: PORTAL ........................................................................................................................ERROR! BOOKMARK NOT DEFINED. APPENDIX B: ISSUE RESOLUTION....................................................................................................ERROR! BOOKMARK NOT DEFINED.
  • 6. PeopleSoft ERP Implementation Design Specification Page 6 Document Control Requirement ID Development Type Description Report Interface Conversion con Enhancement Workflow X Conversion programs to load EGH STAR Extracted Item and Item vendor data to PeoipleSoft, convert that data, enable changes, load the converted/changed data to PeopleSoft Items, and load Inventory data. X Custom page on Define Item and Item Inquiry to track facility, charge codes, and legacy Item IDs Modules Financials / Supply Chain Portal / PeopleTools General Ledger Payables Grants Contracts Billing Expenses Receivables Asset Management Project Costing Real Estate Cash Management Expenses / Mobile Purchasing eProcurement Supplier Relationship Cash Management eBill Payment Program Management Inventory / Mobile Fin Portal Pack HRMS Portal Pack ESA Portal Pack UPK PeopleTools
  • 7. PeopleSoft ERP Implementation Design Specification Page 7 Change Record Date Author Version Change Reference 07/01/2014 Ryan Liebert 1.0 Initial Draft 07/15/2014 Ryan Liebert 1.1 Revised IS_ITMSTR_CN to allow for Step conversions. 10/14/2014 Ryan Liebert 2.0 Revised IS_ITMSTR_IN and IS_ITMSTR_IP to write records and additional values to BU_ITEMS_INV. 10/28/2014 Ryan Liebert 2.1 Final revisions based on inventory putaway testing. Approvers Name Area Represented Approval Date Contributors Name Area Represented Organization Ryan Liebert Technical Consultant R&B Solutions
  • 8. PeopleSoft ERP Implementation Design Specification Page 8 Scope and Purpose This is to document the custom fields, records, pages and app engine programs used by BHS to convert EGH Items and Inventory for PeopleSoft. Overview The Item and Inventory conversion routin es are broken down into two separate process groups: 1. Item Conversion. This process involves extracting Item Master, Item Vendor, and Item Location data fro STAR for Elkhart Items. This data is loaded into PeopleSoft and converted to staging tables. Custom pages are available to view and modify the data prior to loading the data to PeopleSoft Items - The last step of the process. 2. Inventory Conversion. This process involves loading the Inventory Locations, Quantities and Costs from STAR into PeopleSoft staging tables. A custom page is available to view and modify the data prior to loading it to PeopleSoft Inventory Putaway staging tables. The PeopleSoft project includes the custom fields, records, pages, app engines, and components necessary to enter and maintain this information. Each object is documented within this document. Current State Elkhart General maintains Items and Inventory in STAR system. Future State All Items and Inventory will be maintained in shared Item Master in PeopleSoft – SetID = SHARE.
  • 9. PeopleSoft ERP Implementation Design Specification Page 9 Technical Design Project Definition Project Definition (to be completed by Developer) Project : IS_ITEM_EGH_CONVERSION Environment: fstest2 Objects Added/Modified ObjectsAdded / Modified [A] [M] [D] Item Attachments [x][][] Application Engine Programs [] Attachment(s) [x][][] Application Engine Sections [] Attachment(s) [x][][] Component Interfaces [] Attachment(s) [x][][] Components [] Attachment(s) [x][x][] Fields [] Attachment(s) [x][][] File Layout Definitions [] Attachment(s) [x][][] Menus [] Attachment(s) [x][][] Message Catalog Entries [] Attachment(s) [x][][] Pages [] Attachment(s) [x][][] Application Engine PeopleCode [] Attachment(s) [x][][] Page PeopleCode [] Attachment(s) [x][][] Record PeopleCode [] Attachment(s) [x][][] Permission Lists [] Attachment(s) [x][][] Portal Registry Structures [] Attachment(s) [x][][] Process Definitions [] Attachment(s) [x][][] Records [] Attachment(s) [x][][] Roles [] Attachment(s) [x][][] PeopleCode [] Attachment(s) [x][][] Translate Values [] Attachment(s) [x][][] SQL [] Attachment(s) [][][] Application Messages [] Attachment(s) [][][] Security [] Attachment(s) [][][] Application Package [] Attachment(s) [][][] Application Class [] Attachment(s) [][][] HTML Objects [] Attachment(s) [][][] SQR/SQC Objects [] Attachment(s) [][][] External Programs [] Attachment(s) [x] Data Conversion [] Assumptions [] Issues [] Additional References [] Attachment(s)
  • 10. PeopleSoft ERP Implementation Design Specification Page 10 Fields Application Designer – File – Open – Fields – [FieldName] Comments / Purpose Comments Custom fields for EGH Items and Inventory Conversions. Field Definition Field Name Long Name Short Name A/ M/ D IS_ITEM_NUMBER EGH Item Number EGH Item Nbr A Comments EGH Item Number Field Type [x] Char [] Date [] Image [] Long Char [] Time [] ImageReference [] Number [] Datetime [] Attachment [] Signed Number [] Image Field Length / Additional properties 10 Field Definition Field Name Long Name Short Name A/ M/ D IS_MGMT_CD STAR Mgmt Code Mgmt Code A Comments STAR Management Code Field Type [x] Char [] Date [] Image [] Long Char [] Time [] ImageReference [] Number [] Datetime [] Attachment [] Signed Number [] Image Field Length / Additional properties 2
  • 11. PeopleSoft ERP Implementation Design Specification Page 11 Application Engine Programs Application Designer – File – Open – App Engine Program – [App Engine Name] Comments / Purpose Comments Custom App Engine programs to Load STAR Item and Inventory Data, Convert that data to PSoft, and Load the data as PSoft Items and Inventory. IS_ITMSTR_LD Load STAR Data IS_ITMSTR_CN Convert STAR Data IS_ITMSTR_IN Load Converted Data to PSoft Items IS_ITMSTR_IP Inventory Pre-Edit IS_ITMSTR_IV Load Inventory to PSoft Putaway Tables Program Properties App Engine Name Description A/ M/ D IS_ITMSTR_LD Load data for EGH Item Conv A Comments IS - 04/15/2014, R. Liebert - created program to load data tables needed for converting EGH/STAR items into PSFT. State Records Temp Tables Advanced IS_ITM_MSTR_AET None [] Disable Restart [] Application Library [] Batch Only Sections / Steps / Actions Section Description MAIN MAIN Description Step Description CommitAfter Frequency On Error Active RunCntl Get Run Control Parameters Default 0 Abort Yes Action Description ReUse Statement Do SelectType On Return Do Select Get Run Control Parameters No Select/Fetch Detail Processing Logic %Select(OPRID, RUN_CNTL_ID, FILE_PATH_NAME) SELECT OPRID , RUN_CNTL_ID , FILE_PATH_NAME FROM PS_IS_ITMSTR_RC WHERE OPRID = %OperatorId AND RUN_CNTL_ID = %RunControl
  • 12. PeopleSoft ERP Implementation Design Specification Page 12 Step Description CommitAfter Frequency On Error Active LogFile Initialize Log File Default Abort Yes Action Description ReUse Statement Do SelectType On Return PeopleCode Initialize Log File Skip Step Detail Processing Logic /* ************************************************************ Declare Global Variables and Create Log file to track progress and log exceptions. ************************************************************ */ Global string &FileName, &FilePath, &OprID, &RunControl; Global number Π Global File &fileLog; rem Set Defaults from Run Control; &FilePath = IS_ITM_MSTR_AET.FILE_PATH_NAME; If None(&FilePath) Then &FilePath = "C:"; End-If; &OprID = IS_ITM_MSTR_AET.OPRID; &RunControl = IS_ITM_MSTR_AET.RUN_CNTL_ID; &PI = IS_ITM_MSTR_AET.PROCESS_INSTANCE; rem Create File for Process Messages and Exceptions; &FileName = &FilePath | "IS_ITMSTR_LD_" | &PI | ".TXT"; &fileLog = GetFile(&FileName, "w", "a", %FilePath_Absolute); rem Begin EGH Item Write process; &fileLog.WriteLine("Begin EGH Item Data Load to PeopleSoft Staging Tables"); &fileLog.WriteLine("Process Instance: " | &PI); &fileLog.WriteLine("Operator ID: " | &OprID); &fileLog.WriteLine("Run Control: " | &RunControl); &fileLog.WriteLine("Date/Time: " | %Datetime); &fileLog.WriteLine(" "); Step Description CommitAfter Frequency On Error Active LoadFile Truncate and Load Files Default Abort Yes Action Description ReUse Statement Do SelectType On Return PeopleCode Truncate and Load Files Skip Step Detail Processing Logic rem ********************************************************************************; rem R. Liebert ; rem April 15, 2014 ; rem Load extracted CSV files from STAR system into PeopleSoft Custom IS tables ; rem ; rem July 10, 2014 ;