Running the Cost Collection Process


In this topic, you will learn how to run Cost Collection, which brings transactions from other PeopleSoft applications such as General Ledger, Expenses, Payables, etc into Project Costing. Once transactions are in Project Costing, they are eligible for Billing.


Steps:

  1. Begin by navigating to the Payables page.

     

    Click the Main Menu button.

    Step 1

  2. Click the Project Costing menu.

    Step 2

  3. Click the Cost Collection menu.

    Step 3

  4. Click the Payables menu.

    Step 4

  5. If a Run Control ID does not exist, enter something that you can easily remember.

    Step 5

  6.  Enter the desired information into the begins with field.

     

    Enter "GMAPPC".

    Step 6

  7. Click the Search button.

    Step 7

  8. Use the Payables page to enter the request parameters. These parameters will be used to define the processing rules and data to be included when the process is run.

    Step 8

  9. Click the Look up Project (Alt+5) button.

    Step 9

  10. Click the 20000029 link.

    Step 10

  11. Click the Run button.

    Step 11

  12. Use the Process Scheduler Request page to enter or update parameters, such as server name and process output format.  You must select a server name.

    Step 12

  13. Click the Server Name list.

    Step 13

  14. Click the PSNT list item.

    Step 14

  15. Click the OK button.

    Step 15

  16. Notice the Process Instance number appears.  This number will help you identify the process you have run when you check the status.

    Step 16

  17. Click the Process Monitor link.

    Step 17

  18. Use the Process List page to view the status of submitted process requests. 

    Step 18

  19. Click the Refresh button.

    Step 19

  20. Continue clicking the Refresh button until the Run Status field shows "Success" and the Distribution Status field shows "Posted".

    Step 20

  21. Now you can view the transactions.

     

    Click the Project Costing button.

    Step 21

  22. Click the Transaction Definitions menu.

    Step 22

  23. Click the Transaction List menu.

    Step 23

  24. Click the Look up Business Unit (Alt+5) button.

    Step 24

  25. Click the USCSP link.

    Step 25

  26. Click the Project list.

    Step 26

  27. Click the contains list item.

    Step 27

  28. Click in the Project field.

    Step 28

  29. Enter the desired information into the Project field.

     

    Enter "029".

    Step 29

  30. Click the Search button.

    Step 30

  31. Click the 20000029 link.

    Step 31

  32. Use the Transaction List page to view the results of processing the Grants transactions into Project Costing.

    Step 32

  33. Click the Look up Analysis Group (Alt+5) button.

    Step 33

  34. Click the ALL link.

    Step 34

  35. Click the Choose a date (Alt+5) button.

    Step 35

  36. Click the 1 object.

    Step 36

  37. Click the Choose a date (Alt+5) button.

    Step 37

  38. Click the 15 link.

    Step 38

  39. Click the Search button.

    Step 39

  40. Notice two rows that have been added:

     

    * BIL has been added for a billing row.

    * ACT has been added for the actual expense.

     

    These rows will be used to perform the billing for the invoice.

    Step 40

Congratulations, you successfully learned how to run Cost Collection, which brings transactions from other PeopleSoft applications such as General Ledger, Expenses, Payables, etc into Project Costing.

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