Understanding Financial EIPs and Application Messages

This topic discusses:

Financial EIPs.
Application messages.

See the product documentation for PeopleTools: Integration Broker Service Operations Monitor.

EIPs enable the sharing of data between two or more separate applications. Data sharing reduces data redundancy and data entry efforts because you must manage the data in only one system. This data is then updated in all relevant external systems each time that there are updates, thus ensuring that each external system has accurate data without having to key in the data changes to all external systems.

For financial data, Enterprise Learning Management uses EIPs to subscribe to ChartField data, general ledger business unit data, journal templates, and market rate data. Subscribing to this data ensures that the Enterprise Learning Management system always has the most current ChartField data, general ledger business unit data, journal templates, and market rate data that is necessary to implement financial integration. You must run the full sync table publish process for these EIPs or activate these EIPs during system setup. Run the full sync table publish process for the full sync messages to load all data from PeopleSoft Financials. Then activate incremental sync EIPs to keep the data synchronized after the initial load. Once activated, the incremental sync messages are initiated in response to saved field changes in the external financials system—for example, when you add a new ChartField value or change a market rate type. This data is then updated in Enterprise Learning Management, ensuring accurate data in all systems.

Enterprise Learning Management uses PeopleSoft Integration Broker technology to synchronize the tables and monitor transactions.

Use these guidelines for running financial EIPs:

Run the full sync table publish process for the SetID EIP and business unit EIP messages (SETID_INITIALIZE, TBLSET_CONTROL_INITIALIZE, and BUS_UNIT_HR_FULLSYNC) before running the ChartField EIPs.
Run the full sync table publish process for the market rate EIPs in this order: COUNTRY_FULLSYNC, CURRENCY_FULLSYNC, CURR_QUOTE_MTHD_FULLSYNC, MARKET_RATE_TYPE_FULLSYNC, MARKET_RATE_DEFN_FULLSYNC, MARKET_RATE_FULLSYNC.
Run the full sync table publish process for the ChartField, general ledger business unit, journal template, and market rate EIP messages only once.
Activate incremental sync ChartField, general ledger business unit, journal template, and market rate EIP messages after you run the full sync table publish process for each message.

See Understanding Person and Organization EIPs.

Note: A consultant or system administrator with EIP and PeopleSoft Integration Broker experience should be involved in both the initial full-sync process and the configuring of incremental sync processes.

The following tables list the application messages received by the Enterprise Learning Management financials components, the record initiating the message (in response to a saved field change in PeopleSoft Financials), and an explanation of what happens when a message is initiated:

Message Name	Message Subscription PeopleCode	Record	Explanation
TBLSET_CONTROL_INITIALIZE	LmTblSet	SET_CNTRL_TBL SET_CNTRL_GROUP SET_CNTRL_REC	All values are loaded. Additional rows are loaded to match prompt views used for componentization. Note: If you integrate with PeopleSoft Financials, you must add the following record group IDs on the Eo Recgrp page for the node in the PeopleSoft Financials system: FS_05 (Accounts), FS_20 (Funds), FS_28 (Programs), and FS_29 (Classes).
ACCOUNT_CHARTFIELD_FULLSYNC	LmAccountCFFull	GL_ACCOUNT_TBL	All existing data in the Enterprise Learning Management table is deleted, and all values are loaded into Enterprise Learning Management with a status of inactive.
ACCOUNT_CHARTFIELD_SYNC	LmAccountCF	GL_ACCOUNT_TBL	Values are added or updated. If the Account value already exists in Enterprise Learning Management as active, then the status from PeopleSoft Financials is brought over. If it is inactive in Enterprise Learning Management, the system sets the row to inactive.
ALTACCT_CF_FULLSYNC	LmAltAcctCFFullSync	ALTACCT	All existing data in the Enterprise Learning Management table is deleted, and all values are loaded into Enterprise Learning Management with a status of inactive.
ALTACCT_CF_SYNC	LmAltAcctCFSync	ALTACCT	Values are added or updated. If the Alternate Account value already exists in Enterprise Learning Management as active, then the status from PeopleSoft Financials is brought over. If it is inactive in Enterprise Learning Management, the system sets the row to inactive.
OPER_UNIT_CF_FULLSYNC	LmOperUnitCFFullSync	OPERATING_UNIT	All existing data in the Enterprise Learning Management table is deleted, and all values are loaded into Enterprise Learning Management with a status of inactive.
OPER_UNIT_CF_SYNC	LmOperUnitCFSync	OPERATING_UNIT	Values are added or updated. If the Operating Unit value already exists in Enterprise Learning Management as active, then the status from PeopleSoft Financials is brought over. If it is inactive in Enterprise Learning Management, the system sets the row to inactive.
FUND_LOAD	LmFundCFFull	FUND_TBL	All existing data in the Enterprise Learning Management table is deleted, and all values are loaded into Enterprise Learning Management with a status of inactive.
FUND_CF_SYNC	LmFundCF	FUND_TBL	Values are added or updated. If the Fund value already exists in Enterprise Learning Management as active, then the status from PeopleSoft Financials is brought over. If it is inactive in Enterprise Learning Management, the system sets the row to inactive.
PROGRAM_CF_FULLSYNC	LmProgramCFFullSync	PROGRAM_TBL	All existing data in the Enterprise Learning Management table is deleted, and all values are loaded into Enterprise Learning Management with a status of inactive.
PROGRAM_CF_SYNC	LmProgram	PROGRAM_TBL	Values are added or updated. If the Program ChartField value already exists in Enterprise Learning Management as active, then the status from PeopleSoft Financials is brought over. If it is inactive in Enterprise Learning Management, the system sets the row to inactive.
CLASS_CF_FULLSYNC	LmClassCFFull	CLASS_CF_TBL	All existing data in the Enterprise Learning Management table is deleted, and all values are loaded into Enterprise Learning Management with a status of inactive.
CLASS_CF_SYNC	LmClassCF	CLASS_CF_TBL	Values are added or updated. If the Class ChartField value already exists in Enterprise Learning Management as active, then the status from PeopleSoft Financials is brought over. If it is inactive in Enterprise Learning Management, the system sets the row to inactive.
BUDGET_REF_CF_FULLSYNC	LmBudgetRefFullSync	BUDGET_REF	All existing data in the Enterprise Learning Management table is deleted, and all values are loaded into Enterprise Learning Management with a status of inactive.
BUDGET_REF_CF_SYNC	LmBudgetRefSync	BUDGET_REF	Values are added or updated. If the Budget Ref value already exists in Enterprise Learning Management as active, then the status from PeopleSoft Financials is brought over. If it is inactive in Enterprise Learning Management, the system sets the row to inactive.
PRODUCT_CHARTFIELD_FULLSYNC	LmProductCFFullSync	PRODUCT	All existing data in the Enterprise Learning Management table is deleted, and all values are loaded into Enterprise Learning Management with a status of inactive.
PRODUCT_CHARTFIELD_SYNC	LmProduct	PRODUCT	Values are added or updated. If the Product value already exists in Enterprise Learning Management as active, then the status from PeopleSoft Financials is brought over. If it is inactive in Enterprise Learning Management, the system sets the row to inactive.
PROJECT_FULLSYNC	LmProjectCF	PROJECT	All existing data in the Enterprise Learning Management table is deleted, and all values are loaded into Enterprise Learning Management with a status of inactive.
PROJECT_SYNC	LmProjectCF	PROJECT	Values are added or updated. If the Project value already exists in Enterprise Learning Management as active, then the status from PeopleSoft Financials is brought over. If it is inactive in Enterprise Learning Management, the system sets the row to inactive.
CHARTFIELD1_FULLSYNC	LmChartField1CFFullSync	CHARTFIELD1	All existing data in the Enterprise Learning Management table is deleted, and all values are loaded into Enterprise Learning Management with a status of inactive.
CHARTFIELD1_SYNC	LmChartField1Sync	CHARTFIELD1	Values are added or updated. If the ChartField1 value already exists in Enterprise Learning Management as active, then the status from PeopleSoft Financials is brought over. If it is inactive in Enterprise Learning Management, the system sets the row to inactive.
CHARTFIELD2_FULLSYNC	LmChartField2CFFullSync	CHARTFIELD2	All existing data in the Enterprise Learning Management table is deleted, and all values are loaded into Enterprise Learning Management with a status of inactive.
CHARTFIELD2_SYNC	LmChartField2Sync	CHARTFIELD2	Values are added or updated. If the ChartField2 value already exists in Enterprise Learning Management as active, then the status from PeopleSoft Financials is brought over. If it is inactive in Enterprise Learning Management, the system sets the row to inactive.
CHARTFIELD3_FULLSYNC	LmChartField3CFFullSync	CHARTFIELD3	All existing data in the Enterprise Learning Management table is deleted, and all values are loaded into Enterprise Learning Management with a status of inactive.
CHARTFIELD3_SYNC	LmChartField3Sync	CHARTFIELD3	Values are added or updated. If the ChartField3 value already exists in Enterprise Learning Management as active, then the status from PeopleSoft Financials is brought over. If it is inactive in Enterprise Learning Management, the system sets the row to inactive.
BUS_UNIT_GL_SYNC	LmBusUnitGLFullSync	LM_BUS_UNIT_GL	All existing PeopleSoft General Ledger business unit values are loaded. Any existing general ledger business unit values are deleted.
BUS_UNIT_SYNC	LmBusUnitGL	LM_BUS_UNIT_GL	PeopleSoft General Ledger business unit values are added or updated.
JOURNAL_GEN_APPL_ID_FULLSYNC	JournalGenApplIDFullSync	LM_JRNLGEN_TMPL	All journal templates are loaded. Any existing journal templates are deleted. Journal templates are used to export data in the correct format to the accounting entry tables in the financials system.
JOURNAL_GENERATOR_APPL_ID_SYNC	JournalGeneratorAppIDSync	LM_JRNLGEN_TMPL	Journal templates in Enterprise Learning Management are added or updated. Journal templates are used to export data in the correct format to the accounting entry tables in the financials system.
CURR_QUOTE_MTHD_FULLSYNC	CurrQuoteMthdFullSync	CURR_QUOTE_TBL	All currency quotation methods are transmitted. Any existing currency quotation methods are deleted.
CURR_QUOTE_MTHD_SYNC	CurrQuoteMthdSync	CURR_QUOTE_TBL	Changes made to a currency quotation method are transmitted.
MARKET_RATE_INDEX_FULLSYNC	MarketRateIndexFullSync	RT_INDEX_TBL	All market rate indexes are transmitted. Any existing market rate indexes are deleted.
MARKET_RATE_INDEX_SYNC	MarketRateIndexSync	RT_INDEX_TBL	Changes made to a market rate index are transmitted.
MARKET_RATE_LOAD	MarketRateLoad	RT_RATE_TBL	Market rates are transmitted from a flat file format.
MARKET_RATE_FULLSYNC	MarketRateFullSync	RT_RATE_TBL	All market rates are transmitted. Any existing market rates are deleted.
MARKET_RATE_SYNC	MarketRateSync	RT_RATE_TBL	Changes made to a market rate are transmitted.
MARKET_RATE_TYPE_FULLSYNC	MarketRateTypeFullSync	RT_TYPE_TBL	All market rate types are transmitted. Any existing market rate types are deleted.
MARKET_RATE_TYPE_SYNC	MarketRateTypeSync	RT_TYPE_TBL	Changes made to a market rate type are transmitted.
MARKET_RATE_DEFN_FULLSYNC	MarketRateDefnFullSync	RT_RATE_DEF_TBL	All market rate definition data is transmitted. Any existing market rate definition data is deleted.
MARKET_RATE_DEFN_SYNC	MarketRateDefnSync	RT_RATE_DEF_TBL	Changes made to a market rate definition are transmitted.

Enterprise Learning Management also provides several additional application messages. Unlike the full and incremental sync messages, you initiate these application messages in the Enterprise Learning Management system either when you make changes to fields on specific pages or when you run an Application Engine process.

The ChartField combination editing application messages are synchronous messages initiated whenever you save an Enterprise Learning Management page that has ChartFields, provided that you enabled the combination editing feature on the Install Defaults - General page. Combination editing enables the system to validate ChartField values that are dependent on each other. The system validates ChartField values against the rules defined in PeopleSoft Financials. If you integrate with a financials system other than PeopleSoft, you must create a method for validating ChartField values that users enter.

Other application messages are initiated when you run an Application Engine process in Enterprise Learning Management by using Process Scheduler, specifically, the process that you use to transmit chargeback data to the financials system.

The following table describes the synchronous application messages initiated when a user saves a page in the system that contains ChartField values, provided that you have enabled combination editing:

Message Name	Message Subscription PeopleCode	Record	Explanation
COMBO_CD_EDIT_REQUEST (Synchronous Outbound)	Not applicable	LM_COMBO_MSG_H LM_COMBO_MSG_D	ChartField value combinations are verified. This request message is initiated each time that you save an Enterprise Learning Management page that has ChartField values, including ChartField setup pages, and payment pages used during enrollment in classes and registration in programs.
COMBO_CD_EDIT_REPLY	Not applicable	LM_COMBO_MSG_H LM_COMBO_MSG_D	This reply message indicates whether the ChartField value combination entered in Enterprise Learning Management is valid or invalid. This message is initiated when confirmation is received from PeopleSoft Financials.

Message Name

Message Subscription PeopleCode

Record

Explanation

COMBO_CD_EDIT_REQUEST (Synchronous Outbound)

Not applicable

LM_COMBO_MSG_H

LM_COMBO_MSG_D

ChartField value combinations are verified. This request message is initiated each time that you save an Enterprise Learning Management page that has ChartField values, including ChartField setup pages, and payment pages used during enrollment in classes and registration in programs.

COMBO_CD_EDIT_REPLY

Not applicable

LM_COMBO_MSG_H

LM_COMBO_MSG_D

This reply message indicates whether the ChartField value combination entered in Enterprise Learning Management is valid or invalid. This message is initiated when confirmation is received from PeopleSoft Financials.

The following table describes the application messages initiated each time that you run the Application Engine process that transmits chargeback data to the financials system:

Message Name	Message Subscription PeopleCode	Record	Explanation
LM_ACCTG_LN Outbound	JournalsCreated	LM_ACCTG_LN	This message sends the accounting lines in Enterprise Learning Management to PeopleSoft Financials. This message is initiated when you run the Export Accounting Entry to GL Application Engine process (LM_FI_GL_INTFC).
LM_ACCTG_LN Inbound	JournalsCreated	LM_ACCTG_LN	This message is sent from PeopleSoft Financials back to Enterprise Learning Management and updates the journal ID and journal date for each subledger entry. This message is initiated after the accounting lines are successfully posted to the general ledger.