Integrating with PeopleSoft HRMS

This chapter provides an overview of PeopleSoft eProcurement and PeopleSoft Human Resources Management System (HRMS) integration and discusses how to:

• Prepare to use PeopleSoft HRMS integration.

• Set up PeopleSoft HRMS to PeopleSoft eProcurement synchronization application messages.

• Set up publish and subscribe rules for PeopleSoft Resource Management application messages.

Understanding PeopleSoft eProcurement and HRMS Integration

PeopleSoft eProcurement enables you to use employee information that is stored in the PeopleSoft HRMS database to create requesters and automatically update PeopleSoft eProcurement, based on changes to the employee data. The integration is accomplished with PeopleSoft Application Messaging, which enables you to subscribe to the USER_PROFILE message published by PeopleSoft HRMS. When changes are made to the record, they are published, and the PeopleSoft eProcurement system is updated automatically by the subscription to this message.

The integration between PeopleSoft HRMS and PeopleSoft eProcurement enables you to preform these tasks:

• Send new user data from HRMS to eProcurement.

• Automatically create requesters if user contains a role that is predefined in Supply Chain Management as having access to the component.

• Automatically inactivate a requester when a user account is locked out.

Preparing to Use HRMS Integration

This section discussed how to:

• Set up PeopleSoft eProcurement to receive updates from PeopleSoft HRMS.

• Set up defaults for automatic creation of users and requesters.

Pages Used to Prepare to Use HRMS Integration

Setting Up PeopleSoft eProcurement to Receive Updates from PeopleSoft HRMS

To set up PeopleSoft eProcurement to receive updates from PeopleSoft HRMS:

1. Define the requester role in PeopleSoft HRMS and PeopleSoft eProcurement.

   Note. The role must have access to the Requester component in PeopleSoft eProcurement.

2. Set up default values for automatic creation of users and requesters.

3. Activate the HRMS messages by:

   • Activating the HRMS USER_PROFILE message.

   • Setting USER_PROFILE message channel to run status on the HRMS database.

4. Activate the Supply Chain Management messages by:

   • Creating transaction on the node assigned to the Supply Chain Management database.

   • Creating an inbound transaction on the Supply Chain Management database.

   • Activating the USER_PROFILE message on the Supply Chain Management database.

   • Inactivating the Supply Chain Management database the Update User Profile and Update_USER_PROFILE 8.1x subscription PeopleCode.

   • Activate the Supply Chain Management database USER_PROFILE and Requester subscription vPeopleCode..

   • Set USER_PROFILE message channel to run status on the Supply Chain Management database.

See Also

PeopleTools PeopleBook: PeopleSoft Integration Broker

Setting Up Defaults for Automatic Creation of Users and Requesters

Access the Requester Integration Defaults page.

For the purpose of integrating with HRMS, you only need to define the fields within the User Preferences and the Requester Defaults group boxes.

Setting Up HRMS to PeopleSoft eProcurement Synchronization Application Messages

PeopleSoft eProcurement uses PeopleSoft Application Messaging to integrate employee tables with PeopleSoft HRMS application tables. The application messages are delivered with a status of Inactive. You must activate each application message before attempting to publish or subscribe to messages. The messages that are published by PeopleSoft HRMS must be activated in that database, and the messages to which PeopleSoft eProcurement subscribes must be activated in the PeopleSoft FDM database.

Before activating the application message, you must define the databases and routing in the system.

See Also

PeopleTools PeopleBook: PeopleSoft Integration Broker

Setting Up Publish and Subscribe Rules for PeopleSoft Resource Management Application Messages

PeopleSoft eProcurement application messages are delivered with the status Inactive. PeopleSoft HRMS database information that is shared by PeopleSoft eProcurement in the PeopleSoft FDM database is updated properly when the appropriate messages are activated.

When updating information between databases, PeopleSoft Application Messaging imposes these publish and subscribe rules:

• Full Table Publish

  This rule erases all data from the target table and replaces it with data from the source table.

• Incremental Table Publish

  This rule captures the addition, change, or deletion of data that is performed in the source database and either inserts a new row of data or deletes or updates the corresponding row of data in the target database.

PeopleSoft eProcurement subscribes to data changes from the PeopleSoft HRMS database. It does not publish to PeopleSoft HRMS (except for the ENTERPRISE_SETUP message). Also, PeopleSoft eProcurement does not subscribe to any full table data changes, but only to incremental target row data changes.

Setting Incremental Table Publish Rules for PeopleSoft eProcurement

PeopleSoft eProcurement requires that the PeopleSoft HRMS Incremental Sync Publication Messages for PeopleSoft eProcurement have a status of Active. You must activate these messages in PeopleSoft HRMS so that they will publish to PeopleSoft eProcurement.

Note. The routing direction for all of the PeopleSoft HRMS messages to which PeopleSoft eProcurement subscribes must be—at a minimum— set to Publish. However, you might also have the routing direction set to Publish/Subscribe, depending other PeopleSoft HRMS applications that the organization has installed.

PeopleSoft HRMS Incremental Sync Publication Messages for PeopleSoft eProcurement

These messages are necessary for PeopleSoft eProcurement:

PeopleSoft eProcurement Incremental Sync Publication Messages

Setting Full Table Publish Rules for PeopleSoft eProcurement

PeopleSoft eProcurement is delivered with all Full Table Publish rules set to Inactive.

Note. The messages in the preceding tables should not be activated unless the organization is performing an initial implementation and no actual data exists in the PeopleSoft FDM database.

Warning! If you change the status of these messages to Active, the data in the PeopleSoft FDM database will be overwritten. Do not activate the FULL_SYNC versions of the messages in PeopleSoft HRMS or PeopleSoft FDM unless you intend to overwrite all the data in the target tables.

PeopleSoft HRMS to PeopleSoft eProcurement Full Sync Messages

PeopleSoft eProcurement maintains these messages with a status of Inactive:

PeopleSoft eProcurement Full Sync Subscription Messages