September 18, 2006—Furthering Oracle’s ongoing commitment to enhance PeopleSoft applications as part of the “Applications Unlimited” program, Oracle announces the availability of Oracle’s PeopleSoft Enterprise Customer Relationship Management (CRM) 9. Highlights of this release include increased use of Oracle Fusion Middleware and new enhancements designed specifically for the financial services and communications industries and usability enhancements designed to increase productivity.

• When running to a Troy printer from an SQR, be sure to select HP as the Format on the Process Scheduler Request screen. Printing to PS (postscript) will make the printer ignore all of your control codes and printing with a TXT format will ignore all formatting altogether.


• PAY003.SQR really only has a few places (two I think) where changes need to be made. Don't look for problems where they don't exist.


• If you need a sanity check, write a stand-alone SQR or Crystal that does nothing but print the MICR font and the Signature just to make sure you know how it's done.


• The bank can provide a MICR ruler to make sure the characters line up.


• Be sure your testing involves sending a batch of voided checks to the bank for their approval


• Give the "check printing program modifications" tasks a generous number of hours when doing a project plan.

1. Ensure that the contact methods that are used your HR application are defined in Enterprise Learning Management. If a contact method does not exist in Enterprise Learning Management, then the related phone, address, and email information will not be imported from HR.



2. (Optional) Define name types and learner attributes. Name types and learner attributes are delivered as system data. You can add to these, as needed.



3. Run the following full sync subscription EIPs to load data into Enterprise Learning Management:
   
   
   
   • SETID_INITIALIZE
   
   
   • COUNTRY_FULLSYNC
   
   
   • STATE_FULLSYNC
   
   
   • CURRENCY_FULLSYNC
   
   
   
   



4. Import, load, and configure department data:
   
   
   
   • Run the LM_DEPT_FULLSYNC EIP to import department data into the staging table.
   
   
   • Run the Process FullSync Data process to validate and load the data.
   
   
   • Assign a learning environment to each department. By default, departments inherit the learning environment designated by the Install Defaults component. You can change a department's default assignment on the Department Profile page. Internal learners inherit their department's learning environment when you import internal learner data.
   
   
   • Specify which department ID to assign to internal learners who are imported without a department.
   
   
   • Select the default Department ID on the Install Defaults - General page. Note. The department is used for internal chargebacks when an employee enrolls in learning that has a cost associated with it.
   
   
   
   



5. Import and load company data.
   Note. Company information is used to generate training plans and the 2483 report for France. Import company data if you plan to use these features.
   Run the COMPANY_FULLSYNC EIP to import company data into the staging table.
   



6. Run the Process FullSync Data (LM_LD_STGDAT) process to validate and load the data.



7. Import and load person of interest types. Note. Person of interest information can only be imported from PeopleSoft HRMS 8.9 and above.
   



8. Run the POI_TYPE_TBL_FULLSYNC EIP to import person of interest types into the staging table.



9. Run the Process FullSync Data process to validate and load the data.



10. Run the BUS_UNIT_HR_FULLSYNC EIP to import and load business units.



11. Run the JOBCODE_FULLSYNC EIP to import and load job codes.



12. Run the POSITION_FULLSYNC EIP to import and load position data.



13. Run the userexport.dms and userimport.dms Datamover scripts, delivered in the Scripts directory, to import User IDs for internal learners.
    A full sync EIP message is not available for USER_PROFILE. You can use the delivered Datamover scripts to move user IDs from your HR system into Enterprise Learning Management. The export script exports user data from the PeopleSoft HRMS system, and the import script imports the user data into Enterprise Learning Management.



14. Run the following EIPs in the order listed to import person data for internal learners. After you run each EIP, run the Process FullSync Data process to validate the data in the staging table and load it into Enterprise Learning Management.
    
    
    
    • PERSON_BASIC_FULLSYNC
    
    
    • WORKFORCE_FULLSYNC
    
    
    • PERS_POI_FULLSYNC
    
    
    
    Note. Person of interest information can only be imported from PeopleSoft HRMS 8.9 and above.
    



15. Define profiles for customer organizations.
    
    
    
    • Use the Define Customers component to define customer profiles.
    
    
    • Create profiles for external learners.
    
    
    • Use the External Learners component to define profiles for external learners.
    
    
    
    



16. Set up vendor profiles.
    
    Use the Vendors component to define vendors and enter information their products, pricing, and packages.



17. Set up instructors profiles.
    
    Use the Instructors component to enter the instructor costs, qualifications, teaching preferences, and other information.



18. (FRA) Set up financing organizations.
    
    Use the Define Financing Organization component to set up profiles for French funding organizations.



19. Activate the incremental sync EIP messages.



20. See table loading sequence documentation on the PeopleSoft Customer Connection website.
    
    The TLS document is available on Customer Connection.