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The goal of this project is to automate the transmission of Alma acquisitions data to PeopleSoft. This project involves a fairly significant resource investment from other campus groups.
Documentation
Getting Started with Alma and PeopleSoft Accounts Payment Integration
Major Milestones
| Stage | Description | Due | Status | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Project Kickoff | Meet with stakeholders and implementation team |
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| Milestone 1 | Alma to PS: Initial data mapping |
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| Milestone 2 | Alma to PS: develop conversion script |
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| Milestone 3 | Alma to PS: testing |
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| Milestone 4 | PS to Alma: Initial data mapping |
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| Milestone 5 | PS to Alma: develop conversion script |
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| Milestone 6 | PS to Alma: testing |
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| Completion | Sign-off on data acceptance for both directions |
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Project Team
| Role | Name |
|---|---|
| Project Lead | Alma and PeopleSoft Finance Integration |
| CSU ULMS | |
| CSU PeopleSoft | Darlene Daclan |
Project Pages
| Child pages (Children Display) |
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Goals
- Automated export of Alma financial data to PeopleSoft Finance.
- Automated ingest of Alma financial data into PeopleSoft Finance.
- Automated confirmation of payments and verification of payment amounts.
- Greatly reduce need for manual input and verification of invoice data and payments
Scope
Must Have
- Automated export of Alma financial data to PeopleSoft Finance.
- Automated ingest of Alma financial data into PeopleSoft Finance.
- Automated confirmation of payments and verification of payment amounts.