Alma and PeopleSoft Finance Integration

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

StageDescriptionDueStatus
Project KickoffMeet with stakeholders and implementation team
 
COMPLETE
Milestone 1Alma to PS: Initial data mapping
 
COMPLETE
Milestone 2Alma to PS: develop conversion script
 
COMPLETE
Milestone 3Alma to PS: testing 
 
COMPLETE
Milestone 4PS to Alma: Initial data mapping

NOT STARTED

Milestone 5PS to Alma: develop conversion script


NOT STARTED

Milestone 6PS to Alma: testing

NOT STARTED

CompletionSign-off on data acceptance for both directions


NOT STARTED

Project Team

RoleName
Project LeadAlma and PeopleSoft Finance Integration
CSU ULMS
CSU PeopleSoftDarlene Daclan



Project Pages

Implementations

Campuses that use the CO-developed process include:

  • Fresno
  • Humboldt
  • Northridge
  • Pomona
  • San Bernardino
  • San Jose

Long Beach has their own, locally-developed process.

We also have a ulms-cfs@lists.calstate.edu listserv for communication around those projects.