Meticulon - PeopleSoft Configuration Services

Meticulon Configuration Services Outlined

Meticulon specializes in providing best of breed configuration services to our clients
regarding all modules within PeopleSoft Financials for versions 7.00 through 8.40. We
know how to listen to our clients during requirements gathering sessions and make
recommendations on how to configure the system to meet the needs of our clients
utilizing our understanding of PeopleSoft delivered functionality. Only if the requirement is
beyond the scope of delivered functionality will we advise system modifications, as doing
so ultimately ends up costing the client more during the short term; for modification
coding, and during the long term; for migration of subsequent upgrades. In our opinion,
system modifications are only warranted if the enhancement represents a "must have", or
is a deal breaker, versus a "like to have". Since we understand the business side, and
PeopleSoft delivered functionality, we feel we make solid recommendations grounded in
experience concerning client modifications, and since Meticulon's focus is strictly
Financial implementations as we feel this narrow approach yields unmatched value to our
clients.

Configuration Services Offered

		Configuration of Purchasing (PO) Module - Including: Installation Options, Asset
		management Definition, TableSet Record Group Controls, Overall User Preferences, User Preferences, Locations, Currency Codes, Units of Measure, Payment Terms Timing Codes, Payment Handling Codes, Match Rules, Match Rule Control, Receipt Aware Criteria, PO Origin Codes, Fax Location, Dispatch PO Configuration, Fax Cover Letters, Inspection Routings, Manufacturer, Return Reject Reason, Procurement Card Vendors, Standard Comment Type, Standard Comments, Carrier Table, Freight Terms, Ship Via Codes, Change Order Template, Purchasing Options, Purchasing Definition, Ship To Locations, Buyer Setup, Requester Setup, Requisition Loader Defaults, PO Loader Defaults, Procurement Controls, Create Category, Create an Item, Define Purchasing Attributes for Items, Contracts Set Controls, Vendor Set Controls, Purchasing Kit Definition, Price Adjustments, Miscellaneous Charges, Field Candidates Setup, Inquiry Profile Setup, View Candidate Setup, Vendor Information, Conversations, Vendor User Setup, System Transaction Definition

		Configuration of Accounts Payable (AP) Module - Including: Installation Options,
		TableSet ID, TableSet Controls, User Preferences, Locations, Shipto Locations, Currency, Market Rates, Accounting Entry Template, Accounting Entry Definition, Banks, Bank Branches, Financial Contacts, External Accounts, Sales/Use Tax Authority, Sales/Use Tax Code, Ultimate Use Code, VAT Transaction Code, VAT Authority, Express VAT Code Set-up, VAT Codes, VAT Use Codes, VAT Apportionment, VAT Country Definition, VAT Report Definition, VAT Entity, Account by Business Unit, Payment Terms Timing Codes, Payment Terms-Single Payment, Payment Terms-Multi Payment, Payment Handling Codes, Payment Messages, Payment Reason Codes, Sight Codes, Stamp Tax, Payment Forms, EFT Payment Format Codes, Business Calendar, Agency Location code, Late Interest Charges, Late Interest Charge Chartfields, Define Aging Categories, Payment Source, Paycycle Mapping, Paycycle Step Definition, Paycycle Step Table, Match Rule Control, Match Rule, Receipt Aware Criteria, Voucher Amount Tolerances, Voucher Quantity Tolerances, Withholding Rules, Withholding Types and Classes, Withholding Jurisdictions, Business Unit Categories, Vendor Categories, Withholding Entities, Withholding Code, Withholding Report Control, Withholding Report Definition, 1099 Piggyback States, Vendor Pay Group Codes, Contract Set Control, Vendor Set Controls, Maintain Vendor, Vendor User, Vendor User Set-up, CA EDD Control Information, CA EDD Vendor Information, Government Certification, Conversation Keywords, Document Tolerance Definition, Journal Generation Options, SpeedCharts, Voucher Build Criteria, Voucher Origins, Entry Event Code Definition, Procurement Accounting Control, User Preferences- Payables, Payables Definition, Payables Options, EDI Manager – External Partner Definition, EDI Manager – Internal Partner Definition, EDI Manager – Inbound Map Definition (Target Records), EDI Manager – Inbound Map Definition (Business Layout), EDI Manager – Data Mapping Profile Definition, Tax Provider Installation, Tax Exception Reasons, Tax Variance Limits, Usage Codes, Usage Code Default, GL BU-Shipto Defaults

		Configuration of Project Costing (PC) Module - Including: Analysis Types, Analysis
		Groups, Integration Templates, Project Types, Structure Projects Navigation, Activity Definitions (Standard Activities), Installation Options- Projects, Installation Options- Projects Integration, Establish PC Business Unit, Define PC Business Unit Options, Status Types, Project Roles, PC Security, PC TableSet Controls

		Configuration of General Ledger (GL) Module - Including: InterUnit, System
		Transaction Definition, Transaction Codes, System Transaction Map, InterUnit Template, TableSet ID's, TableSet Sharing for TableSet ID, TableSet Sharing review for BUs, GL Business Units, General Ledger Definition, Ledgers for a Unit,

Maintain Process Date, Open/Closed Periods - Mass Update, Detail Calendars,

Calendar Builder, Summary Calendars, Account Types,C

hartfields, Account,

Department, Product, Project ID, Operating Unit, Scenarios, Statistics Code,

edger Template, Detail Ledgers, Detail Ledger Group, Summary Ledgers, L

edger

Set, Define Summary Ledgers, Combo Editing, Combination Definition,

Combination Rules, Combination Group, Journal Generator Templates,

Accounting Entry Definition, Accounting Entry Templates, Standard Journal Entry,

Spreadsheet Journal Import, Schedules, Timespans, Journal Source, Journal

Entry Template,

SpeedTypes, Elimination Sets, Subsidiary Ownership, Minority

Interest Sets,

Consolidation Definition, Closing Rules, Revaluation Step,

Translation Rule,

Translate Within Ledger, Define Allocations, Units of Measure,

Market Rates,

Currency Codes, Currency Quotation Method, Operator Preferences,

My Preferences

		Configuration of Asset Management (AM) Module - Including: Define Installation
		Options, Define Locations, Create Asset Management Business Units, Set Up Operator Defaults, Define Detail Calendars, Define Account Types, Define Units of Measure, Define Journal Sources, Set Up Detail Ledger Definitions, Set Up Journal Generator Template, Define Accounts, Define Departments, Define Products, Define Projects, Review Country Table, Review State Tables, Set Up Currency Codes, Set Up Exchange Rates, Set Up Currency Rate Types, Set Up General Ledger Business Units, Specify Ledgers for GL Business Unit, Define Categories (GL Account Descriptions), Define Cost Types, Easy, Define Transaction Codes,

Set Up Accounting Entry Template ID,

Set Up Accounting Entry Template, Define

Asset Books (corp, fed, state, local, ACE, AMT),

Depreciation Conventions,

Depreciation Schedules,

Depreciation Limits, Tax Class,

Tax Credits

, Qualified

Investment Codes,

Define Asset Class,

Define Agencies,

Define Employee

Personal Data,

Add Books to the Asset Management Business Unit,

Define Asset

Profiles,

Set Up Maintenance Types,

Define Financing Codes, Set Up C.A.P. Type,

Set Up Joint Venture Allocation Table,

Set Up Retirement Basis Reduction Codes,

Set Up Maintenance Contracts

Configuration of Security - Including: Roles, Permission Lists

		Configuration of Commitment Control (KK) Module - Including: Installation
		Options, Ledger Template, Detail Ledgers, Ledger Groups, Ledger for a Unit Security, Budget Period Calendar, Control Budget Definition for Parent Budgets, Control Budget Definition for Child Budgets, Ledgers for a Unit, Commitment Control Tab, Source Transactions