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CounterPoint/PeopleSoft Interface
AMS Retail Solutions
CounterPoint/PeopleSoft Interface
Version 1.0
OVERVIEW
This application is intended to import employees from PeopleSoft into CounterPoint on a nightly basis
and exports employee purchases to PeopleSoft every two weeks.
TECHNICAL DETAILS
Command line arguments
CpPsInterface.exe <User> [AutoRun] (e.g. "CpPsInterface.exe MGR AutoRun")
The export files have this naming format based on when the program was run:
EmployeePurchases_YYYYMMDD_HHMMSS.csv (e.g. EmployeePurchases_20110102_183900.csv)
UserId Used to mark application tables when doing inserts and updates.
NextPeriodStartDate Used when creating the employee purchases export. When
running automatically, the program checks to see if the current
date is later than the end of the period which begins on this date.
If so, customer purchases are exported and this field is set to the
first day of the subsequent period. This field is not affected when
running the field in manual mode. This field must be manually set
initially for the first period where an export is desired.
DaysInPeriod This is the number of days in a period. It is used along with
NextPeriodStartDate to calculate the starting and ending date for
the employee purchases export.
Stored Procedures
Name Description
TAEP_InitPeopleSoftEmployeeImport Prepares for the Employee Import. Verifies the
config file is present and needed fields are
populated. Sets employee customers to not
allow tickets.
TAEP_ImportImployeeFromPeopleSoft Inserts a record into the import history table.
Creates/updates customer information from
Import file.
TAEP_InitPeopleSoftEmployeePurchasesExport Prepares for the Employee Purchase Export.
Verifies the config file is present and needed
fields are populated. Calculate starting and
ending dates for automatic mode. Does error
checking for parameters enetered with the
user interface.
TAEP_ExportEmployeePurchasesToPeopleSoft Used to create the employee purchases export
file. In automatic mode, sets the
NextPeriodStartDate in the database config
file.
Tables
Name Description
TAEP_Config Described above.
TAEP_PeopleSoftEmployeeImportHist History file that keeps detail records of all
employee import history.
TAEP_PeopleSoftEmpPurchExportHist History file that keeps detail records of all
employee purchase export history.
3 www.techacumen.com ■ 818-353-4111
2222 Foothill Blvd ■ Suite E-351 ■ La Canada, CA 91011
CounterPoint/PeopleSoft Interface
Version 1.0
4 www.techacumen.com ■ 818-353-4111
2222 Foothill Blvd ■ Suite E-351 ■ La Canada, CA 91011
CounterPoint/PeopleSoft Interface
Version 1.0
11. To start the program manually, just double click on the executable and you will get a login
screen. We honor CounterPoint users and passwords. Running manually is self explanatory as
you will see when you open it up.
12. Here is a sample of how you can run the program in automatic mode from a command prompt,
in a batch file, or using windows scheduler. CpPsInterface.exe MGR AutoRun. This script
assumes that you are in the application directory. I’m sure you know how to specify working
directories, application directories, etc. using shortcuts and/or windows scheduler.
13. Please let me know if you have any questions.
5 www.techacumen.com ■ 818-353-4111
2222 Foothill Blvd ■ Suite E-351 ■ La Canada, CA 91011