PEOPLESOFT 7.

5 DATABASE SIZING QUESTIONNAIRE INPUTS

Company: Date:

Completed By:

HRMS
Payroll

Answer separately for each distinct Pay Group: 1 2 3 4

PAY GROUP NAME:

1. How many employees do you pay? 1,000 - - -

2. How many payrolls do you run per year (by
paygroup)? 52 52 52 52
3. What is the average number of transfers
(company, department, or location) and pay
increases per employee per year? 2 2 2 2
4. What is the average number of pay checks
per employee per pay period? (regular,
overtime, bonus, etc). 1 1 1 1
5. For all check types, what is the average
number of employee and employer deductions
per check? 3 3 3 3
6. For all check types, what is the average
number of payments-types per check? (regular,
overtime, shift, etc). 2 2 2 2
7. What is the average number of labor
department or accounts charged for earnings
per check? 2 2 2 2

8. What is the approximate number of

employees that you take withholdings for with
residence in the following states:
8a. California, Indiana, Oregon, New Mexico,
Colorado, or New York (not NYC or Yonkers): - - - -
8b. Ohio, New York City, Yonkers: - - - -
8c. New Jersey, Pennsylvania: - - - -
9. What is the approximate number of employees
that work in different and/or additional states than
their residence.
9a. California, Indiana, Oregon, New Mexico,
Colorado, or New York (not NYC or Yonkers): - - - -
9b. Ohio, New York City, Yonkers: - - - -
9c. New Jersey, Pennsylvania: - - - -
9d. Any other state - - - -
10. What is the average number of direct
deposit accounts per employee? - - - -
11. How many employees have U.S. Savings
Bond deductions? - - - -
# of years of history retention 1

Payroll Interface

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 # of Employees 1000
Number of Positions/Company/Paygroup 1.1
Number of Pay Periods per Year 26
Number of Exports per Year 30
Average Number of Transactions per Export 16
Number of Balance Periods per Year 12
Average Number of Checks per Year 28
Average Earnings Records per Check 3
Average Deductions Records per Check 6
Average Tax Records per Check 5
Years of History Retention Export 1
Years of History Retention Checks 5

HR
# of Employees 1,000
Avg # of Positions / employee 1.1
Avg # of changes / Empl-Position / year 3.0
# of job applicants / month (optional -- use only if 1,000
implementing Recruit Workforce module)
Years of history retention 10

Time&Labor
# Employees 1,000
Avg # of tasks / day 1.0
Avg # of earnings / day 1.0
# of days historical data retention
Working days 230
Non-working days 135

Benefits & FSA

# of Employees 1,000
% of employees having benefit change events
(other than annual enrollment elections) 25%
Avg # of changes made by these employees 3.0
Avg # of Dependents per employee 1.5
% of employees participating in FSA program 25%

Avg # of options for the following benefits:

Health Options 12
Life Options 5
Other Options 2
Avg # of investment options per plan 4

Avg # of health benefit plan recs / empl 3

Avg # of Life/ADD benefit plan recs / empl 5
Avg # of Disability benefit plan recs / empl 2
Avg # of Savings plan benefit plan recs / empl 2
Avg # of Leave benefit plan recs / empl 0
Avg # of FSA benefit plan recs / empl 2
Avg # of pension benefit plan recs / empl 0
Avg # of retirement benefit plan recs / empl 0
Avg # of vacation buy/sell plan recs / empl 0
Avg # Pgm or plan cafeteria credits/empl 1

Avg # of claims/year by FSA participants 12

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 Avg # of payments/year to FSA participants 1
Avg # FSA_Paymnt_Claim recs / empl 1
Avg # Addl_Pay_EffDt recs / empl 1
Avg # Addl_Pay_Data recs / empl 1

Years of history retention 5

Pension
# of Active Employees 1,000
# of Retirees 500
# of Active Cash Balance Employees 500
# of Active Contributory Employees 500
# of Contributory function results 5
# of Service Buyback Sub-Accounts 5
# of Service function results 5
# of Hours Consolidation function results 5
# of Deduction Consolidation function results 5
# of Earnings Consolidation function results 5
# of Calculations per Empl per year 5
Average Years of Employment 10

Stock Administration
# of Option Participants 1,000
Average # of Options Per Employee 4
Average Exercises Per Employee/Year 8
# of Option Sales/Year 4
# of ESPP Participants 1,000
# of Payroll Contributions/Year 24
# of ESPP Purchases/Year 4
# of ESPP Sales/Year 2

FINANCIALS

GL
Number
Length of values
Chart Fields (Total) 47 5,000
Business Unit 5 1,000
Account 6 1,000
Department 10 1,000
Product Code 6 1,000
Project ID 15 1,000
Affiliate 5 -

Journal Lines Processed per Month 100,000

Journal Headers Processed per Month 10,000
Months of JE history 36
# of Unique Ledger rows per Month 10,000
Months of Ledger Data 36
% of accounts that are VAT-applicable 10%
% of Journal Lines that will be to Open Item accounts 5%
# of unique Summary Ledger Rows per period 1,000
# of periods summary ledger data will be carried 36
# of times/month to run Posting 1

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 Allocations: (# of Basis rows used) + (# of target rows expected) 1,000
# of journal headers expected(Max=number of busines units) 200
Journals Generator: # of Journals Created from Subsystem 100
# of Journal lines expected each run 1,000

Receivables
# Customers 10,000
# Months Customer History Retention 24
Avg # Invoices / Month 5,000
Avg # Months Invoice History Retention 6
Avg # Payments / Month 5,000
Avg # Months Payment History Retention 6
Avg # of Direct Debits per customer / Month 2
Avg # of Drafts / Month 500

Payables
# of Vendors 1,000
Vouchers per month 1,000
Avg # of locations per vendor 20
Voucher Lines per Voucher 2
Distribution Lines per Voucher Line 2
Scheduled Payments per Voucher 2

these duplicate
Payments per Voucher 1

Need to synch

entries with
Purchasing
Addresses Per Vendor 2
Invoice Default recs per Vendor 1
Pay Default recs per vendor 1
Percentage withholding Vendors 100%
Withhold. recs per withhold Vendor 1
# of Transaction Months 24

Asset Mgmt
# of Assets 1,000
# of Books 4
# of Leases 500
# of Chartfield1 (Depts) 100
# of Chartfield2 (Products/Projects) 100
Average Asset Life (yrs) 7
# of Asset Transfers / Year 1,000
# of Adds / Year 1,000

Projects
# of Projects 1,000
# of Manual Transactions in Projects / month 1,000
# of Externally Interfaced Transactions / month 1,000
# of Accounting Entries created / month 100
# of Activities / Project 10
# of Status rows/Project 3
# of Status rows/Activity 3
Requisition Reversals ("1" if used, "0" if not) 1
Commitment Reversals ("1" if used, "0" if not) 1
# of Transaction Months 24

Budgets
Number
of values
Chart Fields (Total) 5,000

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 Business Unit 1,000
Account 1,000
Department 1,000
Product Code 1,000
Project ID 1,000
Affiliate -
Required Dimensions
Number of Ledger Types 8
(unique Ledger/Scenario/Fiscal Year combinations)
Number of Periods Budgeted 4
Optional Dimensions
Number of Statistics Codes 10
Number of Currencies Budgeted 1
Number of unique Budget ledger rows per month 20,000
Number of Fiscal Years in cube 4
(for budget entry + historical)

Expenses
# of Employees reporting expenses 1,000
Avg # of expense reimbursement requests/ month 2.0
Avg # of lines on an expense reimbursement request 10.0
Avg # of advance requests per employee / month 0.05
Avg # of lines per advance request 2.0
Avg # of Jobs (positions) per employee 1
# of months history retention 24

Treasury
Projected
# of records
Market currency exchange rates, interest rates, 1800
and other instrument prices.
Imported EDI market rate data. 160
Daily balance import. 7500
Daily bank statement import. 2200
Daily bank remittance import. 3500
Imported source transactions. 500
Imported credit card transactions. 2400
100
On-line entered bank transfers. 120
On-line dealing transactions. 15
Imported deal confirmations. 10
Exported deal confirmations. 10
Imported dealing transactions. 10
Treasury accounting transactions. 300

DISTRIBUTION /
MATERIALS MGMT
Purchasing
# of Requisitions / month 1,000
# of Purchase Orders / month 1,000
# of Receipts / month 1,000
Number of Items 1,000
Number of Vendors 500
Transaction Ratios
Purchase Order Lines per Purchase Order 6

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 PO Schedules per Purchase Order Line 1
Distribution Lines per P.O. Schedule 2
Requisition Lines per Requisition 5
Req Schedules per Requisition Line 1
Distribution Lines per Requisition Schedule 2

Vendors per Item 3

Vendor Ratios
Locations Per Vendor 1
Addresses Per Vendor 1

these duplicate
entries with AP
Need to synch
Invoice Default recs per Vendor 1
Pay Default recs per vendor 1
Contact Recs per Vendor 1
Conversations per Vendor 1
Percentage 1099 Vendors 100%
1099 recs per 1099 Vendor 1
Number of Transaction Months 12
Inventory
Facility Attributes (total for ALL facilities)
# of Storage Locations 1,000
# of Inventory Facilities 3
% of Items with Fixed Picking Bins 50%
Avg # of Fixed Picking Bins per Item 20
Operating Days per Year 260
# of Default Storage Bins 500
Item Attributes
# of Inventory Items (Catalog) 1,000
Avg # of Categories 2
Avg # of Groups 2
Avg # of Families 2
Avg # of Brand Names per Item 2
Avg # of Potency Codes 2
Avg # of Lading Codes 2
Avg # of Stock Type 2
Avg # of Packaging Codes 2
Avg # of Storage Rules 2
Avg # of Shipping Class 2
Avg # of Hazard Class 2
Avg # of Charge Codes 2
Avg # of Material Safety Data Sheet ID 2
Avg # of Item Types 2
Avg # of Utilization Codes (ABC) 2
Avg # of Item Grades 2
Inventory Parameters
Avg # of Items in Stock (Inventory) 500
Percent of Lot Controled Items 50%
Percent of Serial Controled Items 25%
Average Item Turnover (in days) 30
Operating Parameters (all facilities)
Avg # of Receipts per Day 100
Avg # of Lines per Receipt 5
Avg # of Items per Receipt Line 2
Avg # of Shipments per Day 10
Avg # of Lines per Shipment 5
Avg # of Items per Shipment Line 2

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 Avg # of Stock Requests per Day 100
Avg # of Lines per Stock Request 5
Avg # of Schedule Dates per Line No. 1
Avg # of Addresses per Line No. 1
Avg # of Adjustments per Day 0.75
% Items with Distribution Types 50%
Avg # of Distributions per Item 2
Carts
Number of Carts 10
Avg # of Items per Cart 50
Number of Cart Counts per Day 3
Physical Inventory
% Count Discrepancies 10%
Cycle Counting
Avg # of Items per Cycle Count 250
# of years historical data 5
Billing
# Customers 1,000
Avg. # Bills/month (Imported invoices) 1,000
Avg. # Lines/bill (Imported invoices) 30
Avg. # Bills/month (Manual Invoices) 100
Avg. # Lines/bill (Manual invoices) 20
Imported Invoices
# Discounts & Surcharges/bill 1
# Revenue account distributions/line 1
# of AR accounts per bill 1
# Bills w/ custom header notes 0.5
Header Note size (in bytes) 256
# lines w/ custom notes 5
Line Note size (in bytes) 256
# lines w/ tax fields 0.5
# tax authorities per line 3
Manual Invoices
# Discounts & Surcharges/bill 1
# Distributions/line 1
# of AR accounts per bill 1
# Bills w/ custom header notes 1
Header Note size (in bytes) 256
# lines w/ custom notes 2
Line Note size (in bytes) 256
# lines w/ tax fields 0.5
# tax authorities per line 3
Crystal Invoices
# days Crystal invoices retention 7
% Crystal invoices imported from PeopleSoft
Projects 10%
% Crystal invoices imported from elsewhere 40%
% Crystal invoices - manual 50%

Accumulation Data (optional - only if accumulation

IDs are used)
Estimated number of Accum. IDs 8
Avg. # of Distinct Key Combinations per ID 9
Avg. # Balance Types 11
Avg. #Eff. Dates per Bal Type 12

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 Adjustments
% Imported Bills adj. in full 20%
% Manual Bills adj. in full 20%
# Line Item Adjustments 15

# months billing history retention 24

# months interface history retention 2

Order Management
# Customers 1,000
# Months Customer History Retention 12
# Products 200
# Product Kits 1,000
# Customer/Product X-References 1,000
# Price Sets 1,000
# Transport Lead Times 1,000
# Team Members 1,000
# Sales Quotas 1,000
# Forecast 1,000
# Contracts 1,000
Average # Returns (RMAs) / Month 1,000
Average # Months RMA History Retention 12
Average # Orders / Month 1,000
Average # Months Order History Retention 12
Average # Quotes / Month 1,000
Average # Months Quote History Retention 12

Enterprise Planning
Expected # purchase orders / month 10,000
# items in item master 10,000
# months in planning horizon 2
% of items planned each cycle at the enterprise level 50%
% of inventory transfered each cycle 20%
% of items that are forecasted 50%
Avg # forecast entries / item / year 250
% of planned items that have enterprise routings 20%
Avg # of steps in enterprise routings 5
# of enterprise resources used in planning 100
# months retained forecast history 60

Product Configurator
sales orders per month 1,000
percent configured sales 75%
avg # lines per order 5
# of months retained history (same as for OM) 24

MANUFACTURING
Production Planning
Expected # purchase orders / month 10,000
# items in item master 10,000
Expected # production IDs / month 10,000
Average # routing steps / production ID 4
Average # components / production ID 5
# months in planning horizon 2
% of items replanned each cycle 50%
% of inventory transfered each cycle 20%

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 % of items that are forecasted 50%
Avg # forecast entries / item / year 250
# months retained forecast history 60

B&R, Engr, PM, CM

Expected # of Production ID's / month 1,000
Avg # routing steps per production ID 5
Avg # of cost elements 4
Avg # of completions / order 2
Avg # of overheads 2
# of months retained history 2
# months bar code history retention 6
Avg # barcode detail records/header 3
Avg # of components per Prod'n. ID 20

Quality Managment
Expected # of active QC Steps 20
Avg # of characteristics / QC Step (3-15 typical) 8
Avg subgroup size / characteristic (2-7 typical) 5
Expected # of samples taken / day 16
Quality data history retention (days) 180

STUDENT ADMIN.
Admissions, Financial Aid, Student Records, Student Financials
Total number of student applicant records 25,000
Total number of enrolled student records 10,000
Number of students employed by the school 2,000

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