Defining Purchasing Options for Companies, Consumers, and Sites

This chapter provides an overview of purchasing options for customers and discusses how to:

Define purchasing options for customers.
Select purchasing options for customer addresses, sites, and contacts.

Understanding Purchasing Options

If you have installed PeopleSoft Order Capture, you can designate purchasing options for customers: companies, consumers, or sites. Purchasing options in PeopleSoft Enterprise CRM control whether a customer can make purchases (sold-to), receive shipments (ship-to), or receive invoices (bill-to).

Defining purchasing options is a two-step process. First, you enable purchasing options at the component level for Company, Site, or Consumer customer components. You then select the purchasing options that apply to each address and contact that you have defined for the company, consumer, or site.

If a company, consumer, or site is defined as a sold to customer, you can define related customers to receive the bills or shipments. This handles situations that commonly occur in business where a company's purchasing and payment processing are done centrally but the ordered products are typically shipped to other corporate sites.

Location of Purchasing Options

This table shows where you can enable and update the purchasing options for different types of customers:

Information Type	Enable Purchasing Options	Update Purchasing Options Detail
Company component	Details page	Purchasing Info page
Site component	Details page	Purchasing Info page
Person component Note. Purchasing options are available only for a person with the consumer role.	Details page	Purchasing Info page.

This table shows where you select purchasing options that apply to contacts, sites, and addresses of customers:

Information Type	Select Purchasing Options
Customer contact	Maintain Contact page Add Contact page
Customer site	Maintain Site page Add Site page
Customer address	Contact Info page

These pages are available as from a customer's Address Book page when you add or edit contacts, sites, or addresses.

See Maintaining Address Books for Business Objects, Defining Customer Contacts, Defining Customer Sites.

Purchasing Option Integrations

Other systems, including PeopleSoft Financial Management Solutions (PeopleSoft FMS), PeopleSoft Supply Chain Management (PeopleSoft SCM), and third-party systems, capture and use purchasing information. You can use EIPs (enterprise integration points) to synchronize purchasing option information with these systems.

Sites that are flagged as bill-to or sold-to in PeopleSoft Enterprise CRM are integrated in PeopleSoft SCM as customers. PeopleSoft Enterprise CRM ship-to sites are integrated to PeopleSoft SCM as addresses of sites with which the site is currently associated.

PeopleSoft FMS or PeopleSoft SCM also enable you to define additional attributes and processing options and view the updated information in PeopleSoft Enterprise CRM.

Defining Purchasing Options for Customers

This section discusses how to define purchasing options.

Pages Used to Define Purchasing Options for Customers

Page Name	Object Name	Navigation	Usage
Company - Details	RD_COMPANY_DETAILS	Customers CRM, Search Company, Company, Summary Click the Details link. Customers CRM, Add Company, Company, Details	Select purchasing options for the company.
Company - Purchasing	RD_COMPANY_CUST_OP	Customers CRM, Search Company, Company, Summary Click the Purchasing Info link. Customers CRM, Add Company, Company, Details Click the Purchasing Info link.	Enter purchasing option detail for the company.
Site - Details	RD_SITE_MAIN_2	Customers CRM, Search Site, Site, Summary Click the Details link. Customers CRM, Add Site, Site, Details	Select purchasing options for the site.
Site - Purchasing	RD_SITE_CUST_OP_2	Customers CRM, Search Site, Site, Summary Click the Purchasing Info link. Customers CRM, Add Site, Site, Details Click the Purchasing Info Link	Enter purchasing option detail for the site.
Person - Details	RD_CONSUMER_BC_OPT	Customers CRM, Search Person, Add Person, Primary Click the Add Consumer Information link. Customers CRM, Search Person, Person, Primary If the information that appears is for the Contact role, click the Edit Consumer Information or Add Consumer Information link. Click the Details link.	Enable purchasing options for the selected consumer. Note. Purchasing options for Persons are available only for a person with the Consumer role.
Person - Purchasing	RD_CONSUMER_BC_OPT	Click the Purchasing Info link on the Person - Primary page for a person with the Consumer role.	Enable purchasing options for the selected consumer. Note. Purchasing options for Persons are available only for a person with the Consumer role.

Entering Purchasing Detail

Access the Purchasing Info page.

Note. The example shown is from the Company component. The Purchasing Info pages for the Consumer and Site components offer similar functionality.

Sold To Customer

Indicates that the customer or customer site can purchase products or services. If you select this option, you can designate other customers or customer sites to receive invoices and shipments for the purchases that this customer makes.

Bill To Customer

Indicates that the customer or customer site can receive invoices for purchases. If you select this option, you can designate other customers or customer sites for which the customer receives invoices.

Ship To Customer

Indicates that the customer or customer site can receive shipments for products or services. If you select this option, you can designate other customers or customer sites as purchasers of the products or services that this site receives.

Sold-To Options

Click the Sold-To options link.

Shipping Options

Access the Purchasing Options page. Click the Shipping Options link.

This view displays ship to options that are established in PeopleSoft Financial Management Solutions or PeopleSoft Supply Chain Management.

Billing Options

Access the Purchasing Options page. Click the Billing Options link.

This view displays bill to options that are established in PeopleSoft Financial Management Solutions or PeopleSoft Supply Chain Management. You can enter values for the following fields in PeopleSoft Enterprise CRM:

Credit Analyst

Select the code for the credit analyst who works with the customer. This field is required for successful integration with PeopleSoft Financial Management Solutions or Supply Chain Management.

See Creating and Maintaining Credit Analyst Codes.

Collector

Select the code for the collector who works with the customer. This field is required for successful integration with PeopleSoft Financial Management Solutions or Supply Chain Management. Collector codes are established on the Collector page under Set Up CRM, Common Definitions, Customer. Default EIP collector code values are specified on the Interface Defaults page under Set Up CRM, Common Definitions, Integration Rules, Integration Defaults.

Note. You must manually synchronize credit analyst and collector codes between PeopleSoft Enterprise CRM and PeopleSoft Financial Management Solutions and PeopleSoft Supply Chain Management to ensure successful integration with these systems. Customer EIP application messages that include codes that are not available in the subscribing system will fail.

Payment Terms Code

Enter the payment terms for informational purposes.

See Setting Up Payment Terms.

Important! Perform updates to the customer's bill to options, including changes to the credit analyst or collector codes, in the PeopleSoft Financial Management Solutions or PeopleSoft Supply Chain Management system.

View Sold-To Options View

Click the View Sold-To Options link.

This view displays sold to options that are established in PeopleSoft Financial Management Solutions or PeopleSoft Supply Chain Management.

Selecting Purchasing Options for Customer Addresses

This section discusses how to define purchasing options for addresses.

Pages Used to Select Purchasing Options for Customer Addresses

Page Name	Object Name	Navigation	Usage
Contact Info	ABE_DETAIL	Customers CRM, Search Company, Company, Address Book Click the Addresses link. Click a Description link. Customers CRM, Search Site, Site, Address Book Click the Addresses link. Click a Description link. Customers CRM, Search Person, Person, Summary Click the Add Consumer Information link. Select the Address Book tab. Click the Addresses link. Click a Description link.	Select purchasing options that apply to an address of a company, site, or person. Note. Purchasing options are available from the Person component only if the person has the Consumer role.

Page Name

Object Name

Navigation

Usage

Contact Info

ABE_DETAIL

Customers CRM, Search Company, Company, Address Book

Click the Addresses link.

Click a Description link.
Customers CRM, Search Site, Site, Address Book

Click the Addresses link.

Click a Description link.
Customers CRM, Search Person, Person, Summary

Click the Add Consumer Information link.

Select the Address Book tab.

Click the Addresses link.

Click a Description link.

Select purchasing options that apply to an address of a company, site, or person.

Note. Purchasing options are available from the Person component only if the person has the Consumer role.

Selecting Purchasing Options for Addresses

Access the Contact Info page for a company, site, or consumer.

See Maintaining Address Books for Business Objects.

Selecting Purchasing Options for Customer Contacts

This section discusses how to define purchasing options for customer contacts.

Pages Used to Select Purchasing Options for Customer Contacts

Page Name	Object Name	Navigation	Usage
Person - Contacts	RD_CONSUMER_REP	Select the Address Book tab on the Person component for a person who has the Consumer role. Click the Contacts link. Customers CRM, Add Person, Person, Primary Click the Add Consumer Information link. Select the Address Book tab. Click the Contacts link.	Maintain the list of contacts for a person. Note. You can only define contacts for a person with the Consumer role.
Company - Contacts	RD_COMPANY_CNTCT_2	Customers CRM, Add Company, Company, Address Book Click the Contacts link. Customers CRM, Search Company, Company, Address Book Click the Contacts link.	Maintain the list of contacts for a company.
Site - Contacts	RD_SITE_CNTCT_2	Customers CRM, Add Site, Site, Address Book Click the Contacts link. Customers CRM, Search Site, Site, Address Book Click the Contacts link.	Maintain the list of contacts for a site.
Contact Info	ABE_DETAIL	Click the Add Contact button next to a listed contact on the Contacts page for a company, site, or person with the consumer role.	Select purchasing options that apply to an address of a company, site, or person.
Maintain Contact	RD_REP_MAINTAIN	Click the Edit Contact button next to a listed contact on the Contacts page for a company, site, or person with the consumer role.	Maintain purchasing options for a contact. Designate a contact as primary for a purchasing option.

Selecting Purchasing Options for Customer Contacts

Access the Contact Info page for a contact of a customer.

See Maintaining Address Books for Business Objects.

Maintaining Purchasing Options for Customer Contacts

Access the Maintain Contact page for a contact of a customer.

See Defining Customer Contacts.

Selecting Purchasing Options for Customer Sites

This section discusses how to define purchasing options for customer sites.

Page Used to Select Purchasing Options for Customer Sites

Page Name	Object Name	Navigation	Usage
Company - Sites	RD_COMPANY_SITE_2	Customers CRM, Add Company, Address Book Click the Sites link. Customers CRM, Search Company, Address Book Click the Sites link.	Maintain company sites.
Person - Sites	RD_CONSUMER_SITE_2	Customers CRM, Add Person, Details Click the Add Consumer Information link. Select the Address Book tab and click the Sites . Customers CRM, Search Person, Summary Click the Edit Consumer Information link or the Add Consumer Information link. Select the Address Book tab and click the Sites .	Maintain sites for a person. Note. You can only maintain sites for a person with the consumer role.
Company - Edit Site Person - Edit Site	RD_CUST_SITE_DTL	Click the Edit button next to any listed site on the Sites page for a company or consumer.	Select purchasing options for a customer site. Note. Purchasing options are available from the Person component only if the person has the Consumer role.
Company - Create Site Person - Create Site	RD_CUST_SITE_DTL	Click the Create Site button on the Sites page for a company or person who has the consumer role.	Select purchasing options for a customer site.

Selecting Purchasing Options for Customer Sites

Access the Contact Info page for a site of a customer.

See Defining Customer Sites.

Sold To Customer	Indicates that the customer or customer site can purchase products or services. If you select this option, you can designate other customers or customer sites to receive invoices and shipments for the purchases that this customer makes.
Bill To Customer	Indicates that the customer or customer site can receive invoices for purchases. If you select this option, you can designate other customers or customer sites for which the customer receives invoices.
Ship To Customer	Indicates that the customer or customer site can receive shipments for products or services. If you select this option, you can designate other customers or customer sites as purchasers of the products or services that this site receives.