Defining Company Business Objects

This chapter provides an overview of company records and discusses how to:

Define company information.
Define company sites.
Define company contacts.

Understanding the Company Component

This section discusses:

Company information.
Partner companies.
Markets.

Company Information

A company is an organization that purchases, leases, or contracts for product or services. In PeopleSoft Enterprise Customer Relationship Management (PeopleSoft Enterprise CRM), companies are represented as business objects with an Organization business object type and a Company role type. A record for each company is created in the Company table (RD_COMPANY). Because companies participate in business transactions, a record for the company is also created in the Business Contact table (BC), which enables you to define records for sold to, bill to, and ship to information for the company.

Each company can have one or more addresses that can apply to the company, its sites, or its contacts.

See Defining Name and Address Information for Business Objects.

Sites

For each company, you can associate sites, or the geographic locations of the company where services are performed or products shipped or installed. Site records are maintained in the Site table (RD_SITE). When you associate a site with a company, a record is inserted in the Business Object Relationship table (BO_REL) to capture the relationship between the site and the company.

Contacts

You can also define the company's contacts: the people who participate in business transactions on behalf of the company. When you define company contacts in PeopleSoft Enterprise CRM, you can enter contact information for the contact that is specific to his or her role as a contact of the company. Records for contacts are maintained in the Person table (RD_PERSON). When you associate a person with a company or one of the company's sites, a record is created in the Business Object Relationship table to capture the contact relationship between the person and the company.

Attributes

You can configure the Company component to store installation-specific attributes. Because this is a customization, attributes that you add are not supported by PeopleSoft CRM. If you choose to configure additional attributes, you can make them visible on the Company component by using permission lists.

See Setting System-Wide Security Options.

Integrations

You can also create and maintain company records in PeopleSoft Supply Chain Management or a third-party system and synchronize the company data with PeopleSoft Enterprise CRM by implementing the following enterprise integration points (EIPs): the Customer EIP, Customer_Company EIP, Customer_Consumer EIP, Customer_Site and Customer_Contact EIP.

Partner Companies

You can designate a company as a partner company. In PeopleSoft Enterprise CRM, partner companies are indirect sales channels that sell, fulfill, and distribute goods and services to customers through indirect sales channels.

See PeopleSoft Enterprise Partner Relationship Management 8.9 PeopleBook.

Markets

Pages that contain information about a person's financial accounts and bill payees appear only for installations that have licensed PeopleSoft Enterprise CRM Bill Presentment and Account Management or PeopleSoft Enterprise CRM Banking Transactions. This is controlled by the market that you specify on the User Preferences page.

Defining Company Information

To define company information, use the Company (RD_COMPANY_2) component.

This section discusses how to:

Access companies
Maintain general company information

Pages Used to Define Company Information

Page Name	Object Name	Navigation	Usage
Company Search	RD_COMPANY_GSRCH	Customers CRM, Search Company	Access an existing company.
Company - Summary	RD_COMPANY_SUMMARY	Select an existing company on the Company Search page.	View summary information about the company.
Company - Details	RD_COMPANY_DETAILS	Customers CRM, Add Company Customers CRM, Search Company Select an existing company on the Company Search page. Click the Details link.	Maintain general information about the company.
Company - Purchasing Options	RD_COMPANY_CUST_OP	Select an existing company on the Company Search page. Click the Purchasing Info link.	Maintain the company's purchasing information.
Company - Account Team	RD_ACCOUNT_TEAM	Select an existing company on the Company Search page. Select the Account Team tab.	Manage the account team that is assigned to the company,
Company - Tasks	RD_TASK_LIST	Select an existing company on the Company Search page. Select the Tasks tab.	Manage sales team tasks for a company.
Company - Call Reports	RD_CALLRPT_LST_TXN	Select an existing company on the Company Search page. Select the Call Reports tab.	View a list of call reports where the contacts of a Company are named as a participant.
Company - Account Plans	RD_ACCOUNT_PLAN	Select an existing company on the Company Search page. Select the Account Plans tab.	View the account plans that are for the company.
Company - Notes	RD_COMPANY_NOTE_2	Select an existing company on the Company Search page. Select the Notes tab.	Maintain notes and attachments that are for the specified company.
Company - Address Book	RD_COMP_ADDR_BOOK	Select an existing company on the Company Search page. Select the Address Book tab.	Manage company contacts, addresses, and sites.
Company - Relationships	RD_COMPANY_REL	Select an existing company on the Company Search page. Select the Relationships tab.	Maintain company relationships.
Company - More Info	RD_PROFILE	Select an existing company on the Company Search page. Select the More Info tab.	Maintain company profile data.

Accessing Companies

Access the Company Search page.

The appearance, behavior, and personalization options for this page are controlled by the search definition for the Company component.

See Configuring Search Pages.

Maintaining General Company Information

Access the Company - Details page.

Company Details

Use this page region to enter descriptive information about the company.

Company Name	Enter the company name. By default, the name that you enter here is the primary name for the company. You can click the More Names link to add additional names or designate another name as primary. See Updating Name Information.
Customer Type	Select a customer category for use in reports. You can modify the translate values, User 1 to User 4 to reflect categories that make sense for customer-tracking needs. For example, User 1 might represent manufacturing customers, User 2 might represent retail customers, and so on.
Business	Enter the customer's business type.
Location Type	Select a description of the company location. Values are Branch, Division, Headquarters, Single Location, and Subsidiary.
Parent Company	Enter the name of the parent company. You must establish parent companies in the system before associating them with subsidiaries. When you save the component, the system automatically creates a relationship between the two company business objects.
	Click this button to transfer to the website that is specified in the Website URL field.
Add Partner Data and Edit Partner Data	Click the Add Partner Data link to add the Partner role to a company. If the company already has the Partner role, the link text changes to Edit Partner Data. You transfer to the Partner Company component on which you can view or update partner information.
Corporate Hierarchy	Click this link to access a hierarchical tree view of selected relationships that are specified for the company in the Corporate Hierarchy component.
Privacy	Select one of these options to indicate the channels for which the company requests stoppage of all unsolicited communications from the business.

Contact Info

Enter contact information for the company.

See Maintaining Contact Information.

Status and Currency Data

Customer Status	Select Active or Inactive.
Customer Since	Enter the date that the company becomes a customer of your business. Note. If you integrate with PeopleSoft Financial Management Solutions or PeopleSoft Supply Chain Management, you cannot modify the customer status information and the customer since date in PeopleSoft Enterprise CRM.
Currency Code	Select the code that specifies the currency that you use for a monetary transaction with this company.
Currency Type	Select the exchange rate type that is used to calculate monetary transaction amounts in alternate currencies.
Credit Rating Value	Enter the company's credit rating, if it's known.
Segment Code	Select the company's business segment for marketing purposes.
Assessment	Displays the customer's key performance indicator value that is determined by PeopleSoft Enterprise Performance Management. See Customers and Business Contacts.

Purchasing Options

Indicate which purchasing tasks are valid for the company.

See Defining Purchasing Options for Companies, Consumers, and Sites.

Sold To Customer, Bill To Customer, and Ship To Customer

Select if the company can make purchases, receive invoices, or receive shipments.

Managing Company Account Teams

Access the Company - Account Teams page.

See PeopleSoft Enterprise Strategic Account Planning 8.9 PeopleBook.

Managing Sales Team Tasks

Access the Company - Tasks page.

See Working with Tasks.

Viewing Call Reports

Access the Company - Call Reports page.

See Working with Call Reports.

Viewing Account Plans

Access the Company - Account Plans page.

See PeopleSoft Enterprise Strategic Account Planning 8.9 PeopleBook.

Adding Notes

Access the Company - Notes page.

See Working with Notes and Attachments.

Managing Company Contact Information

Access the Company - Address Book page.

See Maintaining Address Books for Business Objects.

Maintaining Company Relationships

Access the Company - Relationships page.

See Working with the Relationship Viewer.

Maintaining Company Profile Data

Access the Company - More Info page.

See Working with Business Object Profiles.

Defining Company Sites

This section discusses how to define company sites.

Pages Used to Define Company Sites

Page Name	Object Name	Navigation	Usage
Company Search	RD_COMPANY_GSRCH	Customers CRM, Search Company	Search for existing companies.
Company - Site	RD_COMPANY_SITE_2	Select an existing company on the Company Search page. Select the Address Book tab. Click the Sites link.	View a list of company sites and add new sites for the company.

Page Name

Object Name

Navigation

Usage

Company Search

RD_COMPANY_GSRCH

Customers CRM, Search Company

Search for existing companies.

Company - Site

RD_COMPANY_SITE_2

Select an existing company on the Company Search page.

Select the Address Book tab.

Click the Sites link.

View a list of company sites and add new sites for the company.

Defining Company Contacts

This section discusses how to define a company's contacts.

Pages Used to Define Company Contacts

Page Name	Object Name	Navigation	Usage
Company Search	RD_COMPANY_GSRCH	Customers CRM, Company	Search for existing companies.
Company - Contacts	RD_COMPANY_CNTCT_2	Select an existing company on the Company Search page. Select the Address Book tab. Select the Contacts link.	Maintain the list of contacts who represent the company in business transactions.
Company - Add Contact	RD_REP_ADD_SRCH	Access the Company - Contacts page. Click the Add New Contact button.	Add a contact to a company.
Company - Maintain Contact	RD_REP_MAINTAIN	Access the Company - Contacts page. Click the Edit button that is next to a listed contact.	Maintain information for an existing company contact, including purchasing options and contact information.