Understanding SitesThis chapter provides an overview of how sites are modeled in PeopleSoft Enterprise Customer Relationship Management (PeopleSoft Enterprise CRM) and discusses how to:
Maintain primary site information.
Maintain sales information for the site.
View installed products and services for a site.
Define site relationships.
Understanding SitesSites in PeopleSoft Enterprise CRM are:
Customers that are represented by contacts.
Always associated with a company or a consumer business object.
Note. Sites can be used independently for the energy industry.
Places where products are shipped or installed.
Places where services are performed.
In the customer data model, sites are represented as organization type business objects with a role type of site. A record for each customer site is created in the Site table (RD_SITE) and a record for the association between a site and a company or consumer is inserted in the Business Object Relationship table (BO_REL). . Because the site that is associated with a customer can participate in business transactions, a record for the site is also created in the Business Contact table (BC), which enables you to specify sold to, bill to, and ship to purchasing options for the site.
Site contacts are Person business objects and are also contacts of the company or consumer that is associated with the site. When you associate a person with a customer site, the person is assigned a role type of contact for both the site and the customer with whom the site is associated. Two records are inserted in the Business Object Relationship table (BO_REL): one record to capture the relationship between the person and the site and one record to capture the relationship between the person and the customer associated with the site.
You can publish customer site information to PeopleSoft Supply Chain Management (PeopleSoft SCM) by using the following Customer_Site EIP. However, because PeopleSoft Supply Chain Management does not have a site concept, site records are created as customer records in the PeopleSoft Supply Chain Management system. Customer records in PeopleSoft SCM are created only for site that are flagged as either sold to bill to sites in PeopleSoft Enterprise CRM.
See Also
Customers and Business Contacts
Defining Information for Business Contacts
Defining Name and Address Information for Business Objects
Managing Enterprise Integration for PeopleSoft Enterprise CRM
PeopleSoft Enterprise Components for CRM 8.9 PeopleBook
Setting Up Site Types
To set up site types, use the Site Type (RD_SITE_TYPE) component.
This section discusses how to set up site types.
Page Used to Set Up Site Types
|
Page Name |
Object Name |
Navigation |
Usage |
|
RD_SITE_TYPE |
Set Up CRM, Common Definitions, Customer, Site Type |
Define codes that you use to categorize sites. Site type IDs must be unique for the specified set ID. |
Maintaining General Site Information
To maintain general site information, use the Site (RD_SITE_2) component.
This section discusses how to define general information about sites.
Pages Used to Define and Update Site Information
|
Page Name |
Object Name |
Navigation |
Usage |
|
RD_SITE_GSRCH |
Customers CRM, Search Site |
Search for existing sites. |
|
|
RD_SITE_MAIN_2 |
|
Maintain primary site information |
|
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RD_SITE_NAME_PG |
Access the Site - Primary page. Click the Name link. |
Maintain site names. Designate a primary site name. |
|
|
RD_SITE_CUST_OP_2 |
Access the Site - Primary page. Click the Purchasing Info link. |
Maintain purchasing information for the site. |
|
|
ABE_LIST |
|
Maintain contact information for a site, including addresses, phone numbers, and email information. |
|
|
RD_SITE_CNTCT_2 |
Access the Address Book page for a site. Click the Contacts link. |
Maintain site contacts. |
|
|
RD_SITE_NOTE_2 |
Customers CRM, Add Site, Notes Customers CRM, Search Site, Notes |
Add notes and attachments for the specified site. |
Maintaining Primary Site InformationAccess the Site - Primary page.
Note. This screen shot does not show the page regions for entering contact information. Those page regions function similarly to the ones that appear on the Company component.
Name
This page region appears when you add a site. When you subsequently access the site, you must click the Name link to edit site name information.
See Defining Name and Address Information for Business Objects.
Profile Information
The fields in the Profile Information page region provide basic information about the site.
|
Customer |
Displays the primary name of the customer with whom the site is associated. Click the transfer button to access the customer's primary information. |
|
Site Type |
Select the site type. Site types are established on the Site Types page. |
|
Site Restrictions |
Enter comments about any restrictions for the site. |
|
Privacy |
Select the appropriate privacy options for the site. |
Select the purchasing options to enable for this site. Use the Purchasing Info page to enter detail about the selected purchasing options.
See Defining Purchasing Options for Customers.
Status and Currency Data
|
Customer Status |
Select Active or Inactive. |
|
Customer Since |
Enter the date that the site became a customer for your business. Note. If you are integrated 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 site. |
|
Select the exchange rate type that you use to calculate monetary transaction amounts in alternate currencies. |
|
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Segment Code |
Select the site's business segment for marketing purposes. |
|
Displays the key performance indicator value as determined by PeopleSoft Enterprise Performance Management. |
Contact Info
The primary site address, phone, and email information appear in this page region. To view and edit detail information or additional addresses, click the More.. link or access the Address Book page.
See Maintaining Address Books for Business Objects.
Maintaining Site Names
Access the Site - Name page.
Maintaining Site Purchasing Options
Access the Site - Purchasing Info page.
See Defining Purchasing Options for Customers.
Maintaining Site Contact Information
Access the Site - Address Book page.
See Maintaining Address Books for Business Objects.
Adding Notes and Attachments
Access the Site - Notes page.
See Working with Notes and Attachments.
Maintaining Site Contacts
This section discusses how to maintain site contacts.
See Defining Customer Contacts.
Pages Used to Define Site Contacts
|
Page Name |
Object Name |
Navigation |
Usage |
|
RD_SITE_CNTCT_2 |
|
Maintain site contacts. |
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RD_REP_ADD_SRCH |
Access the Contacts page for a site. Click the Add Contact button. |
Add a contact of a site. |
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RD_REP_MAINTAIN |
Access the Contact Summary page for a site. Click the Edit button next to a listed contact. |
Maintain purchasing options and contact info entries for a contact of a company, consumer, partner company, or site. |
Defining Site Relationships
Access the Site - Relationships page.
See Working with the Relationship Viewer.
Viewing Installed Products and Services for a SiteThis section discusses how to view installed products and services for a site.
Pages Used to View Installed Products and Services for a Site
|
Page Name |
Object Name |
Navigation |
Usage |
|
RD_SITE_INSTPROD |
|
View installed products for a site. Note. A site can have either Installed Products or Installed Services tab, but not both. |
See Also