Setting Up General Options

This chapter provides an overview of PeopleSoft Enterprise Customer Relationship Management (PeopleSoft Enterprise CRM) general options and discusses how to:

• Set up automatic numbering rules.

• Set up PeopleSoft Enterprise CRM application installation options.

• Set up regions.

• Set up locations.

• Set up salutation codes.

• Define alpha indexes.

• Set up payment terms.

• Set up data archiving.

Understanding PeopleSoft Enterprise CRM General Options

This section discusses:

• Automatic numbering.

• Installation options.

• Regions.

PeopleSoft Enterprise CRM general options are the basic control values that apply to multiple PeopleSoft Enterprise CRM applications.

Automatic Numbering

The system can automatically generate unique numeric identifiers for many PeopleSoft Enterprise CRM objects by tracking the last number used and increasing the number by one for each new object. Autonumbers come from several sources: autonumbering rules, last numbers, and PeopleTools global unique identifiers (PeopleTools GUIDs).

If you need to autonumber in increments that are greater than one, use theGetNextNumberWithGapsCommit()function.

Autonumbering Rules

When you set up autonumbering rules, specify number prefixes and set the length of the identifier. You can use different rules for different setIDs or business units.

Depending on how you set up autonumbering, duplication of numbers between business units can occur. For example, suppose that you use PeopleSoft Computer/Telephony Integration (PeopleSoft CTI) and callers key in a number, such as a service order ID, that is generated through autonumbering rules; you must set up autonumbering to ensure that the number is unique across all business units.

To review which objects use autonumbering rules, review the number types that you can select on the Auto Numbering page.

See Setting Up Automatic Numbering Rules.

SetIDs and Autonumbering

Certain objects that are not keyed by business unit or setID are hard-coded to use rules that are set up under the SHARE or NONE setIDs. In this case, if you set up an autonumbering rule for any of these objects (for example, person ID) under a regular setID (for example, CRM01), the system uses the rule of the setID that is hard coded to this object when it assigns the next number to a new record. As a result, the autonumbering rule of the NONE setID, not CRM01, is used.

The following types of objects are hard coded to use the SHARE setID:

• Lead ID

• Opportunity ID

These global objects are hard-coded to use the NONE setID:

• Attribute Group ID

• Person ID

• ADDR (address ID)

These PeopleSoft Banking Transactions and PeopleSoft Bill Presentment and Account Management objects are hard coded to use the NONE setID:

• Alternate Capacity ID

• Application Form Instance ID

• Bill Amount ID

• Bill Payee ID

• FSI Location Service ID

• FSI Sales Entry ID

• Ibank Transaction ID

• Partnership ID

• Security Trace ID

These PeopleSoft Enterprise CRM objects are hard-coded to use the NONE setID:

• Balance ID for Account Balance

• Bill IDs for Telco Bills

• Item ID for a Bill

• Event ID for a Bill

Last Numbers

Enter only the last number that the system uses to create new identifiers. For each object that uses this method, PeopleSoft delivers a row of data in the Last Number table (PS_AUTO_NUM_TBL). You can review the data and change the starting number, but that is the only necessary setup.

Numbers are not associated with setIDs, which means that the numbers are guaranteed unique across the system.

To review which objects use last numbers, review the data that appears on the Last Numbers page.

See Specifying Last Numbers.

Last Number Types

PeopleSoft delivers PeopleSoft Enterprise CRM with a set of last number types and a predefined Last Number table which includes the last number types that are required for the core PeopleSoft Enterprise CRM applications. When you add PeopleSoft Enterprise CRM applications for specific vertical markets, you must add last number types for objects used by those applications to avoid system errors that result from the object having no entry in the Last Number table.

For example, the following error might occur:

While trying to create the Time Header record, an error has occurred. If the error continues to happen, contact your Systems Specialist. RC_CASE.BUSINESS_UNIT.SavePreChange (Record PeopleCode).

To resolve this error, add the last number type, TIME_SHEET_ID, for the SHARE setID (or the specific setID that you have defined).

PeopleTools GUIDs

GUIDs are used only where the number is not visible online; there is no setup associated with these objects. For instance, business object IDs use GUIDs.

Installation Options

Installation options include system settings for PeopleSoft Enterprise CRM products that you installed. The system options that you set determine:

• Which PeopleSoft Enterprise CRM products you are using.

• Defaults for system options and data, such as country, market, and exchange rate calculations.

  See Calculating Currency Exchange.

• The standard work week used to determine the start and end time of holidays and to determine worker availability for assignments.

  See Setting Calendar Options.

• The character set that the system uses for languages whose symbols are not easily represented by a single-byte code.

  See Implementing Alternate Character.

• The business object that represents guest users or anonymous callers in the system.

  See Setting Up Guest Users.

• What data is available to Human Resources Help Desk.

  See Understanding Enterprise Integration Technology.

• How different applications perform contractual pricing and billing.

  See Establishing Pricing Records.

Regions

You can associate regions with customer and worker addresses, provider groups (as part of the group assignment criteria), sales territories, product definitions, and (in PeopleSoft Phone Number Administration) with pools of telephone numbers.

See Setting Up Regions.

Setting Up Automatic Numbering

To set up automatic numbering, use the Automatic Numbering (AUTO_NUM_PNL) component.

This section discusses how to set up autonumbering rules.

Pages Used to Set Up Automatic Numbering Rules

Setting Up Automatic Numbering Rules

Access the Auto Numbering page.

SetID	Displays the setID that controls the numbering rules. A few objects are hard coded to use either the SHARE or NONE setID. See Automatic Numbering.
Number Type	Displays the type of object whose rules you are setting up or displaying.
Field Name	Displays the field where the number is stored—for most objects; this is the object identifier. The system enters the appropriate field name based on the number type
Length	Displays the length of the field, so that you are sure that the numbers that you generate are not too large for the field.
Start Seq (start sequence)	Enter a prefix that is placed in front of the number. The prefix can contain up to three alphanumeric characters. Note. PeopleSoft CTI requires that all user inputs are either all numbers or all letters, but not a mix. Certain autonumbered fields that PeopleSoft CTI users enter (for example, IDs for orders, service orders, and customers) normally can contain a mix of numbers and letters, but if you use PeopleSoft CTI, give these fields autonumbering definitions that use just one or the other.
Max Length (maximum length)	Enter the maximum length of the number. This cannot exceed the length of the field.
Last Number Issued	Enter the last number issued. Automatic numbering begins with the next number.
Default?	Select to activate the associated autonumbering rule to use. If more than one row of autonumbering rules exists, you can activate only one.

Specifying Last Numbers

Access the Last Number Setup page.

Note. Not all rows that appear on the Last Number Setup page appear here.

Setting Up PeopleSoft Enterprise CRM Application Installation Options

To set up PeopleSoft Enterprise CRM Application Installation Options, use the Installation Options (RB_INSTALLATION) component.

This section discusses how to set up general and calendar options.

Pages Used to Set Up PeopleSoft Enterprise CRM Application Installation Options

Setting Up General Options

Access the General Options page.

PeopleSoft Products	Displays the names of the applications that are installed in the database.
Country	Enter the country code for the installation.
Exchange Rate Type	Enter the exchange rate that you are using for this PeopleSoft installation.
Collector/Credit Analyst Req. (collector/credit analyst required)	Select this check box to make the Collector/Credit Analyst field a required field.
Market	Select the market for which PeopleSoft Enterprise CRM is licensed. This is Global, unless you license one of the industry applications. In that case, use the market that is applicable to that industry.
Geo Code Integration	This is used for Environmental Systems Research Institute (ESRI) integration. See PeopleSoft Enterprise CRM 8.9 Services Foundation PeopleBook.
360-Degree Search Context	Select this option to control the behavior of the 360-Degree View search page. When you select this option, customer information from the 360-Degree View search page remains in system memory. The system uses this information to bypass the search page and retrieve the same customer information the next time the user accesses the 360-degree view as long the current user session is active and the interaction for the customer is still open.
Use Only Evaluation Type	If you use the Person Competency EIP to synchronize data with PeopleSoft Human Resources Management (PeopleSoft HRMS), select the type of evaluation that is considered a valid competency profile. See PeopleSoft 8.8 Human Resources PeopleBook: Manage Competencies.

See Also

Setting Up Address Formats and Values

Managing Enterprise Integration for PeopleSoft Enterprise CRM

Setting Calendar Options

Access the Calendar Options page.

Note. You need to define work week information only if you want to create entries on worker calendars automatically when a service order is assigned.

Default Work Days	Select the check box for each standard workday.
Start Time and End Time	Enter the default start and end times for each workday.

Setting Up Alternate Characters

Access the Alt Character page.

See Implementing Alternate Character.

Setting Up an Anonymous Business Object

Access the Anonymous Object page.

See Setting Up Guest Users.

Setting Up HRHD EIP Options

Access the HRHD EIP Options page.

See Understanding Enterprise Integration Technology.

Setting Up Billing and Pricing Options

Access the Billing and Pricing Options page.

See Also

Setting Up PeopleSoft Order Capture

Defining Pricing Information for Services and Support Offerings

Setting Up Regions

To set up regions, use the Region (RB_REGION) component.

This section discusses how to set up regions.

Page Used to Set Up Regions

Setting Up Regions

Access the Region page.

Category	Select to indicate how PeopleSoft Enterprise CRM references this region: Geography: Use this region in addresses, provider group and worker assignment criteria, and pricing definitions. Product Sales: Use this region in product definitions to define where the product is sold. Territory Assignment: Use this region when defining territories in PeopleSoft Enterprise CRM Sales. Number Management: Use this region for number management (for example, pools of telephone numbers) in PeopleSoft Phone Number Administration.
Status	Select Active or Inactive.
Region Type	Select a type that describes the basis for regional divisions. General-purpose types are Country, Phone, Postal, Region, and State. Region is the most generic value, used when none of the other values apply. Types that are specific to the communications industry are Service Area, Postal Wireline, and Postal Wireless. A service area is the top-level region for number management; you typically use postal wireline and postal wireless for service area subregions.
Parent Region ID	Enter the region ID for the parent of the region that you are entering. This field sets up the hierarchical relationship for regions and enables you to create parent and child relationships.
Region Hierarchy	Displays the entire regional hierarchy, including the current region.

Setting Up Locations

To set up locations, use the Location (LOCATION_TBL) and Location Timezone (RB_LOC_TIMEZONE) components.

This section discusses how to set up locations.

Pages Used to Set Up Locations

Defining Locations

Access the Location Definition page.

Status	Select the status of this record as of the associated effective date: Active or Inactive.
Country	Select the country for the location. The system adjusts the other address fields based on the address format that is defined for the selected country.
In City Limit	If you provide data to a third-party tax provider, selecting this check box identifies the location as one that is subject to applicable city taxes.

Entering Location Details

Access the Location Detail page.

Attention	Enter the name of the person whose name should appear in the Attention field for correspondence for the location.
Location Detail	Enter descriptive text about the location.

Associating Locations with Time Zones

Access the Location Timezone page.

SetID	Enter the setID for the locations that you want to view.
Location Code	Enter a full or partial location code for the locations that you want to view.
Show Unassigned Rows Only	Select to view only locations without a time zone.

Setting Up Address Formats and Values

To set up address formats and values, use the Country (COUNTRY_TABLE) and State (STATE_DEFN) components.

This section discusses how to set up address information.

Pages Used to Set Up Addresses

Updating Country Definitions

Access the Country Description page.

The PeopleSoft system contains fully populated country code tables (PS_COUNTRY_TBL). PeopleSoft updates these tables as national boundaries and designations change.

Specifying Address Formats

Access the Address Format page.

Available	Select to activate the corresponding address field and its label for inclusion as part of the standard address format for this country. When they are entering addresses, users enter a country code, and the system updates the page to display the fields that are appropriate for the specified country. Note. To hide the field for a given country, you must both clear the Available field and blank out the Label field.
Label	Enter field labels to configure the address format so that it conforms to the country’s address requirements. For example, if you enter Province or Department in the state label field, this value appears as the label of the field on the address page instead of State.
Postal Search	Select this check box to activate postal searching functionality for Dutch, Japanese, or UK addresses. For the UK, when you select this check box, the system makes the fields that are in the PeopleSoft GB Systems Information group box available for entry.

GB (Great Britain) System Information

This group box is used for UK addresses. It displays only if you have the Information Management Toolkit installed and configured. With this GB Information Management application installed, you can look up UK addresses by entering a postcode and, optionally, a house name or number.

Adding State or Province Codes

Access the State page.

The PeopleSoft system contains fully populated state code tables, complete with descriptions.

Important! You must enter a numeric code for states to display in the lookup for the License Issued By field in the Worker, Consumer, or Contact profile information.

Setting Up Salutation Codes

To set up salutation codes, use the Salutation Table (SALUTATION_TABLE) component.

This section discusses how to set up salutation codes to use in correspondence.

Page Used to Set Up Salutation Codes

Defining Alpha Indexes

This section provides an overview and describes how to define alpha (alphabetic) indexes.

Understanding Alpha Indexes

Alpha indexes are primarily used by the Sales application. An alpha index enables users to quickly locate all customers whose names begin with a certain letter or sequence of letters, similar to using a rolodex. The alpha index appears on account management and contact management pages and consists of the letters of the alphabet, by default.

You can modify the default index and define different alpha indexes for each installed language. Additionally, you can assign different alpha indexes for each user.

See Also

Defining Sales Preferences

Page Used to Define Alpha Indexes

Defining Alpha Indexes

Access the Alpha Index Definition page.

UI Character	Enter the characters that identify this index on the user interface. For example, to define an index that encompasses the letters A through C, you enter A-C.
Search String	Enter the search characters, separated by commas. For example, to search for names beginning with the letters A, B, or C, enter A, B, C.

Setting Up Payment Terms

To set up payment terms, use the Payment Terms (RB_PAY_TERMS) component.

This section describes how to set up payment terms.

Pages Used to Set Up Payment Terms

Defining Units of Measure

To define units of measure, use the Units of Measure (UNITS_OF_MEASURE) component.

This section discusses how to define units of measure.

Pages Used to Set Up Units of Measure

Setting Up Units of Measure

Access the Units of Measure page.

Conversion Rate

Enter a conversion rate to use as the default conversion rate between the UOM shown at the top of the page and the UOM listed in the Convert To field. The system automatically calculates the inverse conversion rate.

See Also

Defining Items

Defining Items

Setting Up Data Archiving

Data archiving enables you to improve system performance by using online storage for only those transactions that users are likely to access. Other transactions are archived.

Archiving is performed in the PeopleSoft Data Archive Manager using archive templates that are defined for PeopleSoft Enterprise CRM tables. This is a list of the archive templates that are defined in PeopleSoft Enterprise CRM:

See Enterprise PeopleTools 8.45 PeopleBook: Data Management