PeopleSoft Order Capture Applications Preface

This preface discusses:

PeopleSoft Enterprise CRM 8.9 Order Capture Applications PeopleBook.
PeopleSoft Enterprise CRM 8.9 Application Fundamentals PeopleBook.
PeopleTools PeopleBooks.

PeopleSoft Enterprise CRM 8.9 Order Capture Applications PeopleBook

The PeopleSoft Enterprise CRM 8.9 Order Capture Applications PeopleBook discusses how to set up and use functionality delivered by these three independently licensed CRM applications:

PeopleSoft Order Capture.
PeopleSoft Order Capture Self Service.
PeopleSoft Mobile Order Capture.

Note. PeopleSoft Real-Time Advisor, PeopleSoft Configurator, and PeopleSoft Mobile Configurator, which are also part of the PeopleSoft Enterprise CRM Sales suite of applications.

Part I: Order Capture Applications

The Order Capture Applications part of the PeopleSoft Enterprise CRM 8.9 Order Capture Applications PeopleBookcontains the following chapters:

PeopleSoft Enterprise CRM 8.9 Order Capture Applications Preface.

This chapter provides an overview of the PeopleSoft Enterprise CRM 8.9 Order Capture Applications PeopleBook and the PeopleSoft Enterprise CRM 8.9 Application Fundamentals PeopleBook.
Getting Started with PeopleSoft Order Capture Applications.

This chapter provides an overview of business processes, integrations, and implementation steps for Order Capture applications.

Note. The explanation of implementation steps in this PeopleBook is limited to PeopleSoft Order Capture, PeopleSoft Order Capture Self Service, and PeopleSoft Mobile Order Capture.

Installation information for PeopleSoft Order Capture, PeopleSoft Order Capture Self Service, and PeopleSoft Mobile Order Capture appears in the PeopleSoft CRM Installation Guide, which is available on Customer Connection.

Part II: PeopleSoft Order Capture

The PeopleSoft Order Capture part of the PeopleSoft Enterprise CRM 8.9 Order Capture Applications PeopleBook contains the following chapters:

Navigating in PeopleSoft CRM Order Capture applications.

This chapter explains how to navigate to the principle order capture setup, management, and maintenance pages for orders, quotes, products, pricing, and Advisor functions.
Defining PeopleSoft Order Capture Business Units.

This chapter explains how to set up and define Order Capture business units.
Setting Up PeopleSoft Order Capture.

This chapter explains how to use the PeopleSoft Order Capture workbenches to set up your order capture preferences. It also explains how to define carriers and advanced tax options.
Understanding Product, Pricing, and Catalog Setup.

This chapter explains how to set up the base tools required for interactive selling, in the form of products, pricing, and catalogs.
Working with PeopleSoft Order Capture Business Projects.

This chapter explains the three PeopleSoft Order Capture business projects: order, quote, and order maintenance.
Integrating with Fulfillment and Billing Systems.

This chapter explains how PeopleSoft Order Capture integrates with fulfillment systems such as PeopleSoft Enterprise Supply Chain Management, and with billing systems such as PeopleSoft Enterprise Contracts.
Managing Orders and Quotes.

This chapter explains how a customer service representative can personalize and use the PeopleSoft Order Capture entry form to manage orders and quotes.
Understanding Order Capture Integration with PeopleSoft Claims Presentment and Banking Transactions.

This chapter describes how to integrate with PeopleSoft CRM insurance and financial industry solutions.
Working with Interactive Reports for PeopleSoft Order Capture.

This chapter explains how to use analytics, such as order metrics reports and order revenue reports, to better understand the behavior of your order capture system.

PART III: PeopleSoft Order Capture Self Service

The PeopleSoft Order Capture Self Service part of the PeopleSoft Enterprise Order Capture Applications 8.9 PeopleBook contains the following chapters:

Defining PeopleSoft Order Capture Self Service Business Units.

This chapter explains how to set up and define Order Capture Self Service business units.
Setting Up PeopleSoft Order Capture Self Service.

This chapter explains how to set up PeopleSoft Order Capture Self Service.
Using Order Capture Self Service.

This chapter explains how to use PeopleSoft Order Capture Self Service.

Part IV: PeopleSoft Mobile Order Capture

The PeopleSoft Mobile Order Capture part of the PeopleSoft Enterprise CRM 8.9 Order Capture Applications PeopleBook contains the following chapters:

Understanding PeopleSoft Mobile Order Capture.

This chapter provides an overview of the business processes available in PeopleSoft Mobile Order Capture, and provides links to relevant mobile tools documentation. It also outlines the synchronization functionality that is available between the mobile solution and PeopleSoft Order Capture .
Setting Up PeopleSoft Mobile Order Capture.

This chapter discusses how to implement and set up PeopleSoft Mobile Order Capture on your mobile device. The chapter includes a general checklist and a set of links to relevant mobile documentation (rather than reproducing that documentation).
Using PeopleSoft Mobile Order Capture.

This chapter explains the features of PeopleSoft Mobile Order Capture.

PeopleSoft Enterprise CRM 8.9 Application Fundamentals PeopleBook

Essential information describing the setup and design of your CRM system appears in a companion volume of documentation called PeopleSoft Enterprise CRM 8.9 Application Fundamentals PeopleBook.

Note. Each PeopleSoft product line has its own version of this documentation.

The PeopleSoft CRM 8.9 Application Fundamentals PeopleBook contains topics that apply to many or all PeopleSoft applications across the CRM product line. Whether you implement a single application, some combination of applications within the product line, or the entire PeopleSoft CRM system, you should be familiar with the contents of this central PeopleBook. It is the starting point for fundamentals, such as setting up control tables and administering security.

PeopleTools PeopleBooks

Cross-references to PeopleTools documentation refer to the PeopleTools 8.45 PeopleBooks.

About These PeopleBooks

A companion PeopleBook called About These PeopleBooks contains general information, including:

Related documentation, common page elements, and typographical conventions for PeopleBooks.
Information about using PeopleBooks and managing the PeopleBooks Library.
Information on the International Organization for Standardization (ISO) country and currency codes used within PeopleBooks.
A glossary of useful PeopleSoft terms that are used in PeopleBooks.