Defining PeopleSoft Order Capture Business Units

This chapter provides overviews of PeopleSoft business units and PeopleSoft Order Capture business units and discusses how to define PeopleSoft Order Capture business units.

Understanding PeopleSoft Business Units

A business unit is an operational subset of your organization. Each business unit has its own way of storing information and has its own processing guidelines. You can use one business unit for all cases, or you can divide operations based on whatever criteria makes the most sense. For example, you can create business units for different product lines or regions. PeopleSoft Order Capture transactions use business units as key identifiers. Once you determine how many business units you need and how to organize them, define them in the PeopleSoft Order Capture system.

Note. PeopleSoft implementation personnel can help you to define your appropriate business unit structure.

Define PeopleSoft business units in this basic order:

Define global PeopleSoft business units, if you run multiple PeopleSoft applications.
Define PeopleSoft Customer Relationship Management (PeopleSoft CRM) business units.
Link PeopleSoft business units and PeopleSoft CRM business units to PeopleSoft Order Capture.

Note. For example, you can create a business unit here, and connect that business unit to PeopleSoft Sales later.

Before you create multiple order capture business units, ensure that you understand tableset controls, which you use to determine values for fields on transactional pages.

Understanding PeopleSoft Order Capture Business Units

This section describes some of the essential traits of business units as applied to PeopleSoft Order Capture. This information can help you determine the best way to define business units for your implementation.

In PeopleSoft Order Capture, use order capture business units to drive the business process of creating and tracking orders that customer service representatives (CSRs), sales representatives, and self-service customers create. To implement PeopleSoft Order Capture, you must create order capture business units. These business units define processing rules to capture orders and enable the integration with other PeopleSoft applications, such as Order Management.

Note. For integration purposes, business unit definition records must be synchronized across all systems. Business unit definitions that you create in PeopleSoft CRM are available in PeopleSoft Supply Chain Management. You must make PeopleSoft Order Management and Inventory business unit definitions available to PeopleSoft CRM. To synchronize business unit records across your business enterprise, use the business unit enterprise integration point.

Defining PeopleSoft Order Capture Business Units

This section discusses how to create PeopleSoft Order Capture business units.

Note. In PeopleSoft Order Capture Self Service, you must define business unit settings on the Order Capture Definition and Self Service Options pages.

Page Used to Define PeopleSoft Order Capture Business Units

Page Name	Object Name	Navigation	Usage
Order Capture Definition	BUS_UNIT_RO1	Set Up CRM, Business Unit Related, Order Capture Definition, Business Unit, Order Capture Definition	Create PeopleSoft Order Capture business units, update existing business units, and establish default business units.

Creating PeopleSoft Order Capture Business Units

Access the Order Capture Definition page.

Business Unit

Displays the business unit that you entered to access the page.

Note. If your company uses more than one PeopleSoft application and defines the same business units across applications, use the same name for business units that are designed to share the same setID.

Description

Enter a description of the business unit. This description appears on the Order Capture Entry Form page and in other places where the business unit appears.

Status

Select an Open or Closed status. You cannot process transactions for a closed business unit.

Short Description

Enter a brief description of the business unit. This description appears on the Order Capture Entry Form page and in other places where the business unit appears.

Default Business Unit

Select to define this business unit as the default business unit. If no business unit is defined in User Preferences, the system uses the default business unit that you identify here.

Note. The system displays this check box only after you create a business unit.

Note. The product search and catalog search features also use the default business unit.

Default Set ID

Enter the setID that determines your preliminary tableset sharing setup. This setID determines the setIDs that the system assigns to each record group for the new business unit, and the setID that is assigned to a record group determines the tableset that provides values for the business unit. If you enter an existing setID, the system copies the set control definition of that business unit to the new business unit.

Note. The system displays this field only when you open the page in Add a New Business Unit mode. This field disappears when you create the business unit.

Submit Confirmation

Select to view a confirmation page once an order or quote has been submitted. If the submission was successful, the CSR can either return to the order or quote just submitted, or begin to create a new order or quote. If the submission was placed on hold, the CSR is able to link directly to the Holds page.

If you clear this option, the system populates the header statuses automatically, and the Submit Confirmation page does not appear.

Create BU (create business unit)

Click to establish the setID controls for the order capture business unit based on the default setID that you specify.

Note. The system displays this button only when you open the page in Add a New Business Unit mode. This field disappears when you create the business unit.

Business Unit

Field Service	Enter the PeopleSoft FieldService business unit that will map to this order capture business unit. Note. When ordering a product that requires installation, a service order is created in this PeopleSoft FieldService business unit.
Marketing	Enter the PeopleSoft Marketing business unit that will map to this order capture business unit. PeopleSoft Order Capture displays campaign offers that are associated with this Marketing business unit.
Order Management	Enter the PeopleSoft Order Management business unit that will map to this Order Capture business unit. PeopleSoft Order Capture maps to this Order Management business unit for order fulfillment.
Proposal Management	Select the PeopleSoft Proposal Management business unit with which PeopleSoft Order Capture integrates. Note. PeopleSoft Proposal Management is part of a suite of Enterprise Service Automation (ESA) applications, within PeopleSoft Financial Management Solutions' product line. PeopleSoft CRM has added the ability to send PeopleSoft Proposal Management information when an engagement service product is included in a quote. This enhancement also includes the ability to receive pricing information when an engagement is fulfilled in PeopleSoft Proposal Management.
Contracts	Enter the PeopleSoft Contracts business unit that will map to this Order Capture business unit. This only applies if you wish to take advantage of the intregration from PeopleSoft Order Capture to PeopleSoft's billing system.
General Ledger	Enter the PeopleSoft General Ledger business unit that will map to this Order Capture business unit. This will allow the PeopleSoft General Ledger application to record billing information. Note. This only applies if you wish to take advantage of the intregration between PeopleSoft Order Capture and PeopleSoft's billing system.

Tax Settings

Tax Vendor	Select a tax vendor. If you select Taxware, Vertex, or WorldTax, PeopleSoft Order Capture integrates with the relevant third-party system for tax calculations. If you want value-added tax to be part of your pricing calculations during order entry, select WorldTax. If you select None, the system does not calculate taxes when creating orders or quotes. Note. You cannot show tax on an order or quote unless you select a vendor.
Test Tax Interlink	Click to verify that the tax integration is functioning correctly. Note. Your business interlink must be properly configured prior to a test of the integration.
Company and Division	Enter codes that Taxware and Vertex use for reporting and tax calculation purposes. Check your vendor's documentation for further information.
Order Origin	Enter the business unit where sales orders originate. Taxware references this location to calculate sales taxes for local jurisdictions that use this information in their taxing practices. Check the Taxware documentation for further information.
Order Acceptance	Enter the business unit where orders are accepted. Both Taxware and Vertex reference this location to calculate sales taxes. Check the Taxware or Vertex documentation for further information.
Store Location	(Optional) Enter the Store Location parameter used by third party tax vendors. This is a 10–character maximum field.

Order Capture

Freight Vendor	Select a freight vendor type. Values are: None: No freight is calculated on the order. External: Order information is passed to an external vendor such as ConnectShip, and the calculated freight amount appears on the order.
Test Freight	Click this link to verify that the freight integration is functioning correctly.
Card Vendor	Select a card vendor. If you select 3rd party, the system submits credit card information to a third-party system for credit card authorization processing.
Ship From	Enter a ship-from location, assuming that all products ship from this location. This information is used when calculating taxes and freight costs.
Source	Enter an informational code that identifies the source of the order. For example, you could specify Phone if you receive most orders for this business unit by telephone. Note. The CSR can change this field's default value.
Preferred Carrier	Select the default carrier that you want to use when creating orders or quotes.
Capture Priority	Select a capture priority of Urgent, High, Medium, or Low to specify the default priority for all orders that are created in the business unit. You can change the priority during order creation.
Quote Conversion Warning	Unless specified on the business unit definition, a quote that is converted to an order will automatically be submitted. When a quote that contains an engagement service product is converted, the engagement service is updated in the PeopleSoft Proposal Management system. If you want to display a warning for the CSR which indicates that the quote that is about to be converted to an order contains at least one Engagement Service product, then select Display Warning. If you want to bypass the warning, select No Warning.
Base Currency	Enter the default currency. A base currency is required for the business unit, even if you are not transacting in foreign currencies.
Site Address Includes	Select an order capture site address. The selection here includes all existing site addresses for a customer. You can increase the number of addresses available during order entry. Values are: site addresses only: Displays site addresses only. Note. This is the default selection. all customer addresses: Displays the existing site addresses plus all other customer addresses. customer Bill To addresses: Displays the existing site addresses plus any billing addresses. customer Ship To addresses: Displays the existing site addresses plus any shipping addresses.
Rate Type	Select the method that the system uses to set the exchange rate between currencies for PeopleSoft Order Capture transactions.
Fulfillment Specialist Email	Enter an email address to which an email is sent if you create an order that contains a literature-type product.
Credit Rating Value	Enter a minimum credit rating value. If the customer's credit rating is less than this amount, the order that is associated with that customer is automatically placed on hold.
Catalog Refresh (minutes)	Enter the wanted catalog refresh interval amount in minutes. When you view the product catalog, the system automatically checks when the last refresh occurred. If the interval since the last refresh is greater then the time that you enter here, the system forces a refresh.
Quote Valid For	Enter the default number of days for which a quote is valid after the creation date. The system adds this number to the quote creation date to calculate the expiration date. Once the expiration date passes, the status changes to Expired. Note. You cannot convert expired quotes to orders.
Days Quote Due	Enter the number of days that the system automatically adds to the quote creation date to indicate a final date by which a quote should be converted to an order. A quote's due date is then set to the resulting date. For example, if you want quotes to elapse 30 days after creation, enter 30 here. Note. The number that you define here does not appear on the quote itself.
Bill Type Identifier	Select the bill type that you want associated with the setID. The bill type prompts on all bill type identifier codes that are synchronized from PeopleSoft Billing. The bill type identifier is a user-defined value in PeopleSoft Billing. PeopleSoft Order Capture delivers CRM _ORDER as sample data. Note. On the Billing and Pricing Options page, the Bill Type field is optional. If it is not defined in PeopleSoft CRM, the billing plan in PeopleSoft Contracts sets the field based on the PeopleSoft Contracts business unit.
Bill Source	Select the bill source that you want associated with the setID.The bill source prompts on all bill source identifier codes that are synchronized from PeopleSoft Billing. The bill source code is a user-defined value in PeopleSoft Billing. PeopleSoft Order Capture delivers CRM _ORDER as sample data. Note. On the Billing and Pricing Options page, the Bill Source field is optional. If it is not defined in PeopleSoft CRM, the billing plan in PeopleSoft Contracts sets the field based on the PeopleSoft Contracts business unit.
Default Service Duration	For a service, we specify a start date and an end date on an order. The end date is calculated by adding the duration to the start date. If you have not specified a duration on the product definition, the order will pick up the duration from this field. Duration is the numeric value plus the quantifier, which is either days, months, quarters, weeks, or years.
Quote Conversion	Select Convert to Order Only if you want to give the CSR the chance to modify an order prior to submission. Select Convert to Order and Submit if you want quotes that are converted to orders to automatically be submitted. This is the default selection. Note. Your selection here will apply to all orders placed from this business unit.

Order Change Notifications

The system can send order change notifications to specified parties when order maintenance occurs, and PeopleSoft Order Capture receives a message from the fulfillment system.

Accepted, Partially Accepted, and Rejected

Select the recipients that you want PeopleSoft Order Capture to notify when the fulfillment system informs PeopleSoft CRM that order changes have been fully accepted, partially accepted, or rejected. Values are:

Notify CSR Only.
Notify CSR and Customer.
Notify Customer Only.
Notify Nobody.

Advisor Dialogs

Display Session Information

Select to display the Advisor Dialog Session information when a dialog is accessed from Internal Order Capture. If not selected, the Advisor Dialog Session information will not appear when a dialog is accessed.

Bulk Order

On the Order Capture Definition page you will plug in relationship views for both consumers and organizations. Your master order/recipient order relationships are determined by the relationships you have established in the Relationship Viewer. Therefore, you must first define your relationship views in Set Up CRM, Common Definitions, Customer, Configure Relationship Views.

Consumer Hierarchy	Select a relationship view for a single consumer, or contact. This will determine all of the possible bulk order recipients at runtime by automatically populating all of the child relationships for the parent chosen here.
Multiple Orders Per Recipient	Select this check box if you want to allow single recipients to receive more than one order. An Order field appears on the runtime page, allowing you to enter the number of orders you want to specify per recipient.
Organization Hierarchy	Select a relationship view for the company, or organization. When the end user enters a company name, it will prompt against the table you select here to determine the child relationships available.

Catalog Display Options

The system can send order change notifications to specified parties when order maintenance occurs, and PeopleSoft Order Capture receives a message from the fulfillment system.

Display Browse Catalog

Select this check box to display the browse catalog along with the search tree hierarchy while searching in PeopleSoft Order Capture.

Display Catalogs By User, Display Catalogs By Customer, and Display Catalogs By Partner

Select the checkbox to indicate if catalogs should be displayed by User, by Customer or by Partner

Note. When catalogs are displayed from the order, the list of authorized catalogs can vary depending on the selected partner, customer, and user logged in.

When a partner or customer is not selected on the order, the list of authorized catalogs will depend strictly on the user logged in. In that case, only catalogs that the user is specifically authorized for will be available.

Priority

Select the priority to determine which catalog is displayed. The priority indicates which catalog takes precedince if more than one mode qualifies.

Business Unit	Displays the business unit that you entered to access the page. Note. If your company uses more than one PeopleSoft application and defines the same business units across applications, use the same name for business units that are designed to share the same setID.
Description	Enter a description of the business unit. This description appears on the Order Capture Entry Form page and in other places where the business unit appears.
Status	Select an Open or Closed status. You cannot process transactions for a closed business unit.
Short Description	Enter a brief description of the business unit. This description appears on the Order Capture Entry Form page and in other places where the business unit appears.
Default Business Unit	Select to define this business unit as the default business unit. If no business unit is defined in User Preferences, the system uses the default business unit that you identify here. Note. The system displays this check box only after you create a business unit. Note. The product search and catalog search features also use the default business unit.
Default Set ID	Enter the setID that determines your preliminary tableset sharing setup. This setID determines the setIDs that the system assigns to each record group for the new business unit, and the setID that is assigned to a record group determines the tableset that provides values for the business unit. If you enter an existing setID, the system copies the set control definition of that business unit to the new business unit. Note. The system displays this field only when you open the page in Add a New Business Unit mode. This field disappears when you create the business unit.
Submit Confirmation	Select to view a confirmation page once an order or quote has been submitted. If the submission was successful, the CSR can either return to the order or quote just submitted, or begin to create a new order or quote. If the submission was placed on hold, the CSR is able to link directly to the Holds page. If you clear this option, the system populates the header statuses automatically, and the Submit Confirmation page does not appear.
Create BU (create business unit)	Click to establish the setID controls for the order capture business unit based on the default setID that you specify. Note. The system displays this button only when you open the page in Add a New Business Unit mode. This field disappears when you create the business unit.