Using PeopleSoft Mobile Order Capture

This chapter provides an overview of PeopleSoft Mobile Order Capture options, and explains how to:

Work with customers on the mobile device.
Work with products on the mobile device.
Work with orders and quotes on the mobile device.

Understanding PeopleSoft Mobile Order Capture Options

PeopleSoft CRM Mobile Order Capture enables you to view customer and product information on mobile devices for one predefined setID. Although business units used by PeopleSoft Mobile Order Capture and PeopleSoft Mobile Sales can be different, their business units must be related to the same setID for customers and products.

The setID for customers and products can be different

Working with Customers on the Mobile Device

Consumers and sites are not supported in PeopleSoft Mobile Order Capture. Neither can you create a new customer on your laptop and use them on an order. Customers need to have any or all of the Sold To, Bill To, and Ship To options setup by a CSR in PeopleSoft CRM before they can be used in PeopleSoft Mobile Order Capture.

Working with Products on the Mobile Device

This section provides an overview of product data in PeopleSoft Mobile Order Capture, and explains how to view product information.

Understanding Product Data in PeopleSoft Mobile Order Capture

PeopleSoft Mobile Order Capture stores product information as follows:

Product information is extensive, but is for information purposes only, and cannot be modified.
Product images are optional. Product options allow you to specify whether or not to download product images, and if so, which image size to download.
Attachments are optional, and can be controlled by file size. You control attachment size by defining the maximum file size (in bytes) that will be downloaded.
Product information includes list price, unit of measure (UOM) and currency.

Pages Used to View Product Information

Page Name	Object Name	Navigation	Usage
Product Definition-Details	MOC_PROD_DET	Products CRM, Product Definition Select a Product and click the Details button	View product information, such as Description and List Price.
Product Definition-Notes	MOC_PROD_DET	Products CRM, Product Definition, Select a Product, Details Click the Notes tab	View note information for a specific product.
Product Definition-Attachments	MOC_PROD_DET	Products CRM, Product Definition, Select a Product, Details Click the Attachments tab	View attachment information for a specific product.
Product Definition-Product Groups	MOC_PROD_DET	Products CRM, Product Definition, Select a Product, Details Click the Product Groups tab.	View product group information for a specific product.
Product Definition-Relationships	MOC_PROD_DET	Products CRM, Product Definition, Select a Product, Details Click the Relationships tab.	View upsell and cross-sell information for a specific product.
Relationship Details	MOC_PROD_DET	Products CRM, Product Definition, Select a Product, Details Click the Relationships tab, Click the Related Product button.	View detailed upsell and cross-sell relationships for a specific product.

Viewing Products in PeopleSoft Mobile Order Capture

Access product definition pages, such as the Details page or Relationships page.

When you drill on the icon next to the Related Product, you'll view the Relationship Details page:

Note. Although, product relationships can be viewed from the product pages, as seen above, Upsell and Cross Sell icons will not appear on the order line, as they do in online entry.

Working with Orders and Quotes on the Mobile Device

In this section, we explain how to:

Create new orders or quotes.
View existing orders or quotes.

Pages Used to View or Create Orders or Quotes

Page Name	Object Name	Navigation	Usage
Create Order/Quote	MOC_DUMMY_PG	Orders and Quotes, Create Order/Quote. Click the Create Order button.	Use the Create Order/Quote page to create new orders or quotes.
Entry Form	MOC_FORM	Orders and Quotes, Create Order/Quote. Click the Create Order button, Entry Form.	Use the Entry Form page to begin creating a new order or quote, or view an existing order or quote.
Line Details (Summary)	MOC_FORM	Orders and Quotes, Create Order/Quote. Click the Create Order button, Entry Form, Line Details	View all order lines for this order, or add order lines to the order.
Line Details	MOC_FORM	Orders and Quotes, Create Order/Quote. Click the Create Order button, Entry Form, Line Details, Click the details icon for an existing line to view details, or click the Add button to add a new line to the order.	View all a single line's details to make edits to the line details, or to add to the order.
Shipping (Summary)	MOC_FORM	Orders and Quotes, Create Order/Quote. Click the Create Order button, Entry Form, and click the Shipping tab or select the Shipping link.	View a summary of Ship To information, such as Customer, Contact, and Requested Date of Shipment.
Shipments (Details)	MOC_FORM	Orders and Quotes, Create Order/Quote. Click the Create Order button, Entry Form, and click the Shipping tab or select the Shipping link and click the details button next to the Customer.	Change or view detailed shipping information.
Billing	MOC_FORM	Orders and Quotes, Create Order/Quote. Click the Create Order button, Entry Form, and select the Billing link.	Change or view billing information related to the order.
Summary	MOC_FORM	Orders and Quotes, Create Order/Quote. Click the Create Order button, Entry Form, and select the Summary link.	View a complete summary of the order or quote.
Holds	MOC_FORM	Orders and Quotes, Create Order/Quote. Click the Create Order button, Entry Form, and click the Holds tab.	View holds on the order.
Notes	MOC_FORM	Orders and Quotes, Create Order/Quote. Click the Create Order button, Entry Form, and click the Notes tab.	Add or view a note or attachment.
Related Objects	MOC_FORM	Orders and Quotes, Create Order/Quote. Click the Create Order button, Entry Form, and click the Related Objects tab.	View related actions.

Creating New Orders or Quotes

Use the Entry Form page to create a new order or quote. Access the Entry Form page.

Note. The toolbar buttons displayed within PeopleSoft Mobile Order Capture are standard PeopleSoft Order Capture icons, and are explained in the Common Elements section of the Managing Orders and Quotes chapter of the PeopleSoft 8.8 CRM Collaborative Selling PeopleBook. Here the icons represent, Save Order, Submit Order, Add Order Line, and Cancel Order, respectively. Personalization of the toolbar icons is not supported in PeopleSoft Mobile Order Capture.

Order ID	The order ID initially defaults to <user id><capture type><sequence number>. For example, if your user ID is “MOCREP” and you are entering your first order, the order ID will be set to “MOCREPSO001.” If you enter your second quote, the quote ID will be “MOCREPQUO002.” Note. The order ID will be overwritten by the server upon synchronization. For example, if you have created a mobile order with the ID of “MOCREPSO001,” it will change to a number. The format is determined by the Capture Type workbench when you next synchronize.
Status	Select from six possible delivered statuses: Open, Pending, In Process, Hold, Complete, or Canceled.
Description	Enter descriptive information here. The Order ID is the default entry.
Promotion	Select a Promotion for the line.
Priority	Enter a capture priority of Urgent, High, Medium, or Low to specify the default priority for all orders that are created in the business unit.
Source	Enter an informational code that identifies the source of the order. For example, you could specify Phone if you received this order by telephone. Note. This is a required field so you must choose a value.
Order Date	Select the date of order entry. By default, today's date will be entered here.
Total Price	Displays Total price of the order appears here.
Currency	Currency code is selected on the Create Order/Quote page, and displays here.
Customer	Select the Sold To customer for this order.
Contact	Select the contact person for this customer. The Sold To contact will be automatically populated after selecting a Sold To customer.

See PeopleSoft 8.8 CRM Collaborative Selling PeopleBook

Adding Products to the Order

Access the Line Details page.

Line Details displays a summary of products (or order lines) connected to this order. Click the details icon next to the line number to drill into product detail information for a specific order line. Click the Add button to add another product to the order. When you click the Add button, and choose a product, the following Line Details page appears:

The Line Details page indicates the list price and total price for the line. If the order has been synchronized, the price is the final price that includes all surcharges or discounts set up in pricing. Any special pricing is applied when synchronizing the order with the server.

Unit of Measure	Select the unit of measure for this product.
List Price	List price displays from the product definition, and is the price before the application of any price adjustments, such as discounts or surcharges.
Order Qty	Enter the quantity of product for this order line.
Unit Price	Unit price is the price of the product after pricing adjustments are applied (by the pricing engine). Note. For PeopleSoft Mobile Order Capture, pricing adjustments are only applied once the order has been synchronized with the main application.
Promotion	Select a promotion code from the lookup.
Minimum Price	Minimum price is determined by product setup. If you enter a unit price that is below the minimum price on the line, and then attempt to submit the order, a hold is generated at synchronization, and the order cannot continue without a manual override.
Recurring Price	If this product has a recurring price, that recurring price amount appears here. You combine the recurring price with recurring frequency to arrive at a price. This could be, for example, a price that repeats each month, or a charge that occurs each year.
Recurring Frequency	As opposed to one time charges, these charges indicate charges that occur with varying frequency, such as weekly, monthly, or annual charges.
Total Price	This is the total price of this order line.
Save	Click the Save button to add this line to the order.

Note. You can order configured products and dynamic packages, but you cannot configure them on the mobile device. If the user orders one or more of these products and submits the order, it will be placed on hold at synchronization time. The Customer Service Representative (CSR) must configure these products from within PeopleSoft Order Capture. You can also exclude these products from being passed to the mobile device by enforcing the appropriate data distribution rules.

Changing or Viewing Shipping Information

Access the Shipping page to view a summary of shipment information. Click the details icon next to a specific customer to access the Shipping (details) page and enter or change shipping information:

Customer, Contact

Change the customer and contact information by clicking the Search button and making a different selection.

Address

The address where the shipment is delivered. This address defaults primary shipping contact (and primary shipping address for the customer) from the customer data model.

Carrier

Select a carrier for this shipment by clicking the Search button, and making a selection.

Requested Date

Enter a requested arrival date for the shipment here. Note that you can specify a future shipment date.

Description

Enter any additional shipment information in this field.

Note. Mobile orders are restricted to a single shipment. However, if this order or quote was created in PeopleSoft Order Capture and is shipping to multiple locations, all of those locations will be displayed here. .

The Line Detail grid displays the order lines associated with each ship-to location.

Changing or Viewing Billing Information

Access the Billing page:

We have previously explained fields that appear on the Billing page, with the exception of the following:

Customer, Contact	Customer and Contact displayed here are the Bill To equivalents, although they are not necessarily the same ones as those that are on the Shipping or Entry Form pages.
Address	This address is the billing address. By default, the primary billing contact and the primary billing address are populated from the customer data model.
PO Number	Enter the Purchase Order number, if applicable.
PO Received	Select this check box if a Purchase Order has been received. Note. This functionality is designed solely for auditing purposes. There is no attached business logic.
Payment Terms	Select terms of payment, such as Due Immediately.

Managing Holds

Holds appear on the Holds page. You cannot remove holds in PeopleSoft Mobile Order Capture, you can only view them. Held orders are maintainable; thus you can correct the problems caused by certain holds from the main PeopleSoft Order Capture application. For example, if the order is held because an invalid Bill To customer was specified on the order (or no Bill To customer was specified at all), the user can change the Bill To customer and perform a synchronization. The hold is then lifted.

Adding Notes

Access the Notes summary page, and then click on the details icon to drill into Notes details.

Viewing Related Actions

View related actions on this page. A related object is data, such as a business project, that is somehow related to the order or quote. If the data exists on the mobile device, you will have the option to link to that data. For example, if there is an sales opportunity associated with this order and it exists on the mobile device, you will be able to transfer to that opportunity from here.

Understanding Third Party and Miscellaneous Calculations

These following third party and miscellaneous charges may be applied to the order during synchronization:

Pricing discounts, surcharges, or both.
Freight.
Tax.
VAT.
Product giveaways.

Viewing Existing Orders or Quotes

You may view existing orders or quotes by using the Search Orders and Quotes menu option. The pages will be the same as above. Only quotes, unsubmitted orders, and orders that are on hold can be modified.

Customer, Contact	Change the customer and contact information by clicking the Search button and making a different selection.
Address	The address where the shipment is delivered. This address defaults primary shipping contact (and primary shipping address for the customer) from the customer data model.
Carrier	Select a carrier for this shipment by clicking the Search button, and making a selection.
Requested Date	Enter a requested arrival date for the shipment here. Note that you can specify a future shipment date.
Description	Enter any additional shipment information in this field.