Setting Up Product Definitional Elements

This chapter provides an overview of product definitional elements in PeopleSoft Enterprise Customer Relationship Management (PeopleSoft CRM) and discusses how to create product definitional elements.

Understanding Product Definitional Elements

Definitional elements describe products in the PeopleSoft CRM system. You must set up these definitional elements before defining products in PeopleSoft CRM:

Product installation options.
Rules for generating product ID numbers.
Rule sets for creating and updating installed products.
Product groups.

Product groups enable you to share processing parameters between products. PeopleSoft CRM delivers a set of basic product groups.
Product categories.

Product categories are used to group products in catalogs.
Product brands.
Competitor codes.

Competitor codes enable you to keep track of competitor's similar products.
Branch scripts.

Branch scripts predefine sales dialogue with customers, provide direction to customer service representatives, and guide internal processes and operations.
Region IDs.

Region IDs enable selling by region.
Competency codes.

Competency codes define skills required to support the product.
Relationship IDs.

Relationship IDs define the relationship of one product to another. For example, one product might either complement or substitute for another product.
Product attributes

Product attributes describe characteristics of the product, such as height, weight, color, and so forth.

See Also

Setting Up Automatic Numbering

Defining Items

Tracking Installed Products

Managing Workforce Competencies

Setting Up Regions

Configuring Attributes

Defining Scripts

Creating Product Definitional Elements

To create product definitional elements, use the Product Installation (PROD_INSTALLATION), Automatic Numbering (AUTO_NUM_PNL), Product Group (PROD_GROUP_TBL), Product Category (PROD_CATEGORY), Product Brand (PROD_BRAND), Competitors (COMPETITOR_CD), Region (RB_REGION), and Attribute Definition (RB_ATTRIBUTE) components.

This section lists the pages used to set up product definitional elements and discusses how to:

Select options for managing products.
Specify installed product rules.
Define product automatic numbering options.
Define product group codes.
Define branch scripts.
Set up product relationship codes.
Define product attributes.

Pages Used to Set Up Product Definitional Elements

Page Name	Object Name	Navigation	Usage
Product Installation	PROD_INSTALLATION	Set Up CRM, Install, Product Options, Product Installation	Select options for managing products.
Installed Product Defaults	RF_INSTPRD_DFLT	Set Up CRM, Install, Product Options, Installed Product Defaults	Specify rules that determine how system transactions create and update installed products.
Auto Numbering (automatic numbering)	AUTO_NUM_PNL	Set Up CRM, Common Definitions, Codes and Auto Numbering, Automatic Numbering, Auto Numbering	Define automatic numbering options for product IDs.
Product Group	PROD_GROUP_TBL	Products CRM, Product Groups, Product Groups	Define product group codes.
Linked Products	PROD_GRP_OVERVIEW	Products CRM, Product Groups, Linked Products	View products that belong to a product group.
Product Category	PROD_CATEGORY	Products CRM, Category, Product Category	Define product category codes.
Product Brand	PROD_BRAND	Products CRM, Brand, Product Brand	Define product brand codes.
Competitors	COMPETITOR_CD	Products CRM, Competitor Codes, Competitor Codes	Define competitor codes.
Script	RC_BS_MAIN	Set Up CRM, Common Definitions, Process Automation, Script, Script	Define a branch script for support and sales personnel.
Region	RB_REGION RB_REGION	Set Up CRM, Common Definitions, Location, Region Codes, Region	Set up regions.
Competencies	COMPETENCY_TABLE	Set Up CRM, Common Definitions, Competencies, Competencies	Establish competency codes.
Product Relations Codes	RB_RELATIONS	Products CRM, Product Relations Codes, Product Relations Codes	Set up the codes that describe relationships between products.
Attribute Definition	RB_ATTRIBUTE_MAIN	Set Up CRM, Common Definitions, Attributes, Attribute Definition, Attribute Definition	Define a product attribute.

Selecting Options for Managing Products

Access the Product Installation page.

Item Required

Select if you have installed PeopleSoft Supply Chain Management (PeopleSoft SCM) or PeopleSoft Integrated FieldService. You can clear this check box if the order fulfillment system does not require items or if products are not inventoried.

If you select this check box, you must use the Item Definition component to define product IDs, descriptions, and standard units of measure. You then complete the product definition in the Product Definition component.

Components can be deleted

Select to enable deletion of components in a product package.

Alternate Priority Required and Alternate Quantity Required

Select to enter a priority and quantity on the Product Relationships page for an Alternate relationship type. Select these check boxes when the PeopleSoft CRM system is integrated with PeopleSoft SCM.

See Also

Defining Items

Specifying Installed Product Rules

Access the Installed Product Defaults page.

See Tracking Installed Products.

Defining Product Automatic Numbering Options

Access the Auto Numbering page.

See Setting Up Automatic Numbering.

Defining Product Group Codes

Access the Product Groups page.

Product Group Type

Select the product group type from the available values.

Global

Select to include all products in the product group.

Note. This selection is not used for product groupings in the catalog.

See Understanding Catalogs.

See Also

Adding Products to Product Groups

Defining Branch Scripts

Access the Script page.

See Defining Scripts.

Setting Up Product Relationship Codes

Access the Product Relations Codes page.

The Relations page lists the possible relationships among products. The options that you select for a relationship type determine the options that are available on the Product Relationships page when you define a product.

Required	Select to include the Required check box on the Product Relationships page. The Required check box enables you to require that the related product is present whenever the listed product appears.
Priority	Select to include the Priority check box on the Product Relationships page. The Priority check box enables you to specify a priority among alternative related products.
Quantity	Select to include the Quantity field on the Product Relationships page. The Quantity field enables you to specify how many times the given relationship can occur.
Catalog	Select to include the Catalog check box on the Product Relationships page. The Catalog check box controls whether related products appear in the catalog along with the main product.
Advisor	Select to enable the use of the PeopleSoft Real-Time Advisor for up-sell and cross-sell opportunities.

Note. The product relations codes that appear in the preceding example are delivered as system data. You can add relations, but you should not remove any delivered relations.

See Also

Managing Product Relationships

PeopleSoft Enterprise CRM Real-Time Advisor 8.9 PeopleBook

Defining Product Attributes

Access the Attribute Definition page.

Warning! Although product attributes provide flexibility for modeling products, attributes can adversely affect runtime performance. PeopleSoft suggests that you not use more than a few attributes per product.

See Configuring Attributes.