Setting Up Business Units for PeopleSoft Sales

This chapter provides an overview of business units in PeopleSoft Sales and discusses how to set up business units for PeopleSoft Sales.

Understanding Business Units in PeopleSoft Sales

Business units are used across the PeopleSoft product lines to define an organization for reporting purposes. Business units in PeopleSoft Sales might be defined by geographic location, product line, fulfillment center, or some other organization-specific guideline. The Sales business unit also provides a mechanism for defining defaults and processing controls used when creating leads and opportunities.

Setting Up Business Units for PeopleSoft Sales

To set up business units for PeopleSoft Sales, use the Sales Definition component (RSF_BUS_UNIT_TBL).

This section discusses how to create business unit definitions for PeopleSoft Sales.

Page Used to Set Up Business Units for PeopleSoft Sales

Page Name	Object Name	Navigation	Usage
Sales Definition	RSF_BUS_UNIT_TBL	Set Up CRM, Business Unit Related, Sales Definition	Create business unit definitions for PeopleSoft Sales.

Creating Business Unit Definitions for PeopleSoft Sales

Access the Sales Definition page.

Status

Select the business unit's status, either Open or Closed.

Default Set ID

Select the default set ID for the business unit. After you click the Create BU button, this field disappears.

Currency

Enter the currency to use as the business unit's default currency.

Business Unit (Order Capture)

Enter the PeopleSoft Order Capture business unit to use with the PeopleSoft Sales business unit if you have also licensed the Order Capture product. The Order Capture business unit defined here is defaulted onto the quotes and orders that are generated when a lead or opportunity is converted to a quote or order.

Note. In addition to entering the PeopleSoft Order Capture business unit, you must specify the third-party tax vendor (such as Taxware, Vertex, or WorldTax) on the Order Capture Business Unit Definition page. If you don't specify a tax vendor for the Order Capture business unit, no tax calculations can be included in quotes and orders.

Market

By default, the Market field is preset to Global. You cannot change this value.

Task Type

Select the type of task to use as the default task for the business unit. When creating a task from the Lead or Opportunity components, the task type defined here is defaulted for you.

Tree Name

Select the territory tree name to use as the default territory tree for the business unit.

See Creating Territory Trees.

Create BU (create business unit)

Click this button to create the Sales business unit.

Assignment Group

Select the assignment group to use as the default assignment group for the business unit. You must click the Create BU button before you can select the assignment group.

See Creating Assignment Groups.

Lead Options

Allow Creating Orders From Lead?

Select to enable users to create orders from leads that belong to the business unit. When cleared, users cannot create orders from leads associated with the business unit. Depending on whether your organization has a short or long sales cycle, use this flag to control whether you can use a lead to create an order before converting the lead to an opportunity, or without converting the lead to an opportunity.

Allow Converting Lead After Order is Placed?

Select to enable users to convert leads in the business unit to opportunities, even if an order has been placed. When cleared, users cannot convert the business unit's leads to opportunities after an order has been placed.

Status	Select the business unit's status, either Open or Closed.
Default Set ID	Select the default set ID for the business unit. After you click the Create BU button, this field disappears.
Currency	Enter the currency to use as the business unit's default currency.
Business Unit (Order Capture)	Enter the PeopleSoft Order Capture business unit to use with the PeopleSoft Sales business unit if you have also licensed the Order Capture product. The Order Capture business unit defined here is defaulted onto the quotes and orders that are generated when a lead or opportunity is converted to a quote or order. Note. In addition to entering the PeopleSoft Order Capture business unit, you must specify the third-party tax vendor (such as Taxware, Vertex, or WorldTax) on the Order Capture Business Unit Definition page. If you don't specify a tax vendor for the Order Capture business unit, no tax calculations can be included in quotes and orders.
Market	By default, the Market field is preset to Global. You cannot change this value.
Task Type	Select the type of task to use as the default task for the business unit. When creating a task from the Lead or Opportunity components, the task type defined here is defaulted for you.
Tree Name	Select the territory tree name to use as the default territory tree for the business unit. See Creating Territory Trees.
Create BU (create business unit)	Click this button to create the Sales business unit.
Assignment Group	Select the assignment group to use as the default assignment group for the business unit. You must click the Create BU button before you can select the assignment group. See Creating Assignment Groups.