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Getting Started with PeopleSoft CRM Order Capture Applications
PeopleSoft Order Capture Applications Overview
Order Capture Applications Business Processes
Order Capture Integrations
Order Capture Applications Implementation
Navigating in Order Capture
Navigating in Order Capture
Defining Order Capture Business Units
Understanding Business Units
Defining Order Capture Business Units
Setting Up PeopleSoft Order Capture
Understanding Order Capture Setup
Understanding Toolbar Configuration
Understanding Application Class Set Creation
Common Elements Used in Setting Up Order Capture
Setting Up Order Capture Tables
Defining Order and Quote Processing
Defining Integrations and Mappings
Setting Up Credit Card Integration
Setting Up Freight Integration
Defining Tax Installation Options
Understanding Product, Pricing, Proration, and Catalogs
Products, PeopleSoft Enterprise Pricer, and Catalogs
Product Setup
Pricing Setup
Proration of Price Adjustments
Catalog Setup
Working with Order Capture Business Projects
Understanding Order Capture Business Projects
Understanding the Order Bridge
Defining Order Capture Business Projects
Viewing Order Capture Business Projects
Viewing the Order Bridge
Integrating with Fulfillment and Billing Systems
Understanding Fulfillment Integration
Activating Integration Points
Creating Autonumbering for Orders and Quotes
Mapping Line Statuses
Publishing Order and Quote Messages
Subscribing to Order Status Messages
Subscribing to Order and Quote Acknowledgements
Subscribing to ASNs
Managing Externally Originating Orders
Integrating with Billing Systems
Working with Future Dated Orders
Understanding Future Dated Orders
Setting Up Future Dated Orders
Creating Future Dated Orders
Modifying Future Dated Orders
Managing Orders and Quotes
Understanding Order Capture
Personalizing Order Capture
Creating Orders or Quotes
Configuring Products
Viewing Price Adjustments
Adding and Viewing Notes and Attachments
Managing Holds
Maintaining Orders
Viewing Related Actions
Viewing History
Working with Bulk Orders
Understanding Bulk Order Enablement
Implementing Bulk Ordering
Defining Bulk Order Business Unit Options
Creating Bulk Orders
Working with PeopleSoft Proposal Management
Understanding PeopleSoft Proposal Management Integration
Understanding Integration Points
Setting Up PeopleSoft Proposal Management Integration
Using PeopleSoft Proposal Management in Order Capture
Working with Interactive Reports for Order Capture
Understanding CRM Interactive Reports
Setup for Interactive Reports for Order Capture
Using Interactive Reports for Order Capture
Defining Order Capture Self-Service Business Units
Understanding PeopleSoft Business Units
Understanding Order Capture Self-Service Business Units
Defining Order Capture Self-Service Business Units
Setting Up Order Capture Self-Service
Understanding Order Capture Self-Service Setup
Working With Order Capture Self Service
Understanding Order Capture Self Service
Understanding Delivered User ID, User Role Identification, and Password Creation
Self-Service Pages
Selecting Products
Using the Quick Order Entry
Using the Shopping Cart
Managing Checkout
Viewing Order or Quote Status