Getting Started with Order to Cash Common Information

The chapter provides an overview of PeopleSoft Order to Cash Common Information features and implementation.

PeopleSoft Order to Cash Common Information Features

These features are described in detail in the PeopleSoft Order to Cash Common Information PeopleBook:

Maintaining general customer information.
Maintaining additional customer information.
Importing customer information.
Maintaining contacts.
Setting up and maintaining a cash drawer.
Processing credit cards.
Managing conversations.
Setting up products.
Updating list prices.
Managing returned material.

PeopleSoft Order to Cash Common Information Implementation

PeopleSoft Setup Manager enables you to review a list of setup tasks for the products that you are implementing. The setup tasks include the components that you must set up, listed in the order in which you must enter data into the component tables, and links to the corresponding PeopleBook documentation.

PeopleSoft Order to Cash Common Information also provides component interfaces to help you load data from the existing system into PeopleSoft Order to Cash tables. Use the Excel to Component Interface utility with the component interfaces to populate the tables during implementation.

This table lists all of the components that have component interfaces:

Component	Component Interface	Reference
Customers	CUSTOMER_BILLTO_CI, CUSTOMER_MAIN_CI, CUSTOMER_MISC_CI, CUSTOMER_SHIPTO_CI, CUSTOMER_SOLDTO_CI	See Maintaining General Customer Information.
Member	MEMBER_PERSON1_CI	See Setting Up Customer Support Personnel.
Member Type	MEMBER_TYPE_TBL_CI	See Setting Up Customer Support Personnel.
Standard Notes	STANDARD_NOTE	See Setting Up Standard Notes.
Support Team Members	TEAM_MEMBER_TABLE_CI	See Setting Up Customer Support Personnel.
Customer Groups	CUSTOMER_GROUP	See Establishing Customer Group Tables.
Contact Information	CONTACT_INFO	See Setting Up Contacts.
Product Alternates	PROD_ALT_CI	See Establishing Additional Product Attributes.
Product Category	PROD_CATEGORY_CI	See Establishing Additional Product Attributes.
Product Definition	PROD_DEFN_CI	See Establishing Additional Product Attributes.
Product Group Table	PROD_GROUP_CI	See Setting up Product Group Tables.
Product Groups	PROD_GROUP_TBL_CI	See Establishing Additional Product Attributes.
Product Messages	PROD_MSG_CI	See Establishing Additional Product Attributes.
Product Notes	PROD_NOTE_CI	See Establishing Additional Product Attributes.
Product Specifications	PROD_SPECS_CI	See Establishing Additional Product Attributes.
Product Unit of Measure	PROD_UOM_CI	See Establishing Additional Product Attributes.
Product Kit Components	PROD_KIT_COMPS_CI	See Defining Product Kits.

Other Sources of Information

In the planning phase of an implementation, take advantage of all PeopleSoft sources of information, including the installation guides, table-loading sequences, data models, and business process maps. A complete list of these resources appears in the preface in the PeopleSoft Enterprise Application Fundamentals 8.9 PeopleBook with information about where to find the most current version of each.