Getting Started with PeopleSoft Order Management

This chapter provides an overview of PeopleSoft Order Management business processes and discusses:

Click to jump to parent topicPeopleSoft Order Management Business Processes

The PeopleSoft Order Management provides these business processes:

We discuss these business processes in the business process chapters in this PeopleBook.

Click to jump to parent topicPeopleSoft Order Management Integrations

PeopleSoft Promotions Management integrates with the these PeopleSoft applications and third-party applications:

We cover integration considerations in the implementation chapters in this PeopleBook.

Supplemental information about third-party application integrations is located on the PeopleSoft Customer Connection website.

PeopleSoft Enterprise Pricer

Complex pricing functionality such as price rules, price lists, and arbitration plans are created in PeopleSoft Enterprise Pricer. The pricing information defines the pricing adjustments that are applied to an order during sales order entry. PeopleSoft Enterprise Pricer also enables you to test the pricing criteria by using a simulator.

PeopleSoft Promotions Management

The price adjustments for promotions are either taken on the sales order at the time that the order is taken, or the promotion is assigned to the sales order through pricing and the adjustments are accrued and paid at a later date. Promotions can be tracked on the sales order at either the line or the schedule level. You can access the promotion information from the price adjustment page on the sales order. You can also manually assign a promotion to an order line.

PeopleSoft Cost Management

PeopleSoft Order Management displays unit cost information using the various costing methods that Cost Management supports.

PeopleSoft Supply Planning

PeopleSoft Supply Planning uses PeopleSoft Order Management to determine how much demand to forecast. The information is used to plan production, process the production plan, and establish options for demand.

PeopleSoft Product Configurator

PeopleSoft Product Configurator enables you to configure items from lists of available options or features. It also enables the system to dynamically bundle products when kits of components from a list of choices are assembled. It can also be used as a product advisor or product selector. In that case, the system prompts the user with a series of questions and, based on the answers, it presents a list of matching items from which to choose.

PeopleSoft Inventory

PeopleSoft Order Management passes demand information to PeopleSoft Inventory and displays quantity available information. PeopleSoft Order Management processes the shipment of non-inventory (non-stock) items and passes shipping information to the inventory shipping history tables. Shipments of stocked items are processed in PeopleSoft Inventory. Order Management retrieves the inventory shipping information that appears on reports. In addition to handling fulfilment processing, integration with PeopleSoft Inventory offers:

VMI orders are staged in the Electronic Commerce staging tables for validation processing and loading into the order tables. Order completion runs to complete the order before you can view the order in PeopleSoft Order Management.

PeopleSoft Billing

By using direct invoicing, you can meet the needs of customers that require time-sensitive invoicing based on shipment ID. Traditional cycle billing is also available. Because you can change the invoicing option by order as well as by customer, you can match variations in the customer's billing requirements. PeopleSoft Billing also enables you to:

PeopleSoft Manufacturing

You can peg existing production ids to the sales order. When goods are received into the warehouse and putaway has been completed, your order is reserved with the incoming supply.

PeopleSoft Purchasing and PeopleSoft Payables

Purchase orders can be created in real-time from the sales order. You can also peg existing supply from purchase orders and requisitions to your sales order. When the goods are received and putaway has been completed, your order is reserved with the incoming supply. PeopleSoft Purchasing also handles shipments for those products that you routinely ship to customers directly from another vendor.

When PeopleSoft Payables receives the vendor's invoice, Order Management is able to invoice the customer for the goods that are received. You can elect to control the billing of direct shipped items by using the matching feature in the Mark Lines for Billing Process.

PeopleSoft Receivables

You can easily determine if a customer's order matches their current credit position with the company by assessing the credit information that is maintained in PeopleSoft Receivables. You can elect to check credit at order entry or at a later date with a background credit process.

PeopleSoft Contracts

Orders from PeopleSoft Contracts are staged in the Electronic Commerce staging tables for validation processing and loading into the order tables. Order completion runs to complete the order before you can view the order in PeopleSoft Order Management. PeopleSoft Contracts handles billing, pricing, VAT, and taxes for the orders. PeopleSoft Order Management and Contracts share the product definition component.

PeopleSoft Project Costing

Project-related information can be tied directly to a sales order or a sales order schedule. Enter the projects business unit, source type, category, and subcategory.

PeopleSoft General Ledger

No direct integration exists between PeopleSoft Order Management and General Ledger. PeopleSoft Inventory passes the cost details to PeopleSoft General Ledger; PeopleSoft Billing and PeopleSoft Receivables pass the revenue to General Ledger.

PeopleSoft Treasury

You can view the treasury export letter of credit from the sales order. You can assign the export letter of credit to the sales order in the order header bill-to information. You must first define the letter of credit in PeopleSoft Treasury.

PeopleSoft Analytics Warehouse

PeopleSoft EPM is providing a number of sales order analytics so that you can perform various sales, shipment, and revenue queries on the EPM data warehouse. The source of the data is from PeopleSoft Order Management.

PeopleSoft Collaborative Selling Self-Service

PeopleSoft Collaborative Selling and Order Management are integrated in a number of ways. PeopleSoft Order Management shares carrier, customer, customer group, contact, product, product group, pricing, and availability information with CRM. CRM Order Capture also sends Order Management its sales orders (new and changed) to process through the fulfillment process. Here are the integration points with PeopleSoft CRM:

Third-Party Applications

PeopleSoft Order Management uses a number of third-party applications to compliment the business processes:

PeopleSoft Order Management uses these publish and subscribe messages to process sales order data:

Additional messages that are used by PeopleSoft Order Management for customers, contacts, products, and pricing are discussed in other PeopleBooks.

See Adding General Customer Information, Setting Up Standard Notes, Setting Up Contacts, Working with Product Load Messages, Using Pricing Data Messages.

Click to jump to parent topicPeopleSoft Order Management Implementation

PeopleSoft Setup Manager enables you to review a list of setup tasks for the organization 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 Management also provides component interfaces to help you load data from the existing system into PeopleSoft Order Management tables. Use the Excel to Component Interface utility with the component interfaces to populate the tables.

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

Component

Component Interface

Reference

Competitor Codes

COMPETITOR_CD_CI

See Implementing PeopleSoft Order Management Options.

Team Member

MEMBER_COMM_CI

See Implementing PeopleSoft Order Management Options.

Member Quotas

MEMBER_QUOTAS_CI

See Implementing PeopleSoft Order Management Options.

Classification Setup

PM_CLASSIFICATE_CI

See Implementing PeopleSoft Order Management Options.

PM Territory Set Up

PM_TERRITORY_CI

See Implementing PeopleSoft Order Management Options.

Additional component interfaces that are used by PeopleSoft Order Management for common definitions, customers, contacts, and products are discussed in other PeopleBooks.

Other Sources of Information

In the planning phase of the 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 Application Fundamentals for Financials, Enterprise Service Automation, and Supply Chain Management PeopleBook, with information about where to find the most current version of each.

See Also

Enterprise PeopleTools 8.46 PeopleBook: PeopleSoft Setup Manager

Enterprise PeopleTools 8.46 PeopleBook: PeopleSoft Component Interfaces