Working with Customer and Contact Profiles

To work with customer profiles, use the Customer Information component (RS_CUST_INFO). If you have a large number of customers, use the Customer Information component interface (RS_CUST_INFO) to load data into the tables for this component.

This topic discusses how to add information to customer profiles that is specific to PeopleSoft Resource Management.

Page Name

Definition Name

Usage

Customer Information Page

RS_CUST_INFO1

View customer profiles, or add information that is specific to PeopleSoft Resource Management.

Contact Profile

RS_CONTACT_INFO1

View basic customer contact data, such as name, address, and telephone number.

Use the Customer Information page (RS_CUST_INFO1) to view customer profiles, or add information that is specific to PeopleSoft Resource Management.

Navigation:

  • Set Up Financials/Supply Chain > Product Related > Resource Management > Setup RM Customer Info

  • Resource Management > Request Resources > Create or Review Service Order > Order Summary

    Click Location Details on the service order's Order Summary page.

  • Click Change Location/Contact Information in the Resource Requests in this Order scroll area, and click Location Details on the Service Order - Location and Contact Details page.

  • Resource Management > Request Resources > Create Svc Order from Template > Order Summary

    Click Location Details on the Order Summary page.

  • Resource Management > Assign Resource > Assign Resource

    Click Location Details on the Assign Resource page.

This example illustrates the fields and controls on the Customer Information page. You can find definitions for the fields and controls later on this page.

 Customer Information page

Field or Control

Description

Housing Information

Enter housing information that is specific to this customer location. For example, enter local hotel names or the maximum rate that the customer will pay.

Travel Information

Enter travel information that is specific to this customer location. For example, enter expenses that are not covered.

Dress Code

Enter the dress code that is observed at the project location. Values are B. Casual (business casual), Casual, and Formal.

Trainees Allowed

Select this option if this location permits trainees. A trainee is usually a non-billable resource who is observing, for evaluation purposes, the resource that is assigned to a project.