Setting Up Products

This chapter provides an overview of the product definition, lists prerequisites and common elements, and discusses how to:

Set up product group tables.
Establish product definitions.
Establish additional product attributes.
Define product kits.
Work with product load messages.

Understanding the Product Definition

Defining products, as well as product kits and services, begins in PeopleSoft Inventory when you establish item attributes. When you enter the item definition, you can elect to have the system add the item as a product in PeopleSoft Order Management. When the item definition is saved, the product ID, description, and standard unit of measure are copied to the Product Definition table in PeopleSoft Order Management.

Note. If the product use is “contracts only,” an inventory item is not associated with the product. The product kit product also is not associated to an inventory item. These products are created directly in the product definition component.

After products are created in PeopleSoft Inventory, use the pages in PeopleSoft Order Management to change or add product attributes.

You can share product information across multiple business units and access PeopleSoft Inventory data to determine the availability of stocked products. Product catalogs enable you to choose the products that best fit each customer's needs. You can also group products to facilitate pricing, sales analysis, and reporting. Products have the organization's product numbers or customer part numbers on sales orders.

PeopleSoft Order Management uses the product ID as a primary search key for the Product Master table. Once you have defined a product ID, you may access a link in the drop-down menu on any page that will invoke a product search.

Prerequisites

Perform these product prerequisites options before you create products and product kits:

Establish automatic numbering.
Establish product group tables.
Define standard and custom notes.
Set up the item in PeopleSoft Inventory. Contracts only products do not require an Inventory item.
Associate the item with a unit of measure and define its conversion rates. Contracts only products do not require item attributes.

Common Elements Used in This Chapter

Product ID

The product ID defined on the Item Definition − General: Common page.

Setting up Product Group Tables

To define the product group table, use the Product Group (PROD_GROUP_TBL) and alternate cost adjustment exceptions (PRGR_PRICE_EXCP) components. Use the PROD_GROUP_TBL_CI component interface to load data into the table for this component.

The section discusses how to:

Establish the product group table.
Enter alternate cost adjustment exception information.

Pages Used to set up the Product Group Table

Page Name	Object Name	Navigation	Usage
Product Group Table	PROD_GROUP_TBL	Set Up Financials/Supply Chain, Common Definitions, Products, Product Group Table	Define product group codes.
Alternate Cost Adjustment Exceptions	PGRP_PRICE_EXCP	Click the Alternate Cost Adjustment Exceptions link on the Product Group Table page.	Define alternate cost adjustment exceptions for this product group code.

Establishing the Product Group Table

To define the product group table, use the Product Group component.

Use the PRODUCT_GROUP_TBL_CI component interface to load data into the table for this component.

Access the Product Group Table page.

You may also want to include products in product catalogs by groups instead of individually.

After establishing the product group table, link products with any number of product groups on the Product Group page.

Note. Only one contract product group can be associated with an individual product.

Global	Select if you want all products included in this product group. If you select this option, a product is included in this group even if you haven't specified its inclusion on the Product Group page.
VAT Default	Click to access the VAT Defaults Setup page. This option is available for only VAT product group types. The VAT Defaults Setup page is a common page used to set up VAT defaulting for all PeopleSoft applications processing VAT transactions. On this page you can define product defaults as applicable.
VAT Service Treatment Setup	Click to access the Services VAT Treatment Drivers Setup page. This option is available for only VAT product group types. The Services VAT Treatment Drivers Setup is a common page used to set up VAT services treatment for all PeopleSoft applications processing VAT transactions. If you are required to implement special handling for services, you can specify product service treatment defaults on this page as applicable.
Pricing Option	Select an option to determine whether the product or product group selling price can be adjustment using margin manipulation. This field appears only if the Product Group Type is Pricing. KVI (known value item): Designated product groups where the selling price cannot be reduced or increased. NDP (non-discountable product): Designated product groups where the selling price cannot be decreased, but can be increased. Note. If during interim adjustments, the price of a NDP item has increased, then it may be discounted in subsequent calculations until it reaches the original price. Regular: Regular (or blank) indicate that the product group is neither NDP nor KVI.
Margin Base	Used to identify the basis to apply adjustments. Values are: Cost: Use this option to base the cost on the unit cost. Alternate Cost: Use this option if you base the cost on an additional charge. For example, you may increase the cost by 5 percent to include the cost of commission. This field appears only if the Product Group Type is Pricing.
Alternate Cost Adjust %(alternate cost adjustment percent)	Add a value for the percentage to apply to the unit cost to derive an alternate cost. This field appears only if the Product Group Type is Pricing.
Do Not Adj. For Alternate Cost (do not adjust for alternate cost)	Select this option if you don't want the product (or product group to be adjusted by a different cost. This field appears only if the Product Group Type is Pricing.

Entering Alternate Cost Adjustment Exception Information

Access the Alternate Cost Adjustment Exception Information page.

Note. This page is only available if an adjustment cost factor is specified or the Do Not Adjust check box is selected.

Business Unit Product

Select an exception for the product business unit for either the ship from Inventory Business Unit or the Order Management Business Unit. You might charge more for a ship from location that is further away or charge more for a PeopleSoft Order Management Business Unit that sells more of a product group.

Business Unit

Select from the available options based on the selection in the Business Unit Product field.

Adjustment Percent

Enter an amount for the adjustment.

Note. If there are two conflicting override values, the higher of the two values will be used. For example, you may have the PeopleSoft Order Management Business Unit adjustment factor as 20 percent and the Inventory Business Unit as 18 percent. The system would use the PeopleSoft Order Management Business Unit value in this example.

Establishing Product Definitions

To define products, use the Product Definition component (PROD_DEFN).

Use the PROD_DEFN_CI component interface to load data into the table for this component.

This section provides an overview of the product definition process and discusses how to:

Establish the product definition.
Establish product images.
Establish product definition options.
Establish additional product definitions.
Establish product competitor information.
Establish product contract options.
Create user-defined product fields.

Understanding the Product Definition Process

Once you’ve set up product prerequisites and the items are defined, you can begin defining products using the Product Definition component. These pages are also available as inquiry pages.

To set up products:

Define the required attributes for the product ID at the setID level using the Product Definition - Definition page.
Optionally establish an image for the product on the Product Image page.
Establish margin and sales tax options on the Product Definition - Options page.
Establish project, export, drop-ship, cost element, and configuration options on the Product Definition - Options 2 page.
Establish competitor product information on the Product Definition - Competitor page.
Establish attributes for products used with PeopleSoft Contracts on the Contracts Options page.
Establish user defined fields on the Product Custom Info 1, Product Custom Info 2, and Product Customer Info 3 pages.

Pages Used to Establish the Product Definition

Page Name	Object Name	Navigation	Usage
Product Definition - Definition	PROD_DEFN	Products, Identify Product Details, Definition Products, Review Product Information, Definition	Define the product.
Product Image	PROD_IMAGE	Click the View Product Image link on the Product Definition - Definition page.	Use to set up the product image.
Product Definition - Options	PROD_OPTIONS	Products, Identify Product Details, Definition, Options Products, Review Product Information, Definition, Options	Use to set up selling and sales tax criteria for a product. The margin information you enter here is used by the system to notify the operator during order entry of any deviation from the upper and lower margin restrictions specified for this product. Margin violation may place the order line on hold.
Product Definition - Options 2	PROD_OPTIONS2	Products, Identify Product Details, Definition, Options2 Products, Review Product Information, Definition, Options2	Use to add PeopleSoft Project Costing links, defaults, cost element for non-stock products, and configuration information.
Product Definition - Competitor	PROD_COMPTTRS	Products, Identify Product Details, Definition, Competitors Products, Review Product Information, Definition, Competitors	Use to keep track of competitors' equivalent products by product number, as well as any alternate products competitors might have. You can use this information for sales analysis and reporting.
Contracts Options	PROD_CONTRACTS	Products, Identify Product Details, Definition, Contracts Options	Use to establish product attributes for products used with PeopleSoft Contracts. Note. This page only appears if PeopleSoft Contracts is installed.
Product Custom Info 1	PROD_GEN_INFO1	Products, Identify Product Details, Definition, Product Custom Info1 Products, Review Product Information, Definition, General Info1	Use to create character-length alphanumeric fields.
Product Custom Info 2	PROD_GEN_INFO2	Products, Identify Product Details, Definition, Product Custom Info2 Products, Review Product Information, Definition, General Info2	Use to create additional character-length alphanumeric fields.
Product Custom Info 3	PROD_GEN_INFO3	Products, Identify Product Details, Definition, Product Custom Info3 Products, Review Product Information, Definition, General Info3	Use to create additional character-length numeric fields.

Establishing the Product Definition

Access the Product Definition - Definition page.

If you did not establish a product ID when you set up the item ID, you can create it on the Product Definition - Definition page. You can also create multiple product IDs for one item ID for greater marketing and reporting flexibility.

Associating Products with Items

If the product is not a kit, and you defined the product ID during item definition using the Item Definition − General: Common page, the Item ID associated with the product ID defaults. You can override this default. Associate multiple product IDs with a single inventory item to enhance marketing and sales tracking capabilities.

This item information defined on Item Definition − General: Common page appears:

Standard UOM	The unit of measure that reflects the most common unit of measurement for the item. Note. This field is not used for Contracts Only products.
Inventory Item	A check indicates that the item is defined as being associated with an item that may or may not actually be stocked in inventory. Note. This field is not used for Contracts Only products.
Description	This field is required; however, you have the option of entering a different description than that of the Item associated with the product.
Long Description	This field is optional; however, you may enter an extended product description.

Defining Product Kits

Define product kits by selecting the Product Kit check box. The Item ID field is unavailable for entry once you’ve selected the Product Kit option. After identifying a product as a kit, establish its components on the Product Kit Summary page.

When you select the Product Kit option, these fields appear:

Configured

Indicates the kit is configured using PeopleSoft Product Configurator. You can use configured products or configured items within a configured kit, but you cannot use a configured kit within a configured kit.

Note. If the Product Use is Contracts Only, this field does not appear.

Price Kit at Top Level

Indicates the kit is priced at the top parent product ID level. When you select this option, you define the prices as you would for a regular product ID, using the Product Price page. Configured kits can only be priced at the top level.

Price Kit at Component Level

Indicates the kit is priced at the component level. When you select this option, you define the price for each component of the kit using the Product Kit Component Pricing page.

Entering General Product Information

Product Use	Select from these options: Note. If PeopleSoft Contracts is not installed, the field is hidden and populated with the value General Use Excluding Contracts by default. If PeopleSoft Order Management is not installed and PeopleSoft Contracts is installed, the field is visible and the value Contracts Only appears by default. Note. These rules apply to what type of component can be used with a product kit: General Use Including Contracts product kits can only contain General Use components, General Use Excluding Contracts product kits can only contain General Use or General Use Excluding Contracts components, Contracts Only product kits can only contain General Use or Contracts Only components. Contracts Only: The product can only be used with contracts. No inventory item is related to this type of product. General Use Excluding Contract: The product will not be used with contracts. General Use Including Contract: The product can be used anywhere in the system that prompts for a product ID.
Catalog Number and Model Number	If a product appears in another vendor catalog, you have the option of associating a product with either of these fields. They are informational only. The values in both fields print on the Product Master Report page report.
Status	The default for the product is Active.
Product Brand	Used to associate a product with a brand. They are defined on the Product Brand page.
Product Category	Used to associate a product with a category. They are defined on the Product Category page.
Physical Nature	Select the default physical nature for the product. Options are: Intangible/Services or Physical Goods.
Where Performed	Select the default location for where a service is most often physically performed. Options are: Buyer's Location, Ship From Location, Ship To Location, or Supplier's Location.
View Product Image	Use to add or view an image associated with the product.
VAT Default	Click to access the VAT Defaults Setup page. The VAT Defaults Setup page is a common page used to set up VAT defaulting for all PeopleSoft applications processing VAT transactions. On this page you can define product defaults as applicable.
VAT Service Treatment Setup	Click to access the Services VAT Treatment Drivers Setup page. The Services VAT Treatment Drivers Setup is a common page used to set up VAT services treatment for all PeopleSoft applications processing VAT transactions. If you are required to implement special handling for services, you can specify product service treatment defaults on this page as applicable.

See Also

Order Processing in a VAT Environment

Creating Configured Product Sales Orders

Establishing Product Images

Access the Product Image page.

After you have set up the product image, you can view it by clicking the View Product Image link on the Product Definition page. You can also view the product image during sales order entry.

Default Image Name	Specify the file name(s) for the image. You must include a slash (/) in front of the file name. Make sure that you have already defined an image directory, locally or on the web, on the Image Location page.
Alternative Image 1 and Alternative Image 2	Use to establish alternative images.

Establishing Product Definition Options

Access the Product Definition - Options page.

Selling Options

Use either a percentage or a flat amount to establish the allowable margin range for a product entered on a sales order schedule after all discounts have been applied. Negative margins are acceptable. When creating buying agreements, order or quote lines, the system warns you if the net unit price isn't within the margins, and depending on the business unit settings, places the order schedule on hold.

Lower Margin % and Upper Margin %	If you want the system to calculate the difference between the unit cost and net unit price in percentages, enter a value in these fields.
Lower Margin Amount and Upper Margin Amount	If you want the system to calculate the difference between the unit cost and net unit price using a flat amount, select the appropriate Currency, and enter value in these fields.
Margin Base	Used to identify the basis to apply adjustments. Values are: Cost: Use this option to base the cost on the unit cost. Alternate Cost: Use this option as the basis for upper and lower limits for adjustments. For example, you may increase the cost by 5 percent to include the cost of commission.
Do Not Adj. For Alternate Cost (do not adjust for alternate cost)	Select this option if you don't want the product (or product group to be adjusted by a different cost.
Alternate Cost Adjust %(alternate cost adjustment percent)	Add a value for the percentage to apply to the unit cost to derive an alternate cost.

Sales Tax Options

Tax Product Number, Transaction Type and Transaction Sub Type

This is passed to the third-party tax provider and is matched against a table of rates or exceptions to find the correct tax rate for the product and ship to destination. You can use the Transaction Type and Transaction Sub Type to further qualify the tax product number.

Note. If the field is not populated for a new product, the product ID defaults to this field at save time.

See Also

Managing Returned Material

Calculating Commissions

Understanding PeopleSoft Tax Solutions

Establishing Additional Product Definitions

Access the Product Definition - Options2 page.

Project Cost Options

Project ID and Activity ID

You can associate a project code and activity with the product.

Other Attributes

Export License Required	Select if export shipments of this product require a license. There is currently no processing in PeopleSoft Order Management associated with this option.
Direct Ship from Vendor	Select to indicate that this product is shipped directly from another vendor to the customer. This information defaults to the order schedule when this product is referenced and can be overridden. Note. Product kits cannot have components that are drop shipped. They will not be picked up by PeopleSoft Purchasing. You can not add a component to a kit if it is marked as drop shipped. You will receive an error message and must remove the component from the kit before you can save the Kit Setup component. If you update the product definition of a kit component, do not select the drop ship flag. The warning will not be issued and PeopleSoft Purchasing will not pick up the component for fulfillment.
Demand Planning Item	The field is used by PeopleSoft Demand Planning. When the field is selected, the product will be used in forecasting by PeopleSoft Demand Planning.
Cost Element	Defined for stocked items when you set them up in PeopleSoft Inventory on the Item Definition − General: Common page. For drop-ship products and other products not stocked in PeopleSoft Inventory, you must select one on this page. Cost elements are used to segregate portions of the product cost. For purchased products, the cost element defined most likely represents material. For non-stock products it represents expenses. If the product is a non-tangible charge, such as consulting, the cost element may represent labor or expenses. Note. Cost elements are required for PeopleSoft Inventory accounting.

Configuration Options

The fields are available for entry only if you have selected the Configured option on the Product Definition - Definition page.

Configuration Code Generation

Select to have the system dynamically create the configuration code for the configured kit. The configuration code on configured kits is informational during order entry. It is formatted and appears only during order entry. The code is based on configuration code template that you specify on the page.

Establishing Product Competitor Information

Access the Product Definition - Competitors page.

Competitor Code

Established on the Competitor Codes page. These fields are informational only and there is no processing associated with these fields. You can also add the Competitor Product Number and a Description.

Establishing Product Contract Options

Access the Product Definition - Contracts Options page.

Note. This page only appears if PeopleSoft Contracts is installed.

The table lists the allowable price types for each revenue method:

Price Type	Revenue Recognition Method
Amount or Percent	Milestone, Percent Complete, Apportionment, Billing Manages Revenue
Rate	As Incurred
Recurring	Billing Manages Revenue

Price Type	The price type that you select for a product determines the details that you can define for that product and the billing and revenue recognition methods with which you can associate the product. Select from these options: Amount, Percentage, Rate, or Recurring.
Recognition Method	Defines the criteria that must be met before revenue can be recognized. Select from these options: Apportionment: Recognize a fixed amount of revenue over a predefined period of time. As Incurred: Manage revenue on an as needed basis manually or using scheduled processes. This is the only method used for rate-based contract lines. Billing Manages Revenue: Have PeopleSoft Billing, not PeopleSoft Contracts, manage the revenue for a contract line. Only fixed-amount and recurring contract lines can use this method. You must always use this method with recurring price types. Milestone: Recognize a fixed amount of revenue spread over time and triggered as each milestone is met. Percent Complete: recognize revenue based on a manually entered percentage of completion.
Third Party Flag	Select this check box to designate that this is a product or service provided by a third-party. This check box is informational only-no processing logic is keyed from this selection.
Renewable	Select this check box to designate this product as renewable. Only products with a price type of Amount or Percentage can be selected as renewable. If the product is a kit, the renewable flag is required to be OFF.
Renewal Action	Select the appropriate renewal action. The options are Automatic and Manual. A value is required if the Renewable flag is ON.
Percentage	Enter the percentage and select whether it is either a:% (percent) of Total Contract Amount or % (percent) of Total Contract Lines. Note. The percentage can be any amount. The Percentage field and the % of field apply to products with a price type of percent.
Templates	You can select revenue and bill plan templates to automate the creation of revenue and billing plans. You can select a bill plan detail template ID to override the billing defaults that for the contract billing business unit and contract header. You can select a renewal plan template to automate the creation of renewal plans.

Creating User-Defined Product Fields

PeopleSoft Order Management delivers a wide variety of options for defining the product attributes; however, the business may have additional requirements. You can use the Prod Custom Info (product custom information) pages to establish user-defined fields to be stored in the Product Master table.

Each of the Prod Custom Info pages contains fields of various sizes and types: from 1 to 30 characters long in alphanumeric, numeric with decimal places, or numeric without decimals formats. You use the PeopleTools Application Designer to modify the field labels on the page, and you must provide the appropriate code changes in order for PeopleSoft to process these fields.

To establish user-defined product fields:

Determine the usage requirements, and select the appropriate field on one of the Product Custom Info pages.
Modify the field label using Application Designer in PeopleTools.
Make the necessary code changes.

Product Custom Info 1 Page

Access the Product Definition - Product Custom Info 1 page.

Prod Char30 A (product character 30), Prod Char30 B (product character 30), Prod Char30 C (product character 30) and Prod Char30 D (product character 30)	A − D alphanumeric fields, up to 30 characters in length.
Prod Char 1 A (product character 1), Prod Char 1 B (product character 1), Prod Char 1 C (product character 1) and Prod Char 1 D (product character 1)	A − D alphanumeric fields, 1 character in length.

Product Custom 2 Page

Access the Product Definition - Product Custom 2 page.

Prod Char 10 A (product character 10), Prod Char 10 B (product character 10), Prod Char 10 C (product character 10) and Prod Char 10 D (product character 10)	A-D alphanumeric fields, up to 10 characters in length.
Prod Char 2 (product character 2)	Alphanumeric fields, up to 2 characters in length.
Prod Char 4 (product character 4)	Alphanumeric fields, up to 4 characters in length.
Prod Char 6 (product character 6)	Alphanumeric fields, up to 6 characters in length.
Prod Char 8 (product character 8)	Alphanumeric fields, up to 8 characters in length.

Product Custom 3 Page

Access the Product Definition - Product Custom 3 page.

Prod N12.3 A (product number 12.3), Prod N12.3 B (product number 12.3), Prod N12.3 C (product number 12.3) an dProd N12.3 D (product number 12.3)	A-D numeric fields, up to 12 integers and 3 decimal places in length.
Prod Nbr 15 A (product number 15), Prod Nbr 15 B (product number 15), Prod Nbr 15 C (product number 15) and Prod Nbr 15 D (product number 15)	A-D numeric fields, up to 15 integers in length.

See Also

Enterprise PeopleTools 8.48 PeopleBook: PeopleSoft Application Designer

Establishing Additional Product Attributes

To define alternates, catalogs, groups, messages, notes, prices, specifications, and units of measure for products, use the Product Alternates, Product Catalogs, Product Groups, Product Messages, Product Notes, Product Price, Product Specifications, and Product Unit of Measure components.

Use the PROD_ALT_CI, PROD_GROUP_CI, PROD_MSG_CI, PROD_NOTE_CI, PROD_SPECS_CI, PROD_UOM_CI component interfaces to load data into the tables for these components.

This section discusses how to:

Establish product attributes by unit of measure.
Establish product prices.
Establish product alternates.
Establish product attachments.
Establish product messages.
Establish product notes.
Establish product groups.
Establish product catalogs.
Establish product specifications.
Run the Refresh Catalog Prompt Table process.

Note. PeopleSoft Order Management delivers inquiry pages that enable you to view product information and to provide separate access to users that should have read-only access to product information. The inquiry pages are generally duplicates of their associated update pages, except that they are in a read-only format. Exceptions to this standard are located in the table below.

Pages Used to Define Additional Product Attributes

Page Name	Object Name	Navigation	Usage
Product Attributes by UOM	PROD_UOM	Products, Identify Product Details, Attributes by UOM	Use to restrict the units of measure available for use in PeopleSoft Order Management, to define minimum and maximum order quantities, valid order increments, and minimum selling prices. You must also use this page to assign a unit of measure for product kit component pricing.
Product Price	PROD_PRICE	Products, Identify Product Details, Assign List Price	Use to differentiate pricing among Inventory business units, to effective-date prices for stocked and non-stock items, and to price product kits at the top parent product ID level.
Alternates	PROD_ALT	Products, Identify Product Details, Alternates Order Management, Quotes and Orders, Review Product Information, Alternates	Use the Alternates page to set up product alternates.
Attachments	PROD_ATT	Products, Identify Product Details, Attachments Order Management, Quotes and Orders, Review Product Information, Attachments Products, Review Product Information, Attachments	Use to enter the file names of multimedia attachments.
Messages	PROD_MSG	Products, Identify Product Details, Messages Order Management, Quotes and Orders, Review Product Information, Messages Products, Review Product Information, Messages	Use to choose messages or attach product holds to a product.
Notes	PROD_NOTE	Products, Identify Product Details, Notes Order Management, Quotes and Orders, Review Product Information, Notes Products, Review Product Information, Notes	Use to attach a standard or custom note to a product.
Product Group	PROD_GROUP	Products, Identify Product Details, Assign Product Group	Use to link products with any number of product groups.
Product Catalogs	PRODCTLG_TBL	Products, Identify Product Details, Catalogs	Use to create product catalogs.
Refresh Catalog Prompt Table	RUN_OMS2000	Products, Request Processes, Refresh Catalog Prompt Table	Use to initiate the Refresh Catalog Prompt Table process. Each time you add or modify product catalog information, you should run the process to keep this temporary table up to date.
Product Aliases by Product	PROD_CUST_ALIAS2	Products, Review Product Information, Aliases	View information about the comparable customer part numbers for the products established on the General Information - Product Aliases page.
Product Specifications	PROD_SPECS	Products, Identify Product Details, Specifications Products, Review Product Information, Specifications	Use to enter detailed product specifications.
Copy Product Specifications	PROD_SPECS_COPY	Click the Copy Product Specifications link on the Product Specifications page.	Use to copy product specifications from one product profile to another.

Establishing Product Attributes by Unit of Measure

Access the Product Attributes by UOM page.

When you create an item in PeopleSoft Inventory, you associate it with valid units of measure for stocking, shipping, and ordering on the Units of Measure page. The ordering units of measure (UOMs) you define there are used in PeopleSoft Inventory for material stock requests, and in PeopleSoft Order Management. These are the only UOMs that can be referenced on sales orders and quotes. But there may be ordering UOMs that you want to exclude from PeopleSoft Order Management.

You can restrict the units of measure available for use in PeopleSoft Order Management and define product attributes by unit of measure.

Standard Unit of Measure	Defined for the item on the Item Definition − General: Common page. Note. This field is not used for Contracts Only products.
Initialize UOM link	View all the ordering units of measure established for the product.
UOM (unit of measure)	Select any valid designations from the list. For example, if you can enter material stock requests for widgets in eaches, cases, and pallets, but only sell them in eaches and cases, you would not want to select the PL (pallet) unit of measure.
Default	Select one of the UOMs that appears whenever the product is referenced on quotes, sales orders, price sets, return material authorizations, and sales buying agreements.
Conversion Rate	View the conversion rate from the UOM table in PeopleSoft Inventory. This factor is used to convert the Standard Unit of Measure into the UOM you are referencing. For example, if a CS(case) contains six EA (eaches), and eaches is the standard unit of measure, the Conversion Rate for CS is six. Note. This field is not used for Contracts Only products.
Minimum Order Quantity and Maximum Order Quantity	The system checks the values in the fields during order and quotation entry. If these limits are violated, the system warns you, and depending on the business unit settings, places the order line on hold.
Increment	Use the field if a product can be sold only in specific increments. For example, if a product can be sold only in increments of 3 cases, the system checks the entered quantity on the order line to make sure it is in multiples of 3. The Increment check applies only to the line, not the schedule.
Minimum Selling Price	The amount is checked during line entry to make sure price adjustments do not take the unit price for a product in its selling unit of measure below the minimum established price. If price adjustments take a product below its minimum selling price, the system warns you and asks you if you want to replace the unit price with the minimum selling price. If you do not choose the minimum selling price, the order line may be placed on hold depending on the business unit settings.
Currency	Select to set up minimum selling price thresholds for each unit of measure by currency code.
Pricing Option	Select an option to determine whether the product or product group selling price can be adjustment using margin manipulation. KVI (known value item): Designated products where the selling price cannot be reduced or increased. NDP (non-discountable product): Designated products where the selling price cannot be decreased, but can be increased. Note. If during interim adjustments, the price of a NDP item has increased, then it may be discounted in subsequent calculations until it reaches the original price. Regular: Prevents the product setting from overriding or being applied to a product.
Pricing UOM	Select Yes if this UOM can be used as pricing UOM. Select No if this UOM cannot be used as the pricing UOM. Select Default if this unit of measure is the default pricing UOM.

Establishing Product Prices

You manage list pricing a bit differently for stocked products and non-stock products. Pricing for both stocked and non-stock products is effective-dated, enabling you to track pricing history and establish new prices that will take effect at designated dates in the future. But pricing for stocked products, unlike non-stock and contract products, is based on Inventory business units (ship from warehouses) so that you can differentiate pricing for different warehouses. Different fields are available on the Product Price page for stocked and non-stock products.

Note. You can also establish price lists associated with business objects as part of the pricing system design.

This diagram illustrates how the price is determined on an order line if using list prices and standard discounts.

Diagram of a pricing structure using list prices and standard discounts

To use more complicated pricing criteria, you can set up price rules and arbitration plans.

See Understanding Enterprise Pricer.

Based on the selection on the Product Definition - Definition page, product kits can be priced at two levels:

Top parent product ID level.
Component level.

You assign a list price to the kit at the top level using the Product Price page, but use the Product Kit Component Pricing page to associate prices with a kit’s components.

Access the Product Price page.

Certain fields on this page appear and others are not visible depending on the type of product that you are pricing.

Product Types	Active Fields That Display	Fields That Aren’t Visible
Stocked products	Inventory Business Unit, List Price	Unit Cost
Non-stock products, contracts only product.	List Price, Unit Cost	Inventory Business Unit
Product kits (priced at top level)	List Price, Unit Cost	Inventory Business Unit
Product kits (priced at component level)	List Price and Unit Cost are visible, but unavailable for entry.	Inventory Business Unit

Pricing Stocked Products

Unit of Measure	For each, you can set up different Inventory Business Unit pricing.
Inventory Business Unit	For each, you can enter a different Effective Date and associated List Price. Note. You must define list prices for each PeopleSoft Inventory Business Unit that stocks a product or you cannot take advantage of the pricing capabilities of PeopleSoft Order Management. If you do not define list prices, you will need to manually enter the selling price on the sales order line or schedule.
Currency	Enter a currency for each PeopleSoft Inventory Business Unit. If the system doesn’t find a base price in the transaction currency while entering a sales order for example, the system will attempt to find a price in the Order Management base unit currency.
MSRP (manufacturer’s suggested retail price)	Optionally enter for the product. This field is not used by any processing or algorithms in PeopleSoft Order Management at this time.

Pricing Non-Stock Products

Unit Cost

This field appears and the Inventory Business Unit field is hidden. Define the unit cost for non-stock products on this page. The unit cost is subtracted from the selling price to determine the product margin.

Pricing Product Kits Priced at the Top Level

List Price or a Unit Cost

Enter either field. This value will be used as the starting price when price formulas are applied.

Pricing Product Kits Priced at the Component Level

Product kit components are priced using the Product Kit Component Pricing page, therefore, the fields here are read-only.

Kit

Click the Kit link to access the Kit Component Prices page where you can view price details for a product kit’s components.

Establishing Product Alternates

Access the Alternates page.

You can identify alternative products that can replace the product ordered. You can substitute alternative products on order lines under these conditions:

You have set up one or more alternatives for a product on the Alternates page.
The sold to customer permits substitutions. You indicate this option on the General Information - Sold To Options page. This option defaults to the sold to section of the Order Entry Form page of the sales order and quote forms and must be selected for the order in order to select product alternates.
The order date is within the start and end dates for the alternate product.
The alternate does not have an associated message with the action of Reject. If the product alternate has a message with an action of Hold, a hold indicator appears next to the alternate product number when the list of alternates appears. You can select the Message link from the drop-down menu during order entry to view any messages associated with the product alternates listed.
The alternate is an active product.

When you choose an alternate on the order line, the system brings the product ID of the alternate into the Product ID field on the order line and then places the original product requested into a field on the order line called Original Product Ordered. This enables you to print both product IDs on order acknowledgments and other documents.

By selecting the Allow Product Substitutions option on the Sold To section of the Order Entry Form page during order entry, you can also enable substitutions to occur during the Inventory fulfillment picking process.

See Fulfilling Orders with Substitute Items.

Priority

Use to establish the order in which alternates are listed, starting with the one you want to appear first.

Interchangeable

If two products are completely interchangeable, set one up as the product alternate for the other and select the option. The system automatically adds the product alternate record for the reverse entry. For example, if you set product 10002 as an alternate for product 10001 and indicate that they are interchangeable, product 10001 automatically becomes an alternate for product 10002.

Note. You can only select products as alternates that have the same Product Use value as the product for which you are establishing alternates. So, if you are setting up alternates for a Contracts only product, the prompt will only return contracts only products, and so forth.

Establishing Product Attachments

Access the Attachments page.

When you assign an attachment, the Attachment link is activated on the orders or quotations referencing the product.

Note. Before using attachments, you need to set up an FTP server to handle the attachments.

See Getting Started with PeopleSoft Order Management.

Add	Click the Add button to browse for and add an attachment.
View	After you upload an attachment, click the View button to view it.
Attached File	After you upload an attachment, its name appears here.
Attachment Type	Enter the file type, and add a Description of the item that you’re attaching. Note. Attachment type is not a file extension, but a categorization of the attachment defined through system configuration.

Establishing Product Messages

Access the Messages page.

After assigning a message to a product, the message appears in the Message Board section of the order or quotation.

The hold codes are controlled by role security. If the user associated with the role does not have authority to modify the hold code associated with the message, the fields will be unavailable for entry. If the user associated with the role can add the hold code but not the ability to release the hold code, they can release and delete messages with holds up until they leave the Product_Msg component. You also can't attach a message to the product if it has a hold code associated with it that you don't have security for. Similarly you can not delete an existing message that has a hold code unless you have the security for the hold code.

Message	Select a valid code to attach a standard message to the product. The text of the message appears after you tab out of the field.
Action	If there is an action associated with the message, it also appears. In the case of a HOLD action, the Hold Code appears as well.

Establishing Messages

Defining Hold Code Security by Role

Establishing Product Notes

Access the Notes page.

Notes print on some of the selected documents such as acknowledgments or quotations when you attach them to a product that is referenced on a sales order or quote. There are two types of notes: standard and custom. The first is predefined and the second is used to address unique situations.

After assigning a note to a product, the note appears in the product section of the Messages and Notes area of the order or quotation.

Use Predefined Standard Note

Enable this option to attach a note already set up in the system on the Standard Notes page. Select a Standard Note Code from the available options and the rest of the fields established for the standard note code appear.

If this option is not checked, the note being created is a unique note. Select a Note Type and enter the note in the Text field.

Documents to Print the Note On

Choose the print locations for notes in the group box. Notes can print on these documents without additional configuration: Invoice, Bill of Lading, Order Acknowledgement, Picking Plan, and Quotation.

Establishing Product Groups

Access the Product Group page. Remember that product group codes must first be set up on the Product Group Table page.

A single product can belong to one or more product groups within each group type. However, only one contract product group and only one tax group can be associated with an individual product.

Group Type

Select from these options:

Acct (accounting)
Alt Source (alternate source)
BO/Reserve (back order/reserve)
Buy Agrmnt (buying agreement)
Claimback
Cntrct (contract)
Fcst (forecast)
Freight
Pricing
Prod Ctlgs (product catalogs)
Reporting
Tax
Trnspt (transportation)
VAT

Primary Report and Primary Pricing Group

Use to indicate a single primary reporting product group when associating multiple groups with the Reporting and Pricing group type.

In the case of reporting, statistics would be distorted if a product were to appear on the report under every reporting group the product is linked to.

In the case of pricing, the system uses the group you designate as the primary pricing product group when using price maintenance to download pricing data to an Excel spreadsheet, make changes to product prices, and upload the new prices to update PeopleSoft tables. You can only update the price of a product as part of a single product group, the one that appears in bold on the spreadsheet. If you do not designate a primary group among multiple groups, the system uses the first one it encounters.

See Also

Setting up Product Group Tables

Establishing Product Catalogs

By attaching product catalogs to a sold to customer, you limit the products they can buy. You can create two types of catalogs:

Inclusive catalogs that contain all the products you want made available to a customer.
Exclusive catalogs that contain the products you want to withhold from the customer.

For example, a customer (customer ID 50001) purchases all your products except for repair parts and promotional products, you can create an exclusive catalog containing those items. When you attach it to customer 50001, the order entry clerks can access all products except for the products in this exclusive catalog when they are working on an order for the customer.

On the other hand, customer 60002 buys only repair parts from you. Create an inclusive catalog that contains repair parts and attach it to this customer. When clerks enter an order for customer 60002, the only products available to them are repair parts.

Note. If you have a product set up on an exclusive and inclusive catalog that is linked to the same customer, the inclusive catalog is ignored.

Access the product Catalogs page to set up the catalogs. Later, you can specify which catalogs you want made available to each customer on the General Information - Product Catalog page.

Note. You can include a product group in a catalog only if you have designated it as a Product Catalog group type on the Product Group page.

Establishing Product Specifications

Access the Product Specifications page.

Sequence	Enter order in which you want each product specification type to appear. You cannot duplicate sequence numbers on a web page. Note. The sequence of the product specifications cannot be changed, therefore you might want to leave spaces between sequence numbers. For example, you could give four product specification types the numbers 10, 20, 30, and 40. Then, if you added three new product specification types between the types at sequence numbers 10 and 20, you could give those new types the sequence numbers 12, 15, and 17 without changing the original numbers. This facilitates priority list organization and updating.
Type	In the field, identify the product type of the component described on this page. This component can be any part of the whole product.
Use as	You can modify the look and functionality of the Description by selecting a option: Text: The descriptive entry appears as plain text. URL: You can include an Internet or Intranet link in the description. URLs must first be defined using the URL Maintenance Catalog page in PeopleTools Utilities. HTML: You can modify the look of the description using HTML tags.
Concatenate next line	Select the option to allow the text that you enter in the Description field to appear on the same line. This is especially useful when using URLs within regular text. Note. Product kit components and quantities appear in a note following the product specifications (if any are defined for the kit). Kit component information includes the individual product ID, the product description, the quantity per order, and quantity per kit.

Running the Refresh Catalog Prompt Table Process

To facilitate PeopleSoft Order Management's multi-platform capabilities, the system uses a temporary table to list products in product catalogs. The Refresh Catalog Prompt Table (OMS2000) process keeps this temporary table up to date.

Warning! Each time you modify or add products to a catalog and each time you add or remove a catalog from a customer, you must run the Refresh Catalog Prompt Table process or the changes will not appear in the related prompt tables.

The Product Catalog Refresh Process creates two tables:

PRODCTLG_CSTLST contains all the catalogs a customer is assigned to.
PRODCTLG_PLST contains all the products included in the catalog.

The Product Catalog Refresh (OMS2000) processes all product and customer catalogs that have a current effective date and active status. Historic and future catalogs are not added to the table unless you select the Include Catalog History check box on the run control page. The process rebuilds the tables each time it is run.

If you have a catalog that is:

An Exclusive catalog, the process inserts all the products that are not defined in the catalog into the table.
An Inclusive catalog, only those products on the catalog are added to the table.

The Refresh Catalog Prompt Table process goes through these steps to create the PRODCTLG_CSTLST and PRODCTLG_PLST tables.

The system selects all the sold-to customers that are linked to any valid catalogs and inserts those customer IDs into the PRODCTLG_CSTLST along with some information from the catalog "header" table, PRODCTLG_TBL.
The system begins six product related selection steps and inserts rows into the PRODCTLG_PLST table.
1. The system selects all the products that are part of product groups specified in valid catalogs with an Inclusive flag and inserts those into the PRODCTLG_PLST table with the INCL_EXCL_TYPE flag set to "I".
2. The system selects all the products that are specified in valid catalogs with an Inclusive flag and inserts those into the PRODCTLG_PLST table with the INCL_EXCL_TYPE flag set to I.
3. The system selects all the products that are specified in valid catalogs with an Exclusive flag and inserts those into the PRODCTLG_PLST table with the INCL_EXCL_TYPE flag set to E.
4. The system selects all the remaining products in the Product Definition table (PROD_ITEM) that were not specified for each catalog in step c and inserts those into the PRODCTLG_PLST table with the INCL_EXCL_TYPE flag set to "I".
5. The system selects all the products that are part of product groups specified in valid catalogs with an Exclusive flag and inserts those into the PRODCTLG_PLST table with the INCL_EXCL_TYPE flag set to "E".
6. The system selects all the remaining products in the Product Definition table (PROD_ITEM) that were not specified for each catalog in step “e” and inserts those into the PRODCTLG_PLST table with the INCL_EXCL_TYPE flag set to "I".

The rows added to the PRODCTLG_PLST table in steps c and e with the INCL_EXCL_TYPE flag set to "E" are used by the online prompt table, PRODCTLG_LST_VW, to eliminate Product IDs that are specified in both an inclusive and exclusive Product Catalog for the same sold to customer. The prompt table is refreshed automatically by the database when the Refresh Catalog Prompt Table process is completed.

The number of rows initially deleted and the number of rows added in each step is reported in the SQR.log file found in the SQR output directory.

Access the Refresh Catalog Prompt Table process page.

Select the Include Catalog History check box if you want historic and future catalogs added to the PRODCTLG_CSTLST and PRODCTLG_PLST tables.

Defining Product Kits

To define product kits and kit components, use the Product Kit and Product Kit components.

Use the PRODKIT_COMPS_PRC_CI component interface to load data into the table for this component.

This section provides an overview of product kits and discusses how to:

Create product kits using the product definition.
Assign components to product kits.
Apply prices to product kits.

Understanding Product Kits

A product kit consists of a fixed set of components that are sold as a unit. A product kit is not a stocked inventory item, however its components may or may not be. The fixed set of components are not required to ship together unless specified in the kit definition.

The product kits referred to in this discussion are not configured product kits; product kit components are fixed, while configured product kits include a variable list of components that provide make-to-order functionality.

Follow the same steps to define product kits as you follow to define products (as outlined in the previous sections), with these exceptions:

Define the required attributes for the parent product ID using the Product Definition component.

See Establishing Product Definitions.
Apply pricing to either the parent or components of the product kit.

Pages Used to Define Product Kits

Page Name	Object Name	Navigation	Usage
Product Definition - Definition	PROD_DEFN	Products, Identify Product Details, Definition Products, Review Product Information, Definition	Define the product.
Product Attributes by UOM	PROD_UOM	Products, Identify Product Details, Attributes by UOM	Use to restrict the units of measure available for use in PeopleSoft Order Management, to define minimum and maximum order quantities, valid order increments, and minimum selling prices. You must also use this page to assign a unit of measure for product kit component pricing.
Product Kit Summary	PRODKIT_SUMMARY	Products, Identify Product Details, Kit Setup Products, Review Product Information, Product Kit Order Management, Quotes and Orders, Review Product Information, Product Kits	Use to define the components of a product kit.
Notes	PROD_NOTE	Products, Identify Product Details, Notes Order Management, Quotes and Orders, Review Product Information, Notes Products, Review Product Information, Notes Click the Maintain Text link on the Product Kit Summary page.	Use to add a note to a product kit.
Kit Component Text Popup	PRODCOMP_TEXT	Click the View Related Links button on the Product Kit Summary page and select Text Entry.	Use the Kit Component Text page to add a comment to each component level product.
Documents to Print Exploded Kit	PRODKIT_EXPL_KIT	Select the Print Text link on the Product Kit Summary page.	Use the Documents to Print Exploded Kit page to select the documents on which to print component details for a product kit. Note. To print the exploded kit components for any of the listed options, you must configure the system.
Product Kit Component Pricing	PRODKIT_COMPS_PRC	Products, Identify Product Details, Price Kit Component Pricing	Use to enter price and date information for each product kit component priced at the component level.
Kit Component Prices	KIT_COMP_PRICE	Click the Kit link on the Product Price page.	Use to view price details for a product kit component that is priced at the component level.
Component Pricing process	RUN_OM_COMPRC	Products, Request Processes, Update Kit Component Pricing	Use to update the system tables with product kit component price changes to effective dates.
Where Used Product Component inquiry	PRODKIT_WHEREUSED	Products, Review Product Information, Where Used Product Component	Use to find out which product kits contain a specific component.

Creating Product Kits Using the Product Definition

Select the Product Kit option on the Product Definition - Definition page to identify the product ID as the parent product. Kit pricing option fields appear. You may elect to price the product kits by their components or by their top parent product ID level.

See Also

Establishing Product Definitions

Assigning Components to Product Kits

Access the Product Kit Summary page to define the components that make up a product kit.

Product Kit Component Prices link

Click to transfer to the Product Kit Component Pricing page in correction mode. The link is available only if the kit is priced by component.

Note. If the product kit to which you are assigning components has a product use value of Contracts Only, the “Contract-Only Component” flag will appear to the left of the component column. By turning this flag ON, the prompt for the components field will return other contracts only products that you can select as components. If the flag is off, the component prompt will return General Use Including Contracts products.

Components

Component	You can enter both stocked and non-stock products in the field as long as the non-stock product is not a product kit. In other words, you cannot attach a product kit as a component of another product kit.
Per	Identifies whether the number of units selected in the Quantity field is by ASY (assembly) or by ORD (order). ASY is the default. If 10 product kits were ordered as an example, a quantity of two assembled components would require 20 components whereas two ordered components would require 2 components.
Min Qty Per and Max Qty Per	Define the minimum and maximum quantity that the component can have. This enables you to, during online order entry when this kit is being order, change the actual quantity of the component being ordered on the kit. The minimum and maximum values represent the range that CSR can increment or decrement the quantity.
Unit	Select a unit of measure for the product component. If there is only one valid unit of measure for the component, that value appears and the field is unavailable for entry. You must have previously defined the units of measure on the Product Attributes by UOM page.
Effective Date	The date the component is considered part of the product kit.
Obsolete Date	The last day that the component will be included in the product kit. The default obsolete date is December 31, 2099. The system uses the scheduled shipment date to determine what components are valid in the product kit.

Note. Once you have established the components of a kit, you cannot change anything in the kit structure except the Obsolete Date, OK to Ship Without, and VAT %. If you want to change component attributes, you must indicate that the component is obsolete and add a new row for the component with its current attributes. Similarly, you cannot delete a component from the kit structure, you must indicate that it is obsolete.

Component Options

OK to Ship Without

Select if the product kit can ship without this component. This sets the optional or required flags in the PeopleSoft Inventory tables.

Note. Every product kit must have at least one component that is required to ship.

VAT %

If you have enabled VAT, you have the option of entering the percent of the total kit value that each component represents. The total for all kit components must be 100 percent. You will not be able to save the page unless the VAT % totals 0 or 100.

Contract Price Percent

The price of the components should add up to 100 percent. Product kits added to a contract are always priced at the top level. That price is allocated down to the products associated to the kit using the contract price percentage.

Note. This field is used only by PeopleSoft Contracts.

Product Use

The Product Use tab appears only if PeopleSoft Contracts is installed.

This table lists the valid configurations for components and product kits based on the Product Use option.

Component	Product Kit with Product Use = General Use Including Contract	Product Kit with Product Use = General Use Excluding Contracts	Product Kit with Product Use = Contracts Only
Product Use = General Use Including Contract	Allowed	Allowed	Allowed
Product Use = General Use Excluding Contracts	Not Allowed	Allowed	Not Allowed
Product Use = Contracts Only	Not Allowed	Not Allowed	Allowed

Product Use

View from the selection on the Product Definition page.

Applying Prices to Product Kits

Depending on whether you are pricing the product kit at the top or component level, do the following:

If you selected the Price Kit at Top Level option on the Product Definition - Definition page, define price information for the entire kit using the Product Price page.
If you selected the Price Kit at Component Level option, enter price information for each component included in the kit using the Product Kit Component Pricing page.

You must first select the Price Kit At Component Level option on the Product Definition - Definition page and associate component product IDs with the parent product ID using the Product Kit Summary page.

Access the Product Kit Component Pricing page.

Applying Pricing Attributes to the Entire Kit

List Price

View the current total of the values entered in the Product Kit Component Price column.

Note. Values outside of the effective date range are not included in the total.

Applying Pricing Attributes to Each Component

Pricing information for the components that make up the product kit appear in a grid:

Component

The component ID defined for the product kit on the Product Kit Summary page.

Product Kit Component Price

You can manually enter a price for this component ID, or click the button to the right of the field to access the Lookup Product Kit Component Price page where you can select a previously defined price for the component by PeopleSoft Inventory Business Unit. The current prices in this column equal the total value in the List Price field.

Note. You must run the Update Kit Component Pricing process to update kit prices with any changes made to effective dates for the components.

Effective Date and Obsolete Date

These fields appear for the component from the Product Kit Summary page; you cannot change them on this page.

Working with Product Load EIPs

To work with product EIPs, use the Product Messages component.

This section provides an overview of product load EIPs and discusses how to:

View product summary errors.
Run the product load process.

Understanding Product Load EIPs

PeopleSoft is delivered with many enterprise integration points (EIPs) to send and receive product and product group data with a third-party system or another PeopleSoft application, such as CRM. These EIPs are service operations within PeopleSoft Integration Broker.

PeopleSoft delivers the service operations in PeopleSoft Integration Broker with a default status of Inactive. You must activate each service operation before attempting to send or receive data from a third-party source or another PeopleSoft system, such as CRM.

If both PeopleSoft CRM and SCM are installed, we recommend:

Synchronize the product table by performing a Full Batch Publish to the subscribing system.

Note. If you are the master system of record, it is not recommended to perform a full subscribe on the master files while in production.
Provide updates to the subscribing system with the incremental messages.
Products should be maintained on PeopleSoft SCM and published to CRM.
Before publishing the Product full sync message, enter matching values in the product brand table PROD_BRAND_TBL. If you don't enter the values in the product brand table, errors may occur in either the CRM or SCM databases.
Effective-dated messages should be placed in a separate effective-dated message channel.

Use the information in the table below and refer to the setup instruction in the PeopleSoft Supply Chain Management Integrations 9.0 PeopleBook, “Implementing Integrations” chapter, Setting Up Service Operations section.

Service Operation	Direction and Type	Handlers	Chunking Available?	Integrates With
PRODUCT_FULLSYNC	Inbound/Outbound Asynchronous	ProductFullSync	No	CRM, Third-party
PRODUCT_SYNC	Inbound/Outbound Asynchronous	ProductSync ProductSyncEff	No	CRM, Third-party
PRODUCT_FULLSYNC_EFF	Outbound Asynchronous		No	CRM, Third-party
PRODUCT_GROUP_FULLSYNC	Inbound/Outbound Asynchronous	ProductSync ProductSyncEff	No	CRM, Third-party
PRODUCT_GROUP_FULLSYNC_EFF	Outbound Asynchronous		No	CRM, Third-party
PRODUCT_GROUP_SYNC_EFF	Outbound Asynchronous		No	CRM, Third-party
PRODUCT_SYNC_EFF	Outbound Asynchronous		No	CRM, Third-party

If there are errors while subscribing to product data coming in from another system, the faulty data remains in staging tables and you can correct it online from the Summary Errors page. Correct errors for these types of data:

Product Definition (PROD_DEFN).
Product Groups (PROD_GROUP).
Product Kit (PRODKIT).
Product Kit Component Price (PRODKIT_COMPS_PRC).
Product Attributes by UOM (PROD_UOM).
Product Price (PROD_PRICE).
Product Specifications (PROD_SPECS).

For each type of product error, there are two types of error pages.

The first error page type lists all the data errors that you need to correct; the fields in error are the only ones available for data entry.
The second error page type lists specific data errors and explains the nature of any violations in depth.

Many errors can occur when the business unit is incorrect. This is because many of the edits are dependent on setID. When the business unit is not valid, the system cannot derive a setID. Even though the data (other than business unit) appears correct, an error may be generated because of an invalid business unit. Correcting the business unit will often resolve other edit errors.

All edits are case sensitive. Some fields are listed on the error pages as uppercase, even though the data in the database is lowercase. In this case, the data must be saved, and as long as the uppercase value is valid, the error should be resolved.

Perform these steps to correct product errors.

Use the Summary Errors page to view all the product-related errors for a particular EIP Control ID.

Navigate to individual pages to correct the errors. As errors are corrected, you will no longer be able to view them from the Product Summary Errors page.
After correcting the errors, use the Product Load page to load the product data into production tables.

Note. The errors must be corrected before they can be loaded into the production tables.

See Also

Setting Up Service Operations

Enterprise PeopleTools 8.48 PeopleBook: Integration Broker

Pages Used to Correct Product Load Messages

Page Name	Object Name	Navigation	Usage
Summary Errors	OM_EIP_PRODUCTS	Products, Identify Product Details, Error Summary Queue, Product Summary Errors	Navigate to the individual error pages.
Error Detail	OM_EIP_PROD_ERR	Select the Error Detail tab on any of the individual Error pages.	View the nature of the product error violation(s).
Product Definition Errors - Product Errors	PROD_ITEM_MD	Click the Product Error Detail button on the Summary Errors page.	View and correct product definition errors.
Product Currency Errors - Product Item Currency	PRODITEMCURR_MD	Click the Product Error Detail button on the Summary Errors page.	View and correct product currency errors.
Product Competitor Errors - Product Competition	PRODCOMPTTRS_MD	Click the Product Error Detail button on the Summary Errors page.	View and correct product competitor errors.
Product Specification Type Errors - Product Specification Type	PRODSPECSTYP_MD	Click the Product Error Detail button on the Summary Errors page.	View and correct product specification type errors.
Product Specification Errors - Specification Error	PROD_SPECS_MD	Click the Product Error Detail button on the Summary Errors page.	View and correct product specification errors.
Product Group Errors - Product Group	PROD_PGRPLNK_MD	Click the Product Error Detail button on the Summary Errors page.	View and correct product group errors.
Product Kit Errors - Product Kit	PRODKITCOMPS_MD	Click the Product Error Detail button on the Summary Errors page.	View and correct product kit errors.
Kit Component Price Errors - Kit Comp Price	KIT_COMPSPRC_MD	Click the Product Error Detail button on the Summary Errors page.	View and correct product kit component price errors.
Product UOM Errors - Product UOM	PROD_UOM_MD	Click the Product Error Detail button on the Summary Errors page.	View and correct product UOM errors.
Product UOM by Currency Errors - UOM by Currency	PROD_UOMCURR_MD	Click the Product Error Detail button on the Summary Errors page.	View and correct product UOM currency errors.
Product Price by BU Errors - Price by BU	PROD_PRICEBU_MD	Click the Product Error Detail button on the Summary Errors page.	View and correct product price by business unit errors.
Product Price Errors - Product Price	PROD_PRICE_MD	Click the Product Error Detail button on the Summary Errors page.	View and correct product price errors.
Product Load	RUN_OM_LOAD_PROD	Products, Process, Request Processes, Validate Product Load	Use to load rows from staging tables to production tables after correcting the errors.

Viewing Product Summary Errors

Access the Summary Errors page.

Product Error Detail	Click the Product Error Detail button to move to the error page for each error.
Data Maintenance	Use the link to move to the Data Definition Maintenance page to view the status of the transaction. Once errors are corrected, the status changes from Error to Reprocess and they will no longer appear on the Product Summary Errors page.

Running the Product Load Process

Access the Product Load page.

This process validates data in the product staging table and then:

Fills in generic default information.
Loads validate product records into production tables.

Note. When you are using both PeopleSoft CRM and SCM you do not have to send all product group types over during a product load. For CRM users, you can selectively prevent product group sync/fullsync messages for specific product groups like claimbacks, reservations/backorder, and sourcing product groups. Additional steps would need to be establish to prevent this.

Transaction Type	Select the PRODUCTMST (product master) option.
Run	Click to run the OM Load Product (product load from stage) process (OM_LOAD_PROD) to load the row from a staging table to a production table in order to publish product information.