PeopleSoft CRM 9.1 Business Object Management PeopleBook

Defining Control Values for Business Objects

This chapter provides an overview of business object controls and discusses how to:

Define business object and name types.
Define role types and role categories.
Define relationship types and relationship categories.
Configure address books.
Set up contact methods.
Define component transfer navigation.
Define segment codes.
Define industries.
Define national ID types.
Define customer groups.
Define customer data management system options.
Define basic data mappings.

Understanding Business Object Controls

Business object control values are options that users can select when defining business objects. For many of these controls, the PeopleSoft Customer Relationship Management (PeopleSoft CRM) system provides system data to support specific processing.

This section discusses:

Business object types.
Role types and role categories.
Relationship types and relationship categories.
Contact information entries.
Contact method types and contact method purpose types.
Component transfer navigation.

Business Object Types

The term business object refers to any entity that can participate in business relationships. Business objects participate in relationships with other business objects according to their assigned roles. Business object types categorize business objects and enable you to define roles for each type.

The PeopleSoft system delivers these predefined business object types:

Individual

Represents a single individual, such as a contact or a consumer.
Organization

Represents a group of individuals, such as a company.
Database Object

Represents an object in the system, such as a financial account.

See Modifying and Adding Business Object Types.

Role Types and Role Categories

Business objects participate in relationships according to their assigned roles, or role types. Each business object type has a set of role types to which it is associated.

Individual Role Types

PeopleSoft CRM delivers these role types for individual business objects:

Person

This role indicates a person with an undefined role. This role is automatically assigned when you create consumers, contacts, and workers by using the Person component.
Worker

This role indicates a person who performs work for your company, either as an employee or as a contractor. This role is automatically assigned when you define a worker by using the Worker component.
Broker

This role indicates a person who acts on behalf of multiple customers. You manually assign this role to a contact business object by using the Role page of the ad hoc Business Object component.
Contact

This role indicates a person who acts on behalf of a customer or a partner company. This role is automatically assigned when you designate that a person is a contact of a customer or a partner company.
Individual Consumer

This role indicates a person who purchases, leases, or contracts for your products or services. This role is automatically assigned when you define a consumer by using the Person (Individual Consumer) component.
Account Contact

This role indicates a person who participates as a member of an account team that is assigned to manage a corporate account. This role is automatically assigned when you define a worker as a member of an account team on the Accounts page of the Company, Site, or Person (Individual Consumer) components.
Internal Contact

This role is used for converting earlier versions of PeopleSoft CRM. Previously, PeopleSoft CRM used contact types; these are now role types.
External Contact

This role is used for converting earlier versions of PeopleSoft CRM. Previously, PeopleSoft CRM used contact types; these are now role types.
Business Contact (IND)

This role indicates that the individual is a customer.
Ship To Individual

This role indicates that the individual is a customer who can receive shipments. This role is for order processing.
Sold To Individual

This role indicates that the individual is a customer who can make purchases. This role is for order processing.
Bill To Individual

This role indicates that the individual is a customer who can receive bills. This role is for order processing.
Individual Prospect

This role indicates an individual prospect. This role is for sales.
Sales User

This role type is assigned to sales users.

See Setting Up Sales Users.

Organization Role Types

PeopleSoft CRM delivers these role types for organization business objects:

Company

This role indicates an organization that purchases, leases, or contracts for your products or services. The system automatically assigns this role when you define a customer by using the Company component.
Site

This role indicates a place where a product is shipped or installed, or where a service is performed. The system automatically assigns this role when you define a site by using the Company, Person (Individual Consumer), or Site component.
Competitor

This role indicates a company that competes for your company's customer base. You can manually assign this role to company business objects by using the Role page of the ad hoc Business Object component.
Partner

This role indicates a company that cooperates with your company in a joint venture.
Primary Owner - Company

This role indicates a company that is the primary owner. This role is used in PeopleSoft Sales.
Corporate Hierarchy

This role indicates an entity that makes up an organization structure, such as position, department, location, and division.
Business Contact (ORG)

This role indicates that the organization is a customer.
Ship To Organization

This role indicates that the customer can receive shipments.
Sold To Organization

This role indicates that the customer can make purchases.
Bill To Organization

This role indicates that the customer can receive bills.
Organizational Prospect

This role indicates that the individual is an organizational prospect.

Depending on which PeopleSoft CRM solutions you have implemented, you might see additional role types listed on the system setup pages for roles. Additionally, you can view the organization of role types into role categories that support processing that applies to a specific set of role types.

See Also

Defining Role Types and Role Categories

Relationship Types and Relationship Categories

Relationship types describe the relationship between two business objects. You must define a relationship type for each relationship in which a business object with a specific role can participate. The predefined business object relationship types are:

Company ⇔ Site

This type indicates a nonhierarchical relationship between the company and site role types and signals that a company includes a site. The system automatically establishes this relationship when you associate a site with a company by using the Company or Site component.
Site ⇔ Site

This type indicates a peer-to-peer relationship between two site role types and signals that the sites are associated with the same company. You create this relationship manually by using the Relationship page of the ad hoc Business Object component.
Primary Contact ⇔ Company

This type indicates a relationship between the contact and company role types and signals that the person with the contact role is the primary contact for the company. The system automatically establishes this relationship when you indicate the primary contact for a company by using the Company component.
Contact ⇔ Company

This type indicates a relationship between the contact and company role types and signals that the person with the contact role is a contact for the company. The system automatically establishes this relationship when you associate a contact with a company by using the Company or Site components or the Person component with the Contact role.
Primary Contact ⇔ Site

This type indicates a relationship between the contact and site role types and signals that the person with the contact role is the primary contact for the site. The system automatically establishes this relationship when you indicate the primary contact for a company by using the Site component.
Contact ⇔ Site

This type indicates a relationship between the contact and site role types and signals that the person with the contact role is a contact for the site. The system automatically establishes this relationship when you associate a contact with a site by using the Company or Site components or the Person component with the Contact role.
Primary Contact ⇔ Consumer

This type indicates a relationship between the contact and consumer role types and signals that person with the contact role is the primary contact for the consumer. The system automatically establishes the relationship when you indicate the primary contact for a consumer by using the Person component with the Consumer role.
Contact ⇔ Consumer

This type indicates a relationship between the contact and consumer role types and signals that the person with the contact role is a contact for the consumer. The system automatically establishes the relationship when you associate a contact with a consumer by using the Site component or the Person component with the Consumer or Contact role.
Primary Contact ⇔ Person

This type indicates a relationship between contact and person role types and signals that the person with the contact role is the primary contact for the person with the person role. You manually create this relationship using the Relationship page of the ad hoc Business Object component.
Contact ⇔ Person

This type indicates a relationship between the contact and person role types and signals that person with the contact role is a contact for the person with the person role. You manually create this relationship by using the Relationship page of the ad hoc Business Object component.
Consumer ⇔ Site

This type indicates a nonhierarchical relationship between the consumer and site role types and signals that a consumer is associated with a site. The system automatically establishes the relationship when you associate a site with a consumer by using the Site component or the Person (Individual Consumer) component.
Parent Company ⇔ Company

This type indicates a hierarchical relationship between two company role types and signals that one company is the parent of another company. The system automatically establishes the relationship when you define a parent company on the Company component.
Primary Contact ⇔ Competitor

This type indicates a relationship between the contact and competitor role types and signals that the person with the contact role is the primary contact for a competitor. You manually create this relationship using the Relationship page of the ad hoc Business Object component.
Contact ⇔ Competitor

This type indicates a relationship between the contact and competitor role types and signals that the person with the contact role is a contact for a competitor. You manually create this relationship using the Relationship page of the ad hoc Business Object component.
Acct Owner ⇔ Company

This type indicates a relationship between account contact and company role types and signals that the person with the account contact role is the owner of the company account. The system automatically establishes the relationship when you indicate the owner on the Account page of the Company component.
Acct Team Member ⇔ Company

This type indicates a relationship between the account contact and company role types and signals that the person with the account contact role is a member of the company account team. The system automatically establishes the relationship when you add an account member on the Account page of the Company component.
Contact ⇔ Partner

This type indicates a relationship between the contact and partner role types and signals that the person with the contact role is a contact for the partner. The system automatically establishes the relationship when you associate a contact with a partner.
Primary Contact ⇔ Partner

This type indicates a relationship between the contact and partner role types and signals that the person with the contact role is a primary contact for the partner. The system automatically establishes the relationship when you designate a contact as the primary contact for a partner.

Depending on which CRM solutions you have implemented, you might see additional relationship types listed on the system setup pages for roles. Additionally, you can view the organization of relationship types into relationship categories that support processing that applies to a specific set of relationship types.

Contact Information Entries

The address book for a customer, contact, or partner contains multiple contact information entries. Address book entries combine multiple contact methods for a business object into one entry for easy accessing and updating.

As delivered, the Individual business object type has three default contact information entries with the descriptions Business, Home, and All Others. The organization business object type has two default contact information entries with the descriptions Business and Home. Users can change the entry description when they enter contact information.

You can create different types of address books to reflect the different purposes for which you might contact a business object.

Accessing Contact Information

Contact Method Types and Contact Method Purpose Types

In PeopleSoft CRM, you can define multiple, effective-dated communication channels for company, site, consumer, contact, and worker business objects. For contact business objects, you can also define multiple communication channels for each of the roles that the contact plays in relationships with company, consumer, and site business objects.

Contact Method Types

A contact method is a specific communication channel. When you define a contact method for a business object or business object in a specific relationship role, you define the contact method type and purpose. The contact method type indicates the kind of communication channel, such as telephone or email.

PeopleSoft CRM provides these predefined contact method types:

Address
Phone
Email

Contact Method Purpose Types

The contact method purpose indicates when the contact method is used. For example, a contact method purpose of Main might indicate the address to use for sending mail to a company's main offices. Similarly, a contact purpose type of Home might indicate the phone number to use when calling a consumer in the evening. You can define a set of contact method purpose types for each contact method in the system.

These predefined contact method purpose types are available for the address contact method type:

Physical Location
Business
Campus
Dormitory
Home
Legal
Mailing
Other

These contact method purpose types are available for the phone contact method type:

Business
Cellular
Default
FAX
Home
Telex
Pager
Campus
Dormitory
Main
Other
Home Fax
Other Fax
Assistant
Callback
Car
SDN
Radio
TTY/TDD
Company

These contact method purpose types are available for the email contact method type:

Business
Campus
Dorm
Home
Other

See Also

Setting Up Contact Methods

Component Transfer Navigation

A component navigation definition defines a specific transaction page in the system that users can transfer to from the Relationship Viewer component or the Relationship page of the Company, Person (Individual Consumer), Person (Business Contact), and Site components. If the business object is editable, a transfer button appears next to each business object that appears in the relationship viewer. If the business object is read-only, a link to the business object appears. The location that you access is determined by a component navigation definition.

The CRM system delivers predefined component navigation definitions for these CDM components:

Note. The text in parentheses indicates the component navigation transaction ID.

Component Navigation Definition	Description
Account Representative (ACCTREP)	Enables transfers to the Accounts page of the Company component.
Business Contact (BC)	Not implemented for this release.
Business Object (BO)	Enables transfers to the Business Object page of the ad hoc Business Object component.
Company (COMPANY)	Enables transfers to the Company page of the Company component.
Individual Consumer (CONSUMER)	Enables transfers to the Consumer page of the Person (Individual Consumer) component.
Partner (PARTNER)	Enables transfers to the Consumer page of the Person (Individual Consumer) component.
Person (PERSON)	Enables transfers to the Contact page of the Person (Business Contact) component.
Site (SITE)	Enables transfers to the Site page of the Site component.
Worker (WORKER)	Enables transfers to the Worker page of the Worker component.

Warning! Do not change component navigation definitions that are delivered for CDM components; any modification to the default settings can cause the application to behave improperly.

Defining Business Object and Name Types

To define business object and name types, use the Business Object Type (BO_TYPE) and Business Object Name Type (BO_NAME_TYPE) components.

This section discusses how to:

Modify and add business object types.
Define name types for business objects.

Pages Used to Define Business Object and Name Types

Page Name	Definition Name	Navigation	Usage
Business Object Type	BO_TYPE	Set Up CRM, Common Definitions, Customer, Business Object Type, Business Object Type	Modify and add business object types.
Business Object Name Type	BO_NAME_TYPE	Set Up CRM, Common Definitions, Customer, Business Object Name Type, Business Object Name Type	Define name types for the selected business object type. When you define names for a business object, you must specify a type for each name.

Modifying and Adding Business Object Types

Access the Business Object Type page (Set Up CRM, Common Definitions, Customer, Business Object Type, Business Object Type).

When you open a business object type record that is delivered as system data, the record information appears in a display-only format. To update the system data record, click the Modify System Data button.

Important! Oracle does not support changes to the system data that is delivered with PeopleSoft CRM.

Business Object Type ID

Displays the identification code that is associated with the business object type. When you add a new business object type, the system automatically assigns a value by using automatic numbering functionality.

Note. You should seldom need to add additional business object types. Most entities that participate in relationships are adequately categorized by the delivered types.

Defining Name Types for Business Objects

Access the Business Object Name Type page (Set Up CRM, Common Definitions, Customer, Business Object Name Type, Business Object Name Type).

In PeopleSoft CRM, each business object can have multiple names. The business object name type classifies each associated name for informational purposes. A name type is required for each business object name record. A Preferred name must exist for a business object before you can use the business object in a transaction.

Business Object Name Type

Enter the name type. The delivered name types are Preferred, Alternate, and Merged.

Defining Role Types and Role Categories

To define business object role types, use the Role Type (BO_ROLE_TYPE) component.

This section discusses how to:

Modify and add role types.
Modify and adding role categories.

Pages Used to Define Role Types and Categories

Page Name	Definition Name	Navigation	Usage
Role Type	BO_ROLE_TYPE	Set Up CRM, Common Definitions, Customer, Role Type, Role Type	Modify and add role types.
Role Category	BO_SRCH_GROUP	Set Up CRM, Common Definitions, Customer, Role Category, Role Category	Modify and add role categories. Generally, role categories serve a specific processing purpose, such as a business object directory search process.

Modifying and Adding Role Types

Access the Role Type page (Set Up CRM, Common Definitions, Customer, Role Type, Role Type).

When you open a role type that is delivered as system data, the role type information appears in display-only format. To update the role type, click the Modify System Data button.

Important! Oracle does not support changes to the system data that is delivered with PeopleSoft CRM.

Role Type ID	Displays the identification code that is associated with the business object role type. When you add a new role type, the system automatically assigns a value by using automatic numbering functionality.
Transaction ID	Select the component transfer navigation definition that is associated with the role type.
Enabled Role Icon and Disabled Role Icon	Select an image to visually indicate the role status in various parts of the PeopleSoft CRM system, such as in the Relationship Viewer and Customer Data Management components.
Cascade Option	Select Cascade to automatically update addresses for all related business objects whenever you update an address for a business object. For example, when a company changes its address, the system automatically updates the addresses for all company contacts that have the same address. Warning! Selecting this option triggers multiple database operations when you update contact methods, which can severely degrade system performance. Oracle recommends that you enable this option only before a primary address change and disable it immediately afterward.
Publish EIP (publish enterprise integration points)	Select to include the role data when publishing a Customer Data Management (CDM) application message. If a business object has several roles, you can use this option to limit the roles for which data is published.
Join Indicator	Select to indicate a role that is assigned to business objects and exists primarily for group participant business objects. For example, you might create a household business object to group the people who live at a specific address.
Participant Indicator	Select to indicate a role that is assigned to business objects that participate in relationships with a business object that has a joining role. For example, you might create a household member role to assign to the people who live at a specific address.
Capture Contact Methods	Select to indicate that you want to capture contact methods for this role type.
Enabled for Basic Data	Select to automatically run the PeopleTools BO_BAS_LOAD Application Engine process to update the basic data tables (BO_BASIC_ORG and BO_BASIC_IND) whenever you update data that pertains to this role. Basic data integrates with PeopleSoft Marketing and PeopleSoft Online Marketing. If you do not select this option, you must run the application engine process manually. See Basic Data Tables.
Enabled for Quick Create	Select to enable the quick create function to use this role. Note. This option is disabled for the partner role.
SetID Required	Select to require the entry of a setID when creating a business object with this role by using the quick create function. See Using Business Object Search and Quick Create Functionality.
Application Class ID and Application Class Path	Select the ID and path for the application class that encapsulates the business logic of the role that is denoted by this role type. For example, the contact role is supported by the contact application class.
Package Tree Viewer	Click to view the available application classes that are provided by PeopleSoft CRM. When you click this link, the Application Packages Lookup page appears. See Using Application Classes.
Secure Record Name	Enter a record name to enable setID security searching.
Status Record	Enter the name of the record that contains the role status to enable business object searching by status.
Status Field Name	Enter the name of the field that contains the role status to enable business object searching by status.

See Also

Defining Component Transfer Navigation

Using Business Object Search and Quick Create Functionality

Modifying and Adding Role Categories

Access the Role Category page (Set Up CRM, Common Definitions, Customer, Role Category, Role Category).

When you open a role category record that is delivered as system data, the record information appears in a display-only format. To update the system data record, click the Modify System Data button.

Important! Oracle does not support changes to the system data that is delivered with PeopleSoft CRM.

Role Category ID

Displays the identification code that is associated with the business object role category. When you add a new role category, the system automatically assigns a value by using automatic numbering functionality.

Defining Relationship Types and Relationship Categories

To define relationship types and relationship categories, use the Relationship Type (BO_REL_TYPE) and Relationship Category (BO_REL_CATEGORY) components.

This section discusses how to:

Modify and add relationship types.
Define relationship categories.

Pages Used to Define Relationship Types and Relationship Categories

Page Name	Definition Name	Navigation	Usage
Relationship Type	BO_REL_TYPE	Set Up CRM, Common Definitions, Customer, Relationship Type, Relationship Type	Modify and add relationship types.
Relationship Category	BO_REL_CATEGORY	Set Up CRM, Common Definitions, Customer, Relationship Category, Relationship Category	Define categories of relationships.

Modifying and Adding Relationship Types

Access the Relationship Type page (Set Up CRM, Common Definitions, Customer, Relationship Type, Relationship Type).

When you open a relationship type record that is delivered as system data, the record information appears in a display-only format. To update the system data record, click the Modify System Data button.

Important! Oracle does not support changes to the system data that is delivered with PeopleSoft CRM.

Relationship Type ID	Displays the identification code that is associated with the relationship type.
Primary Relationship	Indicates that the relationship is coupled with another relationship type. Only one primary relationship can exist at one time; all others are secondary, with different relationship types. When you select Primary Relationship, another field appears where you can enter the secondary relationship type.
Hierarchical	Select to define a hierarchical relationship. Relationship hierarchies show parent-child relationships between business objects and are graphically represented with a tree format in the relationship viewer. In hierarchical relationships, the business object participating in the Role Type ID 1 field is interpreted as the parent, and the business object in Role Type ID 2 is the child.
Peer to Peer	Select to define a peer-to-peer relationship. Peer-to-peer relationships are appropriate between two business objects with a type of Individual that share a direct relationship to a third business object.
Publish EIP (publish enterprise integration points)	Select to include the relationship data when publishing a CDM application message.

Relationship Structure

A relationship occurs between two business objects, each of which plays a specific role in the relationship. The relationship structure defines the two role types that define the relationship type, together with cardinality information, such as the number of business objects that can participate in a specified role for the relationship type.

Role Type ID 1 and Role Type ID 2	Select the role types that can participate in the relationship. Role types are established on the Role Type page.
Role Verb 1 and Role Verb 2	Enter a verb clause that describes the role played by business objects that participate in the relationships of this type.
Role Cardinality	Select the number of business objects that can participate in the relationship role: One or Many. If the value is One for role type 1 or 2, only one business object is defined in the specified role for a given instance of the relationship. If the value is Many, you can define minimum and maximum values for the number of business objects that are defined in the specified role.
Role Optionality	Select if this type of relationship is required when you add a role.
Minimum and Maximum	Enter the minimum and maximum values for the number of objects that can participate in this relationship. If no maximum constraint exists, select the Unlimited check box.
Capture Contact Methods	Select the parties in the relationship for which you want to capture contact methods. For example, when capturing the contact methods for a contact in a relationship with a company, you do not specify a relationship contact method for the company, but you do specify a relationship contact method for the contact.
Enabled for Basic Data	PeopleSoft CRM uses this field in system data to determine whether a summarization of information (basic data) is stored for the relationship. Basic data integrates with PeopleSoft Marketing and PeopleSoft Online Marketing.

Note. To use the relationship viewer with a specific role type, configure the role in a relationship by using the Configure Relationship Views component, which you access by selecting Set Up CRM, Common Definitions, Customer.

See Also

Working with the Relationship Viewer

Defining Relationship Categories

Access the Relationship Category page (Set Up CRM, Common Definitions, Customer, Relationship Category, Relationship Category).

When you open a relationship category record that is delivered as system data, the record information appears in a display-only format. To update the system data record, click the Modify System Data button.

Important! Oracle does not support changes to the system data that is delivered with PeopleSoft CRM.

Relationship Category ID

Displays the identification code that is associated with the relationship category. When you add a new relationship category, the system automatically assigns a value by using automatic numbering functionality.

See Also

Setting Up Automatic Numbering

Configuring Address Books

This section discusses how to define contact information entries.

Page Used to Configure Address Books

Page Name	Definition Name	Navigation	Usage
Address Book Configuration	BO_TYPE_ABE	Set Up CRM, Common Definitions, Customer, Address Book Configuration, Address Book Configuration	Define contact information entries for a business object type.

Defining Contact Information Entries

Access the Address Book Configuration page (Set Up CRM, Common Definitions, Customer, Address Book Configuration, Address Book Configuration).

Contact Info Configuration

Description

Enter a description to uniquely identify a contact information entry for the business object type. The contact method types that you select become the default labels on the Contact Info (contact information) page. You can change these labels when you enter information for this contact method information.

See Also

Address Books in CRM

Contact Information on CRM Components

Setting Up Contact Methods

To set up contact methods, use the Contact Method Type (CM_TYPE), Contact Method Purpose Type (CM_PURPOSE_TYPE), and Contact Method Use (CM_USE) components.

This section discusses how to:

Maintain contact method uses.
Modify contact method types.
Maintain or add contact method purpose types.

Pages Used to Set Up Contact Methods

Page Name	Definition Name	Navigation	Usage
Contact Method Use	CM_USE	Set Up CRM, Common Definitions, Customer, Contact Method Use, Contact Method Use	Maintain contact method uses.
Contact Method Type	CM_TYPE	Set Up CRM, Common Definitions, Customer, Contact Method Type, Contact Method Type	Maintain contact method types.
Contact Method Purpose Type	CM_PURPOSE_TYPE	Set Up CRM, Common Definitions, Customer, Contact Method Purpose Type, Contact Method Purpose Type	Maintain or add contact method purpose types.

Maintaining Contact Method Uses

Access the Contact Method Use page (Set Up CRM, Common Definitions, Customer, Contact Method Use, Contact Method Use).

Description	Enter a description for the contact method use.
Use Icon	Select the icon that you want to associate with this contact method use. After you select the icon, the actual icon appears to the right of the field.

Modifying Contact Method Types

Access the Contact Method Type page (Set Up CRM, Common Definitions, Customer, Contact Method Type, Contact Method Type).

When you open a business object contact method type record that is delivered as system data, the record information appears in a display-only format. To update the system data record, click the Modify System Data button.

Important! Oracle does not support changes to the system data that is delivered with PeopleSoft CRM.

Contact Method Type

Information about the contact method type appears in this page region.

Contact Method Type ID

Displays the identification code that is associated with the contact method type. When you add a new contact method type, the system assigns a value by using automatic numbering functionality.

Uses

If you define contact method uses, you can associate uses with the contact method here.

Contact Method Use ID

Select the contact method uses that you want to associate with the contact method type.

Roles

Displays the roles that are associated with a contact method and enables you to add new roles or modify existing ones.

Priority

Enter a priority for listing the role on the contact method detail pages.

Relationships

Displays the relationships that are associated with a contact method and enables you to add new relationships or modify existing ones.

Priority

Enter a priority for listing the relationship on the contact method detail pages.

Person Basic Sync Setting

Displays the roles for which new contact method entries of this contact method type will be created for a customer when new contact data is received through the Person Basic Sync EIP. Supported roles are Individual Consumer, Worker, and Person of Interest.

Add Contact Methods

Select roles for which new entries of this type will be created via EIP. Selecting this check box indicates Person Basic Sync will create new contact methods of this type for the designated role if the role exists for the person.

Maintaining or Adding Contact Method Purpose Types

Access the Contact Method Purpose Type page (Set Up CRM, Common Definitions, Customer, Contact Method Purpose Type, Contact Method Purpose Type).

When you open a contact method purpose type that is delivered as system data, the record information appears in a display-only format. To update the system data record, click the Modify System Data button.

Important! Oracle does not support changes to the system data that is delivered with PeopleSoft CRM.

Contact Method Type ID	Displays the contact method type with which the contact method purpose is associated.
Contact Method Purpose ID	Displays the identification code that is associated with the contact method purpose type. When you add a contact method purpose type, the system assigns a value by using automatic numbering functionality.
Field Value	Enter a value to map contact method purpose types in PeopleSoft CRM to corresponding translate values in PeopleSoft Supply Chain Management and third-party systems.

Defining Component Transfer Navigation

To define component transfer navigation, use the Component Navigation (RB_TXN_DEFN) component.

This section discusses how to define component transfer navigation paths.

Pages Used to Define Component Transfer Navigation

Page Name	Definition Name	Navigation	Usage
Component Navigation - Description	RB_TXN_DEFN	Set Up CRM, Common Definitions, Component Configuration, Component Navigation, Description	Maintain component transfer navigation descriptions.
Component Navigation - Navigation Path	RB_TXN_MKT	Set Up CRM, Common Definitions, Component Configuration, Component Navigation, Navigation Path	Define component transfer navigation paths (the locations of the transaction pages to which users are transferred).

Defining Component Transfer Navigation Paths

Access the Component Navigation - Navigation Path page (Set Up CRM, Common Definitions, Component Configuration, Component Navigation, Navigation Path).

Note. To enable component transfers, enter a value for each of the fields on this page.

Market	Specify the name of the market with which the component is associated. A component is uniquely identified by its name and its market association. You can add records for each market.
Menu Name, Menu Bar Name, Item Name, Component Name, and Page Name	Enter the complete navigation for the page to which the users transfer. Enter the PeopleSoft PeopleTools object names for the menu, menu bar, item name, component name, and page name.
Record (Table) Name	Select the object name for the table that is populated by the specified page. Typically, this is the search record.

Defining Segment Codes

To define segment codes, use the Segment Code (RD_SEGMENT) component.

This section discusses how to define segment codes.

Page Used to Define Segment Codes

Page Name	Definition Name	Navigation	Usage
Segment Code	RD_SEGMENT	Set Up CRM, Common Definitions, Customer, Segment Code, Segment Code	Define codes that represent customer attributes, such as a customer's market segment, priority, or value. For informational purposes, you can associate each company and consumer with a segment code.

Defining Segment Codes

Access the Segment Code page (Set Up CRM, Common Definitions, Customer, Segment Code, Segment Code).

Segment codes enable you to define customer attributes that are important for your business objectives. For example, you can use segment codes to define a customer's market segment, priority, or total value to your enterprise. Segment codes are informational in PeopleSoft CRM. However, you can develop reports based on the segment codes that are associated with your customers.

Defining Industries

To define industries, use the Industry (RSF_INDUSTRY) component.

This section discusses how to define industries.

Page Used to Define Industries

Page Name	Definition Name	Navigation	Usage
Industry	RSF_INDUSTRY	Set Up CRM, Common Definitions, Customer, Industries, Industry	Define industries.

Defining Industries

Access the Industry page (Set Up CRM, Common Definitions, Customer, Industries, Industry).

SIC Code (standard industrial classification code)

Enter the standard industrial classification code for this industry.

Parent Industry ID

Enter the parent industry for this industry.

See Also

Defining Company Business Objects

Defining National ID Types

This section discusses how to define national ID types.

Page Used to Define National ID Types

Page Name	Definition Name	Navigation	Usage
National Identification Type	NID_TYPE_TABLE	Set Up CRM, Common Definitions, Customer, National ID Type, National Identification Type	Define national ID types.

Defining National ID Types

Access the National Identification Type page (Set Up CRM, Common Definitions, Customer, National ID Type, National Identification Type).

NID Type (national identification type)

Enter the type of national ID.

National ID Format

Enter the format for the national ID.

Defining Customer Groups

To define customer groups, use the Customer Group Table (CUST_GROUP_TBL) component.

This section discusses how to define customer groups.

Page Used to Define Customer Groups

Page Name	Definition Name	Navigation	Usage
Customer Group Table	CUST_GROUP_TBL	Set Up CRM, Common Definitions, Customer, Customer Group, Customer Group Table	Define customer groups. You can assign customers to groups for reporting and administration purposes.

Defining Customer Groups

Access the Customer Group Table page (Set Up CRM, Common Definitions, Customer, Customer Group, Customer Group Table).

Customer Group Type

Enter the type of customer group. Available group types include Accounting, Allocation Group, Buying Agreement, Direct Debit, Forecasting, Freight, Pricing Arbitration Plan, Reporting, Tax, and Transportation.

Defining Customer Data Management System Options

To define customer data management system options, use the Customer Data Management System Options (BO_INSTALLATION) component.

This section discusses how to define customer data management system options.

Page Used to Define Customer Data Management System Options

Page Name	Definition Name	Navigation	Usage
Customer Data Management System Options	BO_INSTALLATION	Set Up CRM, Common Definitions, Customer, Customer Installation Options, Customer Data Management System Options	Define customer data management system options.

Defining Customer Data Management System Options

Access the Customer Data Management System Options page (Set Up CRM, Common Definitions, Customer, Customer Installation Options, Customer Data Management System Options).

Process Basic Data Summary

Select to update basic data tables during data import. Selecting this option overrides the setting for the role. The basic data tables are used by PeopleSoft CRM Online Marketing and the data import process.

Note. To improve system performance, clear this check box if you are not using any of these processes.

CRM Integrated With SCM

Select if you will be integrating the PeopleSoft CRM application with PeopleSoft SCM using enterprise integration points.

Default SetID for Inbound EIPs (default setID for inbound enterprise integration points)

Select the default setID. The CDM EIPs use this setID during the processing of the EIPs if no setID is provided on the incoming application messages.

See Managing Enterprise Integration for PeopleSoft CRM.

Enable Search Match for EIP

See Using Search/Match with PERSON_BASIC_SYNC.

Search Match Configuration ID

See Using Search/Match with PERSON_BASIC_SYNC.

Defining Basic Data Mappings

This section discusses how to:

Map CDM properties to basic data tables.
Clone basic data mappings.

Note. The Basic Data Mapping component is hidden as delivered. It is intended for consultants and internal developers, and is not officially supported by Oracle.

To expose the component on the left hand navigation, navigate to PeopleTools, Portal, Structure and Content. Click the Set Up CRM link. The page refreshes. Click the Common Definitions link. The page refreshes again. Click the Customer link. Click the Edit link for the Basic Data Mapping label at the bottom of the page. On the Content Ref Administration page that appears, clear the Hide from portal navigation check box. Click Save. Log out, close the browser, clear the browser cache, and log in again for the change to take effect.

See Also

Basic Data Tables

Pages Used to Define Basic Data Mappings

Page Name	Definition Name	Navigation	Usage
Basic Data Mapping	BO_ROLE_MAP	Set Up CRM, Common Definitions, Customer, Basic Data Mapping, Basic Data Mapping	Map CDM role and relationship properties to basic data tables.
Basic Data Mapping Cloning	BO_ROLE_MAP_CLONE	Set Up CRM, Common Definitions, Customer, Basic Data Mapping, Basic Data Mapping Cloning	Clone basic data mappings.
Basic Data Enabled Roles	BO_ROLE_MAP_ENABLE	Set Up CRM, Common Definitions, Customer, Basic Data Mapping, Basic Data Enabled Roles	View a summary list of the basic data mapping roles and relationships.

Mapping CDM Properties to Basic Data Tables

Access the Basic Data Mapping page (Set Up CRM, Common Definitions, Customer, Basic Data Mapping, Basic Data Mapping).

Use this page to map properties from CDM records and fields to basic data records and fields. You can map either by role or relationship.

Basic Data Mapping

Information about the roles and relationships you are mapping appears in this page region. This is system data that you cannot modify on this page.

Property Mapping Details

Specify the source record and field and the target record and field for each property that is mapped.

Cloning Basic Data Mappings

Access the Basic Data Mapping Cloning page (Set Up CRM, Common Definitions, Customer, Basic Data Mapping, Basic Data Mapping Cloning).

Clone Mapping

Select a role type and a mapping type to clone the current mapping that appears on the Basic Data Mapping page to another role type. For a mapping type of Relationship Mapping, the Relationship ID field appears.

You cannot overwrite an existing mapping by cloning a new mapping to it. The role type and mapping type that you specify must not currently exist in the system.

SIC Code (standard industrial classification code)	Enter the standard industrial classification code for this industry.
Parent Industry ID	Enter the parent industry for this industry.

NID Type (national identification type)	Enter the type of national ID.
National ID Format	Enter the format for the national ID.

Process Basic Data Summary	Select to update basic data tables during data import. Selecting this option overrides the setting for the role. The basic data tables are used by PeopleSoft CRM Online Marketing and the data import process. Note. To improve system performance, clear this check box if you are not using any of these processes.
CRM Integrated With SCM	Select if you will be integrating the PeopleSoft CRM application with PeopleSoft SCM using enterprise integration points.
Default SetID for Inbound EIPs (default setID for inbound enterprise integration points)	Select the default setID. The CDM EIPs use this setID during the processing of the EIPs if no setID is provided on the incoming application messages. See Managing Enterprise Integration for PeopleSoft CRM.
Enable Search Match for EIP	See Using Search/Match with PERSON_BASIC_SYNC.
Search Match Configuration ID	See Using Search/Match with PERSON_BASIC_SYNC.