Defining Purchasing Options for Companies, Consumers, and Sites

This chapter provides an overview of purchasing options and discusses how to:

Define purchasing options for customers.
Select purchasing options for customer addresses.
Select purchasing options for customer contacts.
Select purchasing options for customer sites.

Understanding Purchasing Options

If you have installed PeopleSoft Order Capture, you can designate purchasing options for customer companies, consumers, or sites. Purchasing options in PeopleSoft Enterprise Customer Relationship Management (PeopleSoft CRM) control whether a customer can make purchases (sold-to), receive shipments (ship-to), or receive invoices (bill-to).

Defining purchasing options is a two-step process. First, you enable purchasing options for the customer. You then select the purchasing options that apply to each contact that you define for a company, consumer, or site and for each site that you define for a company or consumer.

If a company, consumer, or site is defined as a sold-to customer, you can define related customers to receive the bills or shipments. Defining related customers manages those situations for which a company's purchasing and payment processing are done centrally, but the ordered products are typically shipped to other corporate sites.

Purchasing Option Integrations

Other systems, including PeopleSoft Financial Management Solutions, PeopleSoft Supply Chain Management, and third-party systems, capture and use purchasing information. You can use enterprise integration points (EIPs) to synchronize purchasing option information with these systems.

Sites that are flagged as bill-to or sold-to in PeopleSoft CRM are integrated in PeopleSoft Supply Chain Management as customers. PeopleSoft CRM ship-to sites are integrated in PeopleSoft Supply Chain Management as addresses of sites with which the site is currently associated.

PeopleSoft Financial Management Solutions and PeopleSoft Supply Chain Management also enable you to define additional attributes and processing options and to view the updated information in PeopleSoft CRM.

Defining Purchasing Options for Customers

This section discusses how to define purchasing options.

Pages Used to Define Purchasing Options for Customers

Page Name	Object Name	Navigation	Usage
Company - Details	RD_COMPANY_DETAILS	Customers CRM, Search Company, Company Click the Details link. Customers CRM, Add Company, Company	Select purchasing options for the company.
Company - Purchasing	RD_COMPANY_CUST_OP	Customers CRM, Search Company, Company Click the Purchasing Info link. Customers CRM, Add Company, Company Click the Purchasing Info link.	Enter purchasing option details for the company.
Site - Details	RD_SITE_MAIN_2	Customers CRM, Search Site, Site Click the Details link. Customers CRM, Add Site, Site	Select purchasing options for the site.
Site - Purchasing	RD_SITE_CUST_OP_2	Customers CRM, Search Site, Site Click the Purchasing Info link. Customers CRM, Add Site, Site Click the Purchasing Info link	Enter purchasing option details for the site.
Person - Details	RD_CONSUMER_BC_OPT	Customers CRM, Search Person, Add Person Click the Add Consumer Information link. Customers CRM, Search Person, Person If the information that appears is for the Contact role, click the Edit Consumer Information or Add Consumer Information link. Click the Details link.	Enable purchasing options for the selected consumer. Note. Purchasing options for Persons are available only for a person with the Consumer role.
Person - Purchasing	RD_CONSUMER_BC_OPT	Click the Purchasing Info link on the Person page for a person with the Consumer role.	Enable purchasing options for the selected consumer. Note. Purchasing options for Persons are available only for a person with the Consumer role.

Entering Purchasing Detail

Access the Purchasing Info page.

Note. The example shown is from the Company component. The Purchasing Info pages for the Consumer and Site components offer similar functionality.

Sold To Customer

Indicates that the customer or customer site can purchase products or services. If you select this option, you can designate other customers or customer sites to receive invoices and shipments for the purchases that this customer makes.

Bill To Customer

Indicates that the customer or customer site can receive invoices for purchases. If you select this option, you can designate other customers or customer sites for which the customer receives invoices.

Ship To Customer

Indicates that the customer or customer site can receive shipments for products or services. If you select this option, you can designate other customers or customer sites as purchasers of the products or services that this site receives.

Sold-To Options

Click the Sold-To Options link.

This view displays sold-to options that are established in PeopleSoft Financial Management Solutions or PeopleSoft Supply Chain Management.

Shipping Options

Click the Shipping Options link.

This view displays ship-to options that are established in PeopleSoft Financial Management Solutions or PeopleSoft Supply Chain Management.

Billing Options

Click the Billing Options link.

This view displays bill-to options that are established in PeopleSoft Financial Management Solutions or PeopleSoft Supply Chain Management. You can enter values for the following fields in PeopleSoft CRM.

Credit Analyst

Select the code for the credit analyst who works with the customer. This field is required for successful integration with Financial Management Solutions or Supply Chain Management.

See Creating and Maintaining Credit Analyst Codes.

Collector

Select the code for the collector who works with the customer. This field is required for successful integration with Financial Management Solutions or Supply Chain Management. Collector codes are established on the Collector page under Set Up CRM, Common Definitions, Customer. Default EIP collector code values are specified on the Interface Defaults page under Set Up CRM, Common Definitions, Integration Rules, Integration Defaults.

Note. You must manually synchronize credit analyst and collector codes among CRM, Financial Management Solutions, and Supply Chain Management to ensure successful integration with these systems. Customer EIP application messages will fail if they include codes that are not available in the subscribing system.

Payment Terms Code

Enter the payment terms for informational purposes.

See Setting Up Payment Terms.

Important! Perform updates to the customer's bill-to options, including changes to the credit analyst or collector codes, in the Financial Management Solutions or Supply Chain Management systems.

Selecting Purchasing Options for Customer Addresses

This section discusses how to select purchasing options for addresses.

Pages Used to Select Purchasing Options for Customer Addresses

Page Name	Object Name	Navigation	Usage
Contact Info	ABE_DETAIL	Customers CRM, Search Company, Company, Contact Info Click the Addresses link. Click a Description link. Customers CRM, Search Site, Site, Contact Info Click the Addresses link. Click a Description link. Customers CRM, Search Person, Person, Summary Click the Add Consumer Information link. Select the Contact Info tab. Click the Addresses link. Click a Description link.	Select purchasing options that apply to an address of a company, site, or person. Note. Purchasing options are available from the Person component only if the person has the Consumer role.

Page Name

Object Name

Navigation

Usage

Contact Info

ABE_DETAIL

Customers CRM, Search Company, Company, Contact Info

Click the Addresses link.

Click a Description link.
Customers CRM, Search Site, Site, Contact Info

Click the Addresses link.

Click a Description link.
Customers CRM, Search Person, Person, Summary

Click the Add Consumer Information link.

Select the Contact Info tab.

Click the Addresses link.

Click a Description link.

Select purchasing options that apply to an address of a company, site, or person.

Note. Purchasing options are available from the Person component only if the person has the Consumer role.

Selecting Purchasing Options for Addresses

Access the Contact Info page for a company, site, or consumer.

See Maintaining Contact Information for Business Objects.

Selecting Purchasing Options for Customer Contacts

This section discusses how to define purchasing options for customer contacts.

Pages Used to Select Purchasing Options for Customer Contacts

Page Name	Object Name	Navigation	Usage
Person - Contacts	RD_CONSUMER_REP	Select the Contact Info tab on the Person component for a person who has the Consumer role. Click the Contacts link. Customers CRM, Add Person, Person, Primary Click the Add Consumer Information link. Select the Address Book tab. Click the Contacts link.	Maintain the list of contacts for a person. Note. You can only define contacts for a person with the Consumer role.
Company - Contacts	RD_COMPANY_CNTCT_2	Customers CRM, Add Company, Company, Contact Info Click the Contacts link. Customers CRM, Search Company, Company, Contact Info Click the Contacts link.	Maintain the list of contacts for a company.
Site - Contacts	RD_SITE_CNTCT_2	Customers CRM, Add Site, Site, Contact Info Click the Contacts link. Customers CRM, Search Site, Site, Contact Info Click the Contacts link.	Maintain the list of contacts for a site.
Contact Info	ABE_DETAIL	Click the Add Contact button next to a listed contact on the Contacts page for a company, site, or person with the Consumer role.	Select purchasing options that apply to an address of a company, site, or person.
Maintain Contact	RD_REP_MAINTAIN	Click the Edit Contact button next to a listed contact on the Contacts page for a company, site, or person with the consumer role.	Maintain purchasing options for a contact. Designate a contact as primary for a purchasing option.

Selecting Purchasing Options for Customer Contacts

Access the Contact Info page for a customer contact.

See Maintaining Contact Information for Business Objects.

Maintaining Purchasing Options for Customer Contacts

Access the Maintain Contact page for a customer contact.

See Defining Customer Contacts.

Selecting Purchasing Options for Customer Sites

This section discusses how to define purchasing options for customer sites.

Pages Used to Select Purchasing Options for Customer Sites

Page Name	Object Name	Navigation	Usage
Company - Sites	RD_COMPANY_SITE_2	Customers CRM, Add Company, Contact Info Click the Sites link. Customers CRM, Search Company, Contact Info Click the Sites link.	Maintain company sites.
Person - Sites	RD_CONSUMER_SITE_2	Customers CRM, Add Person, Details Click the Add Consumer Information link. Select the Contact Info tab and click the Sites link. Customers CRM, Search Person, Summary Click the Edit Consumer Information link or the Add Consumer Information link. Select the Contact Info tab and click the Sites link.	Maintain sites for a person. Note. You can only maintain sites for a person with the Consumer role.
Company - Edit Site Person - Edit Site	RD_CUST_SITE_DTL	Click the Edit button next to any listed site on the Sites page for a company or consumer.	Select purchasing options for a customer site. Note. Purchasing options are available from the Person component only if the person has the Consumer role.
Company - Create Site Person - Create Site	RD_CUST_SITE_DTL	Click the Create Site button on the Sites page for a company or person who has the Consumer role.	Select purchasing options for a customer site.

Defining Purchasing Options for Customer Sites

Access the Contact Info page for a customer site.

See Defining Customer Sites.

Sold To Customer	Indicates that the customer or customer site can purchase products or services. If you select this option, you can designate other customers or customer sites to receive invoices and shipments for the purchases that this customer makes.
Bill To Customer	Indicates that the customer or customer site can receive invoices for purchases. If you select this option, you can designate other customers or customer sites for which the customer receives invoices.
Ship To Customer	Indicates that the customer or customer site can receive shipments for products or services. If you select this option, you can designate other customers or customer sites as purchasers of the products or services that this site receives.