Defining Site Business Objects

This chapter provides an overview of sites and discusses how to:

Set up site types.
Maintain general site information.
Maintain site contacts.
Define site relationships.

Understanding Sites

Sites in CRM are:

Customers that are represented by contacts.
Always associated with a company or a consumer business object.

Note. Sites can be used independently for the energy industry.
Places where products are shipped or installed.
Places where services are performed.

In the customer data model, sites are represented as organization type business objects with a role type of site. A record for each customer site is created in the Site table (RD_SITE), and a record for the association between a site and a company or consumer is inserted in the Business Object Relationship table (BO_REL). Because the site that is associated with a customer can participate in business transactions, a record for the site is also created in the Business Contact table (BC), which enables you to specify sold-to, bill-to, and ship-to purchasing options for the site.

Site contacts are Person business objects and are also contacts of the company or consumer that is associated with the site. When you associate a person with a customer site, the person is assigned a role type of contact for both the site and the customer with whom the site is associated. Two records are inserted in the Business Object Relationship table (BO_REL): one record to capture the relationship between the person and the site and one record to capture the relationship between the person and the customer who is associated with the site.

You can publish customer site information to PeopleSoft Supply Chain Management (PeopleSoft SCM) by using the following Customer_Site EIP. However, because PeopleSoft Supply Chain Management does not have a site concept, site records are created as customer records in the PeopleSoft Supply Chain Management system. Customer records in PeopleSoft SCM are created only for sites that are flagged as either sold-to or bill-to sites in CRM.

Setting Up Site Types

To set up site types, use the Site Type (RD_SITE_TYPE) component.

This section discusses how to set up site types.

Page Used to Set Up Site Types

Page Name	Object Name	Navigation	Usage
Site Type	RD_SITE_TYPE	Set Up CRM, Common Definitions, Customer, Site Type	Define codes that you use to categorize sites. Site type IDs must be unique for the specified set ID.

Maintaining General Site Information

To maintain general site information, use the Site (RD_SITE_2) component.

This section discusses how to:

Maintain primary site information.
Maintain site names.
Maintain site purchasing options.
Maintain site contact information.
Add notes and attachments.

Pages Used to Maintain General Site Information

Page Name	Object Name	Navigation	Usage
Site Search	RD_SITE_GSRCH	Customers CRM, Search Site	Search for existing sites.
Site - Site: Primary	RD_SITE_MAIN_2	Customers CRM, Add Site Customers CRM, Search Site, Site - Site: Primary	Maintain primary site information
Site - Site: Name	RD_SITE_NAME_PG	Customers CRM, Search Site, Site - Site: Name	Maintain site names. Designate a primary site name.
Site - Site: Purchasing Info (purchasing information)	RD_SITE_CUST_OP_2	Access the Site - Site: Primary page. Click the Purchasing Info (purchasing information) link.	Maintain purchasing information for the site.
Site - Site: Tax Exempt Certificate	RD_TAX_EXEMPT_SITE	Access the Site - Site: Primary page. Click the Tax Exempt Certificatelink.	Maintain tax exempt information for the site.
Site - Account Team	RD_ACCOUNT_TEAM	Customers CRM, Search Site, Account Team Customers CRM, Add Site, Account Team	View and modify the account team that is assigned to a site.
Site - Contact Info	ABE_LIST	Customers CRM, Search Site, Contact Info Customers CRM, Add Site, Contact Info	Maintain contact information for a site, including addresses, phone numbers, and email information.
Site - Contacts	RD_SITE_CNTCT_2	Access the Contact Info page for a site. Click the Contacts link.	Maintain site contacts.
Site - Account Plan	RD_ACCOUNT_PLAN	Customers CRM, Search Site, Account Plan Customers CRM, Add Site, Account Plan	View and modify the account plan for a site.
Site - Notes	RD_SITE_NOTE_2	Customers CRM, Add Site, Notes Customers CRM, Search Site, Notes	Add notes and attachments for the specified site.
Site - Attributes	RB_ATTR_RUN_SITE	Customers CRM, Add Site, Attributes Customers CRM, Search Site, Attributes	View attributes for the site.

Maintaining Primary Site Information

Access the Site - Site: Primary page.

Note. This example page does not show the page regions for entering contact information. Those page regions function similarly to the ones that appear on the Company component.

Name

This page region appears when you add a site. When you subsequently access the site, you must click the Name link to edit site name information.

See Defining Name and Address Information for Business Objects.

Profile Information

The fields in this page region provide basic information about the site.

Customer	Displays the primary name of the customer with whom the site is associated. Click the transfer button to access the customer's primary information.
Site Type	Select the site type. Site types are established on the Site Types page.
Site Restrictions	Enter comments about any restrictions for the site.
Privacy	Select the appropriate privacy options for the site.

Purchasing Options

Select the purchasing options to enable for this site. Use the Purchasing Info page to enter detail about the selected purchasing options.

See Defining Purchasing Options for Customers.

Status and Currency Data

Customer Status	Select Active or Inactive.
Customer Since	Enter the date that the site became a customer for your business. Note. If you are integrated with PeopleSoft Financial Management Solutions or PeopleSoft Supply Chain Management, you cannot modify the customer status information and the customer since date in CRM.
Currency Code	Select the code that specifies the currency that you use for a monetary transaction with this site.
Currency Type	Select the exchange rate type that you use to calculate monetary transaction amounts in alternate currencies.
Segment Code	Select the site's business segment for marketing purposes.
Assessment	Displays the key performance indicator value as determined by PeopleSoft Enterprise Performance Management.

Contact Info

The primary site address, phone, and email information appear in this page region. To view and edit detail information or additional addresses, click the More link or access the Address Book page.

See Maintaining Contact Information for Business Objects.

Maintaining Site Names

Access the Site - Site: Name page.

See Defining Name and Address Information for Business Objects.

Maintaining Site Purchasing Options

Access the Site - Site: Purchasing Info (purchasing information) page.

See Defining Purchasing Options for Customers.

Maintaining Site Tax Exempt Certificate Information

Access the Site - Site: Tax Exempt Certificate page.

See Defining Company Business Objects.

Maintaining Site Contact Information

Access the Site - Contact Infopage.

See Maintaining Contact Information for Business Objects.

Adding Notes and Attachments

Access the Site - Notes page.

See Working with Notes and Attachments.

Maintaining Site Contacts

This section discusses how to maintain site contacts.

See Defining Customer Contacts.

Pages Used to Define Site Contacts

Page Name	Object Name	Navigation	Usage
Site - Contacts	RD_SITE_CNTCT_2	Customers CRM, Add Site, Site, Address Book Click the Contacts link. Customers CRM, Search Site, Site, Address Book Click the Contacts link.	Maintain site contacts.
Add Contact	RD_REP_ADD_SRCH	Access the Contacts page for a site. Click the Add Contact button.	Add a contact of a site.
Maintain Contact	RD_REP_MAINTAIN	Access the Contact Summary page for a site. Click the Edit button next to a listed contact.	Maintain purchasing options and contact information entries for a contact of a company, consumer, partner company, or site.

Defining Site Relationships

Access the Site - Relationships page.

See Working with the Relationship Viewer.

Viewing Installed Products and Services for a Site

This section discusses how to view installed products and services for a site.

Pages Used to View Installed Products and Services for a Site

Page Name	Object Name	Navigation	Usage
Site - Installed Products	RD_SITE_INSTPROD	Customers CRM, Add Site, Site Select the Installed Products and Services tab. Customers CRM, Search Site, Site Select the Installed Products and Services tab.	View installed products for a site. Note. A site can have either the Installed Products or the Installed Services tab, but not both.

Page Name

Object Name

Navigation

Usage

Site - Installed Products

RD_SITE_INSTPROD

Customers CRM, Add Site, Site

Select the Installed Products and Services tab.
Customers CRM, Search Site, Site

Select the Installed Products and Services tab.

View installed products for a site.

Note. A site can have either the Installed Products or the Installed Services tab, but not both.