Defining Ad Hoc Business Objects

This chapter provides an overview of ad hoc business objects and discusses how to define ad hoc business objects.

Understanding Ad Hoc Business Objects

The business object types that the PeopleSoft system delivers are sufficient to process all transactions in the delivered PeopleSoft Enterprise Customer Relationship Management (PeopleSoft Enterprise CRM) system. To meet additional business requirements, you can define ad hoc business objects. You define and manage ad hoc business objects in the Business Object component.

Before you can add an ad hoc business object to the system, you must define control values for the object. Ad hoc business objects use the same controls as delivered business objects: business object types, name types, role types, and relationship types.

Note. You use the same pages to define and maintain control information for ad hoc business object that you use to maintain controls for business object types, such as company, site, and person, that are delivered with PeopleSoft Enterprise CRM.

You can also use the relationship viewer in the Business Object component to maintain names, roles, and relationships for the business objects that you maintain in CRM components (Company, Site, and Person). For example, to add the broker role to a contact, you would search for the contact by name and access the Relationship Viewer page. To create these roles and relationships, you must first set up the appropriate control values and configure a relationship view to recognize this type of relationship.

See Also

Understanding Business Object Relationship Model Components

Defining Control Values for Business Objects

Defining Ad Hoc Business Objects

To define ad hoc business objects, use the Business Object (BO) component.

This section discusses how to:

• Maintain name information.

• View and maintain ad hoc business object relationships.

See Also

Working with the Relationship Viewer

Pages Used to Define Ad Hoc Business Objects

Maintaining Name Information

Access the Business Object - Business Object page.

Name Type

Displays the business object type.

See Defining Business Object and Name Types.

Viewing and Maintaining Ad Hoc Business Object Relationships

Access the Business Object - Relationships page.

See Working with the Relationship Viewer.