Setting Up Product Definitional Elements

This chapter provides an overview of product definitional elements and discusses how to create them.

Understanding Product Definitional Elements

Definitional elements describe products in the PeopleSoft CRM system. You must set up these definitional elements before defining products in PeopleSoft CRM:

Product installation options
Rules for generating product ID numbers
Rule sets for creating and updating installed products
Product groups

Product groups enable you to share processing parameters between products. PeopleSoft CRM delivers a set of basic product groups.
Product categories

Product categories are used to group products in catalogs.
Product brands
Competitor codes

Competitor codes enable you to keep track of competitor's similar products.
Branch scripts

Branch scripts predefine sales dialogue with customers, provide direction to customer service representatives, and guide internal processes and operations.
Region IDs

Region IDs enable selling by region.
Competency codes

Competency codes define skills required to support the product.
Relationship IDs

Relationship IDs define the relationship of one product to another. For example, one product might either complement or substitute for another product.
Product attributes

Product attributes describe characteristics of the product, such as height, weight, color, and so forth.
Subscription Terms

Length of time for which the subscription is valid.

See Also

Setting Up Automatic Numbering

Defining Items

Tracking Installed Products and Assets

Managing Workforce Competencies

Setting Up Regions

Configuring Attributes

Defining Scripts

Creating Product Definitional Elements

To create product definitional elements, use the Product Installation (PROD_INSTALLATION), Automatic Numbering (AUTO_NUM_PNL), Product Group (PROD_GROUP_TBL), Product Category (PROD_CATEGORY), Product Brand (PROD_BRAND), Competitors (COMPETITOR_CD), Region (RB_REGION), Attribute Definition (RB_ATTRIBUTE), and Auto Numbering (AUTO_NUM_PNL) components.

This section discusses how to:

Select options for managing products.
Specify installed product rules.
Define product automatic numbering options.
Define product group codes.
Viewing products that are linked to the product group.
Define product categories.
Define product brands.
Enter competitor information.
Define branch scripts.
Set up product relationship codes.
Define product attributes.
Set up subscription terms.

Pages Used to Set Up Product Definitional Elements

Page Name	Object Name	Navigation	Usage
Product Installation	PROD_INSTALLATION	Set Up CRM, Install, Product Options, Product Installation	Select options for managing products.
Installed Product Defaults	RF_INSTPRD_DFLT	Set Up CRM, Install, Product Options, Installed Product Defaults	Specify rules that determine how system transactions create and update installed products.
Setup Auto Numbers	AUTO_NUM_PNL	Set Up CRM, Common Definitions, Codes and Auto Numbering, Automatic Numbering, Auto Numbering	Define automatic numbering options for product IDs.
Product Group	PROD_GROUP_TBL	Products CRM, Product Groups, Product Group	Define product group codes.
Linked Products	PROD_GRP_OVERVIEW	Products CRM, Product Groups, Linked Products	View products that belong to a product group.
Product Category	PROD_CATEGORY	Products CRM, Product Category, Product Category	Define product category codes.
Product Brand	PROD_BRAND	Products CRM, Product Brand, Product Brand	Define product brand codes.
Competitors	COMPETITOR_CD	Products CRM, Competitors, Competitors	Define competitor codes.
Script	RC_BS_MAIN	Set Up CRM, Common Definitions, Process Automation, Script, Script	Define a branch script for support and sales personnel.
Region	RB_REGION	Set Up CRM, Common Definitions, Location, Region Codes, Region	Set up regions.
Competencies	COMPETENCY_TABLE	Set Up CRM, Common Definitions, Competencies, Competencies	Establish competency codes.
Product Relations Codes	RB_RELATIONS	Products CRM, Product Relations Codes, Product Relations Codes	Set up the codes that describe relationships between products.
Attribute Definition	RB_ATTRIBUTE_MAIN	Set Up CRM, Common Definitions, Attributes, Attribute Definition, Attribute Definition	Define a product attribute.
Subscription Terms	PROD_SUBSCRIPT	Products CRM, Subscription Terms, Subscription Terms	Define a length of time the subscription is valid.

Selecting Options for Managing Products

Access the Product Installation page.

Item Required

Select if you have installed PeopleSoft Supply Chain Management (PeopleSoft SCM) or PeopleSoft Integrated FieldService. You can clear this check box if the order fulfillment system does not require items or if products are not inventoried.

If you select this check box, you must use the Item Definition component to define product IDs, descriptions, and standard units of measure. You then complete the product definition in the Product Definition component.

Components can be deleted

Select to enable deletion of components in a product package.

Alternate Priority Required and Alternate Quantity Required

Select to enter a priority and quantity on the Product Relationships page for an alternate relationship type. Select these check boxes when the PeopleSoft CRM system is integrated with PeopleSoft SCM.

See Also

Defining Items

Specifying Installed Product Rules

Access the Installed Product Defaults page.

See Tracking Installed Products and Assets.

Defining Product Automatic Numbering Options

Access the Setup Auto Numbers page.

See Setting Up Automatic Numbering.

Defining Product Group Codes

Access the Product Group page.

Note. You cannot delete a product group from this page. If you integrate your PeopleSoft CRM applications with your PeopleSoft Supply Chain Management applications, the system would also delete the product from your SCM database. This happens because SCM subscribes to a message that the CRM database publishes. If the system allowed you to delete the product group from this page, it could cause problems in your SCM operating environment. As such, this design is intentional.

Product Group Type

Select the product group type from these available values:

Accounting
Buying Agreement
Customer Target
Forecast
Freight
General
Literature
Organization
Pricing
Product Catalogs
Product Line
Reporting
Reporting Externally
Reporting Internally
Self-Service Products
Tax
Transportations
VAT

Global

Select to include all products in the product group.

Note. This selection is not used for product groupings in the catalog.

See Understanding Catalogs.

See Also

Adding Products to Product Groups

Viewing Products That Are Linked to the Product Group

Access the Linked Products page.

This page displays the active products that are included in the product group.

Defining Product Categories

Access the Product Category page.

Use this page to define product category codes. Enter the date the product category will be effective, a short and long description, as well as the status; either Active or Inactive.

Defining Product Brands

Access the Product Brand page.

Use this page to define product brands. Enter the date the product brand will be effective, a short and long description, as well as the status; either Active or Inactive.

Entering Competitor Information

Access the Competitors page.

Use this page to enter competitor information. Enter the date the competitor will be effective, a short and long description, as well as the status; either Active or Inactive.

Defining Branch Scripts

Access the Script page.

See Defining Scripts.

Setting Up Product Relationship Codes

Access the Product Relations Codes page.

The Product Relations Codes page lists the possible relationships among products. The options that you select for a relationship type determine the options that are available on the Product Relationships page when you define a product.

Required	Select to include the Required check box on the Product Relationships page. The Required check box enables you to require that the related product is present whenever the listed product appears.
Priority	Select to include the Priority check box on the Product Relationships page. The Priority check box enables you to specify a priority among alternative related products.
Quantity	Select to include the Quantity field on the Product Relationships page. The Quantity field enables you to specify how many times the given relationship can occur.
Catalog	Select to include the Catalog check box on the Product Relationships page. The Catalog check box controls whether related products appear in the catalog along with the main product.
Advisor	Select to enable the use of the PeopleSoft Real-Time Advisor for up-sell and cross-sell opportunities.

Note. The product relations codes that appear in the preceding example are delivered as system data. You can add relations, but you should not remove any delivered relations.

See Also

Managing Product Relationships

PeopleSoft Enterprise Real-Time Advisor CRM 9 PeopleBook

Defining Product Attributes

Access the Attribute Definition page.

Warning! Although product attributes provide flexibility for modeling products, attributes can adversely affect runtime performance. PeopleSoft suggests that you not use more than a few attributes per product.

See Configuring Attributes.

Setting Up Subscription Terms

Access the Subscription Terms page.

Enter information in the available fields to define the subscription and the length of time the subscription is valid.