Using PeopleSoft Enterprise Mobile Order Capture

This chapter provides an overview of transactions in PeopleSoft Enterprise Mobile Order Capture and discusses how to work with orders and quotes on a mobile device.

Understanding Transactions in PeopleSoft Enterprise Mobile Order Capture

PeopleSoft Enterprise Mobile Order Capture delivers much of the functionality of PeopleSoft Enterprise Order Capture to mobile devices. The functionality that is available to you may differ depending on the permissions that are set by your administrator.

PeopleSoft Enterprise Mobile Order Capture enables sales representatives to capture customer, product, and order or quote information in a disconnected environment. When a sales user subsequently connects to the network (on which PeopleSoft Order Capture is installed), data is synchronized and all disconnected information can be transferred between a mobile device and the PeopleSoft CRM database. For each installation of PeopleSoft Enterprise Mobile Order Capture, the application supports only one sales business unit, one Order Capture business unit, one product setID, and one Customer setID. Also, an installation of PeopleSoft Enterprise Mobile Order Capture on a mobile device does not have to include Mobile Sales. When a user implements both applications, they must both point to the same setID for customer and product, although business units may be different.

Note. PeopleSoft Enterprise Mobile Order Capture is not available on personal digital assistant (PDA) devices.

This table lists the component that is available in Mobile Order Capture and describes its functionality:

Mobile Object	Actions Available
Order or Quote	Add, cancel, submit, and view orders and quotes. Add, edit, and delete line details. View and update shipping information. Shipping information appears after a customer (company or consumer) is selected. The shipping address is the company's primary address. View and update billing information. Billing information appears after a customer (company or consumer) is selected. The billing address is the company's primary address. View hold items. Add and view notes and attachments. View and access related objects.

Mobile Object

Actions Available

Order or Quote

Add, cancel, submit, and view orders and quotes.
Add, edit, and delete line details.
View and update shipping information.

Shipping information appears after a customer (company or consumer) is selected. The shipping address is the company's primary address.
View and update billing information.

Billing information appears after a customer (company or consumer) is selected. The billing address is the company's primary address.
View hold items.
Add and view notes and attachments.
View and access related objects.

Working with Orders and Quotes on a Mobile Device

This section discusses how to manage orders and quotes.

Pages Used to Work with Orders and Quotes on a Mobile Device

Page Name	Object Name	Navigation	Usage
Entry Form	MOC_FORM	Add Order/Quote Click the Add button to add an order or quote. Search Orders and Quotes, Entry Form	Add a new order or quote, or view an existing order or quote on the mobile device.
Line Details	MOC_FORM	Add Order/Quote, Line Details Search Orders and Quotes, Line Details	Add, remove, and update line items for the order or quote. View products that are selected for line items.
Shipping	MOC_FORM	Add Order/Quote, Shipping Search Orders and Quotes, Shipping	Access shipping information for the selected company.
Holds	MOC_FORM	Add Order/Quote, Holds Search Orders and Quotes, Holds	View product items that are on hold.
Notes	MOC_FORM	Add Order/Quote, Notes Search Orders and Quotes, Notes	Add and view notes.
Related Objects	MOC_FORM	Add Order/Quote, Related Objects Search Orders and Quotes, Related Objects	Access objects (such as sales leads) that are related to the order or quote.

Managing Orders and Quotes

Access the Entry Form page.

Note. The toolbar buttons that appear on the Entry Form page are standard PeopleSoft Enterprise Order Capture buttons. Personalization of the toolbar buttons is not supported in PeopleSoft Enterprise Mobile Order Capture. Links that appear above the toolbar represent different sections on the entry form.

See Understanding Order Capture.

The Order or Quote component allows users to:

Add, edit, and cancel orders and quotes.

When a user creates a new order, the default order or quote ID is initially <user id><capture type><sequence number>. For example, if the user ID is “MOCREP” and this is the user's first order, the order ID will be set to “MOCREPSO001.” If this is the user's second quote, the quote ID will be “MOCREPQUO002.”

Note. The order ID is overwritten by the server upon synchronization. For example, if you have created a mobile order with the ID of “MOCREPSO001,” it will change to a number. The format is determined by the Capture Type workbench when you next synchronize.
Submit orders and quotes.
View basic order and quote information.
Add, view, and remove line details.

When users view a line item in detail, it indicates the list price and total price for the line. If the order has been synchronized, the price is the final price that includes all surcharges or discounts as set up in pricing. Special pricing is applied when the order is synchronized with the server.
View shipping information.

Users can order configured products and dynamic packages, but cannot configure them on the mobile device. If the user orders one or more of these products and submits the order, it will be placed on hold at synchronization time. The Customer Service Representative must configure these products from within PeopleSoft Enterprise Order Capture. Implementers can exclude these products from being passed to the mobile device by enforcing the appropriate dataset rules.

Note. Mobile orders are restricted to a single shipment. However, if this order or quote was created in PeopleSoft Enterprise Order Capture and is shipping to multiple locations, all of those locations will appear here.
View billing information.
View order holds.

In most cases, holds can only be resolved on the server. However, they can be lifted if the issues that caused the holds can be corrected on the mobile application. For example, if the order is held because an invalid Bill To customer was specified on the order (or no Bill To customer was specified at all), the user can change the Bill To customer and perform a synchronization. The hold is then lifted.
Add notes and attachments.
View objects that are related to the orders or quotes.

Third-Party and Miscellaneous Calculations

The following third-party and miscellaneous charges may be applied to the order during synchronization. After synchronization, these charges are reflected on the order on the mobile application:

Pricing discounts, surcharges, or both.
Freight.
Tax.
Value-added tax.
Product giveaways.