Competitor Codes

COMPETITOR_CD

Set Up Financials/Supply Chain, Product Related, Order Management Foundation, Competitor Codes

Set up competitor codes to cross-reference products with competitors and to track competition on buying agreements, orders, and quotes.

Division

PM_DIVISION

Set Up Financials/Supply Chain, Product Related, Order Management Foundation, Division

Enter divisions for sales operations. Divisions aren't used by any PeopleSoft standard processing at this time.

Product Brand

PROD_BRAND

Set Up Financials/Supply Chain, Product Related, Order Management Foundation, Brand, Product Brand

Establish brands for product sales. Product brands aren't used by any PeopleSoft standard processing at this time.

Product Category

PROD_CATEGORY

Set Up Financials/Supply Chain, Product Related, Order Management Foundation, Product Category

Enter product categories. Product categories aren't used by any PeopleSoft standard processing at this time.

Channel

PM_CHANNEL

Set Up Financials/Supply Chain, Product Related, Order Management Foundation, Channel

Enter sales channels. Channels aren't used by any PeopleSoft standard processing at this time.

Classification

PM_CLASSIFICATE

Set Up Financials/Supply Chain, Product Related, Order Management Foundation, Classification

Enter classifications for customers. Classifications aren't used by any PeopleSoft standard processing at this time.

Syndicated

PM_SYNDICATED

Set Up Financials/Supply Chain, Product Related, Order Management Foundation, Syndicated Data Type

Enter syndicated data network types. Syndicated data types aren't used by any PeopleSoft standard processing at this time.

Territory

PM_TERRITORY

Set Up Financials/Supply Chain, Product Related, Order Management Foundation, Territory

Establish to divide customer base into logical territory assignments. The territory designation is not currently used for pricing, reporting, calculations, and processing.

Buying Agreement Type

CONTRACT_TYPE

Set Up Financials/Supply Chain, Product Related, Order Management Foundation, Buying Agreement Type

Define buying agreement types. Buying agreement types categorize buying agreements for reporting purposes or flag buying agreements with similar renewal characteristics, for example, annual purchase agreements.

Contact Type Codes

CONTACT_TYPE_CODE

Set Up Financials/Supply Chain, Product Related, Order Management Foundation, Contact Type Codes

Establish different types of customer contacts who deal with various aspects of the business. Multiple contacts may exist, such as someone who deals with shipping issues, another for accounting problems, and so on.

Image Location

IMAGE_LOCATION

Set Up Financials/Supply Chain, Common Definitions, File Locations and Images, Image Location

Set Up Financials/Supply Chain, Product Related, Order Management Foundation, Image Location

Use to enter the paths to the directories in which you store the image files.

Order Source Codes

ORD_SOURCE_CD

Set Up Financials/Supply Chain, Product Related, Order Management Foundation, Order Source Codes

Set up order source codes to indicate where orders and quotes originate, such as internet, telephone, email, facsimile, electronic data interchange (EDI), mail, and so on. They can also be associated with users on the User Preferences - Orders - Sales page, or with order groups. For PeopleSoft CRM and Contracts integration, the order source code determines the processing of the sales order in Order Management. In other cases, these codes are informational and can be used for reporting purposes.

Restock Fees

RMA_RSTK_SET

Set Up Financials/Supply Chain, Product Related, Order Management Foundation, Restock Fees by Reason

Define restocking fees.

Hold Codes

HOLD_CD

Set Up Financials/Supply Chain, Product Related, Receivables, Payments, Hold Codes

Set Up Financials/Supply Chain, Product Related, Inventory, Hold Codes

Set Up Financials/Supply Chain, Product Related, Order Management Foundation, Hold Codes

Establish hold codes to flag an order or stop an order's further processing. Each hold code must be unique.

Holds Setup

OM_BU_HOLD_SETUP

Setup Financials/Supply Chain, Product Related, Order Management Foundation, Holds Setup

Manage the meta data values that display on the Hold Processing page for the Order Management Business Unit.

Mass Change Definition - Description

MC_DEFN_00

Set Up Financials/Supply Chain, Product Related, Order Management Foundation, Mass Change Definition, Description

Enter a description for the mass change definition.

See Modifying Mass Change in PeopleSoft Order Management.

Rebate Penalty Definition - Definition

RBT_PNLTY_DEFN

Set Up Financials/Supply Chain, Product Related, Order Management Foundation, Rebate and Penalty Definition

Define formulas that the system uses to calculate rebates and penalties.

Rebate Penalty Definition - Definition Step

RBT_PNLTY_DEFN_STP

Set Up Financials/Supply Chain, Product Related, Order Management Foundation, Rebate and Penalty Definition

Define the points at which the penalty or rebate amount or percentage changes.

Rebate Penalty Table

RBT_PNLTY_TABLE

Set Up Financials/Supply Chain, Product Related, Order Management Foundation, Rebate and Penalty Table

Define parameters for applying rebates or penalties.

Sales Rebate - Definition

SRBT_TABLE

Set Up Financials/Supply Chain, Product Related, Order Management Foundation, Sales Rebate Setup

Define sales rebates or penalties.

Sales Rebate - Customer/Product

SRBT_CUSTPROD_TBL

Set Up Financials/Supply Chain, Product Related, Order Management Foundation, Sales Rebate Setup

Define which customers or customer groups and product or product groups to apply to the sales rebate.

Options & Defaults

CB_SETUP_OPT

Setup Financials/Supply Chain, Product Related, Order Management Foundation, Claimback SetID Options

Use to set up defaults values and contacts for claimback contracts, claimback contract and claim prefixes, and claimback claim over and under tolerances.

See Working with Claimbacks.

OM Business Unit Groups

CB_OMBU_GRP

Setup Financials/Supply Chain, Product Related, Order Management Foundation, Claimback OMBU Groups

Use to define which Order Management Business Units belong to each user-defined group. These groups will be used for defaulting the list of Order Management Business Units to the claimback contract line.

Shipping Priority Codes

SHIP_PRIORITY

Set Up Financials/Supply Chain, Product Related, Order Management Foundation, Shipping Priority Codes

Define shipping priority codes that can be used as the final sort option for fulfilling orders on the Fulfillment Setup - Fulfillment Setup Page in PeopleSoft Inventory.

Messages

MESSAGE_TBL

Set Up Financials/Supply Chain, Product Related, Receivables, Options, Messages

Set Up Financials/Supply Chain, Product Related, Order Management Foundation, Messages

Define message codes and optional related actions.

Order Groups

ORD_GROUP

Set Up Financials/Supply Chain, Product Related, Order Management Foundation, Order Groups

Define order groups.

Order Group Shipping Terms

ORD_GROUP_TERMS

Set Up Financials/Supply Chain, Product Related, Order Management Foundation, Order Groups

Define additional attributes for the order group, such as shipping defaults and include online credit checking as a default value, if necessary.

Return Type Codes

RMA_RETURN_TYPE

Set Up Financials/Supply Chain, Product Related, Order Management Foundation, Return Type Codes

Set Up Financials/Supply Chain, Product Related, Inventory, Return Type Codes

Define default shipping options and the actions that returned goods initiate.

Member’s Commission Schedule

MEMBER_COMM_QUO

Set Up Financials/Supply Chain, Product Related, Order Management Foundation, Team Mbr Commission Schedules

Define a commission schedule for team members. Indicate amount ranges for either bookings or shipments depending on the basis that is selected on the Team Member Personal Data - Member Commissions page, and define a commission percentage for each range.

Team Member Sales Quotas

MEMBER_QUOTAS

Set Up Financials/Supply Chain, Product Related, Order Management Foundation, Team Member Sales Quotas

Establish sales quotas for team members that are used for analysis purposes only. They are not part of structuring commissions. Base quotas on individual products, product groups, or all sales for the member.

Sales Calendar

CALENDAR_BLDR_TD

Set Up Financials/Supply Chain, Product Related, Order Management Foundation, PTD Pricing Calendar, Sales Calendar

Set Up Financials/Supply Chain, Product Related, Promotions Management, Sales Calendar

Establish a calendar that is to be used with period-to-date pricing.

Template Role

TEMPLATE_ROLE

Set Up Financials/Supply Chain, Product Related, Order Management Foundation, Template Role

Use to assign the role to be able to access additional short-term customer templates that the template specified on the PeopleSoft Order Management Business Unit when entering sales orders, quotes, or RMAs.

Hold Field

Input the name of an individual hold field which requires hold processing configuration.

Note. If you add a field to the Holds Setup page you must also add the field to the Order Management Business Unit table (BUS_UNIT_TBL_OM).

Sequence

Enter a sequence for the newly added field. The sequence number affects the order in which the hold fields are displayed on the Hold Processing page.

Display Fields

Check this option if you want the to be able to enter a Hold Code on the Hold Processing page.

Display Checkbox

Check this option if you want the hold processing check boxes to be active on the Hold Processing page. If the Display Checkbox option is unchecked, all of the hold processing options on the Hold Processing page for the selected hold field will be unavailable for editing.

Hold Code Level

Specify the hold code level for the selected hold field. The options are: Customer Hold, Header Hold, Line Hold, Product Hold, Schedule Hold, Systems Hold.

Hold Type

Specify the Hold Type for the selected hold field. The hold type is used to group holds together for reporting purposes.

The options are: Automatic Holds, Configurator Holds, Credit Card Holds, Credit Holds, Other Holds.

Priority

The highest priority is 1. The larger the number, the lower the priority.

Message Type

The message type categorizes messages into a group type. This field is informational only and you can select from these options: Credit Related Message, Internal Warning Message, Product Related Message, Promotion Related Message.

None

Indicates no action. The message is informational only.

Reject

Prevents the customer or product from being entered on a sales order or quotation.

Hold

Puts the sales order or order line on hold if it references a customer or product with this attached message. Click the button that is next to the Hold field to search for available hold codes. When you select an option, the system returns you to the main page.

Sanction Match

Select to identify messages associated with Financial Sanctions Screening. If you select this option, set the Message Type to Internal Warning Message and the Action to None.

Note. Only one message can be selected with the Sanction Match.

Pass to Unfulfilled, Pass to Releasable, Pass to Released, Passed to Picked/Confirmed, Passed to Shipped

Select the fulfillment status in PeopleSoft Inventory to pass demand data from order schedules referencing the customer or product with the message even though the order is on hold.

Pass to Planning

Enables PeopleSoft Supply Planning to see order demand for consideration in the planning algorithms.

Pass to Purchasing

Holds placed on direct ship order schedules don’t effect processing of the order in PeopleSoft Purchasing.

Pass to Billing

Use to define which holds should prevent non-stocked and direct shipped order lines from being billed in PeopleSoft Billing.

Bill Type Identifier

Select from the available options to categorize activity grouped on a particular bill

Exclusive Pricing ID

Use to tie pricing to a sales order. The exclusive pricing ID is a special pricing arbitration plan with specific price rules associated with it. If the system prices the sales order by using an exclusive pricing ID, only its related price rules are considered. The value can be changed on the Line Pricing Data page or the Schedule Pricing Data page.

Note. If no price adjustments are found by using the exclusive pricing ID, the system performs pricing again by using the standard arbitration plan that is assigned to the sales order header.

Freight Charge Method

Select an option if you use PeopleSoft Order Management to calculate freight charges.

Terms and Payment Method

Select terms and payment method to default to the sales order.

Discount Percentage

Used to define a standard discount for the order. The system applies the discount percentage to the net price for products on order lines that reference the order group. Because the standard discount is in addition to other adjustments to the product's price, it is applied after all other price adjustments. You can change the order group at the line level , enabling different standard discounts for each line of the order.

Source Code

Select the source for the order from the available options.

Credit Check

Select yes if you want the system to check credit online for orders referencing this order group. The system uses the online credit checking default you defined on the Credit Processing page.

Important! If you select no for this option, the system does not perform credit checking for orders referencing this order group.

Carrier ID

Defined on the Carrier Table page. This identifies the preferred carrier for this order group.

Partial Order

Select Yes to enable shipment of an order when all the lines are not filled. PeopleSoft Inventory automatically creates a backorder for the schedules that cannot be shipped. If you do not select Yes, the order is not picked until all order schedules can be shipped complete.

Partial Schedules

Enable shipment of partial schedule quantities.

Ship Prior

Select Yes to enable shipments before the customer's scheduled shipment or arrival date. On the General Information - Ship To Options, specify how many days early the customer accepts shipments.

Cancel Backorder

If you want a backorder created for anything not available for shipment, select No. When you select Yes, no backorder processing is done in PeopleSoft Inventory, and the order line is considered complete after the first shipment, even if the shipment quantity is less than the order quantity.

Single Ship Flag

If you want the order to be shipped in one shipment , select Yes. The entire order is shipped together when quantity is available for all of the order lines. The system will restrict data entry at the order schedule level. All schedule shipping information is kept in sync.

Basis

The Bookings or Shipments that appear on the page are determined by the selection that you make on the Team Member Personal Data - Member Commissions page for this person.

Currency Code

Appears from the Team Member Personal Data page.

Commission % (commission percent)

Applies to each date range and amount range. The Update Order Commission Data process uses these criteria to determine the appropriate commission percent to assign to each team member who is associated with sales order headers or schedules.

Monthly Allocation Type

If you use a monthly calendar period, select a monthly allocation type:

12 period Calendar: Monthly.

13 period Calendar: 13 periods of 4 weeks each.

445 Calendar: 12 non-monthly periods divided into four sets of three periods each, with the three periods in each set made up, respectively, of 4, 4, and 5 weeks.

454 Calendar: 12 non-monthly periods divided into four sets of three periods each, with the three periods in each set made up, respectively, of 4, 5, and 4 weeks.

544 Calendar: 12 non-monthly periods divided into four sets of three periods each, with the three periods in each set made up, respectively, of 5, 4, and 4 weeks.

Generate

Click the button to generate the periods in the sales calendar. Verify the sales periods and make changes to period names as required. The system displays a row for each period that is in the range that you indicate, with the appropriate information automatically inserted in the Sales Period, Begin Date, End Date, and Period Name fields. You can then change the Period Name for each period.

Begin Date and End Date

The system uses these dates to create a range of periods for the calendar that you generate.

Hold Code Security by Role

HOLD_ROLE_LNK

Setup Financials/Supply Chain, Security,

Use the page to control the hold codes that the each role can manage. For instance, your credit manager may be responsible for the credit related hold codes and your product manager for any product related hold codes. Specify whether the role can add, release authority or delete the hold code for Order Management.

Hold Code

Add the hold codes that you want each role to manage. Hold Codes are first established on the Hold Code page.

Note. If a hold code in the system is not present in the Hold Code Security by Role page it has the same effect as if the user's role did not have any authority to act upon that hold code. As a result, it is not mandatory that all user roles be assigned hold security.

Add Authority

Select to enable the role to add a Hold Code.

Release Authority

Select to enable the role to release a Hold Code.

Delete OM Hold

Select to enable the role to delete a Hold Code from the ORD_HOLD table

Administer File Attachments

SAC_ATT_ADMIN

Set Up Financials/Supply Chain, Common Definitions, File Attachments, Administer File Attachments

Identify servers on which to store attachments and define component names and paths where the attachments are stored.

Pick Active Server

Select the server ID of the active (or default) server where all newly created attachments are stored. You can switch the active server at any time. All previously created attachments are still retrieved from the server where they originally were stored. The attachments keep a reference to the original server. This field is required.

Add FTP Server (add file transfer protocol server)

Click to insert a new row in the grid to define a new FTP server for attachments.

Add Database Server

Click to insert a new row in the grid to define a new database server for attachments.

ID

Displays the system-assigned ID number for each server on this page. When an attachment is stored to the server, the server ID is inserted into the attachment record. When you request to download (view) this attachment, the system retrieves it from the original server based on the server ID.

Attachment Server Type

Identifies the type of server based on whether you click the Add FTP Server button or the Add Database Server button. Once you have saved the row and exited the component, you cannot change the server type. Values are:

• FTP (file transfer protocol server).

• DB (database server).

Login

Enter or change the login name. This is required for FTP servers only.

Password

Enter or change the password corresponding to the Login Name. The password is required for FTP servers only.

Server Name/Record Name

Enter the machine name for the FTP server.

Once you save the information, change the machine name only if the same FTP server is renamed. To add a different FTP server, click the Add FTP Server button to insert a new row into the grid and define the new server. You cannot delete servers because attachments could already be stored on them.

Path

Enter the subdirectory path under the server's FTP root where all attachments are to be stored. This is required for FTP servers only.

Component

Enter the component for the installed application.

Subdirectory

Enter the subdirectory path.

URL Maintenance

URL_TABLE

PeopleTools, Utilities, Administration, URLs

Enter the URL, pertinent description, and comments.

URL Identifier

Select EMP_SERVLET.

URL

Enter the URL for your application server. Here is an example: http://ple-dscantla/psp/ps/EMPLOYEE/.