The PeopleSoft Supply Chain Portal Pack includes pagelets for use in the employee portal registry. This chapter discusses how to:
Identify pagelets by functional role.
Personalize PeopleSoft Promotions Management pagelets.
View promotions.
View promotion fund information.
View product sales.
View customer information.
View product information.
Note. Pagelets are documented in a Pagelets Used to <Task Description> table when they do not require extensive discussion.
PeopleSoft provides these employee-oriented role groupings as examples of how to organize pagelet access by function.
This section discusses:
Customer Service Manager and Customer Service Representative (CSR) pagelets.
Salesperson pagelets.
Sales Manager pagelets.
Note. Brokers also use many of the customer service-oriented pagelets. Additional broker-oriented pagelets are discussed in the “Customer-Facing Supply Chain Management Pagelets” chapter.
See Also
These pagelets enable brokers to view key information about customers and products and effectively manage promotions:
Availability.
Current Product Summary.
Customer Promotions Calendar.
Discretionary Funding Status.
Discretionary Funding Status — Details by Fund.
Discretionary Funding Status — Fund Details by Customer and Promotion.
Most Recent Bills.
Most Recent Consolidated Bills.
My Promotions.
Nat'l Allow & Promo Calendar.
National Allowance Calendar.
Planned Promotional Funds.
Product Alternates.
Product Notes.
Product Sales.
Product Search.
Product Specifications.
Review Promotions.
Sales History by Customer.
These pagelets enable customer service managers and representatives to view key information about customers and products and effectively manage promotions:
Buying Agreements.
Current Product Summary.
Customer Account Balances.
Customer Aging.
Customer Conversations.
Customer Notes.
Customer Search.
Expiring Buying Agreements.
Invoice Summary.
Last 10 Product Purchases.
Last 10 Shipments.
Most Recent Bills.
Most Recent Consolidated Bills.
Product Alternates.
Product Notes.
Product Sales.
Product Search.
Product Specifications.
Recent Orders.
Recent Quotes.
Recent RMAs.
Sales History by Customer.
Schedules Past Ship Date.
Trade Promotions.
These pagelets enable salespersons to view key information about customers and products and effectively manage promotions:
Availability.
Buying Agreements.
Current Product Summary.
Customer Account Balances.
Customer Aging.
Customer Conversations.
Customer Notes.
Customer Promotions Calendar.
Customer Search.
Discretionary Funding Status.
Discretionary Funding Status — Details by Fund.
Discretionary Funding Status — Fund Details by Customer and Promotion.
Expiring Buying Agreements.
Invoice Summary.
Last 10 Product Purchases.
Last 10 Shipments.
Most Recent Bills.
Most Recent Consolidated Bills.
My Promotions.
Nat'l Allow & Promo Calendar.
National Allowances Calendar.
Planned Promotional Funds.
Product Alternates.
Product Notes.
Product Sales.
Product Search.
Product Specifications.
Recent Orders.
Recent Quotes.
Recent RMAs.
Review Promotions.
Sales History by Customer.
Schedules Past Ship Date.
Trade Promotions.
These pagelets enable sales managers to effectively manage promotions:
Product Sales.
Sales History by Customer.
This section discusses how to personalize promotion calendar options.
Access the Personalize Promotions Portal Calendar page from the Customer Promotions Calendar pagelet, the National Allowance Calendar pagelet, or the Nat'l Allow and Promo Calendar pagelet.
Employees can decide what months they want to display on the calendar pagelets and what customer promotion and national allowance statuses they want to include in the calendar data.
This page is dynamic. The status fields that appear are different depending on the calendar pagelet from which you access this page.
Number of Calendars To Display |
Select the number of calendars to display on the pagelet. This option allows you to display multiple calendars with different customization options. |
Display Calendar |
Select to display the calendar on the pagelet. If this option is not selected, the promotion and national allowance details are displayed without the calendar. |
Starting Month |
Select the starting month for the calendar pagelet. Options are: Current Minus x Months: The system displays data on the calendar beginning with the current month minus the number of months that is entered in the x Months field. Current Month (default): The system displays data on the calendar beginning with the current month. Current Plus x Months: The system displays data on the calendar beginning with the current month plus the number of months that is entered in the x Months field. User Defined: Use this option if you want the system to display the calendar by using a user-defined option. This option requires custom coding to enable the calendar to work with the user-defined option. |
From Date |
Select the promotion date that the system uses to determine if a promotion appears on the calendar. Options are: First Arrival Date, First Order Date, or First Ship Date. |
Through Date |
Select the promotion date that the system uses to determine if a promotion appears on the calendar. Options are: Last Arrival Date, Last Order Date, or Last Ship Date. |
Display |
Select the number of months, one to six, to display for this calendar. |
Customer Promotion Status |
Select the customer promotion statuses for which you want to view data on the calendar. This group box is available only when customizing the Customer Promotions Calendar pagelet or the Nat'l Allow & Promo Calendars pagelet. |
National Allowance Status |
Select the national allowance statuses for which you want to view data on the calendar. This group box is available only when customizing the National Allowances Calendar pagelet or the Nat'l Allow & Promo Calendars pagelet. |
Access the Personalize Promotions Management pagelet from the Review Promotions pagelet, the My Promotions pagelet, the Sales History by Customer pagelet, the Product Sales pagelet, the Discretionary Funding Status pagelet, or the Planned Promotional Funds pagelet.
Users can select the currency and default setID in which to display the information on the pagelet.
Customer Promotion Status |
Select the customer promotion statuses for which you want to view data on the My Promotions or Review Promotions pagelet. |
National Allowance Status |
Select the national allowance statuses for which you want to view data on the My Promotions or Review Promotions pagelet. |
From Sales Calendar and Through Sales Calendar |
Select a sales calendar from which and through which to display data on the Product Sales or Sales History by Customer pagelet. |
Period |
Select a period of time within the selected from and through sales calendar for which to display data on the Product Sales or Sales History by Customer pagelet. |
Note. The default setID is used to determine the currency in which to display the data if one is not specified on this page. The default setID does not determine what promotional data is displayed because the user can view data from all setIDs for which they are authorized.
This section discusses:
My Promotions pagelet.
Review Promotions pagelet.
Customer Promotions Calendar.
National Allowances Calendar.
Nat'l Allow & Promo Calendar.
Use the following pagelets to view promotional information.
Pagelets |
Usage |
For More Information |
Lists customer promotions and promotion details in a calendar format as specified on the Personalize Promotions Portal Calendar page (promotion, description, customer ID, customer name, first order, and last order). Note. In the three-column format, the description and customer name columns don't appear on the pagelet. |
See Defining Promotions. |
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Displays all customer promotions and national allowances for the user with promotion details as specified on the Personalize Promotions Management page (description, status, customer name, first order date, and last order date). Note. In the three-column format, first order and last order date columns don't appear and the customer ID displays on the pagelet instead of the customer name. |
See Defining Promotions. |
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Lists national allowance details in a calendar format as specified on the Personalize Promotions Portal Calendar page (promotion, description, first order and last order dates). Note. In the three-column format, the description column doesn't appear on the pagelet. |
See Defining Promotions. |
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Lists national allowances and customer promotion details, in a calendar format as specified on the Personalize Promotions Portal Calendar page (promotion, description, customer ID, customer name, first order and last order dates). Note. In the three-column format, the description and customer name columns don't appear on the pagelet. In addition, the customer ID and customer name columns are not populated for a national allowance on the pagelet. |
See Defining Promotions. |
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Displays all customer promotions and national allowances for the user with promotion details as specified on the Personalize Promotions Management page (promotion, status, customer ID, entered on date, contact ID, calendar code, promotion period). Note. In the three-column format, contact ID, calendar code and promotion period columns don't appear on the pagelet. |
See Defining Promotions. |
This section discusses:
Customer Promotions Calendar pagelet.
Nat'l Allow & Promo pagelet.
National Allowance Calendar pagelet.
Customer Promotions Calendar Pagelet
Access the Customer Promotions Calendar pagelet.
Nat'l Allow & Promo Calendar Pagelet
Access the Nat'l Allow & Promo Calendar pagelet.
National Allowances Calendar Pagelet
Access the National Allowances Calendar pagelet.
This section discusses:
Discretionary Funding Status pagelet.
Discretionary Funding Status — Details by Fund pagelet.
Discretionary Funding Status — Fund Details by Customer and Promotion pagelet.
Planned Promotional Funds pagelet.
Access the Discretionary Funding Status pagelet.
Displays available discretionary fund total amounts for a period (from top down funds and accrual funds), as well as the amounts that are planned, committed, spent, and returned against all discretionary funds. Click on the View Details link to see detailed information about the amounts for specific funds.
Top Down Funds |
This amount is summed from all funds with a Fund Type of Discretionary, a Funding Method of Top Down, and a Status of Approved. |
Accrued Funds |
This amount is summed from all funds with a Fund Type of Discretionary, a Funding Method of Fixed Accrual, Rolling Accrual, or Zero-Based Accrual and a Status of Approved. |
Total Funds |
This amount is calculated as top down funds plus accrued funds. |
Planned |
The amount is summed from all customer promotions with statuses of planned, released, pending approval, management approved, customer canceled, closed and recalled. |
Committed/Approved |
The amount is summed from all customer promotions with a status of Customer Approved. |
Balance of Funds to Plan |
Balance of funds to plan is calculated as total funds minus committed/approved minus planned. |
Total Spent |
The amount is summed from all off-invoice discounts that are given, all credits that are given, all deductions that are written off, all checks that are written and all overhead costs that are accumulated for promotions against discretionary funds. |
Total Return |
The total amount received against RMAs for promotions that are associated with discretionary funds. |
Balance of Funds to Spend |
Balance of funds to spend is calculated as total funds minus total spent plus total return. |
Note. This pagelet is only available in the two column format.
See Also
Access the Discretionary Funding Status - Details by Fund pagelet.
Total Funds |
This amount is the total budgeted amount for this fund. |
Planned |
The amount is summed from all customer promotions for this fund with statuses of planned, released, pending approval, management approved, customer canceled, closed and recalled. |
Committed/Approved |
The amount is summed from all customer promotions for this fund with a status of Customer Approved. |
Balance of Funds to Plan |
Balance of funds to plan is calculated as total funds minus committed/approved minus planned. |
Total Spent |
The amount is summed from all off-invoice discounts that are given, all credits that are given, all deductions that are written off, all checks that are written and all overhead costs that are accumulated for promotions against this discretionary fund. |
Total Return |
The total amount received against RMAs for promotions that are associated with this discretionary fund. |
Balance of Funds to Spend |
Balance of funds to spend is calculated as total funds minus total spent plus total return. |
Note. This pagelet is only available in the two column format.
Access the Discretionary Funding Status - Fund Details by Customer and Promotion pagelet.
Total Funds |
This amount is the total budgeted amount for this specific customer and fund. |
Planned |
The amount is summed from all customer promotions for this fund and specific customer with statuses of planned, released, pending approval, management approved, customer canceled, closed and recalled. |
Committed/Approved |
The amount is summed from all customer promotions for this fund and specific customer with a status of Customer Approved. |
Balance of Funds to Plan |
Balance of funds to plan is calculated as total funds minus committed/approved minus planned. |
Total Spent |
The amount is summed from all off-invoice discounts that are given, all credits that are given, all deductions that are written off, all checks that are written and all overhead costs that are accumulated for promotions against this discretionary fund for this customer. |
Total Return |
The total amount received against RMAs for promotions that are associated with this discretionary fund and customer. |
Balance of Funds to Spend |
Balance of funds to spend is calculated as total funds minus total spent plus total return. |
Note. This pagelet is only available in the two column format.
Access the Planned Promotional Funds pagelet.
Displays the promotion description, customer ID, promotion costs (fixed and variable), net incremental sales, and return on investment for all promotions that are not canceled, closed, or customer approved.
Note. This pagelet is only available in the two column format.
See Also
This section discusses:
Product Sales pagelet.
Sales History by Customer pagelet.
Access the Product Sales pagelet.
Displays in bar chart format the actual versus planned sales amounts for a product during the current period. The pagelet displays data for all products that the user is authorized for on the active product tree defined on the Promotions Options - General Options page in PeopleSoft Promotions Management. If returns have been received for the product, the returned amount is subtracted from the actual sales amount.
See Also
Introduction to Sales Order Entry
Access the Sales History by Customer pagelet.
Displays customers with the expected promotional sales amount from all promotions, the actual sales amount for the current period, and the actual sales amount from the same period last year. The expected promotional sales amount is the sum of all planned ship quantities multiplied by the product prices defined on the promotions. The actual sales amounts include all invoiced amounts for the customer, not just invoiced amounts for promotional activity, minus any returns received for the customer.
Note. This pagelet is only available in the two column format.
See Also
Introduction to Sales Order Entry
This section discusses:
Buying Agreements.
Customer Account Balances.
Customer Aging.
Customer Conversations.
Customer Notes.
Customer Search.
Expiring Buying Agreements.
Invoice Summary.
Last 10 Product Purchases.
Last 10 Shipments.
Recent Orders.
Recent Quotes.
Recent RMAs.
Schedules Past Ship Date.
Trade Promotions.
Use the following pagelets to view customer information.
Pagelet Name |
Usage |
For More Information |
Displays buying agreements. Employees can navigate into buying agreement details. |
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Displays account balances for a customer. |
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Displays customer aging information. |
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Displays recent conversations for a customer. Employees can navigate into individual conversation detail or add a new conversation. |
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Displays notes that are assigned to a customer. |
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Enables employees to search for existing customers to populate the additional pagelets with customer data. |
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Displays buying agreements that are going to expire for a customer. Employees can navigate into buying agreement details. |
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Displays summarized invoice information. Employees can navigate into invoice details. |
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Displays the last 10 purchases for a customer. Employees can navigate to see order and product information. |
See Setting Up Products. |
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Displays the last 10 shipments for a customer. Employees can navigate to see order and shipping information. |
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Displays recent orders. Employees can navigate into order details. |
See Introduction to Sales Order Entry. |
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Displays recent quotes. Employees can navigate into quotation details. |
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Displays recent returns. Employees can navigate into RMA details. |
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Displays schedules that are past the ship date for a customer. Employees can navigate to see order and shipping information. |
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Displays trade promotions for a customer. Employees can navigate into individual trade promotion detail. |
This section discusses:
Availability.
Current Product Summary.
Product Alternates.
Product Notes.
Product Search.
Product Specifications.
Use the following pagelets to view product information.
Pagelet Name |
Usage |
For More Information |
Displays product availability information. Employees can view quantity that is on hand and quantity that is reserved for a product by ship from business unit and unit of measure. |
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Displays information about the product, including the description. Employees can navigate to see detail product information, view the list prices by inventory business unit, and check price and availability. |
See Setting Up Products. |
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Displays alternates for a product. Employees can navigate to view product information. |
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Displays notes that are assigned to a product. |
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Enables employees to search for existing products to populate the additional pagelets with product data. |
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Displays product specifications for a product. |