This chapter provides an overview of business object controls and discusses how to:
Define business object and name types.
Define role types and role categories.
Define relationship types and relationship categories.
Configure address books.
Set up contact methods.
Define component transfer navigation.
Define segment codes.
Define industries.
Define national ID types.
Define customer groups.
Define customer data management system options.
Define basic data mappings.
Business object control values are options that users can select when defining business objects. For many of these controls, the PeopleSoft Customer Relationship Management (PeopleSoft CRM) system provides system data to support specific processing.
This section discusses:
Business object types.
Role types and role categories.
Relationship types and relationship categories.
Contact information entries.
Contact method types and contact method purpose types.
Component transfer navigation.
The term business object refers to any entity that can participate in business relationships. Business objects participate in relationships with other business objects according to their assigned roles. Business object types categorize business objects and enable you to define roles for each type.
The PeopleSoft system delivers these predefined business object types:
Individual
Represents a single individual, such as a contact or a consumer.
Organization
Represents a group of individuals, such as a company.
Database Object
Represents an object in the system, such as a financial account.
See Modifying and Adding Business Object Types.
Business objects participate in relationships according to their assigned roles, or role types. Each business object type has a set of role types to which it is associated.
Individual Role Types
PeopleSoft CRM delivers these role types for individual business objects:
This role indicates a person with an undefined role. This role is automatically assigned when you create consumers, contacts, and workers by using the Person component.
This role indicates a person who performs work for your company, either as an employee or as a contractor. This role is automatically assigned when you define a worker by using the Worker component.
This role indicates a person who acts on behalf of multiple customers. You manually assign this role to a contact business object by using the Role page of the ad hoc Business Object component.
This role indicates a person who acts on behalf of a customer or a partner company. This role is automatically assigned when you designate that a person is a contact of a customer or a partner company.
This role indicates a person who purchases, leases, or contracts for your products or services. This role is automatically assigned when you define a consumer by using the Person (Individual Consumer) component.
This role indicates a person who participates as a member of an account team that is assigned to manage a corporate account. This role is automatically assigned when you define a worker as a member of an account team on the Accounts page of the Company, Site, or Person (Individual Consumer) components.
This role is used for converting earlier versions of PeopleSoft CRM. Previously, PeopleSoft CRM used contact types; these are now role types.
This role is used for converting earlier versions of PeopleSoft CRM. Previously, PeopleSoft CRM used contact types; these are now role types.
This role indicates that the individual is a customer.
This role indicates that the individual is a customer who can receive shipments. This role is for order processing.
This role indicates that the individual is a customer who can make purchases. This role is for order processing.
This role indicates that the individual is a customer who can receive bills. This role is for order processing.
This role indicates an individual prospect. This role is for sales.
Sales User
This role type is assigned to sales users.
Organization Role Types
PeopleSoft CRM delivers these role types for organization business objects:
This role indicates an organization that purchases, leases, or contracts for your products or services. The system automatically assigns this role when you define a customer by using the Company component.
This role indicates a place where a product is shipped or installed, or where a service is performed. The system automatically assigns this role when you define a site by using the Company, Person (Individual Consumer), or Site component.
This role indicates a company that competes for your company's customer base. You can manually assign this role to company business objects by using the Role page of the ad hoc Business Object component.
This role indicates a company that cooperates with your company in a joint venture.
This role indicates a company that is the primary owner. This role is used in PeopleSoft Sales.
This role indicates an entity that makes up an organization structure, such as position, department, location, and division.
This role indicates that the organization is a customer.
This role indicates that the customer can receive shipments.
This role indicates that the customer can make purchases.
This role indicates that the customer can receive bills.
This role indicates that the individual is an organizational prospect.
Depending on which PeopleSoft CRM solutions you have implemented, you might see additional role types listed on the system setup pages for roles. Additionally, you can view the organization of role types into role categories that support processing that applies to a specific set of role types.
See Also
Defining Role Types and Role Categories
Relationship types describe the relationship between two business objects. You must define a relationship type for each relationship in which a business object with a specific role can participate. The predefined business object relationship types are:
Company Site
This type indicates a nonhierarchical relationship between the company and site role types and signals that a company includes a site. The system automatically establishes this relationship when you associate a site with a company by using the Company or Site component.
Site Site
This type indicates a peer-to-peer relationship between two site role types and signals that the sites are associated with the same company. You create this relationship manually by using the Relationship page of the ad hoc Business Object component.
Primary Contact Company
This type indicates a relationship between the contact and company role types and signals that the person with the contact role is the primary contact for the company. The system automatically establishes this relationship when you indicate the primary contact for a company by using the Company component.
Contact Company
This type indicates a relationship between the contact and company role types and signals that the person with the contact role is a contact for the company. The system automatically establishes this relationship when you associate a contact with a company by using the Company or Site components or the Person component with the Contact role.
Primary Contact Site
This type indicates a relationship between the contact and site role types and signals that the person with the contact role is the primary contact for the site. The system automatically establishes this relationship when you indicate the primary contact for a company by using the Site component.
Contact Site
This type indicates a relationship between the contact and site role types and signals that the person with the contact role is a contact for the site. The system automatically establishes this relationship when you associate a contact with a site by using the Company or Site components or the Person component with the Contact role.
Primary Contact Consumer
This type indicates a relationship between the contact and consumer role types and signals that person with the contact role is the primary contact for the consumer. The system automatically establishes the relationship when you indicate the primary contact for a consumer by using the Person component with the Consumer role.
Contact Consumer
This type indicates a relationship between the contact and consumer role types and signals that the person with the contact role is a contact for the consumer. The system automatically establishes the relationship when you associate a contact with a consumer by using the Site component or the Person component with the Consumer or Contact role.
Primary Contact Person
This type indicates a relationship between contact and person role types and signals that the person with the contact role is the primary contact for the person with the person role. You manually create this relationship using the Relationship page of the ad hoc Business Object component.
Contact Person
This type indicates a relationship between the contact and person role types and signals that person with the contact role is a contact for the person with the person role. You manually create this relationship by using the Relationship page of the ad hoc Business Object component.
Consumer Site
This type indicates a nonhierarchical relationship between the consumer and site role types and signals that a consumer is associated with a site. The system automatically establishes the relationship when you associate a site with a consumer by using the Site component or the Person (Individual Consumer) component.
Parent Company Company
This type indicates a hierarchical relationship between two company role types and signals that one company is the parent of another company. The system automatically establishes the relationship when you define a parent company on the Company component.
Primary Contact Competitor
This type indicates a relationship between the contact and competitor role types and signals that the person with the contact role is the primary contact for a competitor. You manually create this relationship using the Relationship page of the ad hoc Business Object component.
Contact Competitor
This type indicates a relationship between the contact and competitor role types and signals that the person with the contact role is a contact for a competitor. You manually create this relationship using the Relationship page of the ad hoc Business Object component.
Acct Owner Company
This type indicates a relationship between account contact and company role types and signals that the person with the account contact role is the owner of the company account. The system automatically establishes the relationship when you indicate the owner on the Account page of the Company component.
Acct Team Member Company
This type indicates a relationship between the account contact and company role types and signals that the person with the account contact role is a member of the company account team. The system automatically establishes the relationship when you add an account member on the Account page of the Company component.
Contact Partner
This type indicates a relationship between the contact and partner role types and signals that the person with the contact role is a contact for the partner. The system automatically establishes the relationship when you associate a contact with a partner.
Primary Contact Partner
This type indicates a relationship between the contact and partner role types and signals that the person with the contact role is a primary contact for the partner. The system automatically establishes the relationship when you designate a contact as the primary contact for a partner.
Depending on which CRM solutions you have implemented, you might see additional relationship types listed on the system setup pages for roles. Additionally, you can view the organization of relationship types into relationship categories that support processing that applies to a specific set of relationship types.
See Also
Defining Relationship Types and Relationship Categories
The address book for a customer, contact, or partner contains multiple contact information entries. Address book entries combine multiple contact methods for a business object into one entry for easy accessing and updating.
As delivered, the Individual business object type has three default contact information entries with the descriptions Business, Home, and All Others. The organization business object type has two default contact information entries with the descriptions Business and Home. Users can change the entry description when they enter contact information.
You can create different types of address books to reflect the different purposes for which you might contact a business object.
See Also
Contact Information for Business Objects
In PeopleSoft CRM, you can define multiple, effective-dated communication channels for company, site, consumer, contact, and worker business objects. For contact business objects, you can also define multiple communication channels for each of the roles that the contact plays in relationships with company, consumer, and site business objects.
Contact Method Types
A contact method is a specific communication channel. When you define a contact method for a business object or business object in a specific relationship role, you define the contact method type and purpose. The contact method type indicates the kind of communication channel, such as telephone or email.
PeopleSoft CRM provides these predefined contact method types:
Address
Phone
Contact Method Purpose Types
The contact method purpose indicates when the contact method is used. For example, a contact method purpose of Main might indicate the address to use for sending mail to a company's main offices. Similarly, a contact purpose type of Home might indicate the phone number to use when calling a consumer in the evening. You can define a set of contact method purpose types for each contact method in the system.
These predefined contact method purpose types are available for the address contact method type:
Physical Location
Business
Campus
Dormitory
Home
Legal
Mailing
Other
These contact method purpose types are available for the phone contact method type:
Business
Cellular
Default
FAX
Home
Telex
Pager
Campus
Dormitory
Main
Other
Home Fax
Other Fax
Assistant
Callback
Car
SDN
Radio
TTY/TDD
Company
These contact method purpose types are available for the email contact method type:
Business
Campus
Dorm
Home
Other
See Also
A component navigation definition defines a specific transaction page in the system that users can transfer to from the Relationship Viewer component or the Relationship page of the Company, Person (Individual Consumer), Person (Business Contact), and Site components. If the business object is editable, a transfer button appears next to each business object that appears in the relationship viewer. If the business object is read-only, a link to the business object appears. The location that you access is determined by a component navigation definition.
These predefined component navigation definitions are available:
Component Navigation Definition |
Description |
Account Representative (ACCTREP) |
Enables transfers to the Accounts page of the Company component. |
Business Contact (BC) |
Not implemented for this release. |
Business Object (BO) |
Enables transfers to the Business Object page of the ad hoc Business Object component. |
Company (COMPANY) |
Enables transfers to the Company page of the Company component. |
Individual Consumer (CONSUMER) |
Enables transfers to the Consumer page of the Person (Individual Consumer) component. |
Partner (PARTNER) |
Enables transfers to the Consumer page of the Person (Individual Consumer) component. |
Person (PERSON) |
Enables transfers to the Contact page of the Person (Business Contact) component. |
Site (SITE) |
Enables transfers to the Site page of the Site component. |
Worker (WORKER) |
Enables transfers to the Worker page of the Worker component. |
Note. The text in parentheses indicates the component navigation transaction ID.
To define business object and name types, use the Business Object Type (BO_TYPE) and Business Object Name Type (BO_NAME_TYPE) components.
This section discusses how to:
Modify and add business object types.
Define name types for business objects.
Page Name |
Definition Name |
Navigation |
Usage |
BO_TYPE |
Set Up CRM, Common Definitions, Customer, Business Object Type, Business Object Type |
Modify and add business object types. |
|
BO_NAME_TYPE |
Set Up CRM, Common Definitions, Customer, Business Object Name Type, Business Object Name Type |
Define name types for the selected business object type. When you define names for a business object, you must specify a type for each name. |
Access the Business Object Type page (Set Up CRM, Common Definitions, Customer, Business Object Type, Business Object Type).
When you open a business object type record that is delivered as system data, the record information appears in a display-only format. To update the system data record, click the Modify System Data button.
Important! Oracle does not support changes to the system data that is delivered with PeopleSoft CRM.
Note. You should seldom need to add additional business object types. Most entities that participate in relationships are adequately categorized by the delivered types.
Access the Business Object Name Type page (Set Up CRM, Common Definitions, Customer, Business Object Name Type, Business Object Name Type).
In PeopleSoft CRM, each business object can have multiple names. The business object name type classifies each associated name for informational purposes. A name type is required for each business object name record. A Preferred name must exist for a business object before you can use the business object in a transaction.
Business Object Name Type |
Enter the name type. The delivered name types are Preferred, Alternate, and Merged. |
See Also
Defining Name and Address Information for Business Objects
To define business object role types, use the Role Type (BO_ROLE_TYPE) component.
This section discusses how to:
Modify and add role types.
Modify and adding role categories.
Page Name |
Definition Name |
Navigation |
Usage |
BO_ROLE_TYPE |
Set Up CRM, Common Definitions, Customer, Role Type, Role Type |
Modify and add role types. |
|
BO_SRCH_GROUP |
Set Up CRM, Common Definitions, Customer, Role Category, Role Category |
Modify and add role categories. Generally, role categories serve a specific processing purpose, such as a business object directory search process. |
Access the Role Type page (Set Up CRM, Common Definitions, Customer, Role Type, Role Type).
When you open a role type that is delivered as system data, the role type information appears in display-only format. To update the role type, click the Modify System Data button.
Important! Oracle does not support changes to the system data that is delivered with PeopleSoft CRM.
Role Type ID |
Displays the identification code that is associated with the business object role type. When you add a new role type, the system automatically assigns a value by using automatic numbering functionality. |
Transaction ID |
Select the component transfer navigation definition that is associated with the role type. |
Select an image to visually indicate the role status in various parts of the PeopleSoft CRM system, such as in the Relationship Viewer and Customer Data Management components. |
|
Cascade Option |
Select Cascade to automatically update addresses for all related business objects whenever you update an address for a business object. For example, when a company changes its address, the system automatically updates the addresses for all company contacts that have the same address. Warning! Selecting this option triggers multiple database operations when you update contact methods, which can severely degrade system performance. Oracle recommends that you enable this option only before a primary address change and disable it immediately afterward. |
Select to include the role data when publishing a Customer Data Management (CDM) application message. If a business object has several roles, you can use this option to limit the roles for which data is published. |
|
Select to indicate a role that is assigned to business objects and exists primarily for group participant business objects. For example, you might create a household business object to group the people who live at a specific address. |
|
Select to indicate a role that is assigned to business objects that participate in relationships with a business object that has a joining role. For example, you might create a household member role to assign to the people who live at a specific address. |
|
Select to indicate that you want to capture contact methods for this role type. |
|
Select to automatically run the Enterprise PeopleTools BO_BAS_LOAD Application Engine process to update the basic data tables (BO_BASIC_ORG and BO_BASIC_IND) whenever you update data that pertains to this role. Basic data integrates with PeopleSoft Enterprise Marketing and PeopleSoft Enterprise Online Marketing. If you do not select this option, you must run the application engine process manually. See Basic Data Tables. |
|
Select to enable the quick create function to use this role. Note. This option is disabled for the partner role. |
|
Select to require the entry of a setID when creating a business object with this role by using the quick create function. See Using Business Object Search and Quick Create Functionality. |
|
Select the ID and path for the application class that encapsulates the business logic of the role that is denoted by this role type. For example, the contact role is supported by the contact application class. |
|
Click to view the available application classes that are provided by PeopleSoft CRM. When you click this link, the Application Packages Lookup page appears. |
|
Enter a record name to enable setID security searching. |
|
Enter the name of the record that contains the role status to enable business object searching by status. |
|
Status Field Name |
Enter the name of the field that contains the role status to enable business object searching by status. |
See Also
Defining Component Transfer Navigation
Using Business Object Search and Quick Create Functionality
Access the Role Category page (Set Up CRM, Common Definitions, Customer, Role Category, Role Category).
When you open a role category record that is delivered as system data, the record information appears in a display-only format. To update the system data record, click the Modify System Data button.
Important! Oracle does not support changes to the system data that is delivered with PeopleSoft CRM.
To define relationship types and relationship categories, use the Relationship Type (BO_REL_TYPE) and Relationship Category (BO_REL_CATEGORY) components.
This section discusses how to:
Modify and add relationship types.
Define relationship categories.
Page Name |
Definition Name |
Navigation |
Usage |
BO_REL_TYPE |
Set Up CRM, Common Definitions, Customer, Relationship Type, Relationship Type |
Modify and add relationship types. |
|
BO_REL_CATEGORY |
Set Up CRM, Common Definitions, Customer, Relationship Category, Relationship Category |
Define categories of relationships. |
Access the Relationship Type page (Set Up CRM, Common Definitions, Customer, Relationship Type, Relationship Type).
When you open a relationship type record that is delivered as system data, the record information appears in a display-only format. To update the system data record, click the Modify System Data button.
Important! Oracle does not support changes to the system data that is delivered with PeopleSoft CRM.
Relationship Type ID |
Displays the identification code that is associated with the relationship type. |
Indicates that the relationship is coupled with another relationship type. Only one primary relationship can exist at one time; all others are secondary, with different relationship types. When you select Primary Relationship, another field appears where you can enter the secondary relationship type. |
|
Select to define a hierarchical relationship. Relationship hierarchies show parent-child relationships between business objects and are graphically represented with a tree format in the relationship viewer. In hierarchical relationships, the business object participating in the Role Type ID 1 field is interpreted as the parent, and the business object in Role Type ID 2 is the child. |
|
Select to define a peer-to-peer relationship. Peer-to-peer relationships are appropriate between two business objects with a type of Individual that share a direct relationship to a third business object. |
|
Select to include the relationship data when publishing a CDM application message. |
Relationship Structure
A relationship occurs between two business objects, each of which plays a specific role in the relationship. The relationship structure defines the two role types that define the relationship type, together with cardinality information, such as the number of business objects that can participate in a specified role for the relationship type.
Select the role types that can participate in the relationship. Role types are established on the Role Type page. |
|
Enter a verb clause that describes the role played by business objects that participate in the relationships of this type. |
|
Select the number of business objects that can participate in the relationship role: One or Many. If the value is One for role type 1 or 2, only one business object is defined in the specified role for a given instance of the relationship. If the value is Many, you can define minimum and maximum values for the number of business objects that are defined in the specified role. |
|
Select if this type of relationship is required when you add a role. |
|
Enter the minimum and maximum values for the number of objects that can participate in this relationship. If no maximum constraint exists, select the Unlimited check box. |
|
Select the parties in the relationship for which you want to capture contact methods. For example, when capturing the contact methods for a contact in a relationship with a company, you do not specify a relationship contact method for the company, but you do specify a relationship contact method for the contact. |
|
PeopleSoft CRM uses this field in system data to determine whether a summarization of information (basic data) is stored for the relationship. Basic data integrates with PeopleSoft Enterprise Marketing and PeopleSoft Enterprise Online Marketing. |
Note. To use the relationship viewer with a specific role type, configure the role in a relationship by using the Configure Relationship Views component, which you access by selecting Set Up CRM, Common Definitions, Customer.
See Also
Working with the Relationship Viewer
Access the Relationship Category page (Set Up CRM, Common Definitions, Customer, Relationship Category, Relationship Category).
When you open a relationship category record that is delivered as system data, the record information appears in a display-only format. To update the system data record, click the Modify System Data button.
Important! Oracle does not support changes to the system data that is delivered with PeopleSoft Enterprise CRM.
See Also
Setting Up Automatic Numbering
This section discusses how to define contact information entries.
Page Name |
Definition Name |
Navigation |
Usage |
BO_TYPE_ABE |
Set Up CRM, Common Definitions, Customer, Address Book Configuration, Address Book Configuration |
Define contact information entries for a business object type. |
Access the Address Book Configuration page (Set Up CRM, Common Definitions, Customer, Address Book Configuration, Address Book Configuration).
Contact Info Configuration
Description |
Enter a description to uniquely identify a contact information entry for the business object type. The contact method types that you select become the default labels on the Contact Info (contact information) page. You can change these labels when you enter information for this contact method information. |
See Also
Contact Information on CRM Components
To set up contact methods, use the Contact Method Type (CM_TYPE), Contact Method Purpose Type (CM_PURPOSE_TYPE), and Contact Method Use (CM_USE) components.
This section discusses how to:
Maintain contact method uses.
Modify contact method types.
Maintain or add contact method purpose types.
Page Name |
Definition Name |
Navigation |
Usage |
CM_USE |
Set Up CRM, Common Definitions, Customer, Contact Method Use, Contact Method Use |
Maintain contact method uses. |
|
CM_TYPE |
Set Up CRM, Common Definitions, Customer, Contact Method Type, Contact Method Type |
Maintain contact method types. |
|
CM_PURPOSE_TYPE |
Set Up CRM, Common Definitions, Customer, Contact Method Purpose Type, Contact Method Purpose Type |
Maintain or add contact method purpose types. |
Access the Contact Method Use page (Set Up CRM, Common Definitions, Customer, Contact Method Use, Contact Method Use).
Description |
Enter a description for the contact method use. |
Select the icon that you want to associate with this contact method use. After you select the icon, the actual icon appears to the right of the field. |
Access the Contact Method Type page (Set Up CRM, Common Definitions, Customer, Contact Method Type, Contact Method Type).
When you open a business object contact method type record that is delivered as system data, the record information appears in a display-only format. To update the system data record, click the Modify System Data button.
Important! Oracle does not support changes to the system data that is delivered with PeopleSoft CRM.
Contact Method Type
Information about the contact method type appears in this page region.
Uses
If you define contact method uses, you can associate uses with the contact method here.
Contact Method Use ID |
Select the contact method uses that you want to associate with the contact method type. |
Roles
Displays the roles that are associated with a contact method and enables you to add new roles or modify existing ones.
Priority |
Enter a priority for listing the role on the contact method detail pages. |
Relationships
Displays the relationships that are associated with a contact method and enables you to add new relationships or modify existing ones.
Priority |
Enter a priority for listing the relationship on the contact method detail pages. |
Access the Contact Method Purpose Type page (Set Up CRM, Common Definitions, Customer, Contact Method Purpose Type, Contact Method Purpose Type).
When you open a contact method purpose type that is delivered as system data, the record information appears in a display-only format. To update the system data record, click the Modify System Data button.
Important! Oracle does not support changes to the system data that is delivered with PeopleSoft CRM.
To define component transfer navigation, use the Component Navigation (RB_TXN_DEFN) component.
This section discusses how to define component transfer navigation paths.
Page Name |
Definition Name |
Navigation |
Usage |
RB_TXN_DEFN |
Set Up CRM, Common Definitions, Component Configuration, Component Navigation, Description |
Maintain component transfer navigation descriptions. |
|
RB_TXN_MKT |
Set Up CRM, Common Definitions, Component Configuration, Component Navigation, Navigation Path |
Define component transfer navigation paths (the locations of the transaction pages to which users are transferred). |
Access the Component Navigation - Navigation Path page (Set Up CRM, Common Definitions, Component Configuration, Component Navigation, Navigation Path).
Note. To enable component transfers, enter a value for each of the fields on this page.
To define segment codes, use the Segment Code (RD_SEGMENT) component.
This section discusses how to define segment codes.
Page Name |
Definition Name |
Navigation |
Usage |
RD_SEGMENT |
Set Up CRM, Common Definitions, Customer, Segment Code, Segment Code |
Define codes that represent customer attributes, such as a customer's market segment, priority, or value. For informational purposes, you can associate each company and consumer with a segment code. |
Access the Segment Code page (Set Up CRM, Common Definitions, Customer, Segment Code, Segment Code).
Segment codes enable you to define customer attributes that are important for your business objectives. For example, you can use segment codes to define a customer's market segment, priority, or total value to your enterprise. Segment codes are informational in PeopleSoft CRM. However, you can develop reports based on the segment codes that are associated with your customers.
To define industries, use the Industry (RSF_INDUSTRY) component.
This section discusses how to define industries.
Page Name |
Definition Name |
Navigation |
Usage |
RSF_INDUSTRY |
Set Up CRM, Common Definitions, Customer, Industries, Industry |
Define industries. |
Access the Industry page (Set Up CRM, Common Definitions, Customer, Industries, Industry).
SIC Code (standard industrial classification code) |
Enter the standard industrial classification code for this industry. |
Parent Industry ID |
Enter the parent industry for this industry. |
See Also
Defining Company Business Objects
This section discusses how to define national ID types.
Page Name |
Definition Name |
Navigation |
Usage |
NID_TYPE_TABLE |
Set Up CRM, Common Definitions, Customer, National ID Type, National Identification Type |
Define national ID types. |
Access the National Identification Type page (Set Up CRM, Common Definitions, Customer, National ID Type, National Identification Type).
NID Type (national identification type) |
Enter the type of national ID. |
National ID Format |
Enter the format for the national ID. |
See Also
Defining Information for Business Contacts
To define customer groups, use the Customer Group Table (CUST_GROUP_TBL) component.
This section discusses how to define customer groups.
Page Name |
Definition Name |
Navigation |
Usage |
Customer Group Table |
CUST_GROUP_TBL |
Set Up CRM, Common Definitions, Customer, Customer Group, Customer Group Table |
Define customer groups. You can assign customers to groups for reporting and administration purposes. |
Access the Customer Group Table page (Set Up CRM, Common Definitions, Customer, Customer Group, Customer Group Table).
Customer Group Type |
Enter the type of customer group. Available group types include Accounting, Allocation Group, Buying Agreement, Direct Debit, Forecasting, Freight, Pricing Arbitration Plan, Reporting, Tax, and Transportation. |
To define customer data management system options, use the Customer Data Management System Options (BO_INSTALLATION) component.
This section discusses how to define customer data management system options.
Page Name |
Definition Name |
Navigation |
Usage |
BO_INSTALLATION |
Set Up CRM, Common Definitions, Customer, Customer Installation Options, Customer Data Management System Options |
Define customer data management system options. |
Access the Customer Data Management System Options page (Set Up CRM, Common Definitions, Customer, Customer Installation Options, Customer Data Management System Options).
Select to update basic data tables during data import. Selecting this option overrides the setting for the role. The basic data tables are used by PeopleSoft Enterprise CRM Online Marketing and the data import process. Note. To improve system performance, clear this check box if you are not using any of these processes. |
|
CRM Integrated With SCM |
Select if you will be integrating the PeopleSoft CRM application with PeopleSoft SCM using enterprise integration points. |
Default SetID for Inbound EIPs (default setID for inbound enterprise integration points) |
Select the default setID. The CDM EIPs use this setID during the processing of the EIPs if no setID is provided on the incoming application messages. See Managing Enterprise Integration for PeopleSoft Enterprise CRM. |
This section discusses how to:
Map CDM properties to basic data tables.
Clone basic data mappings.
Note. The Basic Data Mapping component is hidden as delivered.
It is intended for consultants and internal developers, and is not officially
supported by Oracle.
To expose the component on the left hand navigation, navigate to PeopleTools,
Portal, Structure and Content. Click the Set Up CRM link.
The page refreshes. Click the Common Definitions link.
The page refreshes again. Click the Customer link.
Click the Edit link for the Basic Data Mapping
label at the bottom of the page. On the Content Ref Administration page that
appears, clear the Hide from portal navigation check
box. Click Save. Log out, close the browser,
clear the browser cache, and log in again for the change to take effect.
See Also
Page Name |
Definition Name |
Navigation |
Usage |
BO_ROLE_MAP |
Set Up CRM, Common Definitions, Customer, Basic Data Mapping, Basic Data Mapping |
Map CDM role and relationship properties to basic data tables. |
|
BO_ROLE_MAP_CLONE |
Set Up CRM, Common Definitions, Customer, Basic Data Mapping, Basic Data Mapping Cloning |
Clone basic data mappings. |
|
BO_ROLE_MAP_ENABLE |
Set Up CRM, Common Definitions, Customer, Basic Data Mapping, Basic Data Enabled Roles |
View a summary list of the basic data mapping roles and relationships. |
Access the Basic Data Mapping page (Set Up CRM, Common Definitions, Customer, Basic Data Mapping, Basic Data Mapping).
Use this page to map properties from CDM records and fields to basic data records and fields. You can map either by role or relationship.
Basic Data Mapping
Information about the roles and relationships you are mapping appears in this page region. This is system data that you cannot modify on this page.
Property Mapping Details
Specify the source record and field and the target record and field for each property that is mapped.
Access the Basic Data Mapping Cloning page (Set Up CRM, Common Definitions, Customer, Basic Data Mapping, Basic Data Mapping Cloning).
Clone Mapping
Select a role type and a mapping type to clone the current mapping that appears on the Basic Data Mapping page to another role type. For a mapping type of Relationship Mapping, the Relationship ID field appears.
You cannot overwrite an existing mapping by cloning a new mapping to it. The role type and mapping type that you specify must not currently exist in the system.