This chapter provides an overview of purchasing options and discusses how to:
Define purchasing options for customers.
Select purchasing options for customer addresses.
Select purchasing options for customer contacts.
Select purchasing options for customer sites.
If you have installed PeopleSoft Order Capture, you can designate purchasing options for customer companies, consumers, or sites. Purchasing options in PeopleSoft Enterprise Customer Relationship Management (PeopleSoft CRM) control whether a customer can make purchases (sold-to), receive shipments (ship-to), or receive invoices (bill-to).
Defining purchasing options is a two-step process. First, you enable purchasing options for the customer. You then select the purchasing options that apply to each contact that you define for a company, consumer, or site and for each site that you define for a company or consumer.
If a company, consumer, or site is defined as a sold-to customer, you can define related customers to receive the bills or shipments. Defining related customers manages those situations for which a company's purchasing and payment processing are done centrally, but the ordered products are typically shipped to other corporate sites.
Purchasing Option Integrations
Other systems, including PeopleSoft Financial Management Solutions, PeopleSoft Supply Chain Management, and third-party systems, capture and use purchasing information. You can use enterprise integration points (EIPs) to synchronize purchasing option information with these systems.
Sites that are flagged as bill-to or sold-to in PeopleSoft CRM are integrated in PeopleSoft Supply Chain Management as customers. PeopleSoft CRM ship-to sites are integrated in PeopleSoft Supply Chain Management as addresses of sites with which the site is currently associated.
PeopleSoft Financial Management Solutions and PeopleSoft Supply Chain Management also enable you to define additional attributes and processing options and to view the updated information in PeopleSoft CRM.
See Also
Defining Company Business Objects
Defining Site Business Objects
Defining Person Business Objects
Managing Enterprise Integration for PeopleSoft Enterprise CRM
PeopleSoft Enterprise Application Fundamentals for Financials, Enterprise Service Automation, and Supply Chain Management PeopleBook
This section discusses how to define purchasing options.
Page Name |
Definition Name |
Navigation |
Usage |
Company - Details |
RD_COMPANY_DETAILS |
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Select purchasing options for the company. |
RD_COMPANY_CUST_OP |
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Enter purchasing option details for the company. |
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RD_SITE_MAIN_2 |
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Select purchasing options for the site. |
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RD_SITE_CUST_OP_2 |
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Enter purchasing option details for the site. |
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RD_CONSUMER_BC_OPT |
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Enable purchasing options for the selected consumer. Note. Purchasing options for Persons are available only for a person with the Consumer role. |
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RD_CONSUMER_BC_OPT |
Click the Purchasing Info link on the Person page for a person with the Consumer role. |
Enable purchasing options for the selected consumer. Note. Purchasing options for Persons are available only for a person with the Consumer role. |
Access the Purchasing Info page (Customers CRM, Search Company, Company - Summary: Purchasing Info).
Note. The example shown is from the Company component. The Purchasing Info pages for the Consumer and Site components offer similar functionality.
Indicates that the customer or customer site can purchase products or services. If you select this option, you can designate other customers or customer sites to receive invoices and shipments for the purchases that this customer makes. |
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Indicates that the customer or customer site can receive invoices for purchases. If you select this option, you can designate other customers or customer sites for which the customer receives invoices. |
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Indicates that the customer or customer site can receive shipments for products or services. If you select this option, you can designate other customers or customer sites as purchasers of the products or services that this site receives. |
Sold-To Options
Click the Sold-To Options link.
This view displays sold-to options that are established in PeopleSoft Financial Management Solutions or PeopleSoft Supply Chain Management.
Shipping Options
Click the Shipping Options link.
This view displays ship-to options that are established in PeopleSoft Financial Management Solutions or PeopleSoft Supply Chain Management.
Billing Options
Click the Billing Options link.
This view displays bill-to options that are established in PeopleSoft Financial Management Solutions or PeopleSoft Supply Chain Management. You can enter values for the following fields in PeopleSoft CRM.
Important! Perform updates to the customer's bill-to options, including changes to the credit analyst or collector codes, in the Financial Management Solutions or Supply Chain Management systems.
This section discusses how to select purchasing options for addresses.
Page Name |
Definition Name |
Navigation |
Usage |
ABE_DETAIL |
|
Select purchasing options that apply to an address of a company, site, or person. Note. Purchasing options are available from the Person component only if the person has the Consumer role. |
Access the Contact Info page for a company, site, or consumer.
See Maintaining Contact Information for Business Objects.
This section discusses how to define purchasing options for customer contacts.
Page Name |
Definition Name |
Navigation |
Usage |
RD_CONSUMER_REP |
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Maintain the list of contacts for a person. Note. You can only define contacts for a person with the Consumer role. |
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RD_COMPANY_CNTCT_2 |
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Maintain the list of contacts for a company. |
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RD_SITE_CNTCT_2 |
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Maintain the list of contacts for a site. |
|
ABE_DETAIL |
Click the Add Contact button next to a listed contact on the Contacts page for a company, site, or person with the Consumer role. |
Select purchasing options that apply to an address of a company, site, or person. |
|
RBQ_QCREATE |
Click the Edit Contact button next to a listed contact on the Contacts page for a company, site, or person with the consumer role. |
Maintain purchasing options for a contact. Designate a contact as primary for a purchasing option. |
Access the Contact Info page for a customer contact.
See Maintaining Contact Information for Business Objects.
Access the Maintain Contact page for a customer contact.
See Defining Customer Contacts.
This section discusses how to define purchasing options for customer sites.
See Also
Page Name |
Definition Name |
Navigation |
Usage |
RD_COMPANY_SITE_2 |
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Maintain company sites. |
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RD_CONSUMER_SITE_2 |
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Maintain sites for a person. Note. You can only maintain sites for a person with the Consumer role. |
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RD_CUST_SITE_DTL |
Click the Edit button next to any listed site on the Sites page for a company or consumer. |
Select purchasing options for a customer site. Note. Purchasing options are available from the Person component only if the person has the Consumer role. |
|
RD_CUST_SITE_DTL |
Click the Create Site button on the Sites page for a company or person who has the Consumer role. |
Select purchasing options for a customer site. |
Access the Contact Info page for a customer site.