This chapter provides an overview of the Company component and discusses how to:
Define company information.
Define company sites.
Define company contacts.
Model corporate hierarchy.
This section discusses:
Company information.
Partner companies.
Markets.
A company is an organization that purchases, leases, or contracts for product or services. In PeopleSoft Customer Relationship Management (PeopleSoft CRM), companies are represented as business objects with an Organization business object type and a Company role type. A record for each company is created in the Company table (RD_COMPANY). Because companies participate in business transactions, a record for the company is also created in the Business Contact table (BC), which enables you to define records for sold-to, bill-to, and ship-to information for the company.
Each company can have one or more addresses that can apply to the company, its sites, or its contacts.
See Defining Name and Address Information for Business Objects.
Sites
For each company, you can associate sites, the geographic locations of the company where services are performed, or products shipped or installed. Site records are maintained in the Site table (RD_SITE). When you associate a site with a company, a record is inserted in the Business Object Relationship table (BO_REL) to capture the relationship between the site and the company.
Contacts
You can also define the company's contacts: the people who participate in business transactions on behalf of the company. When you define company contacts in PeopleSoft CRM, you can enter contact information for the contact that is specific to his or her role as a contact of the company. Records for contacts are maintained in the Person table (RD_PERSON). When you associate a person with a company or one of the company's sites, a record is created in the Business Object Relationship table to capture the contact relationship between the person and the company.
Note. If you add a contact who is a company employee whose worker information is secured, the contact's home phone number, home email address, and home address do not appear. This information is visible in a HelpDesk case when searching for a worker or if the Phone Number or Email Address field is selected in the display template, even if the user does not have a secured role.
Attributes
You can configure the Company component to store installation-specific attributes. Because this is a configuration, attributes that you add are not supported by PeopleSoft CRM. If you choose to configure additional attributes, you can make them visible on the Company component by using permission lists.
See Setting System-Wide Security Options.
Integrations
You can also create and maintain company records in PeopleSoft Supply Chain Management or a third-party system and synchronize the company data with PeopleSoft CRM by implementing the following enterprise integration points (EIPs): the Customer EIP, Customer_Company EIP, Customer_Consumer EIP, Customer_Site, and Customer_Contact EIP.
You can designate a company as a partner company. Partner companies in PeopleSoft CRM are indirect sales channels that sell, fulfill, and distribute goods and services to customers through indirect sales channels.
See PeopleSoft Enterprise Partner Relationship Management 9.1 PeopleBook.
Pages that contain information about a person's financial accounts and bill payees appear only for installations that have licensed PeopleSoft Bill Presentment and Account Management or PeopleSoft Banking Transactions. This visibility is controlled by the market that you specify on the User Preferences page.
See Also
PeopleSoft Enterprise Bill Presentment and Account Management 9.1 Preface
PeopleSoft Enterprise Banking Transactions 9.1 Preface
PeopleSoft Enterprise CRM Industry Application Fundamentals Preface
To define company information, use the Company (RD_COMPANY_2) component.
This section discusses how to:
Access companies
Maintain general company information
Manage company account teams
Manage sales team tasks
View call reports
View account plans
Add notes
Manage company contact information
Maintain company relationships
Maintain company profile data
Maintain tax exempt certificate information
Page Name |
Definition Name |
Navigation |
Usage |
RD_COMPANY_GSRCH |
Customers CRM, Search Company |
Access an existing company. |
|
RD_COMPANY_SUMMARY |
Customers CRM, Search Company, Company - Summary: Summary |
View summary information about the company. |
|
RD_COMPANY_DETAILS |
Customers CRM, Search Company, Company - Summary: Details |
Maintain general information about the company. |
|
RD_COMPANY_CUST_OP |
Customers CRM, Search Company, Company - Summary: Purchasing Info |
Maintain the company's purchasing information. |
|
Company - Tax Exempt Certificate |
RD_TAX_EXEMPT_COMP |
Customers CRM, Search Company, Company - Summary: Tax Exempt Certificate |
Maintain the company's tax exempt information. |
RD_ACCOUNT_TEAM |
Customers CRM, Search Company, Company - Account Team |
Manage the account team that is assigned to the company. |
|
RD_TASK_LIST |
Customers CRM, Search Company, Company - Tasks |
Manage sales team tasks for a company. |
|
RD_CALLRPT_LST_TXN |
Customers CRM, Search Company, Company - Call Reports |
View a list of call reports for which the company contacts are named as participants. |
|
RBT_COMACT_LIST |
Customers CRM, Search Company, Company - Billing Accounts |
View a list of billing accounts for the company. |
|
RD_ACCOUNT_PLAN |
Customers CRM, Search Company, Company - Plans |
View the account plans for the company. |
|
RD_COMPANY_NOTE_2 |
Customers CRM, Search Company, Company - Notes |
Maintain notes and attachments for the company. |
|
RD_COMP_ADDR_BOOK |
Customers CRM, Search Company, Company - Contact Info |
Manage company contacts, addresses, and sites. |
|
RD_COMPANY_REL |
Customers CRM, Search Company, Company - Relationships |
Maintain company relationship information. |
|
RD_PROFILE |
Customers CRM, Search Company, Company - More Info |
Maintain company profile data. |
|
RB_ATTR_RUN_COMP |
Customers CRM, Search Company, Company - Attributes |
Maintain company attributes. |
Access the Company Search page (Customers CRM, Search Company).
The appearance, behavior, and personalization options for this page are controlled by the search definition for the Company component.
Access the Company - Details page (Customers CRM, Search Company, Company - Summary: Details).
Company Details
Contact Info
Enter contact information for the company.
See Maintaining Contact Information.
Status and Currency Data
Select Active or Inactive. |
|
Customer Since |
Enter the date that the company becomes a customer of your business. Note. If you integrate with PeopleSoft Financial Management Solutions or PeopleSoft Supply Chain Management, you cannot modify the customer status information and the Customer Since date in PeopleSoft CRM. |
Currency Code |
Select the code that specifies the currency that you use for a monetary transaction with this company. |
Select the exchange rate type that is used to calculate monetary transaction amounts in alternate currencies. |
|
Credit Rating Value |
Enter the company's credit rating, if it's known. |
Select the company's business segment for marketing purposes. |
|
Displays the customer's key performance indicator value that is determined by Performance Management. |
Indicate which purchasing tasks are valid for the company.
See Defining Purchasing Options for Companies, Consumers, and Sites.
Sold To Customer, Bill To Customer, and Ship To Customer |
Select if the company can make purchases, receive invoices, or receive shipments. |
Access the Company - Account Team page (Customers CRM, Search Company, Company - Account Team).
See PeopleSoft Enterprise Strategic Account Planning 9.1 PeopleBook.
Access the Company - Tasks page (Customers CRM, Search Company, Company - Tasks).
See Working with Tasks.
Access the Company - Call Reports page (Customers CRM, Search Company, Company - Call Reports).
Note. The system only displays call reports that have information associated with the displayed company.
See Working with Call Reports.
Access the Company - Plans page (Customers CRM, Search Company, Company - Plans).
See PeopleSoft Enterprise Strategic Account Planning 9.1 PeopleBook.
Access the Company - Notes page (Customers CRM, Search Company, Company - Notes).
See Working with Notes and Attachments.
Access the Company - Contact Info page (Customers CRM, Search Company, Company - Contact Info).
See Maintaining Contact Information for Business Objects.
Access the Company - Relationships page (Customers CRM, Search Company, Company - Relationships).
See Working with the Relationship Viewer.
Access the Company - More Info page (Customers CRM, Search Company, Company - More Info).
See Working with Business Object Profiles.
Access the Company - Tax Exempt Certificate page (click the Tax Exempt Certificate link on the Company - Summary page).
Exemption Certificateand Issuing Authority |
Enter the details for the tax exempt certificate such as exemption certificate number and issuing authority. Record multiple tax exemption certificates for each customer and select an authority type to classify the issuing authority. For each exemption certificate, enter an effective date, status, issued date, and expiration date. |
Authority Type |
Enter the authority type for the associated tax exempt certificate. Values are Europe, Federal, Local, Other, State, and Transport. |
Status as of Effective Date |
Enter the status for the certificate. Values are Active and Inactive. |
Tax Exempt Category |
Select the exemption category for which the customer qualifies with this purchase:
|
Exemption License |
Select to denote that a tax-exempt license is issued to the customer. |
Add Certificate Data |
Select the Add Certificate Databutton to add tax additional certificates. |
This section lists the pages used to define company sites.
See Also
Page Name |
Definition Name |
Navigation |
Usage |
RD_COMPANY_GSRCH |
Customers CRM, Search Company |
Search for existing companies. |
|
RD_COMPANY_SITE_2 |
Customers CRM, Search Company, Company - Contact Info Click the Sites link. |
View a list of company sites and add new sites for the company. |
This section lists the pages used to define a company's contacts.
See Also
Page Name |
Definition Name |
Navigation |
Usage |
RD_COMPANY_CNTCT_2 |
Customers CRM, Search Company, Company, Contact Info Select the Contacts link. |
Maintain the list of contacts who represent the company in business transactions. |
|
RBQ_QCREATE |
On the Company - Contact Info: Contacts page, click the Add Contact button. |
Add a contact to a company. |
|
RBQ_QCREATE |
On the Company - Contact Info: Contacts page, click the Edit button for any listed contact. |
Maintain information for an existing company contact, including purchasing options and contact information. |
This section provides an overview of corporate hierarchy and discusses how to:
View and modify participation percentages.
Select the role that appears.
The Corporate Hierarchy component enables the user to create and maintain Hierarchical Groupings, including the ability to capture the percent ownership of each child to its parent.
The Corporate Hierarchy link is on the Company Summary and Company Details pages of the Company component. The Corporate Hierarchy link is only visible when a Company participates in Hierarchical Relationship(s). The following Relationship Types are currently considered hierarchical:
Relationship Type ID |
Description |
4 |
Company / Site |
17 |
Consumer / Site |
18 |
Parent Company / Company |
94 |
Manager / Reports to |
333 |
Board of Directors |
20008 |
Person / Son/Daughter |
20010 |
Parent / Child |
20015 |
School / Student |
20015 |
Personal Banker / Client |
The Corporate Hierarchy component enables you to view the list of sites or contacts that compose a customer company and assign a participation percentage to each. For example, if a customer company has three contacts, Larry Hill, Stu Marx, and Sandra Thomas,, you might assign participation percents as follows:
Contact |
Percent |
Larry Hill |
40 |
Stu Marx |
20 |
Sandra Thomas |
40 |
You can view and assign participation only to the first dependent level in the hierarchy: to the sites and contacts that are directly associated with a company.
A parent may have multiple children, and each child is some percentage of its parent. The sum of all percentages for a given parent shall be less than or equal to 100%. This percentage is called ownership.
Page Name |
Definition Name |
Navigation |
Usage |
Corporate Hierarchy |
RB_HIER_GRP_BUILD |
View and modify the participation percentage of objects in the corporate hierarchy. Note. The Corporate Hierarchy link appears only if a hierarchy exists. |
|
RB_HIER_GRP_ROLES |
Click the Extract Hierarchy link on the Corporate Hierarchy page. |
Select roles for the hierarchy. |
Access the Corporate Hierarchy page (Customers CRM, Corporate Hierarchy).
Enter the percentage of activity that each business unit contributes. |
|
Extract Hierarchy |
Click to modify the roles that appear. |
Access the Corporate Hierarchy: Extract Hierarchy page (click the Extract Hierarchy link on the Corporate Hierarchy page).
Role Category ID |
Select from various types of hierarchies. This field controls the roles from which you can select. |
Save as default Search Group |
Select to save the role selections as the default. |
Roles |
Select roles to appear in the hierarchy. |
Extract Hierarchy |
Click to return to the parent Corporate Hierarchy page and view the hierarchy you selected. |