This chapter provides an overview of sites and discusses how to:
Set up site types.
Maintain general site information.
Maintain site contacts.
Define site relationships.
Sites in CRM are:
Customers that are represented by contacts.
Always associated with a company or a consumer business object.
Note. Sites can be used independently for the energy industry.
Places where products are shipped or installed.
Places where services are performed.
In the customer data model, sites are represented as organization type business objects with a role type of site. A record for each customer site is created in the Site table (RD_SITE), and a record for the association between a site and a company or consumer is inserted in the Business Object Relationship table (BO_REL). Because the site that is associated with a customer can participate in business transactions, a record for the site is also created in the Business Contact table (BC), which enables you to specify sold-to, bill-to, and ship-to purchasing options for the site.
Site contacts are Person business objects and are also contacts of the company or consumer that is associated with the site. When you associate a person with a customer site, the person is assigned a role type of contact for both the site and the customer with whom the site is associated. Two records are inserted in the Business Object Relationship table (BO_REL): one record to capture the relationship between the person and the site and one record to capture the relationship between the person and the customer who is associated with the site.
You can publish customer site information to PeopleSoft Supply Chain Management (PeopleSoft SCM) by using the following Customer_Site EIP. However, because PeopleSoft Supply Chain Management does not have a site concept, site records are created as customer records in the PeopleSoft Supply Chain Management system. Customer records in PeopleSoft SCM are created only for sites that are flagged as either sold-to or bill-to sites in CRM.
See Also
Customers and Business Contacts
Defining Information for Business Contacts
Defining Name and Address Information for Business Objects
Managing Enterprise Integration for PeopleSoft Enterprise CRM
PeopleSoft Enterprise CRM 9.1 PeopleBook: Enterprise Components
To set up site types, use the Site Type (RD_SITE_TYPE) component.
This section discusses how to set up site types.
Page Name |
Definition Name |
Navigation |
Usage |
RD_SITE_TYPE |
Set Up CRM, Common Definitions, Customer, Site Type |
Define codes that you use to categorize sites. Site type IDs must be unique for the specified set ID. |
To maintain general site information, use the Site (RD_SITE_2) component.
This section discusses how to:
Maintain primary site information.
Maintain site names.
Maintain site purchasing options.
Maintain site contact information.
Add notes and attachments.
Page Name |
Definition Name |
Navigation |
Usage |
RD_SITE_GSRCH |
Customers CRM, Search Site |
Search for existing sites. |
|
RD_SITE_MAIN_2 |
|
Maintain primary site information |
|
RD_SITE_NAME_PG |
Customers CRM, Search Site, Site - Site: Name |
Maintain site names. Designate a primary site name. |
|
RD_SITE_CUST_OP_2 |
Access the Site - Site: Primary page. Click the Purchasing Info (purchasing information) link. |
Maintain purchasing information for the site. |
|
RD_TAX_EXEMPT_SITE |
Access the Site - Site: Primary page. Click the Tax Exempt Certificate link. |
Maintain tax exempt information for the site. |
|
RD_ACCOUNT_TEAM |
|
View and modify the account team that is assigned to a site. |
|
ABE_LIST |
|
Maintain contact information for a site, including addresses, phone numbers, and email information. |
|
RD_SITE_CNTCT_2 |
Access the Contact Info page for a site. Click the Contacts link. |
Maintain site contacts. |
|
RD_ACCOUNT_PLAN |
|
View and modify the account plan for a site. |
|
RD_SITE_NOTE_2 |
Customers CRM, Add Site, Notes Customers CRM, Search Site, Notes |
Add notes and attachments for the specified site. |
|
Site - Attributes |
RB_ATTR_RUN_SITE |
Customers CRM, Add Site, Attributes Customers CRM, Search Site, Attributes |
View attributes for the site. |
Access the Site - Site: Primary page (Customers CRM, Search Site, Site - Site: Primary).
Note. This example page does not show the page regions for entering contact information. Those page regions function similarly to the ones that appear on the Company component.
Name
This page region appears when you add a site. When you subsequently access the site, you must click the Name link to edit site name information.
See Defining Name and Address Information for Business Objects.
Profile Information
The fields in this page region provide basic information about the site.
Customer |
Displays the primary name of the customer with whom the site is associated. Click the transfer button to access the customer's primary information. |
Site Type |
Select the site type. Site types are established on the Site Types page. |
Site Restrictions |
Enter comments about any restrictions for the site. |
Privacy |
Select the appropriate privacy options for the site. |
Select the purchasing options to enable for this site. Use the Purchasing Info page to enter detail about the selected purchasing options.
See Defining Purchasing Options for Customers.
Status and Currency Data
Customer Status |
Select Active or Inactive. |
Customer Since |
Enter the date that the site became a customer for your business. Note. If you are integrated with PeopleSoft Financial Management Solutions or PeopleSoft Supply Chain Management, you cannot modify the customer status information and the customer since date in CRM. |
Currency Code |
Select the code that specifies the currency that you use for a monetary transaction with this site. |
Select the exchange rate type that you use to calculate monetary transaction amounts in alternate currencies. |
|
Segment Code |
Select the site's business segment for marketing purposes. |
Displays the key performance indicator value as determined by PeopleSoft Enterprise Performance Management. |
Contact Info
The primary site address, phone, and email information appear in this page region. To view and edit detail information or additional addresses, click the More link or access the Address Book page.
See Maintaining Contact Information for Business Objects.
Access the Site - Site: Name page (Customers CRM, Search Site, Site - Site: Name).
See Defining Name and Address Information for Business Objects.
Access the Site - Site: Purchasing Info (purchasing information) page (access the Site - Site: Primary page, then click the Purchasing Info [purchasing information] link).
See Defining Purchasing Options for Customers.
Access the Site - Site: Tax Exempt Certificate page (access the Site - Site: Primary page, then click the Tax Exempt Certificate link).
See Defining Company Business Objects.
Access the Site - Contact Info page (Customers CRM, Search Site, Contact Info).
See Maintaining Contact Information for Business Objects.
Access the Site - Notes page (Customers CRM, Add Site, Notes).
See Working with Notes and Attachments.
This section discusses how to maintain site contacts.
See Defining Customer Contacts.
Page Name |
Definition Name |
Navigation |
Usage |
RD_SITE_CNTCT_2 |
|
Maintain site contacts. |
|
RD_REP_ADD_SRCH |
Access the Contacts page for a site. Click the Add Contact button. |
Add a contact of a site. |
|
RBQ_QCREATE |
Access the Contact Summary page for a site. Click the Edit button next to a listed contact. |
Maintain purchasing options and contact information entries for a contact of a company, consumer, partner company, or site. |
Access the Site - Relationships page (Customers CRM, Site, Relationships).
See Working with the Relationship Viewer.
This section discusses how to view installed products and services for a site.
Page Name |
Definition Name |
Navigation |
Usage |
RD_SITE_INSTPROD |
|
View installed products for a site. Note. A site can have either the Installed Products or the Installed Services tab, but not both. |
See Also