Integrating with PeopleSoft Applications

This chapter discusses how to:

Click to jump to parent topicIntegrating with PeopleSoft SCM

Material management functions and real-time item balance and availability checks in PeopleSoft Integrated FieldService require integration with inventory and purchasing systems. If you are integrating with PeopleSoft Inventory and PeopleSoft Purchasing in the PeopleSoft SCM product line, refer to the information in the following section.

See Also

Ordering and Receiving Materials

Checking Item Balances and Availability

Click to jump to top of pageClick to jump to parent topicActivating Application Message Enterprise Integration Points

Material management transactions require these application message enterprise integration points (EIPs):

As delivered, PeopleSoft EIP application messages are inactive. In both PeopleSoft CRM and PeopleSoft SCM, you must activate the required application messages, set the queue statuses to run, activate service operations, associate logic to handlers (which are defined on service operations), and define the service operations for the transactions and relationships that you will be using.

Depending on the rules governing creation and updates for installed products, an installed product may exist if an order for the material was placed using PeopleSoft Order Capture, Order Capture Self Service or if an automatic shipping notification (ASN) message for the item was sent to the PeopleSoft CRM system.

If an installed product exists, the system updates the status of the record by using the rules that are established on the Installed Product page of the Product Definition component.

Also if a user creates an order in Order Management in PeopleSoft SCM, and the order undergoes the complete fulfillment cycle on the SCM side, then the advanced shipping notice, when received in CRM from Inventory, will directly create an installed product as per the configuration in the Product Definition component.

Note. If you are using PeopleTools 8.47 for your Supply Chain Management (SCM) applications, refer to the PeopleTools PeopleBooks for the 8.47 release.

See Also

Enterprise PeopleTools 8.50 PeopleBook: Integration Broker Administration

Understanding Material Usage and Removal

Managing Enterprise Integration for PeopleSoft Enterprise CRM

Working with Business Processes and Web Services

Click to jump to top of pageClick to jump to parent topicSetting Up Item Balance and Get Purchase Order Messages

For the Item Balance EIP activate these request and response messages:

For the Get PO IUT EIP activate these request and response messages:

Click to jump to top of pageClick to jump to parent topicDefining Inventory Business Units

Define business units in PeopleSoft Inventory for storage locations in your field service trucks. These truck inventory business units should be separate from the inventory business units that represent your distribution warehouses. As the integration is designed, stock requested on orders that are initiated from a field service truck and fulfilled from inventory stores is transferred to the truck with an interunit transfer. This integration design assumes that the truck stock storage location is in a different business unit than the stock used to fulfill the material order.

If both the truck stock storage location and the fulfillment stock are in the same business unit, you must perform a bin-to-bin transfer within the inventory business unit to move the required material to the trucks. This material movement transaction within PeopleSoft Inventory would not provide warehouse staff with a pick list for the required move, nor would it support receiving transactions at the truck.

For the inventory business units that represent field service trucks, turn off soft reservation processing and exclude the truck business units from distribution networks. Stock in truck storage locations should not be available to fulfill sales orders and material stock requests.

Because the order of positive and negative adjustment transactions to inventory storage locations cannot be predicted, set up your inventory business units to enable transactions to drive inventory quantity balances negative.

See Also

PeopleSoft Enterprise Inventory PeopleBook

Click to jump to top of pageClick to jump to parent topicDefining Storage Locations for FieldService Truck Stock

After defining inventory business units representing field service trucks in PeopleSoft Inventory, define storage locations within the inventory business units that represent good and defective storage locations on your field service trucks. In PeopleSoft CRM, use the Storage Locations page in the Worker component to associate one good truck stock location and one defective truck stock location with each member of your provider groups.

When defining storage areas in PeopleSoft Inventory, represent each field service truck as a storage area, with storage levels within the area representing the good and defective locations for the truck. This model facilitates searching and reporting on truck stock storage areas in PeopleSoft Inventory.

Define the good truck storage locations as netable and the defective truck storage locations as non-netable in PeopleSoft Inventory. For implementations that include PeopleSoft Enterprise Planning or PeopleSoft Production Planning, defining defective truck storage locations as non-netable prevents planning processes from counting the defective or returned stock in these locations as available.

On the Storage Location page in the Worker component in PeopleSoft CRM, business units defined in PeopleSoft SCM are available for selection if the Business Unit EIP has been implemented. The business unit prompt includes all business units; the system does not filter by inventory business units. Additionally, there are no prompts for the storage location definition fields. Your data-entry staff must know the correct inventory business unit to select and the correct storage location information to enter. Carefully check the storage locations entered in PeopleSoft CRM for accuracy. For material movement transactions initiated from the Order Materials and Service Order component to be successfully recorded in PeopleSoft Inventory, the storage locations entered in PeopleSoft CRM must define a valid storage location for the inventory business unit referenced in the IN Unit (inventory unit) field on the Storage Location page.

The good truck storage location is used on receipt and material usage transactions initiated from the Order Materials and Service Order component. The defective truck storage location is used for material removal transactions initiated from the Service Order component.

When you perform an Item Balance By Group Member inquiry in PeopleSoft CRM, only item balances from good truck storage locations appear.

See Also

Understanding Inventory Storage Locations for Technicians

PeopleSoft Enterprise Inventory PeopleBook

Click to jump to top of pageClick to jump to parent topicDefining Items

Item information in PeopleSoft CRM must be synchronized with item information in PeopleSoft SCM. Although you can manually enter item information in PeopleSoft CRM, it's better to use the Item Master EIP to populate item tables in PeopleSoft CRM with the master item data in PeopleSoft SCM. Once the Item Master EIP is activated, however, the pages of the Item Definition component in PeopleSoft CRM can be used only to view item information. You cannot add or update item definitions in PeopleSoft CRM.

PeopleSoft CRM stores only a subset of the item attributes defined in PeopleSoft SCM (only the item attributes that are used in PeopleSoft CRM are synchronized). To view the complete item definition, use the item definition components in PeopleSoft SCM.

Item definitions in PeopleSoft CRM are stored at the setID level only. Therefore, it is possible that a particular item may have a status of Active at the setID level but a status of Inactive in any of the business units in which it is defined.

See Also

Defining Items

Click to jump to top of pageClick to jump to parent topicDefining Interunit Transfer Defaults

When you define interunit transfer defaults for your inventory business units using the Interunit Transfer Setup component in PeopleSoft Supply Chain Management, clear the Flag Items for Auto-Putaway check box for destination business units that represent field service trucks. You must clear this check box to require a receipt transaction to be performed against all interunit receipts. When the Flag Items for Auto-Putaway check box is selected, PeopleSoft Inventory automatically sets the status of the interunit transfer to Received without requiring a receipt transaction. If the status of the receipt is Received, PeopleSoft CRM cannot retrieve the expected receipt information for the order on the Order Materials page.

See Also

Creating and Managing Service Orders

PeopleSoft Enterprise Inventory PeopleBook

PeopleSoft Enterprise Cost Management PeopleBook

Click to jump to top of pageClick to jump to parent topicSetting the Automatic Receiving Option for FieldService Business Units

When defining a field service business unit on the FieldService Definition page, you can determine whether the material orders initiated from the Service Order component can be automatically received. In environments without automatic receiving, technicians must enter receiving information for a material shipment before they can record usage of the material.

With automatic receiving, technicians enter only usage information (the quantity used and the quantity not used) from which the system automatically derives and posts the appropriate receiving transactions. Select the automatic receiving option that best meets your business practices. Neither option offers significant data-entry advantages, and the material management transactions produced in both automatic and manual receiving environments are identical.

With autoreceiving turned on, the receipt of materials comes into the system through the Service Order component. If you are not using autoreceiving, the receipt of materials comes into the system through the Order Materials component.

Click to jump to top of pageClick to jump to parent topicDefining Defaults and Procurement Options for Requisition Processing

Field service business units in PeopleSoft CRM must be defined as a valid source of requisitions in PeopleSoft SCM. Using the Requisition Loader Defaults component in PeopleSoft SCM, you define each field service business unit as a loader business unit and establish processing defaults for requisitions staged by the field service business unit, including the PeopleSoft Purchasing business unit that will process the requisitions.

When defining procurement options in PeopleSoft SCM, you can use the Ship To Locations page to associate a field service business unit with an appropriate distribution network. Sourcing processes in PeopleSoft Purchasing can be configured to check available quantity in the distribution network before creating a purchase order with an external vendor. If quantity exists in one of the inventory business units in the defined distribution network, an interunit transfer is created to fulfill the requisition. Inventory business units representing field service trucks should not be included in distribution networks.

Because it's a one-way sync from the PeopleSoft FIN/SCM database to the PeopleSoft CRM database, you must add PeopleSoft Integrated FieldService business units to the PeopleSoft FSCM database.

See Also

PeopleSoft Enterprise Purchasing PeopleBook

PeopleSoft Enterprise Application Fundamentals PeopleBook (Financials)

PeopleSoft Enterprise Inventory PeopleBook

Click to jump to top of pageClick to jump to parent topicUnderstanding Requisition IDs

For requisitions initiated from the Order Materials component in PeopleSoft CRM, the system builds a requisition ID by combining the material header ID and the material line number. Material header IDs are created through automatic numbering and are a maximum of eight digits. The material line number is two digits.

See Also

Setting Up General Options

Click to jump to top of pageClick to jump to parent topicDefining Valid Requisition Requester IDs

Every requisition generated in PeopleSoft CRM includes a requester ID, representing the person or entity that initiates a requisition request. For requisitions initiated from the Order Materials page, the system populates the Requester field with the default requester ID defined on the User Preferences - Overall Preferences page. You can enter an alternate requester ID as necessary; however, the requester ID on requisitions staged in PeopleSoft Purchasing must be defined as a valid requester ID in PeopleSoft SCM. Requesters are established on the Requester Setup page in PeopleSoft SCM under Structure Procurement Options.

You can set up requester IDs that are associated with multiple user IDs. In this case, a requester ID represents a specific group or region. Setting up requester IDs this way enables you to monitor requisitions staged by the associated group or region, rather than by a specific person. (Monitor requisitions using the Requisition Workbench in PeopleSoft Purchasing.)

See Also

PeopleSoft Enterprise Application Fundamentals PeopleBook (Financials)

PeopleSoft Enterprise Purchasing PeopleBook

Click to jump to top of pageClick to jump to parent topicCorrecting Transaction Errors

Correct errors in transactions staged to PeopleSoft SCM using the error correction pages in PeopleSoft SCM. For example, if a material management transaction is sent to PeopleSoft SCM using an invalid storage location, the transaction remains staged until the error is corrected in PeopleSoft SCM. After correction, you can reprocess the transaction.

Click to jump to top of pageClick to jump to parent topicSetting Up Links to PeopleSoft Purchasing and PeopleSoft Inventory

When using the Order Materials component within the portal, users can link to the Requisition Workbench component in PeopleSoft Purchasing and the Item/Product Availability component in PeopleSoft Inventory. Implementation of these links depends on where the portal is installed in your system. To correctly install the portal define content reference for PeopleSoft SCM in the ERP node under the portal content tab.

See Also

Enterprise PeopleTools 8.50 PeopleBook: PeopleTools Portal Technology

Click to jump to parent topicIntegrating with PeopleSoft Financial Management Services

You can integrate with PeopleSoft FMS to bill and book revenue for recurring and on demand services that are initiated in PeopleSoft CRM. For service order and case transactions, on demand services are always onetime charges. Agreement fees, however, can be recurring and also go through the Transaction Billing Processor.

Once you establish the integration to the Transaction Billing Processor, users send agreement fees, service order fees (including service, material, time, and expense fees), and case fees to the Transaction Billing Processor from the Billing pages in PeopleSoft Integrated FieldService and PeopleSoft Call Center.

PeopleSoft CRM sends only those transactions to the Transaction Billing Processor that are ready to be billed.

For agreement fee transactions that can be recurring, the system sends the transactions for future fees from PeopleSoft CRM. The frequency and amount to be billed, is determined on PeopleSoft FSCM side.

The Transaction Billing Processor does not modify PeopleSoft CRM transactions. It may, however, split the fees so that they can be billed periodically. The Transaction Billing Processor enables the ability to recognize revenue periodically as well. Once you establish the integration, all agreement-based and on-demand transactions are sent to PeopleSoft Contracts. Use the set up pages in PeopleSoft Billing, PeopleSoft Contracts, and PeopleSoft General Ledger to recognize revenue, initiate billing cycles, set up schedule details, and establish account rules for applying revenue to the general ledger.

Information on setting up an integration to the Transaction Billing Processor for billing can be found in the following PeopleBooks.

See Also

Setting Up an Integration to the Transaction Billing Processor

Entering Case Information

Recording Billing Information

Integrating with Billing Systems

Click to jump to parent topicIntegrating with PeopleSoft Human Resources Management

You can integrate with PeopleSoft HRMS to populate PeopleSoft CRM tables with workers and competency information associated with your workers.

See Also

Managing Enterprise Integration for PeopleSoft Enterprise CRM

Integration with PeopleSoft HRMS or Third-Party HR Data

Managing Workforce Competencies

Defining Workers

Click to jump to top of pageClick to jump to parent topicActivating Application Message EIPs

In PeopleSoft CRM, you can enter competencies, competency proficiency ratings, and competency assignments online using components within PeopleSoft CRM. However, if you are integrating with PeopleSoft HRMS, use the Person Competency EIP to synchronize your system tables with the competency information defined in PeopleSoft HRMS.

Similarly, you can maintain worker records in PeopleSoft HRMS or a third-party human resources system and move the worker data to PeopleSoft CRM by implementing the Workforce Data EIP .

See Defining Workers.

As delivered, PeopleSoft EIP application messages are inactive. In both PeopleSoft CRM and PeopleSoft HRMS, you must activate the required application messages of the Person Competency EIP, set the queue statuses to run, activate service operations, associate logic to handlers (which are defined on service operations), and define the service operations for the transactions and relationships that you will be using.

Note that PeopleSoft CRM is a subscriber to Person Competency EIP messages, not a publisher. Any changes made to competency definitions or ratings in PeopleSoft CRM are not published or synchronized with PeopleSoft HRMS. All updates to competency records should be made in PeopleSoft HRMS and published to PeopleSoft CRM.

See Also

Enterprise PeopleTools 8.50 PeopleBook: Integration Broker Administration

Working with Business Processes and Web Services

Click to jump to top of pageClick to jump to parent topicSetting the Use Only Evaluation Type Option in PeopleSoft CRM

Before assigning competencies on the Competency Assignment page in PeopleSoft CRM, you must set the Use Only Evaluation Type field on the General Options page under Set Up CRM, Install, Installation Options.

The Person Competency EIP loads competency data with all evaluation types in PeopleSoft CRM. Specifying an evaluation type at installation enables the system to limit the competency records that can be selected on CRM pages. Although the evaluation type does not appear in PeopleSoft CRM, the pages in PeopleSoft CRM display only the competency records that match the specified evaluation type.

See Also

Setting Up PeopleSoft Enterprise CRM Application Installation Options