PeopleSoft Enterprise CRM 9.1 Order Capture Applications PeopleBook

Integrating Product Configuration

This chapter provides overviews of product configuration in PeopleSoft Enterprise Order Capture applications and product data synchronization for use with Oracle Configurator, and discusses how to:

Integrate with product configurator solutions.
Create configurator schemas.
Execute product configuration sessions at runtime.

Understanding Product Configuration in PeopleSoft Enterprise Order Capture Applications

A customer or service agent using a PeopleSoft CRM Order Capture application can sign in to Order Capture, create a new order or open an existing one, click the Configurator icon on the Order page (which triggers the product configuration session), make changes to the order, save it, and pass the configuration and order data to the CRM system for storage or further processing. Users can perform these operations from PeopleSoft Enterprise Order Capture and Order Capture Self Service.

Order Capture applications support two external, non-PeopleSoft configurator solutions:

PeopleSoft Advanced Configurator.
Oracle Configurator.

Important! Note that these two options are mutually exclusive. You may integrate PeopleSoft CRM Order Capture with either PeopleSoft Advanced Configurator or with Oracle Configurator, but not both at the same time. The same restriction applies to PeopleSoft CRM Order Capture Self-Service.

Note. You should not create an order in either PeopleSoft CRM Order Capture or PeopleSoft CRM Order Capture Self-Service and configure a product that is pointing to an Advanced Configurator schema if both Oracle Configurator and Advanced Configurator are installed.

Integrating with Advanced Configurator or Oracle Configurator enhances:

Quote and order processes.
Pricing.
Installed product configuration and service maintenance.

When integrated with Order Capture applications, Advanced Configurator or Oracle Configurator:

Ensures that the product selections are compatible and correct.
(Optionally) provides the list price of the configured product.

This price may be further surcharged or discounted by the Enterprise Pricer engine.
Calculates and displays delta pricing, in which users can observe the effects of their selections on pricing.
Displays the details of a configuration within Order Capture.
After the configuration session, returns the user to the calling component (such as Order Capture).

Insurance and Financial Products

Agents can use Order Capture to take applications for financial services and process them. If the services are configurable, the configuration interface appears for selections to be made. When the session is complete, the agent returns to the order form and continues. Customers can perform these actions through Order Capture Self Service.

Similarly, insurance products such as coverages and deductibles are more efficiently ordered and maintained when you use the integrated Advanced Configurator or Oracle Configurator.

Service Products

Users can quote and order services through Order Capture. If the services are configurable, the user can access the configuration page from the order or quote in the same way as any other configurable product.

Understanding Product Data Synchronization for Use with Oracle Configurator

This section discusses how to ensure that the product data used by PeopleSoft Enterprise Order Capture is synchronized with the data used by Oracle Configurator.

Overview

To prepare for using Oracle Configurator with PeopleSoft CRM Order Capture, you must synchronize certain product-related data between the two systems. This may be done using Oracle Warehouse Builder (OWB), a separately licensed product from Oracle. PeopleSoft delivers ETL (Extract, Transform, Load) maps that may be used by OWB to load data from PeopleSoft into Oracle E-Business application staging tables. A separate script provided by Oracle must then be run to move the data from the staging tables to the actual Oracle Configurator data tables.

Assumptions

This documentation assumes that you have installed:

PeopleSoft Enterprise CRM Order Capture.
Oracle Configurator.
Oracle Warehouse Builder. Details for how to use OWB are included in the documentation provided with that product.

See Synchronizing Product Data with Oracle Warehouse Builder.

Integrating with Product Configurator Solutions

To define installation options, use the Installation component. Use the CFG_SETUP component interface to load data into the tables for this component.

This section provides overviews of setup for product configuration using Advanced Configurator and Oracle Configurator, and discusses how to:

Configure settings in Integration Broker for Advanced Configurator integration.
Configure settings in Integration Broker for Oracle Configurator integration.
Activate the Product Configurator.
Specify message node and debugging information.
Set up configurable products and product packages.
Synchronize product data with Oracle Warehouse Builder.

Setup for Product Configuration Using Advanced Configurator

After completing the installation and configuration of Advanced Configurator, you need to perform these setup steps to enable product configuration in Order Capture applications:

Configure integration settings in Integration Broker for Advanced Configurator and Order Capture applications.
Make sure that the Advanced Configurator product is activated on the General Options page.

This product option is enabled as delivered in the system.
Specify node and debug information on the Installation Setup page.
Set up configurable products and product packages.
Create schemas for use in configuration sessions.

The integrated system delivers appropriate schemas for use based on the selected configurator solution.

Setup for Product Configuration Using Oracle Configurator

After completing the installation and configuration of Oracle Configurator, you need to perform these setup steps to enable product configuration in Order Capture applications:

Configure integration settings in Integration Broker for Oracle Configurator and Order Capture applications.
Activate the Oracle Configurator product on the General Options page.
Specify node and debug information on the Installation Setup page.
Set up configurable products and product packages.
Synchronize product data for use with Oracle Configurator.
Create schemas for use in configuration sessions.

The integrated system delivers appropriate schemas for use based on the selected configurator solution.

Important! The Single Sign On between the Oracle Configurator and PeopleSoft is certified only with Oracle Application Server.

Pages Used to Integrate with Product Configurator Solutions

Page Name	Definition Name	Navigation	Usage
General Options	RB_INSTALLATION	Set Up CRM, Install, Installation Options, General Options	Activate the configurator product with which PeopleSoft Enterprise CRM integrates.
Installation Setup	CFG_SETUP	Set Up CRM, Product Related, Advanced Configurator, Installation, Installation Setup	Specify configuration messaging nodes with CRM applications and debugging options.
Product Definition - Definition	PROD_DEFN	Products CRM, Product Definition, Definition	Set up package or product configuration.

Configuring Settings in Integration Broker for Advanced Configurator Integration

Perform the following steps to configure Integration Broker to support the integration between Advanced Configurator and PeopleSoft Enterprise CRM:

Install PeopleSoft Advanced Configurator Server and deploy the desired solutions on this Configurator Server.

See PeopleSoft Enterprise CRM 9.1 Installation Guide
Navigate to PeopleTools, Integration Broker, Gateways, and click the Search button on the Gateways search page.

This accesses the Gateway ID: LOCAL page.
Enter http://<< PeopleSoft Web Server >>/PSIGW/PeopleSoftListeningConnector as the Gateway URL, and click Save.

Note. Remember that the URL is case-sensitive.
Load the Connector information by clicking the Load button.

A Loading Process was successful message appears.
Click OK to continue.
A grid appears.

This grid displays all of the loaded connectors. For each connector ID, a connector class name exists.

Click Save.
Click the Refresh button next to Refresh Integration Gateway.properties file.

A Gateway Refresh Process was successful message appears.
Click OK to continue, then Save.
Access the Node Definitions page from PeopleTools, Integration Broker, Node Definitions.
Open the PSFT_CFG node.
On the Connectors tab for the new node name, (where the value of Gateway ID should be LOCAL and Connector ID should be HTTPTARGET), change the “PRIMARYURL” property to be the URL of your Advanced Configurator server. (The URL is case-sensitive.)

Note. Advanced Configurator integration does not support URLs beginning with https for use with Secure Socket Layers (SSL).
Save these settings.
Enter PSFT_CFG in the Message Node Name field.

You may want to set up two nodes: one for internal-facing applications and one for Self Service (external) applications. If so, you can create another node that is identical to the shipped PSFT_CFG node in every respect other than its name and the associated URL.

Save the change.

Configuring Settings in Integration Broker for Oracle Configurator Integration

Perform the following steps to configure Integration Broker to support the integration between Oracle Configurator and PeopleSoft Enterprise CRM:

Note. If you have already set up the corresponding steps to work with Advanced Configurator, you will only need to modify one of the settings in order to make it work for Oracle Configurator: proceed directly to step 10 in the following list to specify the proper PRIMARYURL value for Oracle Configurator.

Navigate to PeopleTools, Integration Broker, Configuration, Gateways, and click the Search button on the Gateways search page.

This accesses the Gateway ID: LOCAL page.
Enter the Gateway URL as http://<< PeopleSoft Web Server >>/PSIGW/PeopleSoftListeningConnector, and click Save.

Note. Remember that the URL is case-sensitive.
Load the Connector information by clicking the Load button.

A Loading Process was successful message appears.
Click OK to continue.
A grid appears.

This grid displays all of the loaded connectors. For each connector ID, a connector class name exists.

Click Save.
Click the Refresh button next to Refresh Integration Gateway.properties file.

A Gateway Refresh Process was successful message appears.
Click OK to continue, then Save.
Access the Node Definitions page from PeopleTools, Integration Broker, Integration Setup, Node Definitions.
Open node PSFT_CFG.
On the Connectors tab for the new node name, (where the value of Gateway ID should be LOCAL and Connector ID should be HTTPTARGET), change the “PRIMARYURL” property to be the URL of your Advanced Configurator server. (The URL is case-sensitive.)

The URL should be in the format <server URL>:<Port>/OA_HTML/COPXML where <server URL> and <Port> are the URL and port number (respectively) of the server.

Note. Advanced Configurator integration does not support URLs beginning with https for use with Secure Socket Layers (SSL).
Save these settings.

Activating the Product Configurator

Access the General Options page (Set Up CRM, Install, Installation Options, General Options).

Select the Oracle Configurator check box to activate the Oracle Configurator, or the Advanced Configurator check box to activate Advanced Configurator. The Oracle Configurator check box is not selected when delivered so if you are already working with the Advanced Configurator, you will be able to continue to work without any changes. If both Oracle Configurator and Advanced Configurator are selected, then the Oracle Configurator integration will take precedence and there will be no sample schemas available for Advanced Configurator.

Important! If you wish to use Oracle Configurator, in addition to selecting the Oracle Configurator check box, you should keep the Advanced Configurator check box selected.

Oracle Configurator

This section only applies if the integration to Oracle Configurator is present.

Order Capture Internal	Enter an Application ID. The Application ID used here should be the same as that defined in Oracle Applications for use in integrating with PeopleSoft Enterprise CRM. This Application ID is used to integrate the Configurator Server with internal-facing CRM applications, such as PeopleSoft Order Capture.
Order Capture External	Enter an Application ID. The Application ID used here should be the same as that defined in Oracle Applications for use in integrating with PeopleSoft Enterprise CRM. This Application ID is used to integrate the Configurator server with customer-facing CRM applications like Order Capture self-service.

Note. This documentation only discusses the setup required within the PeopleSoft Enterprise application. To integrate with Oracle Configurator or Advanced Configurator, you must also implement and set up the corresponding Configurator product, including the steps required from that application to link to the PeopleSoft Enterprise CRM system. For details, refer to the Oracle Configurator or Advanced Configurator integration with PeopleSoft documentation. which is available on My Oracle Support.

For more information about registering applications within Oracle systems, see the Oracle Applications System Administrator's Guide.

The Oracle Configurator Implementation Guide contains information about the Application ID initialization parameter and the Applications applicability parameter which is used when defining a publication in Oracle's Configurator Developer.

Specifying Message Node and Debugging Information

Access the Installation Setup page (Set Up CRM, Product Related, Advanced Configurator, Installation, Installation Setup).

The Installation Setup page enables you to specify the PeopleSoft Enterprise Integration Broker Messaging Node for internal CRM applications, such as Order Capture. You also can specify an external node for customer-facing applications such as Order Capture Self Service. Be sure to specify at least one node; otherwise, an error message is generated. Order Capture and Order Capture Self Service use these nodes to call out to the Advanced Configurator server at run time.

Integration Broker Setup

Configurator Server Node

Select Define External Node Only, Define Internal Node Only, orDefine Internal/External Nodes, depending on whether you want to use Advanced Configurator with internal applications, self-service CRM applications, or both. When using both internal and external CRM applications, you can define a separate node for the self-service application so that transactions are stored on a separate, secure server.

Note. The Internal Node and External Node fields appear or disappear depending on your selection.

Internal Node

Enter a configurator node name. This node is used to integrate the configurator server with internal-facing CRM applications, such as Order Capture.

Note. Nodes are available from the drop-down list, which prompts against the PSMSGNODEDEFN table.

External Node

Enter a configurator node name. This node is used to integrate the configurator server with customer-facing CRM applications, such as Order Capture Self Service.

Configurator Debug Information

Debug

When you turn debugging on, raw configuration details are displayed in XML format at runtime. Specifically, this means that when you have completed your configuration session, you are presented with two pages prior to returning to the application that invoked the selected configurator application. These two pages contain an XML request and an XML response. The XML request page displays the XML data that was sent to the configurator server to retrieve information about the configuration; the XML response page displays the XML data that was returned by the configurator server. This is a useful tool for debugging your schemas because you can quickly verify that XML configuration details are being returned from the calling application just as you would like them to be. When you turn debugging off (default), you do not see the two XML pages prior to returning to the calling application from your configuration session.

The Configurator Solution Tester also enables this request and response XML to be displayed, as well as providing further debugging options.

Note. Log files are available from the appropriate directory on the configurator server when Configurator Debug is activated. For example, if your Advanced Configurator server is running on Microsoft Windows, the logs are stored in C:\bea\weblogic81\config\CalicoDomain\logs.

Setting Up Configurable Products and Product Packages

Access the Product Definition - Definition page (Products CRM, Product Definition, Definition).

Schema Enabled

Select to indicate that the package or product is a configured one using an Advanced Configurator or Oracle Configurator schema.

Schema

If Oracle Configurator is selected as an installation option, you will see the Oracle Configurator schemas in the search results. Similarly if Advanced Configurator is selected as an installation option, then only Advanced Configurator schemas will show up in schema search.

If both Oracle Configurator and Advanced Configurator are installed, then Oracle Configurator will take precedence and only the Oracle Configurator schemas will show up in the search results.

The Product Definition component supports the creation of multilevel product bundles, which are N-level product offerings, that can be ordered or serviced through the order capture application. The order capture application integrates with Advanced Configurator, which has undergone major update to support the rule-based configuration of these product bundles during the ordering process. Refer to this see reference for more information on the multilevel product bundle functionality, currently delivered for the communications solution.

See Understanding Multilevel Product Bundles.

Synchronizing Product Data with Oracle Warehouse Builder

To use the Oracle Warehouse Builder (OWB) application to move data from PeopleSoft CRM to Oracle Configurator:

Note. This task does not apply to Advanced Configurator.

Open the Oracle Warehouse Builder application.

Open Design Center in OWB.
Import the data maps provided by PeopleSoft CRM.

Navigate to Design, Import, Warehouse Builder Metadata and search for and open the file named ECRM_PROD_CZ_Fullsync.mdl
Create Locations to represent the PeopleSoft CRM, Oracle EBusiness, and OWB databases.

In the OWB Connection Explorer window, right click on the node labelled Oracle and select New to create a new Oracle database location. Configure each location to point to its respective database.

Note. A sample file entitled Admin-Location.mdl is provided by PeopleSoft, and this may be imported into OWB for reference. If you wish to use this file instead of creating a new location file, configure the file settings to point to the specific databases that you are working with.
Configure each of the three delivered modules (CZ, ECRM, and DEPLOY) to associate them to the correct location.

In OWB, edit each of the three modules provided by PeopleSoft and associate the correct location to each module. This must be done on both the Meta Data Location tab and the Data Location tab.

For example, the ECRM module refers to the PeopleSoft Enterprise CRM application. Associate the Meta Data Location and Data Location for this module with the Location you have created in the previous step that is associated with your PeopleSoft CRM database. Repeat this procedure to associate the CZ module with the Oracle Configurator database and the DEPLOY module with the OWB database.
Configure each map to associate each map object with its corresponding location.

For each of the six maps in the DEPLOY module, right click the map and select Configure. For each table or view listed in the map, choose the location that corresponds to that map object.

For example, associate an Oracle Configurator table map object to the Oracle location created in a previous step.

Map object names for the Oracle Configurator application begin with the prefix CZ. Map object names for the PeopleSoft Enterprise CRM application begin with the prefix ECRM.
Synchronize the maps to associate the map objects with their corresponding database objects (tables or views).

In OWB, edit each map. Each map will have two or more tables or views. For each table or view contained in the map, highlight the object and click the Synchronize icon to associate that object with the corresponding physical table/view from the database. (If necessary, refer to OWB documentation for more details on the Synchronization procedure.)
Validate the completed maps.

In OWB, for each of the six delivered maps, select the map and click on the Validate icon.
Deploy each map.

In OWB, navigate to Tools, Control Center Manager. For each map, right click and select Set Action, Create to choose the desired map action. Then right click each map and select Deploy to create the map. (A result status of “success” should be displayed.)
Run each map to move the data from the source database to the target database.

In OWB Control Center Manager, right click on each map and select Start. Important: The map named CZ_ECRM_IMP_SEQUENCE must be run before any of the other maps. (There are no order dependencies for running the remaining five maps.)

At this point, the data from your PeopleSoft CRM system should have been moved successfully to the staging tables in your Oracle EBusiness database.

You must now run a separate SQL script, provided by Oracle, to move the data from the Oracle EBusiness staging tables into the actual tables used by Oracle Configurator. For more details on this procedure, refer to the Oracle Configurator integration with PeopleSoft documentation, which is available on MetaLink.

Creating Configurator Schemas

This section provides an overview of configurator schemas and discusses how to:

Create schemas for external solutions.
Create schemas for internal solutions.
Establish configuration display and pricing options.
Specify request details.

Understanding Configurator Schemas

Configuration schemas establish the display, pricing, and configuration details for specific a configuration and what information to retrieve from the configuration models on the configurator server. Three schema setup pages are available for Configurator products: Display, Price, and Request Details.

The Request Details page enables you to specify in detail what the request will look like that goes from Order Capture to the Configurator server and in turn, what details on the configuration will be returned to Order Capture from the Configurator server (all via XML). Finally, it enables you to specify what XSLT style sheet to use when rendering the configuration details to the user in HTML on the line details page of Order Capture.

External Solutions and Internal Solutions

Two types of configurator schemas are available: externally created solutions and internally defined solutions. External and internal solutions can be distinguished like this:

Important! The concept of external and internal solutions applies to Advanced Configurator only. Oracle Configurator accepts only one type of solutions (external).

External Solution

Enables you to direct runtime data from the model to an HTML-based UI that is built specifically for this solution with JSP and external HTML editing tools (such as Macromedia Dreamweaver).

Note. Templates for Macromedia Dreamweaver are bundled with the Configurator application.

Internal Solution

Enables you to define the user interface from within the PeopleSoft CRM schema setup pages.

Pages Used to Create Schemas

Page Name	Definition Name	Navigation	Usage
Display	CFG_SCHEMA_DISPLAY	Set Up CRM, Product Related, Advanced Configurator, Schemas, Display	Define the Configurator user interface to be displayed at run time.
Price	CFG_SCHEMA_PRICE	Set Up CRM, Product Related, Advanced Configurator, Schemas, Price	Specify options to return the configuration list price, as well as to establish recurring pricing for configured products.
Request Details	CFG_SCHEMA_OUTPUT	Set Up CRM, Product Related, Advanced Configurator, Request Details	Define the configuration details to be sent to and received from the configurator server.

Creating Schemas for External Solutions

Access the Display page (Set Up CRM, Product Related, Advanced Configurator, Schemas, Display).

The solution type of external solutions is External Solution.

Schema ID

The schema ID is a unique identifier for the configuration schema. The schema ID is the identifier that is associated with an item or product so that the system knows how to properly configure the product or package.

Note. The schema ID should match the solution ID if you are using an external solution.

Description

Enter a description for the schema ID.

Solution Properties

Frame Dimensions	Specify the width and height of the embedded, runtime configuration page in pixels. Note. When you save the page, validation logic ensures that the page is at least 800 pixels in width and in height.
Solution Type	Select External Solution to select from the existing (externally defined) sets of configurator solutions on the configurator server. This field applies to Advanced Configurator only.
External Solution	When the solution type is External, you use a predetermined list of solutions, each of which already has the user interface display set. Click the Lookup button to select an external (predefined) solution from a list of all the current configurator solutions that exist on the configurator server. This field applies to Advanced Configurator only.
Solution	Click to select an external (predefined solution(s)) from a list of all the current Configurator solutions that exist on the Oracle Configurator server. This field applies to Oracle Configurator only.
Solution Tester	Select to launch the Configurator Solution Test tool, which displays the user interface for this solution ID.
Model Tester	Select to test model functionality for the underlying model of this solution ID. If Oracle Configurator is the selected configurator application, clicking this link takes you to the Oracle Configurator model debugger.

Creating Schemas for Internal Solutions

Access the Display page (Set Up CRM, Product Related, Advanced Configurator, Schemas, Display).

Note. This page appears when you select a solution type of Internal Solution. This page enables you to specify your own solution type instead of choosing one from the default list that is available when you select an external solution.

Schema ID	The schema ID is a unique identifier for the configuration schema.
Description	Enter a unique description for the schema ID.

Solution Properties

Frame Dimensions	Specify the width and height of the runtime configuration page in pixels. Note. When you save the page, validation logic ensures that the page is at least 800 pixels in width and in height.
Solution Type	Select Internal Solution, which enables you to define your own solution without returning to the environment of the PeopleSoft Advanced Configurator. Note. When you select Internal Solution, the page is updated to display additional sections, which are explained subsequently.
Configuration Type	Select Component when the solution contains a single model. Select Compound if the solution contains multiple models. If you select Component, the list displays only the solutions on the server that contain a single component model. Likewise, selecting Compound displays a list of the solutions on the server that contain multiple models. Note. If you select Component, all fields on the Display page will be available for updating. If you select Compound, the only modifiable fields will be the Compound ID, Model Version, Page Title, Validation on Return, and Captions fields. You need to have the individual component schemas already defined.
Model ID or Compound ID	Select a model ID (or, in the case of a compound model, a compound ID) for the internal solution.
Use Most Current Version	Select to use the most current model. Note. When you select this check box, the Model Version options disappear.
Solution Tester	Click to launch the Configurator Solution Test Tool, which launches the model, any database connections, and the actual user interface. Use this tool to verify that the results from the business logic are properly displayed and to check and tune presentation layout (if it is a custom UI) and navigation. This link is keyed by solution ID.
Model Tester	Click to test constraints and conditions that are defined in the model. A test UI is launched, so you can divide testing into two phases: business logic (model constraints and calculations) and presentation (UI, using the Solution Tester). This link is keyed by solution ID.

Display Properties

Page Title

Enter a title for the configuration display.

Restore Policy

You can select a restore policy that selects either the original model version or the most current model version. This option gives you control over whether the user's older, saved configurations are run against the newest model version if the user requests a saved configuration to view or to use as the basis for a new configuration. The problem to consider is whether the new model, which can change substantially through updates, can properly display and process configuration data that is produced by an older model.

Page Information

Tab	You can control the number of tabs that appear on the page. Enter the number of the tab here, and make your selections for the content of the tab in the Control Setup section.
Tab Caption	Define a label for each tab.
Number of Columns	Define the number of column controls that you want to appear in the configuration page for this tab.

Control Setup

Sequence	Determine the sequence of the controls that are displayed on the tabs that you create for the configuration page.
Type	Select Configuration Attribute, Expression, External Variable, or Selection.
Name	Enter a name for the configuration attribute, expression, external variable, or selection.
Attribute	Define the attribute that appears in the drop-down list or as a radio button selection.
Caption	Enter a descriptive caption that appears on the page.
Control Type	Select to render the control type as either a drop-down list, or radio button.
Field Processing	Select whether this runtime page uses dynamic or deferred processing. The Dynamic option causes the page to refresh automatically when the user enters data and presses the Tab key to move out of a field. The Deferred option leaves processing until the user clicks the Submit button.
Control Size	Specify the maximum number of characters to allow in the control. This option appears if the control type is Configuration Attribute or External Variable.

Display Options

These options appear only for control type Selection.

Show Violations	Select to display red violations text on the selections.
Show Eliminated	Select to show options that are constrained away by previous selections. If this check box is cleared, invalid selections will not appear at all.
Show Delta Price	If you have pricing information, select this check box to display pricing change in the form of how much has been added to or subtracted from the price. This is also known as the ability to show plus-minus pricing.

Captions

Return, Return to Manager, Cancel, Update, and None

Specify the text to use on the labels of the action buttons. These buttons will be viewable on the configuration page. Return, Cancel, Update, and None are available for component models. Return, Cancel, and Return to Manager are available for compound models.

Miscellaneous

Validate on Return	Select to check the validity of the configuration before returning to the calling CRM application.
Show Configuration List Price	Select to display the list price at the top of the configuration page.
Show Application Violations	Select to show violation messages during product configuration. These violation messages appear at the top of the configuration page in a red text and red button format.

Establishing Configuration Display and Pricing Options

Access the Price page (Set Up CRM, Product Related, Advanced Configurator, Schemas, Price).

Configuration schemas establish the pricing details for specific configuration and what information to retrieve from the configuration models on the Configurator server.

Price Mode

The Price Mode group box appears when you specify Configurator in the List Price Source option. This section applies to Advanced Configurator only.

Mode

Indicates which price mode, Standard or Advanced, is employed to define the pricing schema as shown on the Configuration List Price grid. Clicking the Advanced link makes operators and expressions available to further define each control's pricing.

Click Standard to change the mode from Advanced and remove the operators and expressions. See the following explanation.

Pricing Properties

List Price Source

Select Configurator or Product Definition to indicate whether to draw pricing data for the controls from the configurator model or from the product definition.

Selecting Configurator displays the Configurator List Price grid, in which you specify the controls to be priced and their definitions. The product definition contains this information already.

Configuration List Price

The configuration list price is a list price. PeopleSoft Enterprise Pricer can act further on this price and may place a surcharge on it or discount it, depending on the setup in the Enterprise Pricer application. However, you can operate on these values using the Operator drop-down described subsequently. In addition, the values that are represented on each of the rows in the grid are summed to yield the total price.

Note. This section applies to Advanced Configurator only. It is available when you have selected Configurator in the List Price Source field.

Type	Select Expression to identify and define an expression from the configurator model to be used to deliver a list price. Select Selection to indicate that an attribute of the specified selection is the source for a list price for that selection. Note. When the Type is Expression, Name is the only field available for editing. The Delta Price Only check box remains available for selection.
Name	Type or select a name for the selection or expression from the Name lookup list. Names are supplied by the model.
Attribute	Select the attribute of the specified selection from which to take the list price value.
Operator	Appears when Price Mode is set to Advanced. Use the Operator drop-down list to define an expression to operate on the list price that is passed to it from the left-hand side of the row.
Delta Price Only	Select to return delta price information for the selection or expression. Delta information is a price value that indicates the difference, plus or minus, that the picking of a particular selection had on a price. Delta pricing must be enabled in the model as well.
Recurring Price Source	Select Product Definition to indicate that recurring pricing information is to be taken from the product definition. Select Configurator to define the source for recurring pricing for the product. The Recurring Price grid appears when you select the Configurator option.

Total Price

This section applies to Oracle Configurator only. It is available when you have selected Configurator in the List Price Source field. It displays the total price and price type of the configured entry.

Type

Specify the price type for the configured entry.

Recurring Price

Recurring and Expression

Select expressions, defined in the configurator model, for:

Recurring Price: Select an expression that provides a value for a recurring charge to be added to the list price.
Recurring Frequency: Select an expression that defines which recurring frequency to use when you add the recurring charge order line, for example, MNTHLY.
Frequency Description: Select text that describes the recurring frequency in words, such as Monthly.

Specifying Request Details

Access the Request Details page (Set Up CRM, Product Related, Advanced Configurator, Schemas, Request Details).

You should recognize that the Request Details page is affected by the Configuration Type option on the Display page, but is not affected by Solution Type. The option to include components, connections, and structure in the configuration details is not available for the configuration type of Component. However, all options on the Request Details page are available to the user when the configuration type is Compound.

Request Details

Request Message	Specify a Custom XML or Default XML output. Configuration details are in XML, and a default XSLT is provided with Configurator. Select Custom XML to access a text entry field where you can define a request.
Define Request	When you select Custom XML, the Define Request link appears. Click the link to access a text entry field into which you can enter the XML request.
Render With	Enter Custom Stylesheet or Default Stylesheet stylesheet to determine how the information that is returned by the request is displayed. When you select the Custom option, the Define Stylesheet link appears and you can define your own stylesheet. By using a custom stylesheet, you can change the order in which the information is displayed or the amount of information displayed. For example, a custom stylesheet could be used to display expressions first, followed by selection points, and then conflicts. Or you could display just the selection points with selections and not bother to display the actual domain members that are selected or their quantity.
Define Stylesheet	Click to define a custom XSLT stylesheet for this schema ID. The link accesses a page containing a large text entry field into which you can insert a text defining a stylesheet.

Request Properties

This section applies to Advanced Configurator only.

Configuration Details	Select this check box to request configuration details that are provided by Configurator. When you select this box, a Configuration Details group box appears and enables you to make detailed selections. The Configuration Details options determine what is included in part of the default xml request.
Package Components	Select to choose name and attribute options for package components. A Package Components grid appears at the bottom of the page. A package component is one of many products that will eventually make up a package. For example, a computer product may actually consist of several products such as a monitor, keyboard, and mouse, as well as the actual computer.
Product Selector	Select to choose name and attribute options for product selections. A Product Selector grid appears at the bottom of the page. The option replaces the product ID on the order capture line with the product ID that is specified in the chosen selection point.
Purchased Components	Select to choose name and attribute options for purchased components. A Purchased Components grid appears at the bottom of the page. Selecting this option categorizes purchased components for display purposes; no additional processing is performed.
Manufactured Components	Select to choose name and attribute options for manufactured components. A Manufactured Components grid appears at the bottom of the page. As with Purchased Components, selecting Manufactured Components categorizes manufactured components for display purposes; no additional processing is performed.
Routing Operations	Select to choose name and attribute options for routing operations. A Routing Operations grid appears at the bottom of the page. As with Purchased Components, selecting Routing Operations categorizes routing operations for display purposes; no additional processing is performed.
Delta Information	Requests the display of the differences between this configuration and the last submitted configuration. Differences include additions, deletions, and changes to selection points, expressions, and externs.
Compound Violations	Select to return a list of configuration violations for a solution based on a compound model. This check box is displayed only when you select a configuration type of Compound on the Display page.

Configuration Details

This section applies to Advanced Configurator only.

Options in this section of the page determine what information about the configurations that are generated under this schema will be returned to, and stored in, Order Capture. The first three fields—Components, Connections, and Structure—are available only when you select a configuration type of Compound on the Display page.

Components	Select All Components or None.
Connections	Select All Connections, Filtered List, or None.
Structure	Select Include Structure or None.
Selections	Select All Selections, Filtered List, or None.
Expressions	Advanced Configurator uses Boolean, date, string, and numeric logic as key parts of its configuration capabilities. Select this check box to return values that are calculated by expressions (in the model) during the configuration session.
External Variables	Advanced Configurator can retrieve external data for the configuration session at runtime. Select this check box to return external value details during the order capture configuration session.
Configuration Attributes	Configuration attributes data is normally not essential to the function of the Configurator, and includes data such as a person's name, phone, or email. Select this check box to return configuration attribute data at runtime.

Display Options

This section applies to Advanced Configurator only.

Display Component Violations	Select to return component violation information at runtime.
Display Selection Violations	Select to return selection violation information at runtime.

Package Components

This section applies to Advanced Configurator only.

The Package Components grid appears when you select the Package Component check box in the Request the Following section, which is described subsequently. If the product is a package item, then you can select which of the package components and their attributes to include in the request details.

Executing Product Configuration Sessions At Runtime

This section provides an overview of how to configure products using Advanced Configurator or Oracle Configurator, and discusses how to:

Configure product details using Advanced Configurator.
Configure product details using Oracle Configurator.

Understanding How to Configure Products Using Advanced Configurator or Oracle Configurator

You can launch product configuration sessions at runtime from:

PeopleSoft Enterprise Order Capture.
PeopleSoft Enterprise Order Capture Self Service.
PeopleSoft Installed Products.
Product Enterprise Catalog (Product Details).

The following table identifies the Collaborative Selling entry points from which you can access PeopleSoft Advanced Configurator:

Application/Access Point	Page Name	Navigation
Order Capture (RO_CAPTURE)	Entry Form Order (RO_FORM)	Create Order/Create Quote, Entry Form Add a (configurable) product to the order line, and click the Configure Product button.
Order Capture Self Service (RE_CART)	Shopping Cart (RE_CART)	Add a (configurable) product to the shopping cart, and click the Configurator button.
Product Catalog (RB_CATALOG)	Product Details (RB_PROD_DTL)	Access a product catalog, select a product from the Product Display page, and click the Configurator button.

Users can configure their products and product packages by clicking the Configure Product link within the calling application. When the product is configured, the configuration is saved to the database. This occurs for both simple and compound configurations. When the configuration session is complete, and order information is updated, the system returns the user to the main calling application.

Note. Users may also view configuration details for an existing installed product by navigating to Installed Product and Service, opening an installed product entry that refers to a configured product, and clicking on the View Configuration link.

Configuring Product Details Using Oracle Configurator

When a configurable product is selected on an Order Capture line, the user can configure that product by clicking the Configure Product link on that product line:

After clicking the Configure Product link the user will be shown the configuration options available for that product, and will be able to make the desired configuration selections:

Depending on the configuration rules for the product, selecting an option on the configuration page may restrict the other available configuration choices:

The meanings of the icons displayed near the configuration radio buttons and check boxes are displayed in the legend area of the page. Click the Show Legend link to see the legend information:

After selecting the desired configuration options and clicking the Finish button, the user will be returned to the order line, and will see the selected configuration products on the order line:

Configuring Product Details Using Advanced Configurator

Advanced Configurator enables you to extract information from individual configurations for additional processing and record-keeping. A common use of configuration details is the populating of the line details of an order or quote. When you set up the schema for the solution, you specify whether you want to extract configuration information and which data you want. Advanced Configurator delivers the data in XML form. Because you also specify an XSLT or stylesheet in the schema, the XML formatted data is rendered in a meaningful form.

The following example illustrates a configuration session that is initiated from within Order Capture. When a configurable product is selected in an order, the user can configure that product by clicking the available Configure Product link on that product line:

Click the Configure Product link to initiate a product configuration session, which shows the configuration options of the product that are available for selection:

Note. Configuration display pages can vary widely depending upon how they were created.

The process for ordering configured products using Order Capture is similar to the process for ordering standard products with one exception. After you enter the order line on the Order - Entry Form page, you must configure the product by clicking the Configure Product or Reconfigure Product link and selecting the desired options for that configured product on the Configuration page.

Cancel Changes	Click to cancel this configuration session and return to the Order component in Order Capture.
Return to Order	Click to submit this configuration session and return to the Order component in Order Capture.

After selecting the desired configuration options, update the changes and return to the order line. The order line is updated with new product configuration and new pricing:

Configuration details of a product is displayed on the Configuration and Attributes section of the Line Details page: