Defining Order Capture Self-Service Business Units

This chapter provides overviews of PeopleSoft business units and Order Capture Self-Service business units and discusses how to define Order Capture Self-Service business units.

Click to jump to parent topicUnderstanding PeopleSoft Business Units

A business unit is an operational subset of your organization. Each business unit has its own way of storing information and each business unit possesses its own processing guidelines. You can use one business unit for all cases, or you can divide your operations based on whatever criteria makes the most sense. For example, you could create business units for different product lines or regions.

Note. PeopleSoft implementation personnel can also help you define the appropriate business unit structure.

Define PeopleSoft business units in this order:

  1. Define global PeopleSoft business units, if you run multiple PeopleSoft applications.

  2. Define PeopleSoft Customer Relationship Management (PeopleSoft CRM) business units.

  3. Define Order Capture Self-Service business units.

  4. Link PeopleSoft business units and PeopleSoft CRM business units to Order Capture Self-Service.

Note. Before you create multiple Order Capture business units, be sure that you understand the concept of TableSet controls, the mechanism used to determine valid values for fields on transactional pages.

See Enterprise PeopleTools 8.50 PeopleBook: PeopleCode Developer's Guide

Click to jump to parent topicUnderstanding Order Capture Self-Service Business Units

Order Capture Self Service business units provide the necessary defaults that enable self-service transactions, such as order creation and order tracking.

Note. Where applicable, business unit definition records must be synchronized across all systems. Business unit definitions created in PeopleSoft CRM are available in PeopleSoft Supply Chain Management. For fulfillment purposes, PeopleSoft Order Management and PeopleSoft Inventory business unit definitions must also be made available to PeopleSoft CRM. To synchronize business unit records across your business enterprise, use the business unit enterprise integration point.

See Also

Managing Enterprise Integration for PeopleSoft Enterprise CRM

Click to jump to parent topicDefining Order Capture Self-Service Business Units

This section discusses how to create an Order Capture Self-Service business unit.

See Also

Defining Order Capture Business Units

Click to jump to top of pageClick to jump to parent topicPage Used to Define Order Capture Self-Service Business Units

Page Name

Definition Name

Navigation

Usage

Order Capture Definition - Self Service

BUS_UNIT_RO2

Set Up CRM, Business Unit Related, Order Capture Definition, Order Capture Definition - Self Service

Establish valid credit cards, carriers, ship to countries, and other business unit defaults for Order Capture Self-Service.

Click to jump to top of pageClick to jump to parent topicCreating an Order Capture Self-Service Business Unit

Access the Order Capture Definition - Self Service page (Set Up CRM, Business Unit Related, Order Capture Definition, Order Capture Definition - Self Service).

Use the Internal tab to create Order Capture business units to which you can associate the self-service options.

See Creating Order Capture Business Units.

Self Service

Source

Enter a code that identifies the source of the order. Every order generated in Order Capture Self-Service contains the source code that you define here.

Note. If you use both Order Capture and Order Capture Self-Service, this allows you to differentiate orders that were captured by way of the web channel from orders entered by a customer sales representative or sales representative within your organization.

Sub Source (default self service sub source)

Select a sub source code that further classifies the source of the order.

The system makes sub source codes available based on the selected source code.

See Defining Sub Source Mappings.

Telephone and Email Address

Enter a telephone number and email address. The default values entered here are displayed to users when viewing the status of their orders. For example, as a consequence, self-service users might see the following: “If you have questions, contact us at email@message.com or call us at 1 800 555 5252.”

Note. For credit card authorization purposes, CyberSource requires a telephone number and an email address. To guarantee processing, PeopleSoft CRM submits these defaults to CyberSource when an email or phone number was not defined for the person for whom an order was created.

Quick Entry Fields

Enter the number of blank rows available by default when users select the Quick Order Entry option.

Review Days

Enter the number of default days that you want to make viewable to users when they first view order and quote status.

Advisor Dialog

Select from your predefined advisor dialogs for the recommendations section of the Find Products page.

Recommendation Template ID

Select a template for the business unit level that determines your desired format or customer requirements for the display of recommendation information on self-service pages.

Show Phone Country Code

Select this check box to display country codes in the phone numbers within the address book.

Add a New Note

Select this check box to be able to add notes and attachments to the order in Order Capture Self-Service. If you clear the check box, you are unable to add notes to the order.

Use Accounts

Select this check box to display the additional payment option of Accounts in the billing payment section of the order. If you clear the check box, this billing payment subtab will not appear on the order.

Show Partner Contact Details

Click this check box to display information that can be made available on the self-service pages about products if the order is taken by a partner company.

Show Recommendation

Select this check box to enable recommendations to customers for a current product choice. Recommendations are determined by the product recommendation functionality that is a part of the Find Products page. The functionality uses any existing defined advisor dialog to make recommendations. This is done in real time and the self-service user does not have to answer any questions at the time. The results are based on previous advisor sessions and customer details as defined in the advisor dialog.

Valid Cards, Valid Carriers, Valid Ship To Countries

Define your valid credit cards, valid carriers, and valid ship to countries in the appropriate section on this page. Identify the default carrier in the Valid Carriers group box. Values will then be available for selection in the appropriate drop-down list box at runtime.