PeopleSoft Enterprise Pricer 9.1 for CRM PeopleBook

PeopleSoft Enterprise Pricer for CRM Preface

This preface discusses:

PeopleSoft CRM application fundamentals.
PeopleSoft CRM automation and configuration tools.

Note. All information found in this PeopleBook is applicable to PeopleSoft Enterprise CRM for High Technology.

PeopleSoft Application Fundamentals

The PeopleSoft Enterprise Pricer for CRM PeopleBook provides implementation and processing information for your PeopleSoft Enterprise Pricer for CRM application. However, additional essential information describing the setup and design of your system appears in a companion volume of documentation called PeopleSoft CRM Application Fundamentals PeopleBook. Each PeopleSoft product line has its own version of this documentation.

PeopleSoft CRM Application Fundamentals PeopleBook consists of important topics that apply to many or all PeopleSoft applications across the CRM product line. Whether you are implementing a single application, some combination of applications within the product line, or the entire PeopleSoft CRM system, you should be familiar with the contents of this central PeopleBook. It is the starting point for fundamentals, such as setting up control tables and administering security.

PeopleSoft CRM Automation and Configuration Tools

The PeopleSoft CRM Automation and Configuration Tools PeopleBook discusses automation and configuration tools that are common to multiple CRM applications. This is an essential companion to your application PeopleBook.

PeopleSoft CRM Automation and Configuration Tools PeopleBook contains these parts:

Correspondence management.

This part discusses manual notifications and correspondence requests.
Automation tools.

This part discusses PeopleSoft CRM workflow, component event processing, business projects, and scripts.
Configuration tools.

This part discusses configurable search pages, configurable toolbars, attributes, and industry-specific field labels and field values.
Knowledge Management.

This part discusses the setup of Verity search.
Business process management.

This part provides information on the two different approaches to manage business processes in PeopleSoft CRM and discusses:
- The setup of the Business Process Execution Language (BPEL) infrastructure to initiate and manage BPEL process instances.
- The setup of Business Process Monitor to view the status information of initiated BPEL process instances.
- The setup of BPEL worklist integration to send CRM worklist entries (both notifications and action items) from BPEL processes.
- The setup and execution of business projects.

PeopleBooks and the Online PeopleSoft Library

A companion PeopleBook called PeopleBooks and the Online PeopleSoft Library contains general information, including:

Understanding the PeopleSoft online library and related documentation.
How to send PeopleSoft documentation comments and suggestions to Oracle.
How to access hosted PeopleBooks, downloadable HTML PeopleBooks, and downloadable PDF PeopleBooks as well as documentation updates.
Understanding PeopleBook structure.
Typographical conventions and visual cues used in PeopleBooks.
ISO country codes and currency codes.
PeopleBooks that are common across multiple applications.
Common elements used in PeopleBooks.
Navigating the PeopleBooks interface and searching the PeopleSoft online library.
Displaying and printing screen shots and graphics in PeopleBooks.
How to manage the PeopleSoft online library including full-text searching and configuring a reverse proxy server.
Understanding documentation integration and how to integrate customized documentation into the library.
Glossary of useful PeopleSoft terms that are used in PeopleBooks.