PeopleSoft Enterprise Financials, ESA, ALM, and SCM Portal Packs 9.1 PeopleBook

Setting Up PeopleSoft Supply Chain Management (SCM) Portal Pack

This chapter presents an overview and discusses:

Prerequisites for PeopleSoft SCM Portal Pack.
Using roles and permission lists for the PeopleSoft SCM Portal Pack.

Understanding PeopleSoft SCM Portal Pack

The PeopleSoft SCM Portal Pack is a collection of portal pagelets set up on the employee registry and accessed through your organization's intranet, or on the customer registry accessed through your organization's extranet homepages. These pagelets enable you to access to key data and transactions within the PeopleSoft Supply Chain Management applications.

You install the PeopleSoft SCM Portal Pack and define roles and permission lists for specific users that enable them to access specific pagelet components in PeopleSoft Security. Users, based on their defined role, can access certain pagelets to personalize their portal homepages. You can identify the pagelets that support personalization if the Customize button appears on the title bar of the pagelet.

You can configure the portal homepage with three narrow columns or one narrow and one wide column. Some pagelets have both a narrow and a wide version, each with its own object name. When you see two object names for a pagelet, the first one refers to the narrow version.

Prerequisites for PeopleSoft SCM Portal Pack

Before you can view and use the pagelets in the PeopleSoft SCM Portal Pack, you must complete these steps:

Install the PeopleSoft FSCM product database.
Select Supply Chain Portal Pack on the Products page of the Installation Options. (Set Up Financials/Supply Chain, Installation Options).
Install the products on the Installation Options – Products page that supply data to the SCM Portal Pack, which include:
- PeopleSoft Enterprise Billing.
- PeopleSoft Enterprise Order Management.
- PeopleSoft Enterprise Promotions Management.
- PeopleSoft Enterprise eBill Management.
Set up PeopleSoft PeopleTools Security roles and permission lists to access pagelets.

Using Roles and Permission Lists for the PeopleSoft SCM Portal Pack

The PeopleSoft Supply Chain Portal Pack pagelets are targeted for specific functional roles, which generally fit into two audiences (mirroring the different portal registries):

Employee.
Customer.

Pagelet Security

Similar to page access, you control pagelet security at the component level by associating it with a permission, and then associate the permission list with a role. Each pagelet has its own component to enable more granular access. You can ascertain the component name of a pagelet in PeopleSoft Application Designer by searching for definition references to the system or object name of the page.

Oracle delivers sample data with your products that groups pagelets into the functional roles, Employee and Customer. You must create permission lists appropriate for your organization and associate them with role definitions before users can access the pagelets. You can refer to the roles and permission list definitions that Oracle delivers in the PeopleTools Security sample data for examples of how to set up this data.

The sample roles that Oracle delivers to enable access to PeopleSoft Supply Chain Portal Pack pagelets are:

Employee (internal)
Customer (external)

Employee (Internal)

Buyer.

Customer service manager.

Customer service representative.

Employee.

Purchasing manager.

Salesperson.

Warehouse manager.

Warehouse personnel.

Customer (External)

Broker.

Customer.