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

Using Employee-Facing Supply Chain Management (SCM) Pagelets

The PeopleSoft Supply Chain Portal Pack includes pagelets for use in the employee portal registry. This chapter discusses:

Identify pagelets by functional role.
Personalize PeopleSoft Promotions Management pagelets.
View promotions.
View promotion fund information.
View product sales.
View customer information.
View product information.

Note. Pagelets are documented in a Pagelets Used to <Task Description> table when they do not require extensive discussion.

Identifying Pagelets by Functional Role

PeopleSoft provides these employee-oriented role groupings as examples of how to organize pagelet access by function. This section discusses:

Broker pagelets.
Customer Service Manager and Customer Service Representative pagelets.
Salesperson pagelets.
Sales Manager pagelets.

Broker Pagelets

These pagelets enable brokers to view key information about customers and products and effectively manage promotions:

Availability.
Current Product Summary.
Customer Promotions Calendar.
Discretionary Funding Status.
Discretionary Funding Status — Details by Fund.
Discretionary Funding Status — Fund Details by Customer and Promotion.
Most Recent Bills.
Most Recent Consolidated Bills.
My Promotions.
Nat'l Allow & Promo Calendar. (national allowance and promotions calendar)
National Allowance Calendar.
Planned Promotional Funds.
Product Alternates.
Product Notes.
Product Sales.
Product Search.
Product Specification.
Review Promotions.
Sales History by Customer.

Note. Brokers also use many of the customer service-oriented pagelets. Additional broker-oriented pagelets are discussed in the "Customer-Facing Supply Chain Management Pagelets" chapter.

Customer Service Manager and Customer Service Representative (CSR) Pagelets

These pagelets enable customer service managers and representatives to view key information about customers and products and effectively manage promotions:

Buying Agreements.
Current Product Summary.
Customer Account Balances.
Customer Aging.
Customer Conversations.
Customer Notes.
Customer Search.
Expiring Buying Agreements.
Invoice Summary.
Last 10 Product Purchases.
Last 10 Shipments.
Most Recent Bills.
Most Recent Consolidated Bills.
Product Alternates.
Product Notes.
Product Sales.
Product Search.
Product Specifications.
Recent Orders.
Recent Quotes.
Recent RMAs (recent returned material authorizations).
Sales History by Customer.
Schedules Past Ship Date.
Trade Promotions.

Salesperson's Pagelets

These pagelets enable salespersons to view key information about customers and products and effectively manage promotions:

Availability.
Buying Agreements.
Current Product Summary.
Customer Account Balances.
Customer Aging.
Customer Conversations.
Customer Notes.
Customer Promotions Calendar.
Customer Search.
Discretionary Funding Status.
Discretionary Funding Status — Details by Fund.
Discretionary Funding Status — Fund Details by Customer and Promotion.
Expiring Buying Agreements.
Invoice Summary.
Last 10 Product Purchases.
Last 10 Shipments.
Most Recent Bills.
Most Recent Consolidated Bills.
My Promotions.
Nat'l Allow & Promo Calendar. (national allow and promotions calendar)
National Allowances Calendar.
Planned Promotional Funds.
Product Alternates.
Product Notes.
Product Sales.
Product Search.
Product Specifications
Recent Orders.
Recent Quotes.
Recent RMAs (returned material authorizations)
Review Promotions.
Sales History by Customer.
Schedules Past Ship Date.
Trade Promotions.

Sales Manager Pagelets

These pagelets enable sales managers to effectively manage promotions:

Product Sales.
Sales History by Customer.

Personalizing PeopleSoft Promotions Management Pagelets

This section discusses how to:

Personalize Promotion Calendar Options.
Personalize Promotions Portal Options.

Personalizing Promotion Calendar Options

Access the Personalize Promotions Portal Calendar page from the Customer Promotions Calendar pagelet, the National Allowance Calendar pagelet, or the Nat'l Allow and Promo Calendar pagelet.

Employees can decide what months they want to display on the calendar pagelets and what customer promotion and national allowance statuses they want to include in the calendar data.

This page is dynamic. The status fields that appear are different depending on the calendar pagelet from which you access this page.

Number of Calendars To Display	Select the number of calendars to display on the pagelet. This option allows you to display multiple calendars with different customization options.
Display Calendar	Select to display the calendar on the pagelet. If this option is not selected, the promotion and national allowance details are displayed without the calendar.
Starting Month	Select the starting month for the calendar pagelet. Options are: Current Minus x Months: The system displays data on the calendar beginning with the current month minus the number of months that is entered in the x Months field. Current Month: (default) The system displays data on the calendar beginning with the current month. Current Plus x Months: The system displays data on the calendar beginning with the current month plus the number of months that is entered in the x Months field. User Defined Use this option if you want the system to display the calendar by using a user-defined option. This option requires custom coding to enable the calendar to work with the user-defined option.
From Date	Select the promotion date that the system uses to determine if a promotion appears on the calendar. Options are: First Arrival Date, First Order Date First Ship Date
Through Date	Select the promotion date that the system uses to determine if a promotion appears on the calendar. Options are: Last Arrival Date, Last Order Date Last Ship Date.
Display	Select the number of months, one to six, to display for this calendar.
Customer Promotion Status	Select the customer promotion statuses for which you want to view data on the calendar. This group box is available only when customizing the Customer Promotions Calendar pagelet or the Nat'l Allow & Promo Calendars pagelet.
National Allowance Status	Select the national allowance statuses for which you want to view data on the calendar. This group box is available only when customizing the National Allowances Calendar pagelet or the Nat'l Allow & Promo Calendars pagelet.

Personalizing Promotions Portal Options

Access the Personalize Promotions Management pagelet from the Review Promotions pagelet, the My Promotions pagelet, the Sales History by Customer pagelet, the Product Sales pagelet, the Discretionary Funding Status pagelet, or the Planned Promotional Funds pagelet.

Personalize Promotions Management Pagelet when accessed from the Discretionary Funding Status or Planned Promotional Funds pagelets.

Customer Promotion Status	Select the customer promotion statuses for which you want to view data on the My Promotions or Review Promotions pagelet.
National Allowance Status	Select the national allowance statuses for which you want to view data on the My Promotions or Review Promotions pagelet.
From Sales Calendar andThrough Sales Calendar	Select a sales calendar from which and through which to display data on the Product Sales or Sales History by Customer pagelet.
Period	Select a period of time within the selected from and through sales calendar for which to display data on the Product Sales or Sales History by Customer pagelet.

Note. The default setID is used to determine the currency in which to display the data if one is not specified on this page. The default setID does not determine what promotional data is displayed because the user can view data from all setIDs for which they are authorized.

Viewing Promotions

This section discusses:

My Promotions pagelet.
Review Promotions pagelet.
Customer Promotions Calendar.
National Allowances Calendar.

Pagelets Used to View Promotions

Use the following pagelets to view promotional information.

Pagelets	Usage	For More Information
Customer Promotions Calendar	Lists customer promotions and promotion details in a calendar format as specified on the Personalize Promotions Portal Calendar page (promotion, description, customer ID, customer name, first order, and last order). Note. In the three-column format, the description and customer name columns don't appear on the pagelet.	See Defining Promotions.
My Promotions	Displays all customer promotions and national allowances for the user with promotion details as specified on the Personalize Promotions Management page (description, status, customer name, first order date, and last order date). Note. In the three-column format, first order and last order date columns don't appear and the customer ID displays on the pagelet instead of the customer name.	See Defining Promotions.
National Allowances Calendar	Lists national allowance details in a calendar format as specified on the Personalize Promotions Portal Calendar page (promotion, description, first order and last order dates). Note. In the three-column format, the description column doesn't appear on the pagelet.	See Defining Promotions.
Nat'l Allow & Promo Calendar (national allowances and promotions calendar)	Lists national allowances and customer promotion details, in a calendar format as specified on the Personalize Promotions Portal Calendar page (promotion, description, customer ID, customer name, first order and last order dates). Note. In the three-column format, the description and customer name columns don't appear on the pagelet. In addition, the customer ID and customer name columns are not populated for a national allowance on the pagelet.	See Defining Promotions.
Review Promotions	Displays all customer promotions and national allowances for the user with promotion details as specified on the Personalize Promotions Management page (promotion, status, customer ID, entered on date, contact ID, calendar code, promotion period). Note. In the three-column format, contact ID, calendar code and promotion period columns don't appear on the pagelet.	See Defining Promotions.

Viewing Calendar Information

This section discusses:

Customer Promotions Calendar pagelet.
Nat'l Allow & Promo pagelet. (national allowance and promotions pagelet)
National Allowance Calendar pagelet.

Customer Promotions Calendar Pagelet

Access the Customer Promotions Calendar pagelet.

Nat'l Allow & Promo Calendar (national allowance and promotions calendar) Pagelet

Access the Nat'l Allow & Promo Calendar pagelet.

National Allowances Calendar Pagelet

Access the National Allowances Calendar Pagelet

Viewing Promotion Fund Information

This section discusses:

Discretionary Funding Status pagelet.
Discretionary Funding Status - Details by Fund pagelet.
Discretionary Funding Status - Fund Details by Customer and Promotion pagelet.
Planned Promotional Funds pagelet.

Discretionary Funding Status Pagelet

Access the Discretionary Funding Status pagelet.

Displays available discretionary fund total amounts for a period (from top down funds and accrual funds), as well as the amounts that are planned, committed, spent, and returned against all discretionary funds. Click on the View Details link to see detailed information about the amounts for specific funds.

Top Down Funds	Displays the total of all funds with a fund type of discretionary, a funding method of top down, and a status of approved.
Accrued Funds	Displays the total of all funds with a fund type of discretionary, a funding method of fixed accrual, rolling accrual, or zero-based accrual, and a status of approved.
Total Funds	Displays an amount, which is equal to Top Down Funds plus the Accrued Funds.
Planned	Displays the total of all customer promotions with statuses of planned, released, pending approval, management approved, customer canceled, closed and recalled.
Committed/Approved	Displays the total of all customer promotions with a status of customer approved.
Balance of Funds to Plan	Display an amount, which is equal to the Total Funds amount minus the Planned amount plus the Committed/Approved amount.
Total Spent	Displays the total of all off-invoice discounts that are given, all credits that are given, all deductions that are written off, all checks that are written, and all overhead costs that are accumulated for promotions against discretionary funds.
Total Return	Displays the total amount received against RMAs for promotions that are associated with discretionary funds.
Balance of Funds to Spend	Displays an amount, which is equal to the Total Funds amount minus the Total Spent amount plus the Total Return amount.

Note. This pagelet is only available in the two column format.

See Also

Defining Funds

Defining Promotions

Discretionary Funding Status - Details by Fund Pagelet

Access the Discretionary Funding Status - Details by Fund pagelet.

Total Funds	Displays the total amount budgeted for this fund.
Planned	Displays the total of all customer promotions for this fund with statuses of planned, released, pending, approval, management approved, customer canceled, closed, and recalled.
Committed/Approved	Displays the total amount of all customer promotions for this fund with a status of customer approved.
Balance of Funds to Plan	Displays an amount equal to the Total Funds amount minus the Committed/Approved amount plus the Planned amount.
Total Spent	Displays the total of all off-invoice discounts that are given, all credits that are given, all deductions that are written off, all checks that are written off, and all overhead costs that are accumulated for promotions against this discretionary fund.
Total Return	Displays the total amount received against RMAs for promotions that are associated with this discretionary fund.
Balance of Funds to Spend	Displays an amount equal to the Total Funds amount minus the Total Spent amount plus the Total Return amount.

Note. This pagelet is only available in the two column format.

Discretionary Funding Status - Fund Details by Customer and Promotion Pagelet

Access the Discretionary Funding Status - Fund Details by Customer and Promotion pagelet.

Total Funds	Displays the total budgeted amount for the specific customer and fund.
Planned	Displays the total of all customer promotions for the specific fund and customer with statuses of planned, released, pending approval, management approved, customer canceled, closed, and recalled.
Committed/Approved	Displays the total of all customer promotions for the specific fund and customer with a status of customer approved.
Balance of Funds to Plan	Displays an amount equal to the Total Funds amount minus the Committed/Approved amount plus the Planned amount.
Total Spent	Displays the total of all off-invoice discounts that are given, all credits that are given, all deductions that are written off, all checks that are written off, and all overhead costs that are accumulated for promotions against this discretionary fund for the specific customer.
Total Return	Displays the total amount received against RMAs for promotions that are associated with the specific discretionary fund and customer.
Balance of Funds to Spend	Displays an amount equal to the Total Funds amount minus the Total Spent amount plus the Total Return amount.

Note. This pagelet is only available in the two column format.

Planned Promotional Funds Pagelet

Access the Planned Promotional Funds pagelet.

Displays the promotion description, customer ID, promotion costs (fixed and variable), net incremental sales, and return on investment for all promotions that are not canceled, closed, or customer approved.

Note. This pagelet is only available in the two column format.

See Also

Defining Funds

Defining Promotions

Viewing Product Sales

This section discusses:

Product Sales pagelet.
Sales History by Customer pagelet.

Product Sales Pagelet

Access the Product Sales pagelet.

Displays in bar chart format the actual versus planned sales amounts for a product during the current period. The pagelet displays data for all products for which the user is authorized on the active product tree defined on the Promotions Options - General Options page in PeopleSoft Promotions Management. If returns have been received for the product, the returned amount is subtracted from the actual sales amount.

See Also

Defining Promotions

Establishing Product Trees

Introduction to Sales Order Entry

Sales History by Customer Pagelet

Access the Sales History by Customer pagelet.

Displays customers with the expected promotional sales amount from all promotions, the actual sales amount for the current period, and the actual sales amount from the same period last year. The expected promotional sales amount is the sum of all planned ship quantities multiplied by the product prices defined on the promotions. The actual sales amounts include all invoiced amounts for the customer, not just invoiced amounts for promotional activity, minus any returns received for the customer.

Note. This pagelet is only available in the two column format.

See Also

Defining Promotions

Introduction to Sales Order Entry

Viewing Customer Information

This section discusses:

Buying Agreements.
Customer Account Balances.
Customer Aging.
Customer Conversations.
Customer Notes.
Customer Search.
Expiring Buying Agreements.
Invoice Summary.
Last 10 Product Purchases.
Last 10 Shipments.
Recent Orders.
Recent Quotes.
Recent RMAs.
Schedules Past Ship Date.
Trade Promotions.

Pagelets Used to View Customer Information

Use the following pagelets to view customer information.

Pagelet Name	Usage	For More Information
Buying Agreements	Displays buying agreements. Employees can navigate into buying agreement details.	See Creating Buying Agreements.
Customer Account Balances	Displays account balances for a customer.	See Setting Up and Reviewing Customer Credit Profiles.
Customer Aging	Displays customer aging information.	See Setting Up and Reviewing Customer Credit Profiles.
Customer Conversations	Displays recent conversations for a customer. Employees can navigate into individual conversation detail or add a new conversation.	See Managing Conversations.
Customer Notes	Displays notes that are assigned to a customer.	See Entering Customer Notes.
Customer Search	Enables employees to search for existing customers to populate the additional pagelets with customer data.	See Maintaining General Customer Information. See Maintaining Additional Customer Information.
Expiring Buying Agreements	Displays buying agreements that are going to expire for a customer. Employees can navigate into buying agreement details.	See Creating Buying Agreements.
Invoice Summary	Displays summarized invoice information. Employees can navigate into invoice details.	See Entering Bills Online.
Last 10 Product Purchases	Displays the last 10 purchases for a customer. Employees can navigate to see order and product information.	See Setting Up Products.
Last 10 Shipments	Displays the last 10 shipments for a customer. Employees can navigate to see order and shipping information.	See Maintaining Order Schedule Information.
Recent Orders	Displays recent orders. Employees can navigate into order details.	See Introduction to Sales Order Entry. See Maintaining Order Header and Line Information. See Maintaining Order Schedule Information.
Recent Quotes	Displays recent quotes. Employees can navigate into quotation details.	See Maintaining Quotation Information.
Recent RMAs	Displays recent returns. Employees can navigate into RMA details.	See Maintaining Quotation Information.
Schedules Past Ship Date	Displays schedules that are past the ship date for a customer. Employees can navigate to see order and shipping information.	See Maintaining Order Schedule Information.
Trade Promotions	Displays trade promotions for a customer. Employees can navigate into individual trade promotion detail.	See Viewing Promotional Activity.

Viewing Product Information

This section discusses:

Availability.
Current Product Summary.
Product Alternates.
Product Notes.
Product Search.
Product Specifications.

Pagelets Used to View Product Information

Use the following pagelets to view product information.

Pagelet Name	Usage	For More Information
Availability	Displays product availability information. Employees can view quantity that is on hand and quantity that is reserved for a product by ship from business unit and unit of measure.	See Maintaining Order Schedule Information.
Current Product Summary	Displays information about the product, including the description. Employees can navigate to see detail product information, view the list prices by inventory business unit, and check price and availability.	See Setting Up Products.
Product Alternates	Displays alternates for a product. Employees can navigate to view product information.	See Establishing Product Attachments.
Product Notes	Displays notes that are assigned to a product.	See Establishing Product Notes.
Product Search	Enables employees to search for existing products to populate the additional pagelets with product data.	See Establishing Product Notes.
Product Specifications	Displays product specifications for a product.	See Establishing Product Specifications.