PeopleSoft Enterprise Resource Management 9.1 PeopleBook

Establishing Customers

This chapter provides an overview of customer profiles and discusses how to work with customer and contact profiles.

Understanding Customer Profiles

PeopleSoft Resource Management requires customer information for reference on service orders and assignments. If you use a PeopleSoft Financial Management Solutions, Enterprise Service Automation, or Supply Chain Management application that requires defined customer records, the PeopleSoft customer database is already available for use in PeopleSoft Resource Management. If you do not already use the customer database, you must populate the tables with customer data.

This section lists prerequisites and discusses:

Customer profiles.
Contact profiles.

Prerequisites

Before you can work with customer profiles, you must establish a customer database that contains a valid customer ID for each PeopleSoft Resource Management customer.

See Maintaining General Customer Information.

Customer Profiles

After establishing the PeopleSoft customer database, you can access customer information from various links throughout PeopleSoft Resource Management. When you access the customer tables from PeopleSoft Resource Management, you work with the Resource Management view of the customer location and contact information through the Customer Information and Contact Profile pages. On the Customer Information page, you can add Resource Management-specific data, such as housing information, travel information, dress code, and whether trainees are allowed at that location.

On the Customer Information page, you can view but not update basic customer location data. To update this data or add new customer records, access the customer information pages.

Contact Profiles

The information that appears on the Contact Profile page is also derived from the PeopleSoft customer database. On the Contact Profile page, you can review basic customer contact data, such as name, address, and telephone. To update this data or to add new contact records, use the Contact Information page.

Working with Customer and Contact Profiles

To work with customer profiles, use the Customer Information component (RS_CUST_INFO). If you have a large number of customers, use the Customer Information component interface (RS_CUST_INFO) to load data into the tables for this component.

This section discusses how to add information to customer profiles that is specific to PeopleSoft Resource Management.

Pages Used to Work with Customer and Contact Profiles

Page Name	Definition Name	Navigation	Usage
Customer Information	RS_CUST_INFO1	Set Up Financials/Supply Chain, Product Related, Resource Management, Maintain Customer Information, Customer Information Resource Management, Request Resources, Create or Review Service Order, Order Summary Click Location Details on the service order's Order Summary page. Click Change Location/Contact Information in the Resource Requests in this Order scroll area, and click Location Details on the Service Order - Location and Contact Details page. Resource Management, Request Resources, Create Svc Order from Template, Order Summary Click Location Details on the Order Summary page. Resource Management, Assign Resource, Assign Resource Click Location Details on the Assign Resource page.	View customer profiles, or add information that is specific to PeopleSoft Resource Management.
Contact Profile	RS_CONTACT_INFO1	Click Contact Details on the service order's Order Summary page. Click Contact Details on the Service Order - Location and Contact Details page. Click Contact Details on the Assign Resource page.	View basic customer contact data, such as name, address, and telephone number.

Adding Information to Customer Profiles

Access the Customer Information page (Set Up Financials/Supply Chain, Product Related, Resource Management, Maintain Customer Information, Customer Information).

Housing Information

Enter housing information that is specific to this customer location. For example, enter local hotel names or the maximum rate that the customer will pay.

Travel Information

Enter travel information that is specific to this customer location. For example, enter expenses that are not covered.

Dress Code

Enter the dress code that is observed at the project location. Values are B. Casual (business casual), Casual, and Formal.

Trainees Allowed

Select this option if this location permits trainees. A trainee is usually a nonbillable resource who is observing, for evaluation purposes, the resource that is assigned to a project.

Housing Information	Enter housing information that is specific to this customer location. For example, enter local hotel names or the maximum rate that the customer will pay.
Travel Information	Enter travel information that is specific to this customer location. For example, enter expenses that are not covered.
Dress Code	Enter the dress code that is observed at the project location. Values are B. Casual (business casual), Casual, and Formal.
Trainees Allowed	Select this option if this location permits trainees. A trainee is usually a nonbillable resource who is observing, for evaluation purposes, the resource that is assigned to a project.