PeopleSoft Enterprise Pay/Bill Management 9.1 PeopleBook

Creating Records for Customers and Contacts

This chapter provides an overview of customer and contact information and discusses where to:

Add or view customer information.
Add or view contacts.

Understanding Customer and Contact Information

Oracle's PeopleSoft Pay/Bill Management uses core PeopleSoft Financials components to create, retrieve, and update customer and contact information. In addition to entering basic identifying information, such as the customer name and address, you can enter other important information, such as customer billing profiles.

The customer record contains information that is critical to the staffing process and is one of the primary records used by the PeopleSoft Pay/Bill Management application.

In the Customer component, PeopleSoft Pay/Bill Management uses only the Customer CSF page and the Staffing Information page (as well as the core Financials pages). The rest of the pages are used only when PeopleSoft Staffing Front Office is also installed.

In the Contact component, PeopleSoft Pay/Bill Management only uses the core Financials pages—the staffing-specific contact pages are used only when PeopleSoft Staffing Front Office is also installed.

Note. There are additional customer elements available to you if you use both PeopleSoft Staffing Front Office and PeopleSoft Pay/Bill Management. Refer to the PeopleSoft Enterprise Order to Cash Common Information 9.1 PeopleBook for documentation regarding customers and contacts.

Adding or Viewing Customer Information

This section provides an overview of customer record creation and discusses where to:

Enter identifying customer information.
Enter address and phone number information.
Enter billing information.
View and add related contacts.
Enter PeopleSoft Pay/Bill Management credit information.
Enter additional PeopleSoft Pay/Bill Management credit information.
Attach files to customer records.

Understanding Customer Record Creation

There are additional customer pages in the PeopleSoft Financials database that are useful for adding or editing customer information. For example, you can set up additional customer attributes, such as tax or value added tax (VAT) information, using the PeopleSoft Financials core components.

To perform the previous tasks, refer to the PeopleSoft Enterprise Order to Cash Common Information 9.1 PeopleBook.

See Adding General Customer Information.

Adding or Viewing Contacts

In PeopleSoft Pay/Bill Management, contacts are the people with whom you maintain relationships. Depending on the size and locations of a customer, you may have one or dozens of people listed as your contacts.

This section discusses where to:

Enter identifying contact information.
Associate contacts with customers.
Define a working relationship between a contact and an employee.
Attach files to contact records.

You enter contact information using the pages described in the PeopleSoft Enterprise Order to Cash Common Information 9.1 PeopleBook.