Defining Company Business Objects

This chapter provides an overview of the Company component and discusses how to:

• Define company information.

• Define company sites.

• Define company contacts.

• Model corporate hierarchy.

Understanding the Company Component

This section discusses:

• Company information.

• Partner companies.

• Markets.

Company Information

A company is an organization that purchases, leases, or contracts for product or services. In PeopleSoft Customer Relationship Management (PeopleSoft CRM), companies are represented as business objects with an Organization business object type and a Company role type. A record for each company is created in the Company table (RD_COMPANY). Because companies participate in business transactions, a record for the company is also created in the Business Contact table (BC), which enables you to define records for sold-to, bill-to, and ship-to information for the company.

Each company can have one or more addresses that can apply to the company, its sites, or its contacts.

See Defining Name and Address Information for Business Objects.

Sites

For each company, you can associate sites, the geographic locations of the company where services are performed, or products shipped or installed. Site records are maintained in the Site table (RD_SITE). When you associate a site with a company, a record is inserted in the Business Object Relationship table (BO_REL) to capture the relationship between the site and the company.

Contacts

You can also define the company's contacts: the people who participate in business transactions on behalf of the company. When you define company contacts in PeopleSoft CRM, you can enter contact information for the contact that is specific to his or her role as a contact of the company. Records for contacts are maintained in the Person table (RD_PERSON). When you associate a person with a company or one of the company's sites, a record is created in the Business Object Relationship table to capture the contact relationship between the person and the company.

Note. If you add a contact who is a company employee whose worker information is secured, the contact's home phone number, home email address, and home address do not appear. This information is visible in a HelpDesk case when searching for a worker or if the Phone Number or Email Address field is selected in the display template, even if the user does not have a secured role.

Attributes

You can configure the Company component to store installation-specific attributes. Because this is a configuration, attributes that you add are not supported by PeopleSoft CRM. If you choose to configure additional attributes, you can make them visible on the Company component by using permission lists.

See Setting System-Wide Security Options.

Integrations

You can also create and maintain company records in PeopleSoft Supply Chain Management or a third-party system and synchronize the company data with PeopleSoft CRM by implementing the following enterprise integration points (EIPs): the Customer EIP, Customer_Company EIP, Customer_Consumer EIP, Customer_Site, and Customer_Contact EIP.

Partner Companies

You can designate a company as a partner company. Partner companies in PeopleSoft CRM are indirect sales channels that sell, fulfill, and distribute goods and services to customers through indirect sales channels.

See PeopleSoft Partner Relationship Management 9.1 PeopleBook.

Markets

Pages that contain information about a person's financial accounts and bill payees appear only for installations that have licensed PeopleSoft Bill Presentment and Account Management or PeopleSoft Banking Transactions. This visibility is controlled by the market that you specify on the User Preferences page.

See Also

Defining Overall Preferences

Oracle's PeopleSoft CRM Bill Presentment and Account Management Preface

Oracle's PeopleSoft CRM Banking Transactions Preface

Oracle's PeopleSoft CRM Industry Application Fundamentals Preface

Defining Company Information

To define company information, use the Company (RD_COMPANY_2) component.

This section discusses how to:

• Access companies.

• View company summary information.

• Maintain general company information.

• Manage company account teams.

• Manage sales team tasks.

• View call reports.

• View account plans.

• Add notes.

• Manage company contact information.

• Maintain company relationships.

• Maintain company profile data.

• Maintain tax exempt certificate information.

Pages Used to Define Company Information

Accessing Companies

Access the Company Search page (Customers CRM, Search Company).

The appearance, behavior, and personalization options for this page are controlled by the search definition for the Company component.

See Configuring Search Pages.

Viewing Company Summary Information

Access the Company - Summary page (Customers CRM, Search Company, Company - Summary: Summary).

Note. When you click any link (for example, the Details link) on this page that takes you to the Contact Info page but the system finds out that you have no permissions to access the page based on your user login, it aborts the page transfer and generates an error message, explaining the possible cause of the error.

Maintaining General Company Information

Access the Company - Details page (Customers CRM, Search Company, Company - Summary: Details).

Company Details

Contact Info

Enter contact information for the company.

See Maintaining Contact Information.

Status and Currency Data

Purchasing Options

Indicate which purchasing tasks are valid for the company.

See Defining Purchasing Options for Companies, Consumers, and Sites.

Managing Company Account Teams

Access the Company - Account Team page (Customers CRM, Search Company, Company - Account Team).

See PeopleSoft Strategic Account Planning 9.1 PeopleBook.

Managing Sales Team Tasks

Access the Company - Tasks page (Customers CRM, Search Company, Company - Tasks).

See Working with Tasks.

Viewing Call Reports

Access the Company - Call Reports page (Customers CRM, Search Company, Company - Call Reports).

Note. The system only displays call reports that have information associated with the displayed company.

See Working with Call Reports.

Viewing Account Plans

Access the Company - Plans page (Customers CRM, Search Company, Company - Plans).

See PeopleSoft Strategic Account Planning 9.1 PeopleBook.

Adding Notes

Access the Company - Notes page (Customers CRM, Search Company, Company - Notes).

See Working with Notes and Attachments.

Managing Company Contact Information

Access the Company - Contact Info page (Customers CRM, Search Company, Company - Contact Info).

See Maintaining Contact Information for Business Objects.

Maintaining Company Relationships

Access the Company - Relationships page (Customers CRM, Search Company, Company - Relationships).

See Working with the Relationship Viewer.

Maintaining Company Profile Data

Access the Company - More Info page (Customers CRM, Search Company, Company - More Info).

See Working with Business Object Profiles.

Maintaining Tax Exempt Certificate Information

Access the Company - Tax Exempt Certificate page (click the Tax Exempt Certificate link on the Company - Summary page).

Exemption Certificateand Issuing Authority	Enter the details for the tax exempt certificate such as exemption certificate number and issuing authority. Record multiple tax exemption certificates for each customer and select an authority type to classify the issuing authority. For each exemption certificate, enter an effective date, status, issued date, and expiration date.
Authority Type	Enter the authority type for the associated tax exempt certificate. Values are Europe, Federal, Local, Other, State, and Transport.
Status as of Effective Date	Enter the status for the certificate. Values are Active and Inactive.
Tax Exempt Category	Select the exemption category for which the customer qualifies with this purchase: Blanket Exemption category exists for all purchases of this type. Single Purchase Exemption category exists for the specified purchase only. Other A user-defined exemption category.
Exemption License	Select to denote that a tax-exempt license is issued to the customer.
Add Certificate Data	Select the Add Certificate Databutton to add tax additional certificates.

Defining Company Sites

This section lists the pages used to define company sites.

See Also

Defining Customer Sites

Pages Used to Define Company Sites

Defining Company Contacts

This section lists the pages used to define a company's contacts.

See Also

Defining Customer Contacts

Pages Used to Define Company Contacts

Modeling Corporate Hierarchy

This section provides an overview of corporate hierarchy and discusses how to:

• View and modify participation percentages.

• Select the role that appears.

Understanding Corporate Hierarchy

The Corporate Hierarchy component enables the user to create and maintain Hierarchical Groupings, including the ability to capture the percent ownership of each child to its parent.

The Corporate Hierarchy link is on the Company Summary and Company Details pages of the Company component. The Corporate Hierarchy link is only visible when a Company participates in Hierarchical Relationship(s). The following Relationship Types are currently considered hierarchical:

Understanding Corporate Hierarchy Participation Percentages

The Corporate Hierarchy component enables you to view the list of sites or contacts that compose a customer company and assign a participation percentage to each. For example, if a customer company has three contacts, Larry Hill, Stu Marx, and Sandra Thomas,, you might assign participation percents as follows:

You can view and assign participation only to the first dependent level in the hierarchy: to the sites and contacts that are directly associated with a company.

A parent may have multiple children, and each child is some percentage of its parent. The sum of all percentages for a given parent shall be less than or equal to 100%. This percentage is called ownership.

Pages Used to Model Corporate Hierarchy

Viewing and Modifying Participation Percentages

Access the Corporate Hierarchy page (Customers CRM, Corporate Hierarchy).

Participation Percentage	Enter the percentage of activity that each business unit contributes.
Extract Hierarchy	Click to modify the roles that appear.

Selecting the Role that Appears

Access the Corporate Hierarchy: Extract Hierarchy page (click the Extract Hierarchy link on the Corporate Hierarchy page).

Role Category ID	Select from various types of hierarchies. This field controls the roles from which you can select.
Save as default Search Group	Select to save the role selections as the default.
Roles	Select roles to appear in the hierarchy.
Extract Hierarchy	Click to return to the parent Corporate Hierarchy page and view the hierarchy you selected.