Getting Started with PeopleSoft Integrated FieldService

This chapter discusses:

Click to jump to parent topicPeopleSoft Integrated FieldService Overview

PeopleSoft Integrated FieldService ensures total life cycle management of service requests for customers and technicians. PeopleSoft Integrated FieldService is a flexible service order and dispatch management solution that provides complete management of agreements, parts, time, and expenses. It provides functionality to systematically manage preventive maintenance programs, generate reports, and automatically schedule preventive maintenance service orders.

Click to jump to parent topicPeopleSoft Integrated FieldService Business Processes

This diagram lists the PeopleSoft Integrated FieldService business processes. We discuss these business processes in the business process chapters in this PeopleBook.

PeopleSoft Integrated FieldService business processes

Using PeopleSoft Integrated FieldService, you can:

Click to jump to parent topicPeopleSoft FieldService Integrations

PeopleSoft Integrated FieldService integrates with applications in the these PeopleSoft product lines:

If you purchased licenses for both PeopleSoft Integrated FieldService and PeopleSoft Support, a call center agent can create a service order from a case. Because the PeopleSoft Integrated FieldService and PeopleSoft Support applications reside in the same database, process flows can move smoothly from one application to another without the need for any integration-specific configuration. Using component interfaces for this type of cross-component flow ensures that all necessary data validation and other PeopleCode processes are triggered properly.

We discuss integration considerations in the implementation chapters in this PeopleBook. Supplemental information about third-party application integrations is on the My Oracle Support website.

The following diagram shows the way in which the various PeopleSoft applications integrate with PeopleSoft Integrated Field Service.

PeopleSoft Integrated FieldService integrations

See Also

http://www.peoplesoft.com/corp/en/public_index.jsp

Click to jump to parent topicPeopleSoft Integrated FieldService Implementation

PeopleSoft Setup Manager enables you to review a list of setup tasks for the organization for the products that you are implementing. The setup tasks include the components that you must set up, listed in the order in which you must enter data into the component tables, as well as links to the corresponding PeopleBook documentation.

PeopleSoft Integrated FieldService also provides component interfaces to help you load data from your existing system into PeopleSoft Integrated FieldService tables. Use the Excel to Component Interface utility with the component interfaces to populate the tables.

This table lists all of the components that have component interfaces:

Component

Component Interface

Reference

Service Type

RF_SERVICE_TYPE

RF_SERVICE_TYPE_SCI

See Defining Service Types.

Service Activity Type

RF_SVC_ACT_TYPE

RF_SVC_ACT_TYPE_SCI

See Defining Service Activity Types.

Activity Code

RF_ACT_CODE

RF_ACT_CODE_SCI

See Defining Service Activities.

Failure Code

RF_FAILURE_CD

RF_FAILURE_CD_SCI

See Defining Failure Codes.

Provider Group

RF_PROVIDER_GRP

RF_PROVIDER_GRP_SCI

See Defining Provider Groups.

Provider Group Member

RF_GRP_MEMBER

RF_GRP_MEMBER_SCI

See Defining Provider Group Members.

Tax Parameters

RF_TAX_PARAM

RF_TAX_PARAM

See Setting Up Sales and Use Tax for Third-Party Tax Vendors.

Other Sources of Information

In the implementation planning phase, take advantage of all PeopleSoft sources of information, including the installation guides, data models, business process maps, and troubleshooting guidelines. A complete list of these resources is in the prefaces of the PeopleSoft CRM 9.1 Application Fundamentals PeopleBook, PeopleSoft CRM 9.1 Automation and Configuration Tools PeopleBook, PeopleSoft CRM 9.1 Business Object Management PeopleBook, and PeopleSoft CRM 9.1 Product and Item Management PeopleBook, with information on where to find the most up-to-date version of each.

See Also

PeopleTools 8.52: PeopleSoft Setup Manager PeopleBook