Understanding Sales Order and Quotation EIPs in PeopleSoft Order Management

PeopleSoft Order Management is delivered with many enterprise integration points (EIPs) to send and receive sales order and quote data from a third-party system or another PeopleSoft application. These EIPs are service operations within PeopleSoft Integration Broker.

Oracle delivers the service operations in PeopleSoft Integration Broker with a default status of Inactive. You must activate each service operation before attempting to send or receive data from a third-party source or another PeopleSoft system, such as PeopleSoft CRM. If you are using chunking for outbound service operations, the handlers must be active on the Handlers page.

Service Operation

Direction and Type

Handlers

Chunking Available?

Integrates With

PRODUCT_PRICELIST_SYNC

Outbound

Asynchronous

NA

No

Electronic data interchange (EDI), Third-party source

SALES_CRM_ORDER_CHANGE_LOAD

Inbound

Asynchronous

SalesCRMOrderChangeLoad

No

Customer relationship management (CRM)

SALES_CRM_ORDER_LOAD

Inbound

Asynchronous

SalesCRMOrderLoad

No

CRM

SALES_CRM_QUOTE_LOAD

Inbound

Asynchronous

SalesCRMQuoteLoad

No

CRM

SALES_ORDER_ACKNOWLEDGEMENT (855)

EDI_TXN_855

Outbound

Asynchronous

ROUTERSENDHDLR

Yes

CRM, EDI (X12 standard format), Third-party source

SALES_ORDER_CHANGE_LOAD (860)

Inbound

Asynchronous

SalesOrderChangeLoad

No

EDI, Third-party source

SALES_ORDER_CHANGE_NOTICE (865)

Outbound

Asynchronous

ROUTERSENDHDLR

Yes

CRM, EDI, Third-party source

SALES_ORDER_LOAD (850)

EDI_TXN_850

Inbound

Asynchronous

SalesOrderLoad

No

EDI (X12 standard format), Third-party source

SALES_ORDER_STATUS

Outbound

Asynchronous

ROUTERSENDHDLR

Yes

CRM, EDI, Third-party source

SALES_QUOTE_LOAD (840)

EDI_TXN_840

Inbound

Asynchronous

SalesQuoteLoad

No

EDI (X12 standard format), Third-party source

SALES_QUOTE_NOTICE (845)

EDI_TXN_845

Outbound

Asynchronous

ROUTERSENDHDLR

Yes

CRM, EDI (X12 standard format), Third-party source

These EIPs have two versions. Version 2 contains new attributes for this release.

  • Sales Quote Notice (845)

  • Sales Order Acknowledgement (855)

  • Sales Order Change Notice (865)

Integrating with PeopleSoft CRM and SCM Databases

If both PeopleSoft CRM and SCM are installed, use the Exclusions by Source Code page when running CRM Sales Order or CRM Sales Quote to exclude calculating freight, sales tax, price adjustments, or value-added tax (VAT) for sales orders or quotes when Order Completion (OM_BACKGRND) is run. Otherwise, Order Completion (OM_BACKGRND) will calculate them again.

UPC and Universal Item IDs

The Universal product code (UPC) and Universal item identifiers can be received from the various EDI transactions and are stored on the sales order, buying agreement, and RMA. A customer's ordering preference is established at the customer level on the Sold To Options page. The new options UPC and Universal Item Identifier will be available in addition to the existing System and Customer Product Identifier options.

If you use the Universal Item ID option, you can assign any valid universal item ID type to that sold to customer to be used specifically for product entry. The Electronic Commerce (OM_EC) process transforms the universal item ID that is provided on a sales order/quote inbound EDI EIP into a corresponding system product ID and unit of measure by looking for a match with IDs of the type specified on the sold to customer. If you use the UPC option, Electric Commerce (OM_EC) will transform the UPC provided on the EIP into the corresponding system product ID. The system product ID, universal item ID, and UPC will be stored on the sales order line, and the universal item ID and UPC will be available on outbound EDI EIPs such as the sales order acknowledgement, quotation notice, Advanced shipping notice (ASN), and billing invoice.

Your customers can also send user-defined fields to be stored on the sales order and sent back with the oubound EDI EIP. If any errors occur, you can correct them after running Electric Commerce using the Header (cont.) page for the custom fields.

Inbound and Outbound Process Flow Diagrams

Image: Inbound process flow of sales order

This diagram displays the process for inbound sales orders and quote EIPs.

Inbound process flow of sales order

Image: Outbound process flow of sales order

This diagram displays the process flow for outbound sales orders and quote EIPs.

Outbound process flow of sales order

See the product documentation for PeopleTools: Integration Broker Service Operations Monitor