Setting Up CRM Application for Asset Integration

The following topic details the application setup that is required within CRM for asset integration.

Page Name

Definition Name

Usage

Product Definition Page

PROD_DEFN

Create Product IDs in the CRM database to match the asset hardware information from the FSCM database.

Product Mapping for Hardware Assets Page

RF_PROD_MAP

Map asset information to Product ID in CRM database.

Set Up Options Page

RF_IPRD_CONFIG

Enable asset integration between CRM and FSCM.

This is for CRM 9.0 only.

Configuration Options Page

RF_IPRD_CONFIG

The system delivers a template family for asset integration (RC_HELPDESK).

This is for CRM 9.1 only.

Display Template Page

RDT_TMPL_PAGE

Enable Display Template, CORE_IP_ASSET, for asset integration between CRM and FSCM.

This is for CRM 9.1 only.

Installed Products - Display Template Page

RDT_TMPL_SECTN

Enable Asset Type, Validated, Asset Subtype, and Transfer.

This is for CRM 9.1 only.

The following section details the Integration Broker setup and discusses the following:

Use the Product Definition page (PROD_DEFN) to create Product IDs in the CRM database to match the asset hardware information from the FSCM database.

Image: Product Definition page

This example illustrates the fields and controls on the Product Definition page.

Product Definition page

Add new product IDs to match those in the FSCM database. You could run a query in FSCM to get a listing of the hardware assets in the Asset Repository as shown below:

Image: Query hardware assets

This example illustrates the fields and controls on the Query hardware assets.

sm_Hardware Asset Repository

Use the Product Mapping for Hardware Assets page (RF_PROD_MAP) to map asset information to Product ID in CRM database

Use the Product Mapping for Hardware Assets page (RF_PROD_MAP) to map asset information to Product ID in CRM database.

Image: Product Mapping for Hardware Assets page

This example illustrates the fields and controls on the Product Mapping for Hardware Assets page.

Product Mapping for Hardware Assets page

The Asset Subtype and Manufacturer ID should have been synchronized between CRM as part of the integration with HRMS.

Use the Set Up Options page (RF_IPRD_CONFIG) to enable asset integration between CRM and FSCM.

Image: Set Up Options page

This example illustrates the fields and controls on the Set Up Options page.

sm_Setup Options Page

Select the Enable Asset Integration with PeopleSoft Financials check box to enable the integration between CRM and FSCM.

Note: This step is only applicable for CRM 9.0. Steps for enabling the integration in 9.1 are presented in the following steps.

Enable the integration in Release 9.1 between CRM and FSCM by using the delivered template. Access the Configuration Options page to verify the delivered template family (Set Up CRM, Common Definitions, Installed Product, Configuration Options):

Image: Configuration Options page

This example illustrates the fields and controls on the Configuration Options page.

sm_Configuration Options Page

Verify that the Template Family and the Display Template ID for the Assets product type are shown as delivered. Then use the Display Template page (RDT_TMPL_PAGE) to enable Display Template, CORE_IP_ASSET, for asset integration between CRM and FSCM.

Use the Display Template page to display the template.

Image: Display Template page

This example illustrates the fields and controls on the Display Template page.

Display Template

Select Yes to enable Asset Integration between CRM 9.1 and FSCM 9.1. You will be unable to save this page after selecting Yes for Asset Integration if the required fields are not already enabled (Serial ID, Asset Type and Asset Subtype).

To enable these required fields, click the Installed Product link from the Display Template page and then click the Show Section Details link. Scroll to the PRODUCT section and select to enable the Serial ID, Asset Type, Asset Subtype, Validated, and Transfer, if not already enabled:

Use the Product Mapping for Hardware Assets page (RF_PROD_MAP) to map asset information to Product ID in CRM database

Image: Installed Products - Display Template page

This example illustrates the fields and controls on the Installed Products - Display Template page.

Installed Products - Display Template

If you select the Main check box to enable any of the required fields, save the page and then return to the Display Template page to enable the Asset Integration. You should be able to save the Display Template after the required fields are enabled.