Establishing Customer-Related General Options

To define class of trade codes, customer group tables, division area codes, note types, salutation tables, and standard notes, use the Class of Trade Code, Customer Group, Division Area Code, Note Types, Salutation Table, and Standard Notes components.

Note: Use the CUSTOMER_GROUP and STANDARD_NOTE component interfaces to load data into the tables for these components.

This section discusses ways to establish customer groups tables and set up standard notes.

Page Name

Definition Name

Usage

Class of Trade Code Page

CLASS_TRADE_CODE

Segment customers into class of trades or channels. For example, you can set up class of trade codes for retail, wholesale, or internet channels.

Customer Group Table Page

CUST_GROUP_TBL

Group customers who share the same functionality.

Division Area Code Page

DIVISION_AREA_CODE

Set up a geographical customer hierarchy.

Note Types Page

NOTE_TYPE

Define note types.

See Informational Tables

Salutation Table Page

SALUTATION_TABLE

Set up salutations for correspondence with customers.

PeopleSoft CRM: Application Fundamentals

Standard Notes Page

STD_NOTE

Establish standard notes.

Use the Customer Group Table page (CUST_GROUP_TBL) to group customers who share the same functionality.

Use customer group tables to group customers who share the same functionality in order to define processing criteria for the entire group instead of for individual customers. The system comes with predefined functional customer group types. After setting up customer groups, use the General Information - Customer Group Info page to assign individual customers to the customer group.

Note: You can associate customers with multiple groups for Accounting, Allocation, Alternate Sources of Supply, Buying Agreements, Back Orders/Reservations, Claimback Contracts, Collections, Direct Debit, Draft Management, Freight, Pay/Bill Management, Pricing, Reporting, value added tax (VAT), Tax, and Transportation, but you can associate each as a member of only one group type, either Forecasting or Pricing Arbitration Plan.

Field or Control

Definition

Catalog Number

The catalog lists all of the products that a particular customer group is either authorized to purchase or, in the case of an exclusive catalog, not allowed to purchase. This listing provides an easy way to associate groups of customers with a specific product catalog. You do not have to go to each sold-to customer and attach a product catalog to each customer ID.

Include/Exclude Type

Displays based on the catalog number selection.

Use the Standard Notes page (STD_NOTE) to establish standard notes.

You can set up standard notes to reuse. For example, you might have a standard note to announce a seasonal promotion or a note to thank customers for a particularly large order.

In PeopleSoft Order Management, you can view notes that are associated with customers or products on order and quotation headers, lines, and schedules. In PeopleSoft Billing, you can view notes that are associated with customers.

This PeopleSoft application is delivered with many enterprise integration points (EIPs) to send and receive standard note data with a third-party system or another PeopleSoft application, such as CRM. These EIPs are service operations within PeopleSoft Integration Broker.

The PeopleSoft application 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 CRM. This table describes the service operations:

Service Operation

Direction and Type

Handlers

Chunking Available?

Integrates With

STD_NOTE_FULLSYNC

Inbound/Outbound

Asynchronous

StdNoteFullSync

NO

Third-party

STD_NOTE_FULLSYNC_EFF

Outbound

Asynchronous

NA

NO

Third-party

STD_NOTE_SYNC

Inbound/Outbound

Asynchronous

StdNoteSyncSt

dNoteSyncEff

NO

Third-party

STD_NOTE_SYNC_EFF

Outbound

Asynchronous

NA

NO

Third-party

See Setting Up Service Operations.

See PeopleTools Documentation: Integration Broker

Field or Control

Definition

Note Type

Enter a note type.

Text

Enter up to 254 characters.

Search Criteria Key Words

Use to create a report that lists associated notes that contain certain key words.

Print On Document

Select print locations.

Note: Notes can print on these documents without additional configuration: Invoice, Bill of Lading, Order Acknowledgement, Picking Plan, and Quotation.