Identifying Pagelets by Functional Role
PeopleSoft provides these employee-oriented role groupings as examples of how to organize pagelet access by function. This topic discusses:
Broker pagelets.
Customer Service Manager and Customer Service Representative pagelets.
Salesperson pagelets.
Sales Manager pagelets.
These pagelets enable brokers to view key information about customers and products and effectively manage promotions:
Availability.
Current Product Summary.
Customer Promotions Calendar.
Discretionary Funding Status.
Discretionary Funding Status — Details by Fund.
Discretionary Funding Status — Fund Details by Customer and Promotion.
Most Recent Bills.
Most Recent Consolidated Bills.
My Promotions.
Nat'l Allow & Promo Calendar. (national allowance and promotions calendar)
National Allowance Calendar.
Planned Promotional Funds.
Product Alternates.
Product Notes.
Product Sales.
Product Search.
Product Specification.
Review Promotions.
Sales History by Customer.
Note: Brokers also use many of the customer service-oriented pagelets. Additional broker-oriented pagelets are discussed in the "Customer-Facing Supply Chain Management Pagelets" topic.
These pagelets enable customer service managers and representatives to view key information about customers and products and effectively manage promotions:
Buying Agreements.
Current Product Summary.
Customer Account Balances.
Customer Aging.
Customer Conversations.
Customer Notes.
Customer Search.
Expiring Buying Agreements.
Invoice Summary.
Last 10 Product Purchases.
Last 10 Shipments.
Most Recent Bills.
Most Recent Consolidated Bills.
Product Alternates.
Product Notes.
Product Sales.
Product Search.
Product Specifications.
Recent Orders.
Recent Quotes.
Recent RMAs (recent returned material authorizations).
Sales History by Customer.
Schedules Past Ship Date.
Trade Promotions.
These pagelets enable salespersons to view key information about customers and products and effectively manage promotions:
Availability.
Buying Agreements.
Current Product Summary.
Customer Account Balances.
Customer Aging.
Customer Conversations.
Customer Notes.
Customer Promotions Calendar.
Customer Search.
Discretionary Funding Status.
Discretionary Funding Status — Details by Fund.
Discretionary Funding Status — Fund Details by Customer and Promotion.
Expiring Buying Agreements.
Invoice Summary.
Last 10 Product Purchases.
Last 10 Shipments.
Most Recent Bills.
Most Recent Consolidated Bills.
My Promotions.
Nat'l Allow & Promo Calendar. (national allow and promotions calendar)
National Allowances Calendar.
Planned Promotional Funds.
Product Alternates.
Product Notes.
Product Sales.
Product Search.
Product Specifications
Recent Orders.
Recent Quotes.
Recent RMAs (returned material authorizations)
Review Promotions.
Sales History by Customer.
Schedules Past Ship Date.
Trade Promotions.
These pagelets enable sales managers to effectively manage promotions:
Product Sales.
Sales History by Customer.