PeopleSoft Supply Chain Management Portal Pack Pagelets Overview
This table lists the pagelets that comprise the PeopleSoft Supply Chain Portal Pack, and identifies:
The functional role of individual using the pagelet.
The audience for the pagelet: employees, or customers.
The usage of the pagelet.
The enabling application.
(The enabling application provides the data that appears in the pagelet.)
Note: When combined with employee in the audience column, the customer refers only to a broker user, who is an external customer who conducts business on behalf of other customers, and does not refer to an individual consumer.
|
Pagelet Name |
Roles |
Audience |
Usage |
Enabling Application(s) |
|---|---|---|---|---|
|
Availability (CDT_AVAIL_PGL) |
Customer Service Representative, Customer Service Manager, Broker, Salesperson. |
Employee, Customer |
Displays product availability information. Employees can view quantity that is on hand and quantity that is reserved for a product by ship from business unit and unit of measure. |
PeopleSoft Order Management |
|
Buying Agreements (CDT_SCONSUM_PGL) |
Customer Service Representative, Customer Service Manager, Salesperson. |
Employee |
Displays buying agreements. Employees can navigate into buying agreement details. |
PeopleSoft Order Management. |
|
Current Product Summary (CDT_PROD_SUM_PGL) |
Customer Service Representative, Customer Service Manager, Broker, Salesperson. |
Employee, Customer |
Displays information about the selected product, including the description. Employees can navigate to see detailed product information, view the list prices by inventory business unit, and check price and availability. |
PeopleSoft Order Management. |
|
Customer Notes (CDT_CUSTNOTE_PGL) |
Customer Service Representative, Customer Service Manager, Salesperson |
Employee |
Displays notes that are assigned to a customer. |
Requires at least one of the following products: PeopleSoft Order Management, PeopleSoft Billing, or PeopleSoft Receivables. |
|
Customer Promotions Calendar (TD_NATIONAL_PGLT, TD_NATIONAL_PGLTW) |
Broker, Salesperson. |
Employee |
Lists customer promotions and promotion details for the user in a calendar format as specified on the Personalize Promotions Portal Calendar page (promotion code, promotion description, customer ID, customer name, and dates). Note: In the three-column format, the description and customer name columns don't appear on the pagelet. |
PeopleSoft Promotions Management |
|
Customer Search (CDT_CUST_SRCH_PGL) |
Customer Service Representative, Customer Service Manager, Salesperson |
Employee |
Enables employees to search for existing customers to populate the additional pagelets with customer data. |
Requires at least one of the following products: PeopleSoft Order Management, PeopleSoft Billing, or PeopleSoft Receivables. |
|
Discretionary Funding Status (TD_MY_CHECKBOOK) |
Broker, Salesperson. |
Employee |
Displays available discretionary fund total amounts (from top down funds and accrual funds) for which a user is authorized for a given period, as well as the amounts that are committed, planned, spent, and returned against all discretionary funds. Note: This pagelet is only available in the two column format. |
PeopleSoft Promotions Management |
|
Discretionary Funding Status — Details by Fund pagelet TD_DISC_FUND_STAT) |
Broker, Salesperson. |
Employee |
Displays available discretionary fund details (from top down funds and accrual funds) for each fund for which a user is authorized for a given period, as well as the amounts that are committed, planned, spent, and returned against these discretionary funds. |
PeopleSoft Promotions Management. |
|
Discretionary Funding Status — Fund Details by Customer and Promotion pagelet (TD_FUND_STAT_DTLS) |
Broker, Salesperson. |
Employee |
Displays available discretionary fund total amounts by customer and promotion for a specific fund for which a user is authorized, as well as the amounts that are committed, planned, spent, and returned against this discretionary fund. Note: This pagelet is only available in the two column format. |
PeopleSoft Promotions Management. |
|
Expiring Buying Agreements (CDT_SCONDT_PGL) |
Customer Service Representative, Customer Service Manager, Salesperson |
Employee |
Displays buying agreements that are going to expire for a customer. Employees can navigate into buying agreement details. |
PeopleSoft Order Management |
|
Invoice Summary (CDT_INVCSUM_PGL) |
Customer Service Representative, Customer Service Manager, Salesperson |
Employee |
Displays summarized invoice information. Employees can navigate into invoice details. |
PeopleSoft Billing. |
|
Last 10 Product Purchases (CDT_RECPROD_PGL) |
Customer Service Representative, Customer Service Manager, Salesperson |
Employee |
Displays the last ten purchases for a customer. Employees can navigate to see order and product information. |
PeopleSoft Order Management |
|
Last 10 Shipments (CDT_RECSHIP_PGL) |
Customer Service Representative, Customer Service Manager, Salesperson. |
Employee |
Displays the last ten shipments for a customer. Employees can navigate to see order and shipping information. |
PeopleSoft Order Management |
|
Most Recent Bills |
Broker, Customer. |
Employee, Customer |
Customers can use this pagelet to review the invoice number, balance, and currency of the most recently generated bills. Customers can click View All Bills to access the Bills - Bill List page, where they can review details for their most recent nonconsolidated invoiced bills. |
PeopleSoft eBill Payment, PeopleSoft Billing |
|
Most Recent Consolidated Bills (WC_BILL_LIST_C_SS) |
Broker, Customer. |
Employee, Customer |
Customers can use this pagelet to review invoice information for the most recently generated consolidated bills. Customers can click View All Consolidated Bills to access the Consolidated Bills - Bill List page, where they can review details of their most recent nonconsolidated invoiced bills. |
PeopleSoft eBill Payment, PeopleSoft Billing. |
|
My Promotions (MY_PROMO_PGLT, MY PROMO_PGLTW) |
Broker, Salesperson |
Employee |
Displays all customer promotions and national allowances for the user with promotion details (promotion description, status, customer name, and first and last order dates). Note: In the three-column format, first order and last order date columns don't appear and the customer ID displays on the pagelet instead of the customer name. |
PeopleSoft Promotions Management |
|
Nat'l Allow & Promo Calendar (National Allowance and Promotional Calendar) (TD_NATIONAL_PGLT, TD_NATIONAL_PGLTW) |
Broker, Salesperson. |
Employee |
Lists national allowance and customer promotion details for the user in a calendar format as specified on the Personalize Promotions Portal Calendar page (promotion code, promotion description, customer ID, customer name and dates). Note: In the three-column format, the description and customer name columns don't appear on the pagelet. |
PeopleSoft Promotions Management |
|
National Allowances Calendar (TD_NATIONAL_PGLT, TD_NATIONAL_PGLTW) |
Broker, Salesperson. |
Employee |
Lists national allowance details for the user in a calendar format as specified on the Personalize Promotions Portal Calendar page (promotion code, promotion description, and dates). Note: In the three-column format, the promotion description column does not appear on the pagelet. |
PeopleSoft Promotions Management |
|
Planned Promotional Funds (TD_PLAN_PROMO_FUND) |
Broker, Salesperson. |
Employee |
Displays the promotion description, customer ID, promotion costs (fixed and variable), net incremental sales, and return on investment for all promotions the user is authorized to that are not canceled, closed, or customer approved. Note: This pagelet is only available in the two column format. |
PeopleSoft Promotions Management |
|
Product Alternates (CDT_PALT_PGL) |
Customer Service Representative, Customer Service Manager, Broker, Salesperson. |
Employee, Customer |
Displays alternates for a product. Employees can navigate to view product information. |
PeopleSoft Order Management |
|
Product Notes (CDT_PRODNOTE_PGL) |
Customer Service Representative, Customer Service Manager, Broker, Salesperson |
Employee, Customer |
Displays notes that are assigned to a product. |
PeopleSoft Order Management |
|
Product Sales (TD_PRODUCT_SALES, TD_PRODUCT_SALESW) |
Broker, Salesperson, Sales Manager, Customer Service Representative |
Employee |
Displays in graphic format the actual versus planned sales amounts for a product during the current period. The pagelet displays data for all products that the user is authorized for on the PeopleSoft Promotions Management active product tree. |
PeopleSoft Promotions Management |
|
Product Search (CDT_PROD_SRCH_PGL) |
Customer Service Representative, Customer Service Manager, Broker, Salesperson |
Employee, Customer |
Enables employees to search for existing products to populate the additional pagelets with product data. |
PeopleSoft Order Management |
|
Product Specifications (CDT_PSPECS_PGL) |
Customer Service Representative, Customer Service Manager, Broker, Salesperson |
Employee, Customer |
Displays product specifications for a product. |
PeopleSoft Order Management |
|
Recent Conversations (CDT_CONVSUM_PGL) |
Customer Service Representative, Customer Service Manager, Salesperson |
Employee |
Displays recent conversations for a customer. Employees can navigate into individual conversation detail or add new conversations. |
Requires at least one of the following products: PeopleSoft Order Management, PeopleSoft eBill Payment, PeopleSoft Billing, or PeopleSoft Receivables. |
|
Recent Orders (CDT_ORDSUM) |
Customer Service Representative, Customer Service Manager, Salesperson |
Employee |
Displays recent orders. Employees can navigate into order details. |
PeopleSoft Order Management |
|
Recent Quotes (CDT_QUOTESUM_PGL) |
Customer Service Representative, Customer Service Manager, Salesperson |
Employee |
Displays recent quotes. Employees can navigate into quotation details. |
PeopleSoft Order Management |
|
Recent RMAs (CDT_RMASUM_PGL) |
Customer Service Representative, Customer Service Manager, Salesperson |
Employee |
Displays recent quotes. Employees can navigate into RMA details. |
PeopleSoft Order Management |
|
Review Promotions (REVIEW_PROMO_PGLT, REVIEW PROMO_PGLTW) |
Broker, Salesperson |
Employee |
Displays all customer promotions and national allowances for the user with promotion details (description, status, customer ID, entered on date, contact ID, calendar code and promotion period). Note: In the three-column format, contact ID, calendar code and promotion period columns don't appear on the pagelet. |
PeopleSoft Promotions Management |
|
Sales History by Customer (TD_SALES_HIST) |
Broker, Salesperson, Sales Manager, Customer Service Representative |
Employee |
Displays customers with the expected promotional sales amount from all promotions for the user, the actual sales amount for the current period, and the actual sales amount from the same period last year. Note: This pagelet is only available in the two column format. |
PeopleSoft Promotions Management |
|
Schedule Past Due Date (CDT_PASTSHIP_PGL) |
Customer Service Representative, Customer Service Manager, Salesperson |
Employee |
Displays schedules past the ship date for a customer. Employees can navigate to see order and shipping information. |
PeopleSoft Order Management |
|
Trade Promotions (CDT_PROMO_PGL) |
Customer Service Representative, Customer Service Manager, Salesperson |
Employee |
Displays trade promotions for a customer. Employees can navigate into individual trade promotion detail. |
PeopleSoft Promotions Management |