Setting Up Customer Field Definitions
You can use customer field definitions to capture additional billing-related information in the orders and assignments that you add to the system. Customer field definitions are templates of extra fields that you can capture when entering orders and assignments based on your customer's invoicing or reporting requirements. You can associate definitions with customers on a many-to-many basis and you can select a particular definition at the order level. In addition, you can map the values specified in the customer fields to billing fields and use them on invoices.
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
FO_CSF_DEFN |
Enter the customer fields that you want to be part of this definition and specify how they map to the user fields in the PeopleSoft Billing application. |
|
|
FO_CSF_FLD_DTL |
Define valid customer field values by entering values for a prompt list that can be validated against if the Validate check box is selected on the Customer Fields Definition page. |
Use the Customer Fields Definition page (FO_CSF_DEFN) to enter the customer fields that you want to be part of this definition and specify how they map to the user fields in the PeopleSoft Billing application.
Navigation:
This example illustrates the fields and controls on the Customer Fields Definition page. You can find definitions for the fields and controls later on this page.
Field or Control |
Description |
|---|---|
Definition ID |
Displays the customer field definition ID that you entered when creating the definition. |
Effective Date |
Select the date on which the definition is effective. |
Status |
Select the current status of this definition: Active or Inactive. |
User Definition
Field or Control |
Description |
|---|---|
Customer Field Name |
Enter a description of the field in the customer's terms, such as Customer Cost Center Number or Customer Supervisor Name. |
Required on Project |
Select this check box if a value is required at the project or order level. |
Required on Activity |
Select this check box if a value is required at the activity or assignment level. |
Validate |
Select to ensure that the system verifies that the value entered in the Description field (for the customer field name) in the Order and Assignment components is from the list of valid values that you create in the Valid Values list. |
Valid Values |
Click to enter valid values for a prompt list that can be validated against if the Validate check box is selected. Examples include items that are specific to the customer, such as supervisor names or cost center codes. |
System Definition
Field or Control |
Description |
|---|---|
System Field Name |
Select the field in the PeopleSoft Billing application that is populated with this value in the billing interface tables. |
Length |
Displays the length of the value as defined by the database. |
Minimum Length and Maximum Length |
Enter the minimum and maximum lengths. These fields are informational only, but you can leverage them to create custom validations for your customer field definitions. |
Edits
Field or Control |
Description |
|---|---|
Edit Mask and Long Description |
These fields are informational only, but you can leverage them to create custom validations for your customer field definitions. |
Use the Customer Field - Valid Values page (FO_CSF_FLD_DTL) to define valid customer field values by entering values for a prompt list that can be validated against if the Validate check box is selected on the Customer Fields Definition page.
Navigation:
Click the Valid Values button on the Customer Fields Definition page.
Field or Control |
Description |
|---|---|
Customer Field |
Displays the field name in the customer's terms. For example, a customer might refer to departments as cost centers. |
Field Name |
Displays the system field in the PeopleSoft Billing application to which you want the customer field mapped. |
Length |
Displays the length of this value as defined by the database. |
Customer Fields Definition |
Click to return to the Customer Fields Definition page. |
Customer Specified Value |
Enter the valid values for this customer field. |
Default |
Select to set one value as the default for this customer field. |