Understanding Customer and Contact Information

Oracle's PeopleSoft Pay/Bill Management uses core PeopleSoft Financials components to create, retrieve, and update customer and contact information. In addition to entering basic identifying information, such as the customer name and address, you can enter other important information, such as customer billing profiles.

The customer record contains information that is critical to the staffing process and is one of the primary records used by the PeopleSoft Pay/Bill Management application.

In the Customer component, PeopleSoft Pay/Bill Management uses only the Customer CSF page and the Staffing Information page (as well as the core Financials pages). The rest of the pages are used only when PeopleSoft Staffing Front Office is also installed.

In the Contact component, PeopleSoft Pay/Bill Management only uses the core Financials pages—the staffing-specific contact pages are used only when PeopleSoft Staffing Front Office is also installed.

Note: There are additional customer elements available to you if you use both PeopleSoft Staffing Front Office and PeopleSoft Pay/Bill Management. Refer to the PeopleSoft Order to Cash Common Information product documentation for documentation regarding customers and contacts.