Understanding PeopleSoft Proposal Management Structure

To add customers to the database, enter the required information in the General Information component (CUSTOMER_GENERAL). To enter new customer information using the least number of fields, access the pages in the Quick Customer Create component. You can also use Quick Customer Create to determine whether a customer exists in the system.

To initiate a number-sequencing scheme, access the Auto Numbering page and set the automatic numbering options.

Proposal contacts are members of support teams. Support team members are the personnel in your organization who are involved in customer support and managing support teams.

To add proposal contacts to PeopleSoft Proposal Management, you must set up each team member as a sales person in the Team Member Personal Data component (MEMBER_PERSON1). You can then assemble members into teams and associate teams with customers, quotes, and sales orders.

In PeopleSoft Project Costing, you can define and assign rates by role. Additionally, you can establish distinct rates by region. Role rates include the setup of both the rate that you bill the client and the costs for providing the person who is assigned to the role. You can use these rates on the Maintain Version Estimate Detail page in PeopleSoft Proposal Management to price and cost proposals.

You can change the role rates for specific activities on projects in a proposal. By changing a role rate on the Maintain Version Estimate Detail page, you change the role rate for all occurrences of that role on the activity. The same role can have different custom rates for different activities on a project in the same proposal.

Before you can create and use role rates, you must first define security profiles and project roles in PeopleSoft Project Costing.

Typically, you bring human resource information into PeopleSoft Financials from a human resources system. You do not usually have to add new employees or assign them employee IDs. However, you can add new employee records on the Personal Data (Edit) page (EX_PERSONAL_DATA2) using the Setup Financials/Supply Chain > Common Definitions > Employee Data > Create/Update Personal Data navigation.