Working with Customer and Contact Profiles
To work with customer profiles, use the Customer Information component (RS_CUST_INFO). If you have a large number of customers, use the Customer Information component interface (RS_CUST_INFO) to load data into the tables for this component.
This topic discusses how to add information to customer profiles that is specific to PeopleSoft Resource Management.
Page Name |
Definition Name |
Usage |
---|---|---|
RS_CUST_INFO1 |
View customer profiles, or add information that is specific to PeopleSoft Resource Management. |
|
Contact Profile |
RS_CONTACT_INFO1 |
View basic customer contact data, such as name, address, and telephone number. |
Use the Customer Information page (RS_CUST_INFO1) to view customer profiles, or add information that is specific to PeopleSoft Resource Management.
Navigation:
Click Location Details on the service order's Order Summary page.
Click Change Location/Contact Information in the Resource Requests in this Order scroll area, and click Location Details on the Service Order - Location and Contact Details page.
Click Location Details on the Order Summary page.
Click Location Details on the Assign Resource page.
Field or Control |
Description |
---|---|
Housing Information |
Enter housing information that is specific to this customer location. For example, enter local hotel names or the maximum rate that the customer will pay. |
Travel Information |
Enter travel information that is specific to this customer location. For example, enter expenses that are not covered. |
Dress Code |
Enter the dress code that is observed at the project location. Values are B. Casual (business casual), Casual, and Formal. |
Trainees Allowed |
Select this option if this location permits trainees. A trainee is usually a non-billable resource who is observing, for evaluation purposes, the resource that is assigned to a project. |