Skip to Main Content
Getting Started with Order to Cash Common Information
PeopleSoft Order to Cash Common Information Features
PeopleSoft Order to Cash Common Information Implementation
Common Elements Used in This Product Documentation
Maintaining General Customer Information
Understanding the Primary Customer Roles
Copying Customer Attributes
Adding General Customer Information
Creating User-Defined Customer Fields
Maintaining Additional Customer Information
Establishing Customer-Related General Options
Setting Up Customer Support Personnel
Using Quick Customer Create Functionality
Using Short-Term Customers
Obtaining D and B Credit Reports
Defining MICR IDs
Setting Up Tree-Based Corporate Customers
Viewing Supplier Information
Associating EFT Payment File Names With Customer IDs
Creating Customer Reimbursable Agreements
Validating Financial Sanctions
Making Customer Inquiries
Importing Customer Information
Understanding Customer Control Information
Understanding Customer Conversion Fields
Completing Conversion Prerequisites
Converting Customer Information
Completing, Verifying, and Testing Conversions
Working with Contact Information
Understanding Contact Information
Setting Up and Maintaining Contacts
Setting Up and Maintaining a Cash Drawer
Understanding Cash Drawer Receipting
Setting Up a Cash Drawer
Using a Cash Drawer
Processing Credit Cards
Understanding Credit Card Processing
Common Elements Used to Process Credit Cards
Prerequisites
Processing Credit Cards for Authorization Only
Processing Credit Cards for Immediate Payment
Processing Credits of Deposit Refunds
Processing Credit Cards in PeopleSoft Order Management
Processing Credit Cards in PeopleSoft Billing
Processing Credit Cards in PeopleSoft Receivables
Managing Conversations
Understanding Conversations
Setting Up Conversations
Entering and Reviewing Conversations
Setting Up Products
Understanding the Product Definition
Setting Up Product Group Tables
Establishing Product Definitions
Establishing Additional Product Attributes
Defining Product Kits
Working with Product Load EIPs
Updating List Prices
Understanding Mass Price Maintenance
Common Elements Used to Update List Prices
Running the Product Price Extract Process
Updating Product Prices
Setting Up Price Maintenance
Processing Pricing Mass Maintenance
Managing Returned Material
Understanding Returned Material Management
Establishing Return Type Codes and Restocking Fees
Managing Returned Material for Sales Orders
Overriding RMA Address Information
Associating Notes and Attachments With Returned Material Headers and Lines
Managing Returned Material for Material Stock Requests
Managing Returned Material From Third-Party Systems
PeopleSoft Working With Order to Cash Common Information Reports
PeopleSoft Working With Order to Cash Common Information Reports: A to Z
Report Samples