PeopleSoft Order to Cash Common Information Implementation

PeopleSoft Setup Manager enables you to review a list of setup tasks for the products that you are implementing. The setup tasks include the components that you must set up, listed in the order in which you must enter data into the component tables, and links to the corresponding Documentation.

PeopleSoft Order to Cash Common Information also provides component interfaces to help you load data from the existing system into PeopleSoft Order to Cash tables. Use the Excel to Component Interface utility with the component interfaces to populate the tables during implementation.

This table lists all of the components that have component interfaces:

Component

Component Interface

Reference

Customers

CUSTOMER_BILLTO_CI, CUSTOMER_MAIN_CI, CUSTOMER_MISC_CI, CUSTOMER_REGION_CI, CUSTOMER_SHIPTO_CI, CUSTOMER_SOLDTO_CI

See Understanding the Primary Customer Roles

Member

MEMBER_PERSON1_CI

See Setting Up Customer Support Personnel.

Member Type

MEMBER_TYPE_TBL_CI

See Setting Up Customer Support Personnel.

Standard Notes

STANDARD_NOTE

See Standard Notes Page.

Support Team Members

TEAM_MEMBER_TABLE_CI

See Setting Up Customer Support Personnel.

Customer Groups

CUSTOMER_GROUP

See Customer Group Table Page.

Contact Information

CONTACT_INFO

See Setting Up and Maintaining Contacts.

Product Alternates

PROD_ALT_CI

See Establishing Additional Product Attributes.

Product Category

PROD_CATEGORY_CI

See Establishing Additional Product Attributes.

Product Definition

PROD_DEFN_CI

See Establishing Additional Product Attributes.

Product Group Table

PROD_GROUP_CI

See Setting Up Product Group Tables.

Product Groups

PROD_GROUP_TBL_CI

See Establishing Additional Product Attributes.

Product Messages

PROD_MSG_CI

See Establishing Additional Product Attributes.

Product Notes

PROD_NOTE_CI

See Establishing Additional Product Attributes.

Product Specifications

PROD_SPECS_CI

See Establishing Additional Product Attributes.

Product Unit of Measure

PROD_UOM_CI

See Establishing Additional Product Attributes.

Product Kit Components

PROD_KIT_COMPS_CI

See Defining Product Kits.

Other Sources of Information

In the planning phase of an implementation, take advantage of all PeopleSoft sources of information, including the installation guides, table-loading sequences, data models, and business process maps. A complete list of these resources appears in the preface in the PeopleSoft Application Fundamentals Documentation with information about where to find the most current version of each.

See the product documentation for PeopleTools: Search Technology, PeopleTools: Setup Manager, PeopleTools: Component Interfaces