Using CRM EIPs

You use individual EIPs to integrate SCM applications with CRM applications.

You can use the following EIPs to integrate with PeopleSoft CRM:

EIP

Technical Name

Functional Definition

SCM Application

CRM Application

Reference

Advanced Shipping Notice

ADVANCED_SHIPPING_NOTICE

Inventory sends PeopleSoft CRM notification that sales orders have been shipped.

Inventory

FieldService, Order Capture

See Advanced Shipping Notice EIP.

Bill Source

BILL_SOURCE_FULLSYNC

BILL_SOURCE_SYNC

Syncs bill source information with PeopleSoft CRM.

Billing

See Understanding PeopleSoft CRM to Billing Integration.

Bill Type

BILL_TYPE_FULLSYNC

BILL_TYPE_SYNC

Syncs bill type information with PeopleSoft CRM

Billing

See Understanding PeopleSoft CRM to Billing Integration.

Contact

CONTACT_SYNC_EFF, CONTACT_FULLSYNC_EFF

Syncs contact information with PeopleSoft CRM.

SCM

CRM Common

See Understanding Contact Information.

CRM 360 Degree View

BI_EIP360_REQ

BI_EIP360_RSP

CRM requests billing information (bills) from PeopleSoft Billing to display in the 360-Degree View.

PeopleSoft Billing responds with the billing information requested from the PeopleSoft CRM 360-Degree View

Billing

CRM Common

See Understanding PeopleSoft CRM to Billing Integration.

Customer

CUSTOMER_FULLSYNC, CUSTOMER_SYNC

Syncs customer information with PeopleSoft CRM.

SCM

CRM Common

See Understanding Enterprise Integration Points.

Customer Group

CUSTOMER_GROUP_FULLSYNC, CUSTOMER_GROUP_SYNC

Syncs customer group information with PeopleSoft CRM.

SCM

CRM Common

See Understanding Enterprise Integration Points.

InterUnit Receipt

INTERUNIT_RECEIPT

Updates the status of interunit receipts to indicate whether the quantity on the receipt has been received.

Inventory

FieldService

See Staging Interunit Transfers Using an Electronic Data Collection System.

Inventory Adjustment

INVENTORY_ADJUSTMENT

Loads inventory adjustments.

Inventory

FieldService

See Making Adjustments Using the Inventory Adjustment EIP.

Inventory Item Balance

IN_ITEM_BALANCES

Queries inventory item balance.

Inventory

FieldService

Item Master

ITEM_CRM_FULLSYNC_EFF, ITEM_CRM_SYNC_EFF

Syncs item information with PeopleSoft CRM.

Inventory

FieldService

See Setting Up the Item Master EIP.

Order Status

OM_ORDER_STATUS

Order Capture requests current order and order line status from Order Management.

Order Management

Order Capture

See Understanding Product Load EIPs.

Product

PRODUCT_GROUP_FULLSYNC, PRODUCT_SYNC

Syncs product information with PeopleSoft CRM.

Order Management

Order Capture

See Understanding Product Load EIPs.

Product Availability

PSPRODAVAIL

Order Capture queries product availability from Order Management.

Inventory

Order Capture

See Providing Item Availability Checks to Third-Party Systems.

Product Group

PRODUCT_GROUP_FULLSYNC, PRODUCT_SYNC

Syncs product group information with PeopleSoft CRM.

Order Management

Order Capture

See Understanding Product Load EIPs.

Purchase Order and Interunit Transfer Information

RF_GETPOIUT

Queries PO and IUT Information from CRM

Inventory

FieldService

See Understanding the Receiving Business Process.

Purchase Order Receipt

PURCHASE_ORDER_RECEIPT

Updates the status of purchase order receipts to indicate whether the quantity on the receipt has been received.

Purchasing

FieldService

See Understanding the Receiving Business Process.

Purchase Order Requisition

PURCHASE_ORDER_REQUISITION_CRM

Loads requisition data from PeopleSoft CRM.

Purchasing

CRM Common

See Creating Requisition Header Information.

Sales Order

PSGETID

Order Capture calls this EIP to get the next order number from OM.

Order Management

Order Capture

See Understanding Sales Order and Quotation EIPs in PeopleSoft Order Management.

Sales Order Acknowledgement

SALES_ORDER_ACKNOWLEDGEMENT

Order Management publishes an acknowledgement indicating that an order has been received.

Order Management

Order Capture

See Understanding Sales Order and Quotation EIPs in PeopleSoft Order Management.

Sales Order Change

SALES_CRM_ORDER_CHANGE_LOAD

Order Management publishes an acknowledgement of changes made to an order that was created using the Sales Order or CRM Sales Order message.

Order Management

Order Capture

See Understanding Sales Order and Quotation EIPs in PeopleSoft Order Management.

Sales Order Load

SALES_CRM_ORDER_LOAD, SALES_CRM_QUOTE_LOAD

Order Management loads sales order header, line and shipment information from Order Capture.

Order Management

Order Capture

See Understanding Sales Order and Quotation EIPs in PeopleSoft Order Management.

Sales Order Notice

SALES_ORDER_CHANGE_NOTICE

Dispatches a sales order.

Order Management

Order Capture

See Understanding Sales Order and Quotation EIPs in PeopleSoft Order Management.

Sales Order Status

SALES_ORDER_STATUS

Publish sales order information, including the order tracking status.

Order Management

Order Capture

See Understanding Sales Order and Quotation EIPs in PeopleSoft Order Management.

Sales Quote Notice

SALES_QUOTE_NOTICE

Order Management sends a quote acknowledgement to Order Capture.

Order Management

Order Capture

See Understanding Sales Order and Quotation EIPs in PeopleSoft Order Management.

Standard Note

STD_NOTE_FULLSYNC, STD_NOTE_SYNC

Syncs standard note information with PeopleSoft CRM.

Order Management

CRM Common

See Standard Notes Page.

Tax Codes

TAX_HEADER_TBL_FULLSYNC

Syncs tax code information with PeopleSoft CRM

Billing

See Understanding PeopleSoft CRM to Billing Integration.