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Getting Started with PeopleSoft Order Management
PeopleSoft Order Management Business Processes
Common Elements Used in This Documentation
PeopleSoft Order Management Integrations
PeopleSoft Order Management Implementation
Navigating in PeopleSoft Order Management
Navigating in PeopleSoft Order Management
Setting Up PeopleSoft Order Management Business Units
Understanding the Order Management Business Unit Definition
Setting Up Order Management Business Units
Implementing PeopleSoft Order Management Options
Setting Up Order Processing Options
Defining Hold Code Security by Role
Setting Up the URL Location for Notifications
Establishing Feature Function Security
Understanding Feature Function Security
Defining Feature Function Security
Setting Up CTI
Understanding CTI
Setting Up CTI
Modifying Mass Change in PeopleSoft Order Management
Understanding How Mass Change is Used in People Soft Order Management
Adding Mass Change Definitions in PeopleSoft Order Management
Regenerating Mass Change Definitions
Setting Up Transportation Lead Times and Internal Freight Charges
Understanding Internal Freight Calculations
Understanding Transportation Lead Times
Creating Transportation Lead Times and Freight Charges
Setting Up Alternate Sources of Supply
Understanding Alternate Sources of Supply
Alternate Sources of Supply Prerequisites
Creating Alternate Sources of Supply Arbitration Plans and Rules
Working with the Search Framework Search Engine in PeopleSoft Order Management
Understanding the Search Framework Search Engine
Enabling the Search Framework Search Engine
Implementing the Search Framework Search Engine
Performing Keyword Search in Order Management
Structuring Commissions
Understanding Commissions
Calculating Commissions
Creating Buying Agreements
Understanding Buying Agreements
Common Elements Used in This Section
Setting Up Buying Agreements
Maintaining Additional Buying Agreement Information
Maintaining Additional Buying Agreement Line Information
Copying Quotes or Existing Buying Agreements
Creating Sales Orders from Buying Agreements
Using Buying Agreement Rebates and Penalties
Inquiring About Buying Agreements
Working with Claimbacks
Understanding PeopleSoft Claimbacks
Setting Up PeopleSoft Order Management Claimbacks
Creating Claimback Contracts
Analyzing the Effects of Claimbacks on Profitability
Processing Claims for Claimback Contracts
Reviewing Claimback Accruals
Creating Independent Sales Rebates and Penalties
Understanding Independent Sales Rebates
Setting Up Independent Sales Rebates
Introduction to Sales Order Entry
Understanding Sales Order Entry
Understanding Additional Sales Order Options
Entering Required Order Entry Data
Using the CSR Desktop
Copying Sales Order Information
Changing and Viewing Address Information on Orders
Viewing Order, Customer, and Product Information with the Message Board
Viewing Messages, Notes, and Attachments
Tracking Orders
Checking Price and Availability
Checking Price and Availability for Product Kits
Using Alternate Sourcing and Pegging
Using Lot Allocations
Changing Orders
Viewing Order Information
Setting Default Sales Order Values
Understanding Sales Order Defaults
Setting Default Header Information
Setting Default Line Information
Setting Default Schedule Information
Setting Default VAT Information
Creating Customer Price Books
Understanding and Setting up Customer Price Books
Generating Customer Price Books
Adjusting Pricing in PeopleSoft Order Management
Understanding PeopleSoft Order Management Pricing
Establishing Prerequisites for Margin Adjustments
Creating Margin Adjustments During Sales Order Entry
Pricing Manager WorkCenter
Understanding the Pricing Manager WorkCenter and Dashboard
Using the Pricing Manager WorkCenter - Dashboard
Understanding the Pricing Manager WorkCenter - My Work Pagelet
Understanding the Pricing Manager WorkCenter - Links Pagelet
Understanding the Pricing Manager WorkCenter - Queries Pagelet
Understanding the Pricing Manager WorkCenter - Reports and Processes Pagelet
Maintaining Order Header and Line Information
Understanding the Sales Order Entry Form
Common Elements Used in Order Header and Line Information
Maintaining Header and Line Information
Maintaining Additional Order Header Information
Maintaining Additional Order Line Information
Viewing Product Information
Viewing and Calculating Freight Charges
Maintaining Order Schedule Information
Understanding Order Schedule Information
Maintaining Order Schedule Information
Maintaining Additional Order Schedule Information
Working with Large Orders and Quotes
Understanding Large Order Processing
Copying Large Sales Orders
Updating Schedules for Large Orders and Quotes
Entering Counter Sales
Understanding Counter Sales
Prerequisites for Counter Sales
Entering Sales Orders in a Counter Sale Environment
Viewing and Refunding Deposits
Using the Cash Drawer
Using Self-Service Order Entry and Order Status
Entering Self-Service Orders
Tracking Self-Service Orders
Maintaining Quotation Information
Sales Order Quotations
Setting Up Quotation Defaults
Functional Differences Between Sales Orders and Quotes
Copying Quotes to Buying Agreements
Processing Sales Orders
Understanding Order Entry Required Processing
Running Order Completion/Repricing
Running Close Order/Quote/RMA
Billing Orders
Understanding How Orders Are Submitted For Billing
Using Direct Invoicing
Populating Billing
Preparing Nonstock Products for Billing
Placing Sales Orders on Hold
Understanding Sales Order Holds in PeopleSoft Order Management
Applying Holds Automatically
Applying Holds Manually
Managing Holds Using the Order Hold Workbench
Using Sales Order and Quotation Enterprise Integration Points
Understanding Sales Order and Quotation EIPs in PeopleSoft Order Management
Running Electronic Commerce for Inbound Sales Orders and Quote EIPs
Publishing Outbound Sales Order and Quote EIPs
Using Sales Order Change (860) and Sales Order Change Notice (865)
Using Request Price Check
Analyzing Sales Using PS/nVision and Online Analytical Processing
Using PS/nVision
Using Online Analytical Processing
Order Processing in a VAT Environment
Understanding How VAT is Used with Sales Orders
Setting Up the VAT Environment
Updating and Viewing Sales Order VAT Information
Processing Taxes for India
Processing Indian Taxes for Sales Orders and Quotes
Populating the Billing Interface With Indian Tax Information
PeopleSoft Order Management Reports
PeopleSoft Order Management Standard Reports: A to Z
Report Samples