PeopleSoft Order Management Integrations

PeopleSoft Enterprise Pricer

Complex pricing functionality such as price rules, price lists, and arbitration plans are created in PeopleSoft Enterprise Pricer. The pricing information defines the pricing adjustments that are applied to an order during sales order entry. PeopleSoft Enterprise Pricer also enables you to test the pricing criteria by using a simulator.

PeopleSoft Cost Management

PeopleSoft Order Management displays unit cost information using the various costing methods that Cost Management supports.

PeopleSoft Supply Planning

PeopleSoft Supply Planning uses PeopleSoft Order Management to determine how much demand to forecast. The information is used to plan production, process the production plan, and establish options for demand.

PeopleSoft Inventory

PeopleSoft Order Management passes demand information to PeopleSoft Inventory and displays quantity available information. PeopleSoft Order Management processes the shipment of non-inventory (nonstock) items and passes shipping information to the inventory shipping history tables. Shipments of stocked items are processed in PeopleSoft Inventory. Order Management retrieves the inventory shipping information that appears on reports. In addition to handling fulfilment processing, integration with PeopleSoft Inventory offers:

• Soft allocation for critical orders, lot selection, and ATP processing.

• MSRs (interunit transfers) can be created in real-time to move goods from one warehouse to another from within the sales order.

• Load management.

• Deliveries and freight calculation at order entry time or at shipping time in both PeopleSoft Order Management and Inventory.

• Automatic creation of replacement sales orders upon receipt of returned material.

• Sophisticated order change processing to ensure that changes to orders are made in a timely manner.

VMI orders are staged in the Electronic Commerce staging tables for validation processing and loading into the order tables. Order completion runs to complete the order before you can view the order in PeopleSoft Order Management.

PeopleSoft Billing

By using direct invoicing, you can meet the needs of customers that require time-sensitive invoicing based on shipment ID. Traditional cycle billing is also available. Since you can change the invoicing option by order as well as by customer, you can match variations in the customer's billing requirements. PeopleSoft Billing also enables you to:

• Group sales activity and invoice by buying agreement, PO number, sales order, or shipment ID.

• Trigger automatic credit memo creation for returned material.

• Bill customers based on shipments or orders.

• Indicate whether freight is billed to the customer.

PeopleSoft Manufacturing

You can peg existing production ids to the sales order. When goods are received into the warehouse and putaway has been completed, your order is reserved with the incoming supply.

PeopleSoft Purchasing and PeopleSoft Payables

Purchase orders can be created in real-time from the sales order. You can also peg existing supply from purchase orders and requisitions to your sales order. When the goods are received and putaway has been completed, your order is reserved with the incoming supply. PeopleSoft Purchasing also handles shipments for those products that you routinely ship to customers directly from another supplier.

When PeopleSoft Payables receives the supplier's invoice, Order Management is able to invoice the customer for the goods that are received. You can select to control the billing of direct shipped items by using the matching feature in the Mark Lines for Billing Process. PeopleSoft Order Management is integrated to Payables to process claimback claims.

PeopleSoft Receivables

You can easily determine if a customer's order matches their current credit position with the company by assessing the credit information that is maintained in PeopleSoft Receivables. You can elect to check credit at order entry or at a later date with a background credit process. PeopleSoft Order Management is integrated to Receivables to process claimback claims.

PeopleSoft Contracts

Orders from PeopleSoft Contracts are staged in the Electronic Commerce staging tables for validation processing and loading into the order tables. Order completion runs to complete the order before you can view the order in PeopleSoft Order Management. PeopleSoft Contracts handles billing, pricing, VAT, and taxes for the orders. PeopleSoft Order Management and Contracts share the product definition component.

PeopleSoft Project Costing

Project-related information can be tied directly to a sales order or a sales order schedule. Enter the projects business unit, source type, category, and subcategory.

PeopleSoft General Ledger

No direct integration exists between PeopleSoft Order Management and General Ledger except for the Claimback functionality. Incurred Revenue transactions are created in Order Management and then those transactions are passed to General Ledger to create Journal Entries. PeopleSoft Inventory passes the cost details to PeopleSoft Billing and PeopleSoft Receivables, and from there the revenue is passed to General Ledger.

PeopleSoft Treasury

You can view the treasury export letter of credit from the sales order. You can assign the export letter of credit to the sales order in the order header bill-to information. You must first define the letter of credit in PeopleSoft Treasury.

PeopleSoft Analytics Warehouse

PeopleSoft EPM is providing a number of sales order analytics so that you can perform various sales, shipment, and revenue queries on the EPM data warehouse. The source of the data is from PeopleSoft Order Management.

PeopleSoft Collaborative Selling Self-Service

PeopleSoft Collaborative Selling and Order Management are integrated in a number of ways. PeopleSoft Order Management shares carrier, customer, customer group, contact, product, product group, pricing, and availability information with CRM. CRM Order Capture also sends Order Management its sales orders (new and changed) to process through the fulfillment process. The following are the integration points with PeopleSoft CRM:

• CRM Request for Quotation

• CRM Sales Order

• CRM Sales Order Change

• Sales Order Acknowledgement

• Sales Order Change Notice

• Sales Order/Quote Status

Third-Party Applications

PeopleSoft Order Management uses a number of third-party applications to compliment the business processes:

• Taxware and Vertex are used for domestic sales tax processing.

• CyberSource handles credit card processing.

  Other third-party credit card applications can also be used to handle credit card processing.

• Third-Party Freight Applications

PeopleSoft Order Management uses these Enterprise Integration Points (EIPs) to process sales order data:

• Request for quotation

• Sales order

• Sales order acknowledgement

• Sales order change

• Sales order change notice

• Sales order/quote status

• Sales quote notice

Additional EIPs that are used by PeopleSoft Order Management for customers, contacts, products, and pricing are discussed in other product documentation.

See Adding General Customer Information.

See Standard Notes Page.

See Understanding Contact Information

See Working with Product Load EIPs.

See Understanding Pricing EIPs