Understanding Delivered System Data for BO Search and Quick Create

This topic discusses the following delivered system data:

  • Field definitions.

  • Quick create definitions and templates.

  • Search roles.

  • Search definitions.

  • Criteria fields.

  • Adapter definitions.

Delivered System Data

PeopleSoft CRM delivers system data for business object searches and quick create definitions that are delivered as part of the PeopleSoft CRM suite of products. Before defining new searches or quick create definitions, examine the delivered system data to fully understand the setup requirements.

See Understanding BO Search and Quick Create Setup.

This topic provides a summary list of the fields that are provided by PeopleSoft CRM. For more detail on how a field is defined in the system, access the Field page and search for the field description.

See Field Page.

Field Description

Field Name

Role Types

Account

RBTACCTNO

  • Contact (8)

  • Individual Consumer (9)

  • Account Owner (Individual) (65)

  • Account Owner (Organization) (66)

  • Account Owner (Rep.) (67)

Account ID

RBTACCTID

  • Contact (8)

  • Individual Consumer (9)

  • Sold To Organization (42)

  • Sold To Individual (46)

  • Account Owner (Individual) (65)

  • Account Owner (Organization) (66)

  • Account Owner (Rep.) (67)

Address

Address 1

CO_CONCAT

ADDRESS 1

  • Company (2)

  • Site (3)

  • Worker (4)

  • Contact (8)

  • Individual Consumer (9)

  • Alternate Capacity (31)

  • Ship To Organization (41)

  • Sold To Organization (42)

  • Bill To Organization (43)

  • Ship To Individual (45)

  • Sold To Individual (46)

  • Bill To Individual (47)

  • Person of Interest (88)

AGREEMENT ID

AGREEMENT_CODE

  • Company (2)

  • Contact (8)

  • Individual Consumer (9)

Birthday

BIRTHDATE

  • Contact (8)

  • Individual Consumer (9)

City

CITY

  • Company (2)

  • Site (3)

  • Worker (4)

  • Contact (8)

  • Individual Consumer (9)

  • Alternate Capacity (31)

  • Ship To Organization (41)

  • Sold To Organization (42)

  • Bill To Organization (43)

  • Ship To Individual (45)

  • Sold To Individual (46)

  • Bill To Individual (47)

  • Person of Interest (88)

Country

COUNTRY

  • Company (2)

  • Site (3)

  • Worker (4)

  • Contact (8)

  • Individual Consumer (9)

  • Alternate Capacity (31)

  • Ship To Organization (41)

  • Sold To Organization (42)

  • Bill To Organization (43)

  • Ship To Individual (45)

  • Sold To Individual (46)

  • Bill To Individual (47)

  • Person of Interest (88)

Created by

ROW_ADDED_OPRID

Worker(4)

Created Date

ROLE_START_DT

Worker(4)

Currency

CURRENCY_CD

  • Company (2)

  • Site (3)

  • Worker (4)

  • Contact (8)

  • Individual Consumer (9)

  • Alternate Capacity (31)

  • Ship To Organization (41)

  • Sold To Organization (42)

  • Bill To Organization (43)

  • Ship To Individual (45)

  • Sold To Individual (46)

  • Bill To Individual (47)

Customer ID

CUST_ID

  • Company (2)

  • Individual Consumer (9)

Department Name

DESCR

  • Worker (4)

  • Person of Interest (88)

Email

CM_CONCAT

  • Worker (4)

  • Contact (8))

  • Individual Consumer (9)

  • Account Owner (Individual) (65)

  • Account Owner (Rep.) (67)

  • Person of Interest (88)

Employee ID

EMPLID

  • Worker (4)

  • Person of Interest (88)

Extension

EXTENSION

Worker (4)

First Name

FIRST_NAME

  • Worker (4)

  • Contact (8)

  • Individual Consumer (9)

  • Ship To Individual (45)

  • Sold To Individual (46)

  • Bill To Individual (47)

  • Person of Interest (88)

Last Name

LAST_NAME

  • Worker (4)

  • Contact (8)

  • Individual Consumer (9)

  • Ship To Individual (45)

  • Sold To Individual (46)

  • Bill To Individual (47)

  • Person of Interest (88)

Location Name

RC_LOC_DESCR

  • Worker

  • Person of Interest (88)

Name

BO_NAME_DISPLAY

  • Person (1)

  • Company (2)

  • Site (3)

  • Worker (4)

  • Contact (8)

  • Individual Consumer (9)

  • Alternate Capacity (31)

  • Ship To Organization (41)

  • Sold To Organization (42)

  • Bill To Organization (43)

  • Ship To Individual (45)

  • Sold To Individual (46)

  • Bill To Individual (47)

  • Person of Interest (88)

  • Organization (20008)

National ID

NATIONAL_ID

  • Contact (8)

  • Individual Consumer (88)

  • Worker (4)

  • Person of Interest (88)

Phone

CM_CONCAT

  • Company (2)

  • Site (3)

  • Worker (4)

  • Contact (8)

  • Individual Consumer (9)

  • Alternate Capacity (31)

  • Ship To Organization (41)

  • Sold To Organization (42)

  • Bill To Organization (43)

  • Ship To Individual (45)

  • Sold To Individual (46)

  • Bill To Individual (47)

  • Person of Interest (88)

Physical Location

PHYSICAL_LOCATION

Worker (4)

PIN

PERSON_PIN

  • Contact (8)

  • Individual Consumer (9)

Postal

POSTAL

  • Company (2)

  • Site (3)

  • Worker (4)

  • Contact (8)

  • Individual Consumer (9)

  • Alternate Capacity (31)

  • Ship To Organization (41)

  • Sold To Organization (42)

  • Bill To Organization (43)

  • Ship To Individual (45)

  • Sold To Individual (46)

  • Bill To Individual (47)

  • Person of Interest (88)

Serial Number

SERIAL_ID

  • Company (2)

  • Contact (8)

  • Individual Consumer (9)

Service Phone

RBTPHONENUMBER

  • Contact (8)

  • Individual Consumer (9)

SIN

SIN

  • Company (2)

  • Site (3)

  • Individual Consumer (9)

Site ID

SITE_ID

Site (3)

SSN/TIN

TIN

  • Company (2)

  • Site (3)

  • Contact (8)

  • Individual Consumer (9)

  • Alternate Capacity (31)

State

STATE

  • Company (2)

  • Site (3)

  • Worker (4)

  • Contact (8)

  • Individual Consumer (9)

  • Alternate Capacity (31)

  • Ship To Organization (41)

  • Sold To Organization (42)

  • Bill To Organization (43)

  • Ship To Individual (45)

  • Sold To Individual (46)

  • Bill To Individual (47)

  • Person of Interest (88)

Stock Symbol

STOCK_SYMBOL

Company (2)

Suffix

NAME_SUFFIX

Worker (4)

Contact (8)

Individual Consumer (9)

Ship To Individual (45)

Sold To Individual (46)

Bill To Individual (47)

TIN Type

TINTYPE

  • Company (2)

  • Site (3)

  • Contact (8)

  • Individual Consumer (9)

  • Alternate Capacity (31)

Refer to the Quick Create search page for a list of system delivered quick create definitions and templates.

See Template Page, Quick Create Page.

Refer to the Search Role search page for a list of system delivered search roles.

See Role Page, Search Role Page.

Refer to the (BO) Search search page for a list of system-delivered search definitions.

See Search Page.

Refer to the Criteria search page for a list of system-delivered criteria fields.

See Criteria Page.

Refer to the Adapter search page for a list of system-delivered adapters.

See Sections Page, Adapter Page.