Implementing Self-Service Web Components

This topic provides an overview of PeopleSoft Receivables self-service web components and discusses how to:

  • Set up brokers and customers for self-service transactions.

  • Set up sales people for self-service transactions.

Self-service web components provide your employees, customers, and individuals outside of your organization with secure and convenient access to information.

PeopleSoft delivers several self-service web components as templates. You can use PeopleSoft Application Designer to modify these web components just as you would any application components.

PeopleSoft Receivables provides the following web components:

Component

Description

Items (ITEM_RVW_CST_SS), (ITEM_RVW_BKR_SS), and (ITEM_RVW_SLS_SS)

Provides details for individual items, including the amount, status, and reference information (such as the associated invoice number, payment ID, and contacts). It also provides links to actions and conversations associated with an item.

Actions (ACTION_RVW_SS)

Provides a list of tasks assigned to individuals to take on an item and option to view the status for a task.

Note: Customers and brokers access the self-service web components from the Customer portal and sales people access the self-service web components from the Employee portal.

Security

The user profile that you create for each individual who accesses your self-service web application determines the web pages that the user can access. You create user profiles in PeopleTools on the User Profiles component. You assign a role to each user profile and you link roles to permission lists. Each permission list identifies the pages that individuals assigned to a role can access. To modify the access for specific web pages for each role, you modify the permission list for the user's role.

Note: If you modify a permission list, you change the access for all users who are assigned to roles to which the permission list is linked.

You also use the user profile to define the data to which the user has access. For example, you associate the user profile for a customer contact with a specific contact ID. When a customer logs on to the self-service web application, they receive access to item information only for the customers assigned to that contact ID.

PeopleSoft Receivables Roles

PeopleSoft Receivables provides self-service web pages for the following roles. The system delivers sample definitions for each of these roles and have assigned sample permission lists to each role:

  • Customers

  • Brokers

  • Sales people

Sales people and brokers have access to self-service web pages where they can perform these tasks:

  • View items.

  • Maintain actions.

  • Review conversations.

Customers have access to a self-service web page that enables them to view items.

Web Search Pages

The values that appear on the search results pages and search filter pages vary, based on the user's role, just as they do in other PeopleSoft applications. The system associates one or more of the delivered roles with each self-service role menu.

See the information about permission lists in the PeopleTools: Security Administration.

You must perform several tasks to enable brokers and customers to use the self-service web pages. The setup defines which self-service web pages the brokers and customers can access and also identifies to which items they will have access.

See also the product documentation for PeopleTools: Security Administration.

To set up brokers and customers:

  1. Create separate permission lists for brokers and customers by using the Permission Lists component (ACCESS_CNTRL_LISTX).

    Use the following permission lists in the sample database as examples:

    • Use the EPAR2100 permission list for brokers.

    • Use the EPAR2200 permission list for customers.

  2. Create separate roles for brokers, customers, and sales people by using the Roles component (ROLEMAINT).

    Use the following roles in the sample database as examples:

    • Use the Broker role for brokers.

    • Use the Customer role for customers.

  3. Create a contact for each customer and broker on the Contact page.

  4. Enter the customers that are associated with the contact on the Contact Customer page.

    For broker contacts, you must also select the Broker Customer check box on the Self Service Security tab for the customers that correspond to the broker ID on the deductions that you want them to view.

    When a customer or broker contact accesses the Items component, the system displays items for only the customers that you enter.

  5. Link the contact to a user profile on the Contact User Profile page.

    The roles that you assign to the contact determine which self-service menus the contact can access. Assign the Customer role to your customer contacts and the Broker role to your broker contacts.

    Note: You can also use the User Profiles component to create a profile for a contact. If you use the User Profiles component, select Customer Contact for the ID Type and then assign the appropriate contact ID to the Attribute Value.

  6. Set up the SetID user preference for the user on the Define User Preferences - Overall Preferences page.

  7. For brokers, select the Broker Customer check box on the General Info page for the customer.

You must perform several tasks to enable sales people to use the self-service web pages. The setup defines which self-service web pages the sales people can access and also identifies to which items they will have access.

To set up sales people for self-service transactions:

  1. Create an employee ID for each sales person on the Personal Data (Edit) page.

  2. Create a separate permission list for sales people.

    Use the EPAR2300 permission list in the sample database as an example.

  3. Create a role for sales people.

    Use the Sales Person role in the sample database as an example.

  4. Create a user profile for the sales person.

    Select Employee for the ID Type and then assign the appropriate employee ID to the Attribute Value. Assign the Sales Person role to the user profile.

  5. Create a support team type for sales people on the Team Member Types page.

    You must enable the Is this a Sales Person? check box.

  6. Set up the sales person as a support team member on the Team Member Personal Data - Member Data page.

    Associate the same employee with the sales person as you did in the user profile.

  7. Assign the support team member to a support team type for sales people on the Team Member Personal Data - Member Commission page.

  8. Specify the SetID user preference for the user on the Define User Preferences - Overall Preferences page.

The sales person for each item is one of the members of a sales support team. The system displays only items to which a sales person is assigned in the Sales Person 1 or Sales Person 2 fields for the item.

See also the product documentation for PeopleTools: Security Administration.