Integrating with PeopleSoft Customer Relationship Management
Customers using PeopleSoft CRM Sales and Collaborative Selling can initiate service-based proposals from within PeopleSoft CRM through an interface with PeopleSoft Proposal Management. For opportunities requiring manual entry, you can create and price multiple service-based proposals. You can build each proposal using resource inputs at the project activity level.
The following sections describe the integration points:
Proposal Integration
Proposal Integration consists of two application messages: OC_ESA_PROPOSAL and OC_ESA_PROPOSAL_RESPONSE. When an order or quote is submitted for a service type engagement in PeopleSoft CRM, the system sends the proposal request message (OC_ESA_PROPOSAL) to PeopleSoft Proposal Management.
In response to this message, PeopleSoft Proposal Management sends a message (OC_ESA_PROPOSAL_RESPONSE) to PeopleSoft CRM to return the Capture ID, Proposal ID, and Version ID.
The system sends these fields from PeopleSoft CRM to PeopleSoft Proposal Management:
Source = CRM |
Target = PeopleSoft Proposal Management |
||
---|---|---|---|
Record |
Field |
Record |
Field |
RO_HEADER |
CAPTURE_ID |
GM_PROPOSAL |
CAPTURE_ID |
BUS_UNIT_TBL_RO |
BUSINESS_UNIT_ESA |
GM_PROPOSAL |
BUSINESS_UNIT |
RO_LINE |
PRODUCT_ID |
GM_PROPOSAL |
PRODUCT_ID |
PROD_ITEM |
DESCR |
GM_PROPOSAL |
PRODUCT_DESCR |
RO_LINE |
PRICE |
GM_PROPOSAL |
PRICE |
RO_LINE |
CURRENCY_CD |
GM_PROPOSAL |
CURRENCY_CD |
RO_NOTE |
DESCRLONG |
GM_PROP_COMMENT |
DESCRLONG |
RB_INT_CUST_ADS |
CUST_ID |
GM_PROPOSAL |
CUST_ID |
RSF_OPPORTUNITY or RSF_LEAD Note: System uses either record depending on if the quote has a lead or an opportunity attached. |
SALES_USER_NAME |
GM_PROPOSAL |
SALESREP_NAME |
Note: System uses PeopleCode to retrieve phone and extension information. Not a direct read of a record. |
CC_PHONE_EXTENSION |
GM_PROPOSAL |
CC_PHONE_EXTENSION |
Note: System uses PeopleCode to retrieve email address information. Not a direct read of a record. |
EMAIL_ADDR |
GM_PROPOSAL |
EMAIL_ADDR |
RO_ASSOCIATION |
PROPOSAL_ID |
GM_PROPOSAL |
PROPOSAL_ID |
RO_ASSOCIATION |
VERSION_ID |
GM_PROPOSAL |
VERSION_ID |
RO_HEADER |
QUOTE_EXPIRE_DT |
GM_PROPOSAL |
DUE_DATE |
RO_HEADER |
DESCR50 |
GM_PROPOSAL |
PROPOSAL_TITLE |
RO_HEADER |
CAPTURE_DATE |
GM_PROPOSAL |
BEGIN_DT |
RO_HEADER |
QUOTE_DUE_DATE |
GM_PROPOSAL |
END_DT |
In response to the first message, the system sends these fields from PeopleSoft Proposal Management to PeopleSoft CRM:
Source = PeopleSoft Proposal Management |
Target = CRM |
||
---|---|---|---|
Record |
Field |
Record |
Field |
ESA_OC_RSPN |
PROPOSAL_ID |
RO_ASSOCIATION |
PROPOSAL_ID |
ESA_OC_RSPN |
VERSION_ID |
RO_ASSOCIATION |
VERSION_ID |
ESA_OC_RSPN |
CAPTURE_ID |
RO_ASSOCIATION |
CAPTURE_ID |
ESA_OC_RSPN |
BUSINESS_UNIT |
RO_ASSOCIATION |
ASSOC_BUS_UNIT |
ESA_OC_RSPN |
MESSAGE_TEXT |
NA |
NA |
Note: The system uses the MESSAGE_TEXT field to log error messages if any errors occur when the proposal is being created or updated.
PeopleSoft Proposal Management uses the customer number to query the customer table for customer name and current contact information. When PeopleSoft Proposal Management receives the message, the following occurs:
If the proposal ID is blank, the system creates a new proposal.
If the proposal ID is not blank, the system updates the existing proposal.
If a quote in PeopleSoft CRM has expired, it may be revised in CRM.
This creates a new quote with a new capture ID. The system then passes the proposal ID to PeopleSoft Proposal Management from the original quote. PeopleSoft Proposal Management checks if the proposal has been closed out (proposal status equals Canceled). If it has been closed, the system reopens the proposal for pricing (proposal status is updated to Draft).
Quote Integration
When pricing information is completed in PeopleSoft Proposal Management, the Quote Integration application message (ESA_PROPOSAL_PRICE) sends pricing information back to PeopleSoft CRM. This occurs when a user clicks the Set To Ready button on the Maintain Proposal page in PeopleSoft Proposal Management. After the system sends the message to PeopleSoft CRM, the selected proposal version is locked and uneditable.
The system sends these fields from PeopleSoft Proposal Management to PeopleSoft CRM:
Source = PeopleSoft Proposal Management |
Target = CRM |
||
---|---|---|---|
Record |
Field |
Record |
Field |
GM_PROPOSAL |
PROPOSAL_ID |
RO_ASSOCIATION |
PROPOSAL_ID |
GM_PROPOSAL |
VERSION_ID |
RO_ASSOCIATION |
VERSION_ID |
GM_PROPOSAL |
BUSINESS_UNIT |
RO_HEADER |
BUSINESS_UNIT |
GM_PROPOSAL |
TOTAL_BUDGET_AMT |
RO_LINE |
PRICE |
GM_PROP_COMMENT |
DESCRLONG |
RO_NOTE |
DESCRLONG |
Note: PeopleSoft Proposal Management sends note descriptions to PeopleSoft CRM, but PeopleSoft CRM does not update them.
Sales Integration
The system triggers the Sales Integration application message (OC_ESA_PROPOSAL_STATUS) from PeopleSoft CRM when a sales lead or opportunity is lost or sold, when the direct quote or order is sold, when the quote or order line is canceled (quotes expire after a specified time interval), or when the order line needs to be repriced.
When PeopleSoft Proposal Management receives the message, it updates the corresponding proposal version with either the Draft, Denied, or Committed status, which is based on the contents of the message. The system sends these fields from PeopleSoft CRM to PeopleSoft Proposal Management:
Source = CRM |
Target = PeopleSoft Proposal Management |
||
---|---|---|---|
Record |
Field |
Record |
Field |
RO_ASSOCIATION |
PROPOSAL_ID |
GM_PROPOSAL |
PROPOSAL_ID |
RO_ASSOCIATION |
VERSION_ID |
GM_PROPOSAL |
VERSION_ID |
RO_ESA_BU |
BUSINESS_UNIT_ESA |
GM_PROPOSAL |
BUSINESS_UNIT |
RO_HEADER |
CAPTURE_ID |
GM_PROPOSAL |
CAPTURE_ID |
RO_LINE.STATUS |
STATUS_CODE |
GM_PROPOSAL |
SUBMIT_STATUS |
RO_NOTE |
DESCRLONG |
GM_PROP_COMMENT |
DESCRLONG |
When PeopleSoft Proposal Management receives the message, the following occurs:
If the order capture line status is Lost, the system updates the proposal status to Denied.
If the order capture line status is Sold, the system updates the proposal status to Committed.
If the order is expired, the system updates the proposal status to Canceled.
If the order capture line status is Negotiate, the system updates the proposal status to Draft and enables re-pricing for the related proposal version.
Statuses
This table shows how statuses from both PeopleSoft Proposal Management and PeopleSoft CRM correspond to each other:
PeopleSoft Proposal Management Status |
PeopleSoft CRM Status |
---|---|
Draft |
Draft |
Ready |
Priced |
Draft |
Negotiate |
Denied |
Lost |
Committed |
Sold |
Canceled |
Expired |
Installation
To activate integration between PeopleSoft CRM and PeopleSoft Proposal Management, you must activate these messages at the message level:
OC_ESA_PROPOSAL
OC_ESA_PROPOSAL_RESPONSE
ESA_PROPOSAL_PRICE
OC_ESA_PROPOSAL_STATUS
See the product documentation for PeopleTools: Integration Broker