Understanding Customer Profiles
PeopleSoft Resource Management requires customer information for reference on service orders and assignments. If you use a PeopleSoft Financial Management Solutions, Enterprise Service Automation, or Supply Chain Management application that requires defined customer records, the PeopleSoft customer database is already available for use in PeopleSoft Resource Management. If you do not already use the customer database, you must populate the tables with customer data.
This section lists prerequisites and discusses:
Customer profiles.
Contact profiles.
Before you can work with customer profiles, you must establish a customer database that contains a valid customer ID for each PeopleSoft Resource Management customer.
After establishing the PeopleSoft customer database, you can access customer information from various links throughout PeopleSoft Resource Management. When you access the customer tables from PeopleSoft Resource Management, you work with the Resource Management view of the customer location and contact information through the Customer Information and Contact Profile pages. On the Customer Information page, you can add Resource Management-specific data, such as housing information, travel information, dress code, and whether trainees are allowed at that location.
On the Customer Information page, you can view but not update basic customer location data. To update this data or add new customer records, access the customer information pages.
The information that appears on the Contact Profile page is also derived from the PeopleSoft customer database. On the Contact Profile page, you can review basic customer contact data, such as name, address, and telephone. To update this data or to add new contact records, use the Contact Information page.