Setting Up Integration Points with PeopleSoft CRM
This topic provides an overview of Billing Enterprise Integration Points (EIPs) and discusses how to set up Bill Type, Bill Source, and Tax Header EIPs.
PeopleSoft CRM applications must provide a bill type and bill source when sending transactions to PeopleSoft Billing (bill type is a required field; bill source is required if you defined invoice numbering at the bill source level). Additionally, PeopleSoft CRM applications must define default bill types and bill sources at the business unit level (the one exception to this rule is for agreements, where default bill types and bill sources are defined at the SetID level).
The full sync Bill Type and the full sync Bill Source EIPs publish all valid bill types and sources defined in PeopleSoft Billing in a service operation. PeopleSoft CRM can receive these service operations, which will initially create bill type and bill source definitions in the PeopleSoft CRM database.
Note: Typically, billing administrators set up the bill types and bill sources and inform the PeopleSoft CRM users of the appropriate bill types and bill sources to use.
New and modified bill types and bill sources in PeopleSoft Billing are automatically reflected in PeopleSoft CRM if the regular sync service operations are active and PeopleSoft CRM has received them.
PeopleSoft CRM applications must provide a tax code when sending transactions to PeopleSoft Billing. The full sync Tax Header EIP publishes all valid tax codes that are defined in PeopleSoft SCM in a service operation. PeopleSoft CRM can receive this service operation, which will initially create tax code definitions in the PeopleSoft CRM database.
Complete the following steps in a PeopleSoft SCM database if you intend to integrate PeopleSoft CRM applications (FieldService, Order Capture, Support, and Call Center) to PeopleSoft Billing through PeopleSoft Transaction Billing Processor. After you complete the integration transactions setup in the PeopleSoft SCM and PeopleSoft CRM databases, bill type and bill source modifications made in the PeopleSoft SCM database are passed to the PeopleSoft CRM database.
Note: You are required to complete these steps only once during initial setup for the SCM database.
Verify that the BI_SETUP queue has a Run Queue Status.
Activate the service operation and routings.
Activate the full data publish rule for the service operation.
Perform the initial data synchronization to the PeopleSoft CRM database (using full sync service operations).
Note: The following tasks outline steps you perform in the PeopleSoft SCM database. You must also complete setup in the PeopleSoft CRM database to update permission lists, activate service operations and routings, and set up integration transactions.
Activate the Service Operations
PeopleSoft delivers service operations in PeopleSoft Integration Broker with a default status of Inactive. You must activate each service operation before attempting to send or receive data from a third-party source or another PeopleSoft system, such as CRM. To setup a service operation use the information in the table below and refer to the setup instruction in the PeopleSoft Supply Chain Management Integrations.
|
Service Operation |
Direction and Type |
Chunking Available? |
Integrates With |
|---|---|---|---|
|
BILL_SOURCE_FULLSYNC |
Outbound Asynchronous |
No |
CRM or third-party system |
|
BILL_SOURCE_SYNC |
Outbound Asynchronous |
No |
CRM or third-party system |
|
BILL_TYPE_FULLSYNC |
Outbound Asynchronous |
No |
CRM or third-party system |
|
BILL_TYPE_SYNC |
Outbound Asynchronous |
No |
CRM or third-party system |
|
TAX_HEADER_TBL_FULLSYNC |
Outbound Asynchronous |
No |
CRM or third-party system |
See Setting Up Service Operations.
See PeopleTools: Integration Broker
Perform the Initial Data Synchronization with the PeopleSoft CRM Database
You must perform this step after you have setup the PeopleSoft CRM database to receive Billing service operations.
Navigate to Enterprise Components, Integration Definitions, Initiate Processes, Full Data Publish.
Enter a run control for the process, and click Search to access the Full Data Publish page.
Enter BILL_TYPE in the Request ID field.
Enter Bill Type Sync in the Description field.
Select the Once option in the Process Frequency group box.
Select BILL_TYPE_FULLSYNC in the Message Name field.
Click Save.
Click the Add a New Row button to enter a request ID for the BILL_SOURCE_FULLSYNC service operation within the same run control
Enter BILL_SRC in the Request ID field.
Enter Bill Source Sync in the Description field.
Select the Once option in the Process Frequency group box.
Select BILL_SOURCE_FULLSYNC in the Message Name field.
Click Save.
Click the Add a New Row button to enter a request ID for the TAX_HEADER_TBL_FULLSYNC service operation within the same run control
Enter TAX_CODE in the Request ID field.
Enter TAX CODE FULL SYNC in the Description field.
Select the Once option in the Process Frequency group box.
Select TAX_HEADER_TBL_FULLSYNC in the Message Name field.
Click Save.
Click the Run button to access the Process Scheduler Request page, where you can run the full data publish process.
Select the Full Table Data Publish (EOP_PUBLISHT) option, select a Server Name, and click OK.
You can check the Message Log to ensure that the process completed successfully.