PeopleSoft Order Management Implementation

PeopleSoft Setup Manager enables you to review a list of setup tasks for the organization for the products that you are implementing. The setup tasks include the components that you must set up, listed in the order in which you must enter data into the component tables, and links to the corresponding documentation.

PeopleSoft Order Management also provides component interfaces to help you load data from the existing system into PeopleSoft Order Management tables. Use the Excel to Component Interface utility with the component interfaces to populate the tables.

This table lists all of the components that have component interfaces:

Component	Component Interface	Reference
Competitor Codes	COMPETITOR_CD_CI	See Setting Up Order Processing Options
Team Member	MEMBER_COMM_CI	See Setting Up Order Processing Options
Member Quotas	MEMBER_QUOTAS_CI	See Setting Up Order Processing Options
Classification Setup	PM_CLASSIFICATE_CI	See Setting Up Order Processing Options
PM Territory Set Up	PM_TERRITORY_CI	See Setting Up Order Processing Options

Additional component interfaces that are used by PeopleSoft Order Management for common definitions, customers, contacts, and products are discussed in other product documentation.

PeopleSoft Events and Notifications Framework

As your organization processes the continuous stream of transactions within your PeopleSoft system, the events and notifications framework enables you to monitor the transaction flow and alert your organization to any errors, changes, and stalled transactions. The messages generated by the events and notifications framework can notify you of the problem, give you a detailed description of the issue, and provide a link to the PeopleSoft page where you can resolve it. One of the ways to use the events and notifications framework is to create PeopleSoft Queries on one or more PeopleSoft tables, add the alert using the Alert Setup component, and then complete the alert setup steps. This method enables you to monitor data within a PeopleSoft table; for example, searching for stalled transactions, instead of looking at the results of a PeopleSoft process. When the Alerts process (EOEN_ALERT) is run, the PeopleSoft table is queried and the alert messages can be generated. These messages can be routed to the appropriate person (PeopleSoft user or non-PeopleSoft user) using an email, a PeopleSoft worklist entry, an XML message, or the PeopleSoft Notification Dashboard.

For the PeopleSoft Order Management application, sample data includes the following PeopleSoft queries that have been setup to work with the events and notifications framework. These queries may require minor modifications to work in your environment. You can also copy and alter these queries to create new alert messages.

Query	Process Name	Process Category	Description
OM_EDI_STUCK	OM_ALERTS	OM_EDI_UNPROCESS	Generates alert messages for incoming EDI transactions that have not been processed. These transactions include incoming sales orders, request for quotes, and changes to sales orders.
OM_PASTSHIP_ORD	OM_ALERTS	OM_PASTSHIP_ORD	Generates alert messages for sales orders with a status of Open or Pending that are past due.
RMA_REQUIRE_APPROVAL	OM_ALERTS	RMA_REQUIRE_APPROVAL	Generates alert messages for return material authorizations (RMAs) with a Pending status that have not been approved and are over a use-defined specified amount. Note: The specified amount is delivered as 1.00 USD but should be changed by modifying the query. For your organization, determine what the line item amount should be and adjust the threshold in the query accordingly.

Other Sources of Information

In the planning phase of the implementation, take advantage of all PeopleSoft sources of information, including the installation guides, table-loading sequences, data models, and business process maps. A complete list of these resources appears in the preface of the PeopleSoft Application Fundamentals for Financials, Enterprise Service Automation, and Supply Chain Management Documentation , with information about where to find the most current version of each.

See the product documentation for PeopleTools: Setup Manager, PeopleTools: Component Interfaces