Understanding Sales Order and Quotation EIPs in PeopleSoft Order Management
PeopleSoft Order Management is delivered with many enterprise integration points (EIPs) to send and receive sales order and quote data from a third-party system or another PeopleSoft application. These EIPs are service operations within PeopleSoft Integration Broker.
Oracle delivers the 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 PeopleSoft CRM. If you are using chunking for outbound service operations, the handlers must be active on the Handlers page.
|
Service Operation |
Direction and Type |
Handlers |
Chunking Available? |
Integrates With |
|---|---|---|---|---|
|
PRODUCT_PRICELIST_SYNC |
Outbound Asynchronous |
NA |
No |
Electronic data interchange (EDI), Third-party source |
|
SALES_CRM_ORDER_CHANGE_LOAD |
Inbound Asynchronous |
SalesCRMOrderChange Load |
No |
Customer relationship management (CRM) |
|
SALES_CRM_ORDER_LOAD |
Inbound Asynchronous |
SalesCRMOrderLoad |
No |
CRM |
|
SALES_CRM_QUOTE_LOAD |
Inbound Asynchronous |
SalesCRMQuoteLoad |
No |
CRM |
|
SALES_ORDER_ACKNOWLEDGEMENT (855) EDI_TXN_855 |
Outbound Asynchronous |
ROUTERSENDHDLR |
Yes |
CRM, EDI (X12 standard format), Third-party source |
|
SALES_ORDER_CHANGE_LOAD (860) |
Inbound Asynchronous |
SalesOrderChangeLoad |
No |
EDI, Third-party source |
|
SALES_ORDER_CHANGE_NOTICE (865) |
Outbound Asynchronous |
ROUTERSENDHDLR |
Yes |
CRM, EDI, Third-party source |
|
SALES_ORDER_LOAD (850) EDI_TXN_850 |
Inbound Asynchronous |
SalesOrderLoad |
No |
EDI (X12 standard format), Third-party source |
|
SALES_ORDER_STATUS |
Outbound Asynchronous |
ROUTERSENDHDLR |
Yes |
CRM, EDI, Third-party source |
|
SALES_QUOTE_LOAD (840) EDI_TXN_840 |
Inbound Asynchronous |
SalesQuoteLoad |
No |
EDI (X12 standard format), Third-party source |
|
SALES_QUOTE_NOTICE (845) EDI_TXN_845 |
Outbound Asynchronous |
ROUTERSENDHDLR |
Yes |
CRM, EDI (X12 standard format), Third-party source |
These EIPs have two versions. Version 2 contains new attributes for this release.
Sales Quote Notice (845)
Sales Order Acknowledgement (855)
Sales Order Change Notice (865)
Integrating with PeopleSoft CRM and SCM Databases
If both PeopleSoft CRM and SCM are installed, use the Exclusions by Source Code page when running CRM Sales Order or CRM Sales Quote to exclude calculating freight, sales tax, price adjustments, or value-added tax (VAT) for sales orders or quotes when Order Completion (OM_BACKGRND) is run. Otherwise, Order Completion (OM_BACKGRND) will calculate them again.
UPC and Universal Item IDs
The Universal product code (UPC) and Universal item identifiers can be received from the various EDI transactions and are stored on the sales order, buying agreement, and RMA. A customer's ordering preference is established at the customer level on the Sold To Options page. The new options UPC and Universal Item Identifier will be available in addition to the existing System and Customer Product Identifier options.
If you use the Universal Item ID option, you can assign any valid universal item ID type to that sold to customer to be used specifically for product entry. The Electronic Commerce (OM_EC) process transforms the universal item ID that is provided on a sales order/quote inbound EDI EIP into a corresponding system product ID and unit of measure by looking for a match with IDs of the type specified on the sold to customer. If you use the UPC option, Electric Commerce (OM_EC) will transform the UPC provided on the EIP into the corresponding system product ID. The system product ID, universal item ID, and UPC will be stored on the sales order line, and the universal item ID and UPC will be available on outbound EDI EIPs such as the sales order acknowledgement, quotation notice, Advanced shipping notice (ASN), and billing invoice.
Your customers can also send user-defined fields to be stored on the sales order and sent back with the oubound EDI EIP. If any errors occur, you can correct them after running Electric Commerce using the Header (cont.) page for the custom fields.
Inbound and Outbound Process Flow Diagrams
This diagram displays the process for inbound sales orders and quote EIPs.
This diagram displays the process flow for outbound sales orders and quote EIPs.
See the product documentation for PeopleTools: Integration Broker Service Operations Monitor