Understanding Customer Data Integration
The PeopleSoft Receivables system relies on a family of tables that contain customer information that enable customer-related processing. This customer information usually resides in one or many systems that are maintained outside of the receivables processing area.
To transfer customer information from billing systems, order management systems, or customer databases, you must write an interface program or use a utility to populate the PeopleSoft customer tables with information.
You enter customer information only for the TableSets that you use. You do not need to add any information to customer tables that are keyed by business unit. The Receivables Update Application Engine process (ARUPDATE) creates or updates rows in these tables.
The tables listed below are keyed by SetID. Of these tables, three are required, four are conditionally required, and the rest are optional. Required means that you must place a row in the table with correct default values, even if you will not use any of the fields in these tables. The system uses rows in the required tables to access information online and for background processing:
|
Table Name |
Required or Optional |
Information Type |
|---|---|---|
|
PS_CUSTOMER |
Required |
Customer header |
|
PS_CUST_VAT_REG |
Required for value-added tax (VAT) customers |
Customer VAT |
|
PS_CUST_ADDR_SEQ |
Required |
Customer address header |
|
PS_CUST_REGN_TYPE |
Optional |
Customer region code types |
|
PS_CUST_ADDRESS |
Required |
Customer address detail |
|
PS_CUST_CNTCT_SEQ |
Optional |
Customer contact header |
|
PS_CUST_CONTACT |
Optional |
Customer contact detail |
|
PS_CUST_CNTCT_TYPE |
Optional |
Contact type |
|
PS_CUST_CNTCT_DOC |
Optional |
Contact document |
|
PS_CUST_CNTCT_CARD |
Optional |
Contact credit card |
|
PS_CUST_CNTCT_PHN |
Optional |
Contact phone |
|
PS_CUST_CREDIT |
Optional |
Customer credit |
|
PS_CUST_OPTION |
Required for bill-to customers |
Bill-to customer options |
|
PS_CUST_SHIPTO_OPT |
Required for ship-to customers |
Ship-to customer options |
|
PS_CUST_SOLDTO_OPT |
Required for sold-to customers |
Sold-to customer options |
|
PS_CUST_BILLTO |
Optional |
Valid bill-to relationships |
|
PS_CUST_SHIPTO |
Optional |
Valid ship-to relationships |
|
PS_CUST_CRSPD |
Optional |
Customer correspondence |
Note: Use PeopleSoft Application Designer to review the characteristics of each field in more detail. See the product documentation for PeopleTools: Application Designer Developer's Guide.