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Understanding Delivered Template Objects

PeopleSoft delivers several template objects. Some objects support specific business processes. For example, the order and quote confirmation process in PeopleSoft Order Capture relies on delivered templates. Others are more general-purpose, but even if you choose not to use them, you will find them useful as examples as you develop your own templates.

This section discusses:

This section describes system terms and recipient terms that PeopleSoft delivers. PeopleSoft also delivers many transactional terms that you can take advantage of and they are organized by functional area in the subject area.

Delivered System Terms

These terms have generic implementations and do not require any input data to be supplied by the contexts. They can be used in any template, regardless of the context from which the template is applied. PeopleSoft delivers these system terms that can be found under the Correspondence Template Terms, System Terms subfolder in the subject area:

  • Operator Department SetID: Sender's department setID.

  • Operator Department: Sender's department.

  • Operator Job Title: Sender's job title.

  • Operator SetID: Sender's setID.

  • Operator Phone Number: Sender's primary phone number.

  • Operator Email Address: Sender's email address.

  • Operator BO ID: Sender's BO ID (business object ID).

  • Operator Employee ID: Sender's employee ID.

  • Operator Location: Sender's job location.

  • Operator Language Code: Language code of the sender as defined in the Worker component.

  • Operator Name: Sender's full name (first name then last name).

  • Operator Person ID: Sender's person ID.

  • Operator ID: Sender's user ID.

  • Operator Salutation: Sender's salutation.

  • Operator Job Code: Sender's job code.

  • Operator Job Code SetID: SetID of sender's job code.

  • Operator Location SetID: SetID of sender's job location.

  • Operator Signature: Signature of the sender as defined in the Worker component.

  • Current Date: The date when the data extraction and merge processes occur.

  • Current Time: The time when the data extraction and merge processes occur.

Delivered Recipient terms

The recipient terms listed in this section can be used in any template, regardless of the context from which the template is applied. They can be found under the Correspondence Template Terms, Correspondence: Recipient Dtls subfolder in the subject area:

  • Recipient First Name.

  • Recipient Middle Name.

  • Recipient Last Name.

  • Recipient Full Name: Recipient's first and last names.

  • Recipient BO ID: Recipient's business object ID.

  • Recipient Person ID.

  • Recipient Address 1: Recipient address line 1.

  • Recipient Address 2: Recipient address line 2.

  • Recipient Address 3: Recipient address line 3.

  • Recipient Address 4: Recipient address line 4.

  • Recipient City.

  • Recipient State.

  • Recipient Postal Code.

  • Recipient Name.

  • Recipient Role Type ID: Recipient's role type ID.

PeopleSoft CRM delivers predefined template packages that can be used for sending template-based communications. All of them can be manually applied from the appropriate contexts while some are specific to automatic email delivery, for example, sending automatic email notification through AAF. Access the Template Package search page for a list of system-delivered correspondence template packages using this navigation: select Set Up CRM, then select Common Definitions, then select Correspondence, then select Template Package.