Understanding Delivered System Data for BO Search and Quick Create
This topic discusses the following delivered system data:
Field definitions.
Quick create definitions and templates.
Search roles.
Search definitions.
Criteria fields.
Adapter definitions.
Delivered System Data
PeopleSoft CRM delivers system data for business object searches and quick create definitions that are delivered as part of the PeopleSoft CRM suite of products. Before defining new searches or quick create definitions, examine the delivered system data to fully understand the setup requirements.
This topic provides a summary list of the fields that are provided by PeopleSoft CRM. For more detail on how a field is defined in the system, access the Field page and search for the field description.
See Field Page.
Field Description |
Field Name |
Role Types |
---|---|---|
Account |
RBTACCTNO |
|
Account ID |
RBTACCTID |
|
Address Address 1 |
CO_CONCAT ADDRESS 1 |
|
AGREEMENT ID |
AGREEMENT_CODE |
|
Birthday |
BIRTHDATE |
|
City |
CITY |
|
Country |
COUNTRY |
|
Created by |
ROW_ADDED_OPRID |
Worker(4) |
Created Date |
ROLE_START_DT |
Worker(4) |
Currency |
CURRENCY_CD |
|
Customer ID |
CUST_ID |
|
Department Name |
DESCR |
|
|
CM_CONCAT |
|
Employee ID |
EMPLID |
|
Extension |
EXTENSION |
Worker (4) |
First Name |
FIRST_NAME |
|
Last Name |
LAST_NAME |
|
Location Name |
RC_LOC_DESCR |
|
Name |
BO_NAME_DISPLAY |
|
National ID |
NATIONAL_ID |
|
Phone |
CM_CONCAT |
|
Physical Location |
PHYSICAL_LOCATION |
Worker (4) |
PIN |
PERSON_PIN |
|
Postal |
POSTAL |
|
Serial Number |
SERIAL_ID |
|
Service Phone |
RBTPHONENUMBER |
|
SIN |
SIN |
|
Site ID |
SITE_ID |
Site (3) |
SSN/TIN |
TIN |
|
State |
STATE |
|
Stock Symbol |
STOCK_SYMBOL |
Company (2) |
Suffix |
NAME_SUFFIX |
Worker (4) Contact (8) Individual Consumer (9) Ship To Individual (45) Sold To Individual (46) Bill To Individual (47) |
TIN Type |
TINTYPE |
|
Refer to the Quick Create search page for a list of system delivered quick create definitions and templates.
Refer to the Search Role search page for a list of system delivered search roles.
See Role Page, Search Role Page.
Refer to the (BO) Search search page for a list of system-delivered search definitions.
See Search Page.
Refer to the Criteria search page for a list of system-delivered criteria fields.
See Criteria Page.
Refer to the Adapter search page for a list of system-delivered adapters.
See Sections Page, Adapter Page.