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Maintaining General Site Information

To maintain general site information, use the Site (RD_SITE_2) component.

These topics discuss how to:

Page Name

Definition Name

Usage

Search Site

RD_SITE_GSRCH

Search for existing sites.

Site - Site: Primary Page

RD_SITE_MAIN_2

Maintain primary site information.

Site - Site: Name Page

RD_SITE_NAME_PG

Maintain site names.

Designate a primary site name.

Site - Site: Purchasing Info Page

RD_SITE_CUST_OP_2

Maintain purchasing information for the site.

Site - Site: Tax Exempt Certificate Page

RD_TAX_EXEMPT_SITE

Maintain tax exempt information for the site.

Site - Account Team

RD_ACCOUNT_TEAM

View and modify the account team that is assigned to a site.

Site - Contact Info Page

ABE_LIST

Maintain contact information for a site, including addresses, phone numbers, and email information.

Site - Contacts

RD_SITE_CNTCT_2

Maintain site contacts.

Site - Notes Page

RD_SITE_NOTE_2

Add notes and attachments for the specified site.

Site - Attributes

RB_ATTR_RUN_SITE

View attributes for the site.

Use the Site - Site: Primary page (RD_SITE_MAIN_2) to maintain primary site information.

Navigation

  • select Customers CRM, then select Add Site

  • select Customers CRM, then select Search Site, then select Site - Site: Primary

Image: Site -Site: Primary page

This example illustrates the fields and controls on the Site -Site: Primary page. You can find definitions for the fields and controls later on this page.

Site - Site: Primary page

Note: This example page does not show the page regions for entering contact information. Those page regions function similarly to the ones that appear on the Company component.

Name

This page region appears when you add a site. When you subsequently access the site, you must click the Name link to edit site name information.

See Understanding Name and Address Information in CRM.

Profile Information

The fields in this page region provide basic information about the site.

Field or Control

Definition
Customer

Displays the primary name of the customer with whom the site is associated. Click the transfer button to access the customer's primary information.
Site Type

Select the site type. Site types are established on the Site Types page.

See Understanding Sites.
Site Restrictions

Enter comments about any restrictions for the site.

Privacy

Select the appropriate privacy options for the site.

Purchasing Options

Select the purchasing options to enable for this site. Use the Purchasing Info page to enter detail about the selected purchasing options.

See Defining Purchasing Options for Customers.

Status and Currency Data

Field or Control

Definition
Customer Status

Select Active or Inactive.

Customer Since

Enter the date that the site became a customer for your business.

Note: If you are integrated with PeopleSoft Financial Management Solutions or PeopleSoft Supply Chain Management, you cannot modify the customer status information and the customer since date in CRM.

Currency Code

Select the code that specifies the currency that you use for a monetary transaction with this site.

Currency Type

Select the exchange rate type that you use to calculate monetary transaction amounts in alternate currencies.

Segment Code

Select the site's business segment for marketing purposes.

Assessment

Displays the key performance indicator value as determined by PeopleSoft Enterprise Performance Management.

Contact Info

The primary site address, phone, and email information appear in this page region. To view and edit detail information or additional addresses, click the More link or access the Address Book page.

See Maintaining Contact Information for Business Objects.

Use the Site - Site: Name page (RD_SITE_NAME_PG) to maintain site names. Designate a primary site name.

Navigation

select Customers CRM, then select Search Site, then select Site - Site: Name

See Understanding Name and Address Information in CRM.

Use the Site - Site: Purchasing Info (purchasing information) page (RD_SITE_CUST_OP_2) to maintain purchasing information for the site.

Navigation

Access the Site - Site: Primary page. Click the Purchasing Info (purchasing information) link.

See Defining Purchasing Options for Customers.

Use the Site - Site: Tax Exempt Certificate page (RD_TAX_EXEMPT_SITE) to maintain tax exempt information for the site.

Navigation

Access the Site - Site: Primary page and click the Tax Exempt Certificate link.

See Understanding the Company Component.

Use the Site - Contact Info page (ABE_LIST) to maintain contact information for a site, including addresses, phone numbers, and email information.

Navigation

  • select Customers CRM, then select Search Site, then select Contact Info

  • select Customers CRM, then select Add Site, then select Contact Info

See Maintaining Contact Information for Business Objects.

Use the Site - Notes page (RD_SITE_NOTE_2) to add notes and attachments for the specified site.

Navigation

select Customers CRM, then select Add Site, then select Notes

select Customers CRM, then select Search Site, then select Notes