PeopleSoft FieldService Integrations

PeopleSoft Integrated FieldService integrates with applications in the these PeopleSoft product lines:

• PeopleSoft Human Capital Management

  By integrating with PeopleSoft Human Capital Management, you can collect information such as employee profiles, employee competencies, competency proficiency ratings, and holiday schedules to be used when the application assigns service tickets to best fit field service staff.

• PeopleSoft Supply Chain Management

  If you want to perform material management and real-time item balance and availability checks in PeopleSoft Integrated FieldService, you must integrate the application with PeopleSoft Inventory and PeopleSoft Purchasing in the PeopleSoft Supply Chain Management product line (or third-party inventory and purchasing systems). An integration with PeopleSoft Inventory (or third-party inventory system) is required if you want to automatically update installed product statuses upon the receipt of shipping notices.

• PeopleSoft Contracts and PeopleSoft Billing (Transaction Billing Processor)

  With PeopleSoft Integrated FieldService, you can bill for agreement fees, which can be on a recurring basis, and service order fees, which can be based on agreements and demand or warranty. From the Service Order page in PeopleSoft Integrated FieldService, the system can send agreement fee information and service order fees (including service, material, time, and expense fees) to the Transaction Billing Processor for billing and invoicing. You can also use the functionality within PeopleSoft Contracts to apply revenue to the appropriate accounts and use the rate-based contract line and as-incurred billing and revenue plan functionality in PeopleSoft Contract to generate agreement-based transactions.

If you purchased licenses for both PeopleSoft Integrated FieldService and PeopleSoft Support, a call center agent can create a service order from a case. Because the PeopleSoft Integrated FieldService and PeopleSoft Support applications reside in the same database, process flows can move smoothly from one application to another without the need for any integration-specific configuration. Using component interfaces for this type of cross-component flow ensures that all necessary data validation and other PeopleCode processes are triggered properly.

We discuss integration considerations in the implementation topics in this documentation. Supplemental information about third-party application integrations is on the My Oracle Support website.

Image: PeopleSoft Integrated FieldService integrations

This diagram shows the way in which the various PeopleSoft applications integrate with PeopleSoft Integrated Field Service.