Understanding FieldService Business Units

In PeopleSoft Customer Relationship Management (PeopleSoft CRM), field service business units track service orders that are created by each field service organization. To implement PeopleSoft Integrated FieldService, you must map the field service organization to field service business units.

The field service business unit ID also serves as a reference key when integrating with PeopleSoft Purchasing and PeopleSoft Inventory. If you're integrating with PeopleSoft Purchasing to create requisitions for truck stock, you must define each field service business unit as a valid source of requisitions in PeopleSoft Supply Chain Management (PeopleSoft SCM). By using the Requisition Loader Defaults component in PeopleSoft SCM, you define each field service business unit as a loader business unit and establish processing defaults for requisitions that are staged by the field service business unit, including the purchasing business unit in PeopleSoft Purchasing that processes the requisitions.

When defining procurement options in PeopleSoft SCM, you can associate the field service business unit with an appropriate distribution network on the Ship To Locations page. Sourcing processes in PeopleSoft Purchasing can be configured to check available quantity first in the distribution network before creating a purchase order with an external vendor. If quantity exists in one of the inventory business units in the defined distribution network, an interunit transfer is created to fulfill the requisition.

For integration purposes, business unit definition records must be synchronized across all systems. Business unit definitions created in PeopleSoft CRM must be available in PeopleSoft Purchasing, and inventory business unit definitions must be available in PeopleSoft CRM. To synchronize business unit records across the organization, use the Business Unit enterprise integration point (EIP).

For more informaiton, see the documentation for PeopleSoft Purchasing and PeopleSoft Inventory.