Understanding Order Capture Business Projects
PeopleSoft Customer Relationship Management (PeopleSoft CRM) delivers business projects that automatically manage certain predefined application processes. Using a business project to manage these tasks simplifies the management of conditional logic that often varies based on industry- and customer-specific needs.
Order Capture delivers three prebuilt business projects, each of which is a combination of phases and tasks designed to manage the order capture business process. Order Capture business projects are advantageous because they automate the processing steps for orders and quotes. To enable the configuration of key order processing events, Order Capture uses business projects as the agent to initiate and verify those events. Specifically, they trigger and confirm the status of key events, such as email confirmation, creation of installed product records, publishing of data to a fulfillment system, and notification of shipment completion.
Note: Order Capture business projects are registered as actions related to the order and can, therefore, be found on the Related Actions page of the Order Capture component.
This table describes the three core Order Capture business projects that the PeopleSoft system delivers:
|
Business Project |
Object Name |
Event Name |
Internal Description |
Triggering Event |
|---|---|---|---|---|
|
Order |
CORE_ORDER_BP |
CoreOrderBP |
Order Capture BP |
The order status changes to Submitted. The business project is instantiated when the STATUS_CODE field on the RO_HEADER record equals a code status of 1000. |
|
Order Maintenance |
CORE_ORD_CHG_BP |
CoreMaintBP |
Order Change BP |
When an order is maintained and submitted, the system saves changes to the order to RO_HISTORY. When an RO_HISTORY record is created with Open status, the CoreMaintBP event is triggered. The business project is instantiated when the RO_HISTORY_STATUS field on the RO_HISTORY record changes to Submitted status. |
|
Quote |
CORE_QUOTE_BP |
CoreQuoteBP |
Quote BP |
The quote status changes to Submitted. The business project is instantiated when the STATUS_CODE field on the RO_HEADER record equals a code status of at least 1000. |