Understanding Order Capture Self-Service Setup

This topic provides a list of steps required to set up Order Capture Self Service. Most of these steps are also required for setting up Order Capture.

Once you have defined self-service business units, Order Capture Self-Service requires that you set up each of the following, in the order listed:

1. Products.

   See Understanding Products in PeopleSoft CRM

2. Pricing.

   See PeopleSoft Enterprise Pricer

3. Catalogs.

   See Understanding Catalogs

4. Order Capture Setup Workbench options.

   See Setting Up Order Capture Tables

5. Order Capture Type Workbench options.

   See Defining Order and Quote Processing

6. Order Capture Integration Workbench options.

   See Defining Integrations and Mappings

7. Carrier definitions.

   See Setting Up Freight Integration

8. Credit cards integration.

   See Setting Up Credit Card Integration

9. Tax provider options.

   See Defining Tax Installation Options

10. Consumer and business registration.

    See Understanding Customer Self-Service Setup

11. Anonymous user access (guest user access).

    See Implementing Self-Service Security