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• PeopleSoft Order Capture Applications

  • Getting Started with PeopleSoft CRM Order Capture Applications

    • PeopleSoft Order Capture Applications Overview

    • Order Capture Applications Business Processes

    • Order Capture Integrations

    • Order Capture Applications Implementation

  • Navigating in Order Capture

    • Navigating in Order Capture

  • Defining Order Capture Business Units

    • Understanding Business Units

    • Defining Order Capture Business Units

  • Setting Up PeopleSoft Order Capture

    • Understanding Order Capture Setup

    • Understanding Toolbar Configuration

    • Understanding Application Class Set Creation

    • Common Elements Used in Setting Up Order Capture

    • Setting Up Order Capture Tables

    • Defining Order and Quote Processing

    • Defining Integrations and Mappings

    • Setting Up Credit Card Integration

    • Setting Up Freight Integration

    • Defining Tax Installation Options

  • Understanding Product, Pricing, Proration, and Catalogs

    • Products, PeopleSoft Enterprise Pricer, and Catalogs

    • Product Setup

    • Pricing Setup

    • Proration of Price Adjustments

    • Catalog Setup

  • Working with Order Capture Business Projects

    • Understanding Order Capture Business Projects

    • Understanding the Order Bridge

    • Defining Order Capture Business Projects

    • Viewing Order Capture Business Projects

    • Viewing the Order Bridge

  • Integrating with Fulfillment and Billing Systems

    • Understanding Fulfillment Integration

    • Activating Integration Points

    • Creating Autonumbering for Orders and Quotes

    • Mapping Line Statuses

    • Publishing Order and Quote Messages

    • Subscribing to Order Status Messages

    • Subscribing to Order and Quote Acknowledgements

    • Subscribing to ASNs

    • Managing Externally Originating Orders

    • Integrating with Billing Systems

  • Working with Future Dated Orders

    • Understanding Future Dated Orders

    • Setting Up Future Dated Orders

    • Creating Future Dated Orders

    • Modifying Future Dated Orders

  • Managing Orders and Quotes

    • Understanding Order Capture

    • Personalizing Order Capture

    • Creating Orders or Quotes

    • Configuring Products

    • Viewing Price Adjustments

    • Adding and Viewing Notes and Attachments

    • Managing Holds

    • Maintaining Orders

    • Viewing Related Actions

    • Viewing History

  • Working with Bulk Orders

    • Understanding Bulk Order Enablement

    • Implementing Bulk Ordering

    • Defining Bulk Order Business Unit Options

    • Creating Bulk Orders

  • Working with PeopleSoft Proposal Management

    • Understanding PeopleSoft Proposal Management Integration

    • Understanding Integration Points

    • Setting Up PeopleSoft Proposal Management Integration

    • Using PeopleSoft Proposal Management in Order Capture

  • Working with Interactive Reports for Order Capture

    • Understanding CRM Interactive Reports

    • Setup for Interactive Reports for Order Capture

    • Using Interactive Reports for Order Capture

  • Defining Order Capture Self-Service Business Units

    • Understanding PeopleSoft Business Units

    • Understanding Order Capture Self-Service Business Units

    • Defining Order Capture Self-Service Business Units

  • Setting Up Order Capture Self-Service

    • Understanding Order Capture Self-Service Setup

  • Working With Order Capture Self Service

    • Understanding Order Capture Self Service

    • Understanding Delivered User ID, User Role Identification, and Password Creation

    • Self-Service Pages

    • Selecting Products

    • Using the Quick Order Entry

    • Using the Shopping Cart

    • Managing Checkout

    • Viewing Order or Quote Status