Defining Order Capture Business Units

Enter the PeopleSoft FieldService business unit to map to this order capture business unit.

Enter the PeopleSoft Marketing business unit to map to this order capture business unit. Order Capture displays campaign offers that are associated with this Marketing business unit.

Enter the PeopleSoft Order Management business unit to map to this Order Capture business unit. Order Capture maps to this Order Management business unit for order fulfillment.

Select the PeopleSoft Proposal Management business unit with which Order Capture integrates.

Enter the PeopleSoft Contracts business unit to map to this Order Capture business unit. This only applies if you want to take advantage of the integration from Order Capture to PeopleSoft's billing system.

Enter the PeopleSoft General Ledger business unit to map to this Order Capture business unit. This enables the PeopleSoft General Ledger application to record billing information.

Select a tax vendor. If you select Taxware, Vertex, or WorldTax, Order Capture integrates with the relevant third-party system for tax calculations. If you want value-added tax to be part of your pricing calculations during order entry, select WorldTax. If you select None, the system does not calculate taxes when creating orders or quotes.

Click to verify that the tax integration is functioning correctly.

Enter codes that Taxware and Vertex use for reporting and tax calculation purposes. Check the vendor documentation for further information.

Enter the business unit where sales orders originate. Taxware references this location to calculate sales taxes for local jurisdictions that use this information in their taxing practices. Check the Taxware documentation for further information.

Enter the business unit where orders are accepted. Both Taxware and Vertex reference this location to calculate sales taxes. Check the Taxware or Vertex documentation for further information.

(Optional) Enter the Store Location parameter used by third-party tax vendors. This is a 10 character maximum field.

Select a freight vendor type. Values are:

None: No freight is calculated on the order.

External: Order information is passed to an external vendor, and the calculated freight amount appears on the order.

Click this link to verify that the freight integration is functioning correctly.

Select a card vendor. If you select 3rd party, the system submits credit card information to a third-party system for credit card authorization processing.

Enter a ship-from location, assuming that all products ship from this location. This information is used when calculating taxes and freight costs.

Enter an informational code that identifies the source of the order. For example, you could specify Phone if you receive most orders for this business unit by telephone.

Select a sub source code that further classifies the source of the order.

The system makes sub source codes available based on the selected source code.

See Capture Setup Tables - Sub Source Mapping Workbench Page.

Select the default carrier that you want to use when creating orders or quotes.

Unless specified on the business unit definition, a quote that is converted to an order will automatically be submitted. When a quote that contains an engagement service product is converted, the engagement service is updated in the PeopleSoft Proposal Management system. If you want to display a warning for the CSR which indicates that the quote that is about to be converted to an order contains at least one Engagement Service product, then select Display Warning. If you want to bypass the warning, select No Warning.

Select a capture priority of Urgent, High, Medium, or Low to specify the default priority for all orders that are created in the business unit. You can change the priority during order creation.

Select an order capture site address. The selection here includes all existing site addresses for a customer. You can increase the number of addresses available during order entry. Values are:

• Site addresses only: Displays site addresses only.

  Note: This is the default selection.

• All customer addresses: Displays the existing site addresses plus all other customer addresses.

• Customer Bill To addresses: Displays the existing site addresses plus any billing addresses.

• Customer Ship To addresses: Displays the existing site addresses plus any shipping addresses.

Enter the default currency. A base currency is required for the business unit, even if you are not transacting in foreign currencies.

Enter an email address to which an email is sent if you create an order that contains a literature-type product.

Select the method that the system uses to set the exchange rate between currencies for Order Capture transactions.

Enter a catalog refresh interval amount in minutes. When you view the product catalog, the system automatically checks when the last refresh occurred. If the interval since the last refresh is greater then the time that you enter here, the system forces a refresh.

Enter a minimum credit rating value. If the customer's credit rating is less than this amount, the order that is associated with that customer is automatically placed on hold.

Select the bill type that you want associated with the setID. The bill type prompts on all bill type identifier codes that are synchronized from PeopleSoft Billing. The bill type identifier is a user-defined value in PeopleSoft Billing. Order Capture delivers CRM_ORDER as sample data.

Enter the default number of days for which a quote is valid after the creation date. The system adds this number to the quote creation date to calculate the expiration date. Once the expiration date passes, the status changes to Expired.

Enter the number of days that the system automatically adds to the quote creation date to indicate a final date by which a quote should be converted to an order. A quote's due date is then set to the resulting date. For example, if you want quotes to elapse 30 days after creation, enter 30 here.

Select if you want to prorate adjustments or not.

Select the bill source that you want associated with the setID. The bill source prompts on all bill source identifier codes that are synchronized from PeopleSoft Billing. The bill source code is a user-defined value in PeopleSoft Billing. Order Capture delivers CRM_ORDER as sample data.

Select Convert to Order Only if you want to give the CSR the chance to modify an order prior to submission. Select Convert to Order and Submit if you want quotes that are converted to orders to automatically be submitted. This is the default selection.

Select this option to carry the line adjustment into the cloned order.

Select this option to carry the header adjustment into the cloned order.

Select the recipients that you want Order Capture to notify when the fulfillment system informs PeopleSoft CRM that order changes are fully accepted, partially accepted, or rejected. Values are:

• Notify CSR Only.

• Notify CSR and Customer.

• Notify Customer Only.

• Notify Nobody.

Select a relationship view for a single consumer, or contact. This will determine all of the possible bulk order recipients at runtime by automatically populating all of the child relationships for the parent chosen here.

Select this check box to allow single recipients to receive more than one order. An Order field appears on the runtime page, enabling you to enter the number of orders you want to specify per recipient.

Select a relationship view for the company, or organization. When the end user enters a company name, it will prompt against the table you select here to determine the child relationships available.

This flag enables logging of fulfillment data. When this flag is checked and the order is submitted, business project activity, such as phase task, is captured in the table RO_OB_LOG. The log contains fulfillment data for transactions that occur from the time the Fulfillment Logging check box was selected. Data from fulfillment activity prior to that time is not available.

Select the check box to indicate if catalogs should be displayed by User or by Customer.

Select the priority to determine which catalog is displayed. The priority indicates which catalog takes precedence if more than one mode qualifies.

Enter the maximum number of items that can be returned in a product catalog search. By default, the value is set to 250. You can perform some testing to find out the optimal value for your organization.

This setting helps to sustain performance on catalog search, especially when users perform searches without entering any search criteria (wild search). When a wild search happens, PeopleSoft search returns no results if the searched catalog contains more than 64,000 items and users need to refine the search. By limiting the number of rows to return in a catalog search, the system gets better search results (rather than getting nothing, in case of performing wild searches in huge catalogs) and performance.

Select to enable future dated order functionality. This enables the user to create orders that are scheduled to be fulfilled on dates in the future. The orders are queued until execution time when they are submitted in the background.

Select to enable the user to modify the order line start date and end date to be different than scheduled fulfillment date.

Select to control when the business logic for the order is launched. This enables a quicker submission processing if the business logic is not launched immediately on submission. Launching these processes in the background and not directly upon submission makes for a quicker response to the user. A process triggered by the QUEUED_ORDER_SUBMISSION Schedule JobSet Definition can submit orders in the background.

• Do Not Queue Do not queue the orders. Start order business logic immediately upon submission.

• Only Queue Future Dated Orders Queue orders only if their Scheduled Fulfillment Date is in the future. These queued orders are automatically submitted by the QUEUED_ORDER_SUBMISSION JobSet at a future calculated execution date and the business logic run. For this option, the QUEUED_ORDER_SUBMISSION JobSet can be run once a day to pick up orders that are waiting in the queue and are ready to be submitted based on their execution date.

• Queue All Queue all orders regardless of the Scheduled Fulfillment Date. The orders are automatically submitted in the background by the QUEUED_ORDER_SUBMISSION JobSet and the business logic run. For this option, the QUEUED_ORDER_SUBMISSION JobSet should be run at a frequent interval to pick up orders that are waiting in the queue and to submit them in the background.

See PeopleTools: Process Scheduler

The Price Order flag controls when the pricing engine will be called to retrieve the unit price. Products' list prices can be retrieved by the pricing engine, from the product definition model, or not at all depending on the option selected for displaying initial list price. List prices will always be repriced upon order submission.

Price as Lines Added: This is the default, and will cause a reprice of the entire order as each new line is added to the order. This will keep the order total up-to-date as new lines are added, however, it is the least efficient method of pricing and should only be the choice when orders are seldom over 20 lines.

Price at Save: This pricing option will not price the order until the order is saved, or when the Update Totals button is pressed. As new lines are added to the order, only their list prices are retrieved. The order totals are not updated until pricing is called. This method is preferred when orders contain a large number of lines.

Price at Update Totals: This pricing option will only price the order when the Update Totals button is pressed. As new lines are added to the order, only their list prices are retrieved. The order totals are not updated until pricing is called. Also, the order may be saved without calling pricing. This option may be preferred when very large orders are entered, and the order is saved along the way. The save will be much faster as pricing is not involved.

Select from where list prices of products are retrieved to be displayed initially on orders.

Pricing Engine: (default) Display prices returned from PeopleSoft Enterprise Pricer. If the selected price order is Price as Lines Added, this is the only option available.

Product Model: Display prices that is established from the Product Price component. This option yields better performance than the pricing engine option.

Show No Price: Display no prices. If this option is selected, each order line shows a zero price until the pricing engine is invoked at submit or update totals. This option yields better performance than the product model option.