Navigating in Order Capture
Order Capture provides custom navigation pages that contain groupings of folders that support a specific business process, task, or user role.
Note: In addition to the Order Capture custom navigation pages, Order Capture provides menu navigation, standard navigation pages, and PeopleSoft Navigator.
See Also PeopleTools: Applications User's Guide
This table lists the custom navigation pages that are used to navigate in PeopleSoft Order Capture.
Order Capture Setup Center
Use these pages to navigate in the Order Capture Setup Center:
|
Page Name |
Navigation |
Usage |
|---|---|---|
|
Set Up Order Capture |
Set Up CRM, then select Order Capture Setup Center |
Set up and configure features, including products, pricing rules, and catalogs. |
|
Products and Items |
Click the Products and Items link on the Set Up Order Capture page. |
Access the Inventory Item Definition, Product Definition, Product Unit of Measure, and Product Price pages to create and maintain products, packages, items, and pricing. |
|
Pricing Rules |
Click Pricing Rules link on the Set Up Order Capture page. |
Access the Environment, Price List, Arbitration Plan, and Price Rule page to create multiple price lists and pricing rules. |
|
Catalogs |
Click the Catalogs link on the Set Up Order Capture page. |
Access the Catalog Definition and Catalog Template Definition pages to create and maintain catalogs, templates, and installation options. |
Order Capture Center
Use these pages to navigate in the Order Capture Center:
|
Page Name |
Navigation |
Usage |
|---|---|---|
|
Order Capture Center |
|
Manage quotes and orders, and browse product catalogs. |
|
360-Degree View |
Click the 360-Degree View link on the Order Capture Center page. |
View details of all customer quoting and ordering activity. |
|
Find Products |
Click the Find Products link on the Order Capture Center page. |
Browse and search all available products. |
|
Quotes |
Click the Quotes link on the Order Capture Center page. |
Access the Add Quote and Search Quote pages to create and manage quotes. |
|
Interactive Reports |
Click the Interactive Reports link on the Order Capture Center page. |
Access the Enterprise Order Revenue, Enterprise Order Metrics, Order Revenue, and Order Metrics pages to run Order Capture Interactive Reports. |
|
Order |
Click the Order link on the Order Capture Center page. |
Access the Add Order, Add Bulk Order, and Search Orders pages to create and manage orders. |