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Viewing Related Actions

This section discusses how to view related actions and work with business projects.

Page Name

Definition Name

Usage

Order - Related Actions Page or Quote - Related Actions Page

RO_ASSOCIATION

View related actions for orders and quotes.

Use the Order - Related Actions page or Quote - Related Actions page (RO_ASSOCIATION) to view related actions for orders and quotes.

Navigation

  • select Orders and Quotes, then select Add Order, then select Order - Related Actions

  • select Orders and Quotes, then select Add Quote, then select Quote - Related Actions

  • select Orders and Quotes, then select Search Orders and Quotes, then select Order - Related Actions

  • select Orders and Quotes, then select Search Orders and Quotes, then select Quote - Related Actions

Image: Order - Related Actions page

This example illustrates the fields and controls on the Order - Related Actions page.

Order - Related Actions page

This page enables CSRs to view related actions for the order. A related object is data, such as a business project, that is associated with the order or quote. This data can reside in another PeopleSoft CRM application.

Related Actions

Field or Control

Definition
View Details icon

Click to open the related object in a new browser window.
Type

This is the type of related action. Related actions include, but not limited to, business projects, product upsells, correspondence, and so on.

Business projects help organize process flow and are invaluable in tracing the order change activity. Order Capture business projects, including Order, Quote, and Order Maintenance business projects are discussed in the Understanding Order Capture Business Projects topic.