Creating Product Definitional Elements

Page Name	Definition Name	Usage
Product Installation Page	PROD_INSTALLATION	Select options for managing products.
Installed Product Defaults Page	RF_INSTPRD_DFLT	Specify rules that determine how system transactions create and update installed products.
Setup Auto Numbers Page	AUTO_NUM_PNL	Define automatic numbering options for product IDs.
Product Group Page	PROD_GROUP_TBL	Define product group codes.
Linked Products Page	PROD_GRP_OVERVIEW	View products that belong to a product group.
Product Category Page	PROD_CATEGORY	Define product category codes.
Product Brand Page	PROD_BRAND	Define product brand codes.
Competitors Page	COMPETITOR_CD	Define competitor codes.
Script Page	RC_BS_MAIN	Define a branch script for support and sales personnel.
Region Page	RB_REGION	Set up regions.
Competencies Page	COMPETENCY_TABLE	Establish competency codes.
Product Relations Codes Page	RB_RELATIONS	Set up the codes that describe relationships between products.
Attribute Definition Page	RB_ATTRIBUTE_MAIN	Define a product attribute.

Use the Product Installation page (PROD_INSTALLATION) to select options for managing products.

Navigation

select Set Up CRM, then select Install, then select Product Options, then select Product Installation

Image: Product Installation page

This example illustrates the fields and controls on the Product Installation page.

Field or Control	Definition
Item Required	Select if you have installed PeopleSoft Supply Chain Management (PeopleSoft SCM) or PeopleSoft Integrated FieldService. You can deselect this check box if the order fulfillment system does not require items or if products are not inventoried. If you select this check box, you must use the Item Definition component to define product IDs, descriptions, and standard units of measure. You then complete the product definition in the Product Definition component.
Components can be deleted	Select to enable deletion of components in a product package.
Alternate Priority Required and Alternate Quantity Required	Select to enter a priority and quantity on the Product Relationships page for an alternate relationship type. Select these check boxes when the PeopleSoft CRM system is integrated with PeopleSoft SCM.

Field or Control

Definition

Item Required

Select if you have installed PeopleSoft Supply Chain Management (PeopleSoft SCM) or PeopleSoft Integrated FieldService. You can deselect this check box if the order fulfillment system does not require items or if products are not inventoried.

If you select this check box, you must use the Item Definition component to define product IDs, descriptions, and standard units of measure. You then complete the product definition in the Product Definition component.

Components can be deleted

Select to enable deletion of components in a product package.

Alternate Priority Required and Alternate Quantity Required

Select to enter a priority and quantity on the Product Relationships page for an alternate relationship type. Select these check boxes when the PeopleSoft CRM system is integrated with PeopleSoft SCM.

Use the Installed Product Defaults page (RF_INSTPRD_DFLT) to specify rules that determine how system transactions create and update installed products.

Navigation

select Set Up CRM, then select Install, then select Product Options, then select Installed Product Defaults

Image: Installed Product Defaults page

This example illustrates the fields and controls on the Installed Product Defaults page.

See Understanding Installed Products.

Use the Setup Auto Numbers page (AUTO_NUM_PNL) to Define automatic numbering options for product IDs.

Navigation

select Set Up CRM, then select Common Definitions, then select Codes and Auto Numbering, then select Automatic Numbering, then select Auto Numbering

Image: Setup Auto Numbers page

This example illustrates the fields and controls on the Setup Auto Numbers page.

See Setting Up Automatic Numbering.

Use the Product Group page (PROD_GROUP_TBL) to define product group codes.

Navigation

select Products CRM, then select Product Groups, then select Product Group

Image: Product Group page

This example illustrates the fields and controls on the Product Group page.

Note: You cannot delete a product group from this page. If you integrate your PeopleSoft CRM applications with your PeopleSoft SCM applications, the system would also delete the product from your SCM database. This happens because SCM subscribes to a message that the CRM database publishes. If the system allowed you to delete the product group from this page, it could cause problems in your SCM operating environment. As such, this design is intentional.

Field or Control	Definition
Product Group Type	Select the product group type from these values: `Accounting` `Buying Agreement` `Customer Target` `Forecast` `Freight` `General` `Literature` `Organization` `Pricing` `Product Catalogs` `Product Line` `Reporting` `Reporting Externally` `Reporting Internally` `Self-Service Products` `Tax` `Transportations` `VAT`
Global	Select to include all products in the product group. Note: This selection is not used for product groupings in the catalog. See Understanding Catalogs.

Field or Control

Definition

Product Group Type

Select the product group type from these values:

Accounting
Buying Agreement
Customer Target
Forecast
Freight
General
Literature
Organization
Pricing
Product Catalogs
Product Line
Reporting
Reporting Externally
Reporting Internally
Self-Service Products
Tax
Transportations
VAT

Global

Select to include all products in the product group.

Note: This selection is not used for product groupings in the catalog.

See Understanding Catalogs.

Use the Linked Products page (PROD_GRP_OVERVIEW) to view products that belong to a product group.

Navigation

select Products CRM, then select Product Groups, then select Linked Products

Image: Linked Products page

This example illustrates the fields and controls on the Linked Products page.

This page displays the active products that are included in the product group.

Use the Product Category page (PROD_CATEGORY) to define product category codes.

Navigation

select Products CRM, then select Product Category, then select Product Category

Image: Product Category page

This example illustrates the fields and controls on the Product Category page.

Use this page to define product category codes. Enter the date the product category will be effective, short and long descriptions, as well as the status; either Active or Inactive.

Use the Product Brand page (PROD_BRAND) to define product brand codes.

Navigation

select Products CRM, then select Product Brand, then select Product Brand

Image: Product Brand page

This example illustrates the fields and controls on the Product Brand page.

Use this page to define product brands. Enter the date the product brand will be effective, short and long descriptions, as well as the status; either Active or Inactive.

Use the Competitors page (COMPETITOR_CD) to define competitor codes.

Navigation

select Products CRM, then select Competitors, then select Competitors

Image: Competitors page

This example illustrates the fields and controls on the Competitors page.

Enter competitor information on this page. Enter the date the competitor will be effective, short and long descriptions, as well as the status; either Active or Inactive..

Use the Script page (RC_BS_MAIN) to define a branch script for support and sales personnel.

Navigation

select Set Up CRM, then select Common Definitions, then select Process Automation, then select Script, then select Script

Image: Script page

This example illustrates the fields and controls on the Script page.

See Understanding Scripts.

Use the Product Relations Codes page (RB_RELATIONS) to set up the codes that describe relationships between products.

Navigation

select Products CRM, then select Product Relations Codes, then select Product Relations Codes

Image: Product Relations Codes page

This example illustrates the fields and controls on the Product Relations Codes page.

The Product Relations Codes page lists the possible relationships among products of all types that are supported in the product definition model. The options that you select for a relationship type determine the options that are available on the Product Relationships page when you define a product.

Field or Control	Definition
Required	Select to include the Required check box on the Product Relationships page. The Required check box enables you to require that the related product is present whenever the listed product appears.
Priority	Select to include the Priority check box on the Product Relationships page. The Priority check box enables you to specify a priority among alternative related products.
Quantity	Select to include the Quantity field on the Product Relationships page. The Quantity field enables you to specify how many times the given relationship can occur.
Catalog	Select to include the Catalog check box on the Product Relationships page. The Catalog check box controls whether related products appear in the catalog along with the main product.

Note: The product relations codes that appear in the preceding example are delivered as system data. You can add relations, but you should not remove any delivered relations.

These fields are not used in the CRM system: Alias Outgoing Link, Alias Incoming Link, Installable and Rule Based.

Use the Attribute Definition page (RB_ATTRIBUTE_MAIN) to define a product attribute.

Navigation

select Set Up CRM, then select Common Definitions, then select Attributes, then select Attribute Definition, then select Attribute Definition

Image: Attribute Definition page

This example illustrates the fields and controls on the Attribute Definition page.

Warning! Although product attributes provide flexibility for modeling products, attributes can adversely affect runtime performance. We suggest that you not use more than a few attributes per product.

See Understanding Attributes.

Creating Product Definitional Elements

Pages Used to Set Up Product Definitional Elements

Product Installation Page

Installed Product Defaults Page

Setup Auto Numbers Page

Product Group Page

Linked Products Page

Product Category Page

Product Brand Page

Competitors Page

Script Page

Product Relations Codes Page

Attribute Definition Page