Setting Up Functional Options

PeopleSoft Sales uses the PeopleSoft CRM application security framework to control functional access to particular fields, sections, and actions within the Lead and Opportunity components. Functional options define the functions that can be carried out by members of a membership list, such as sales representatives or sales managers. Functional options are grouped into functional option groups that are similar to sales access profiles. You associate a functional option group with a membership list that contains a list of PeopleTools roles. This creates a security profile. Unlike sales access profiles, functional option groups are associated with one or more PeopleTools roles. Sales access profiles are assigned to individual people.

You can set up functional options, functional option groups, membership lists, and security profiles in PeopleSoft CRM application security.

See Defining Application Security.

Some of the functional options for PeopleSoft Sales are linked to fields or sections in the Lead and Opportunity components. Display templates determine how the system displays the fields and sections.

See Configuring Display Templates for Components.

This table lists the functional options that are available for PeopleSoft Sales:

Functional Option	Default and Revoked Settings
CORE_RSF_ADVANCED	Default setting: When the user enters a lead or opportunity, the system shows all the fields, sections, and tabs that are marked as controlled by display template security. Revoked setting: When the user enters a lead or opportunity, the system hides the fields, sections, and tabs that are marked as controlled by display template security. If you use this setting and the delivered display templates for leads and opportunities, the system displays the basic fields necessary for entering leads and opportunities. You can set up display template security in the Display Template Details component. See Setting Up Display Templates for Leads and Opportunities.
CORE_RSF_AUTO_ASSIGN_OFF	Default setting: When the user saves a lead or opportunity, the system does not automatically assign a sales representative to the lead or opportunity. Revoked setting: When the user saves a lead or opportunity, the system automatically assigns a sales representative to the lead or opportunity by using assignment criteria.
CORE_RSF_DEFAULT_OWNER	Default setting: When a user creates a new lead or opportunity, the system adds the user who creates the lead or opportunity to the Sales Team Member section as the primary sales representative. Revoked setting: When a user creates a new lead or opportunity, the system does not add a sales representative to the Sales Team Member section.
CORE_RSF_FCAST_ROLLUP	Default setting: The default value for the Forecast View field on the Forecast page in the Search Forecasts component is `Manager Review`. This is the view that sales managers use to roll up and analyze forecasts. Revoked setting: The default value for the field is `Subtotals`. This reduces load time and may be preferable for second-level and higher-level managers. See Managing Forecasts.
CORE_RSF_FCAST_SIMPLE	Default setting: The user has access to all views on the Forecast page in the Search Forecasts component. Revoked setting: The user has access to only the following views on the Forecast page in the Search Forecasts component: Combined Forecasts, Manager Review, and Subtotals.
CORE_RSF_SEARCH_PRODUCT_GROUP	Default setting: The system displays the product group search option in the Lead and Opportunity components. Revoked setting: The system does not display the product group search option in the Lead and Opportunity components.
CORE_RSF_SHOW_SITE	Default setting: The system displays the site field and search on the Discover page of the Lead and Opportunity components. Revoked setting: The system does not display the site field and search on the Discover page of the Lead and Opportunity components.
CORE_RSF_SUMMARY	Default setting: The system displays the summary page in the Lead and Opportunity components. Revoked setting: The system does not display the summary page in the Lead and Opportunity components.