Conversations

The Conversations tab enables you to display a conversation's details related to the selected customer or contract values. You can search for specific conversations by creating a filter of selected attributes. You name and save each filter so that you can use it to search for those conversations again. When the details of a conversation appear on the Conversations grid, you can access the conversation by clicking the link associated with the conversation's date.

This tab also enables you to access the Conversations component to add a new conversation, as well as add any promise details on the Conversations page. You can access the Customer Contacts page from the Conversations tab and add a contact or click a link associated with a contact's name to modify a contact's information.

You can access the Promise Date Inquiry from the Conversations tab and search for promises by selecting various attributes. You indicate whether you want to show all of the promises based on your search criteria, or group the promises by customer, business unit, collector, or supervisor.

See PeopleSoft Order to Cash Common Information: Understanding Conversations.

See Setting Up Promise Date Options for a Customer.

See Reviewing Conversations and Promises.