Understanding PeopleSoft SCM Integration with PeopleSoft CRM

You use EIPs to seamlessly integrate your (SCM) applications to PeopleSoft (CRM). While you can use these EIPs to integrate with other technologies, your setup steps can be different if you are integrating to PeopleSoft CRM.

Setting Up CRM EIPs

In general, you need to follow a few more steps used to set up EIPs to integrate with PeopleSoft CRM. These steps are unique to each EIP, and thus are found in the PeopleSoft SCM application documentation for each individual EIP. However, some EIPs use different service operations to integrate with PeopleSoft CRM than to other systems. For example, Item Master uses the ITEM_CRM_SYNC_EFF service operation to integrate with PeopleSoft CRM, and ITEM_SYNC or ITEM_SYNC_EFF to integrate with other applications such as a Warehouse Management System.

Processing Inbound CRM EIPs

In general, you follow a few different steps when subscribing to CRM EIPs.

You load inbound XML-based transactions into the PeopleSoft system using subscription processes that are automatically initiated by PeopleSoft's Integration Broker functionality. Once loaded, the system validates the information and if no errors are found, updates the appropriate PeopleSoft application tables. If errors are found, then the data may be corrected and resubmitted for processing.

Processing Outbound CRM EIPs

You can publish outbound XML-based service operations from different points in the system using PeopleSoft's messaging capabilities. If you are publishing an entire table such as items or customers, you use the one time full data publish utility. If you are publishing incremental update service operations, the system automatically publishes service operations with the data when you save the appropriate component.