Entering Self-Service Orders (2024)

The PeopleSoft OrderManagement self-service features enable customers to enter and trackorders. Although the pages are designed for external people who accessthe system, customer service representatives (CSRs) can also use theself-service Sales Order Entry component by clicking the Express Order Entry link in the left-hand navigation or on the CSR Desktop page. Self-serviceorder tracking uses the same pages as the CSR version, but the functionalityis limited. These components are simplified versions of the OrderEntry Form component and the Order Tracking component.

You must set up customersas external contacts before they can use the self-service features.Establish self-service contact information in the Contact Informationcomponent.

Note: The Self-Service SalesOrder permission list (EPOM1100), which is attached to the Customerrole, is delivered in sample data.

To set up customersas external contacts:

1. On the Contact page inthe Contact Information component, set the Contact Flag field to External.

2. On the Contact User Profilepage, create a user profile:

   1. Enter a user ID and a password,and then confirm the password.

   2. Select the EPOM1100 processprofile and EPOM1100 permission list tables.

   3. Select the Customer (case-sensitive)role.

      Note: Entering the user profileinformation here automatically inserts appropriate data into the PeopleSoftsecurity tables.

3. On the Contact Customerpage, assign the contact to appropriate customers.

4. On the Self Service Securitytab, establish customer-level security options.

5. If you are creating a newuser profile, define the default PeopleSoft Order Management businessunit and default order group for the user ID.

   On the Common DefinitionsUser Preferences page, select Orders - Sales and then enter the defaultbusiness unit value.

The Self-Service SalesOrder Entry component resembles the Order Entry Form component, butit is less complicated. This component is designed for brokers andother salespeople who are comfortable with sales order entry.

Header, line, and summaryinformation appear on the Sales Order Entry page. Links on this pageenable users to access shipping information, update payment information,and print notes on the order acknowledgement, picking plan, packingslip, bill of lading, and invoice. Once all the necessary informationis complete, users can view an order confirmation page where theycan either modify the order or submit it. After a user submits theorder, the order status changes to Open. Userscan also cancel or change an order after it has been submitted. Whena user cancels an order or order line, PeopleSoft Order Managementfirst checks with PeopleSoft Inventory to ensure the order is eligiblefor cancellation before the system cancels the line. For partial-shippedorder lines, the quantity is adjusted to match the shipped quantity,but the line is not canceled.

Most order processing(defaulting, pricing, freight, deliveries, tax, buying agreements,reservations, automatic sales order processing, and so forth) is thesame as for the Order Entry Form component. The component enablesthe self-service customer to:

• Create, view, and updateorders only for customers associated with the contact ID associatedwith their user ID.

• Change the unit price foran order line only if these conditions are met:

  See Also

  What is a Self-service Portal and why do you need one?ACS Consultancy Services, Inc hiring PeopleSoft Customer Self Service Support Specialist in United States | LinkedInSr. PeopleSoft HCM Analyst Resume Dallas, TX - Hire IT PeopleSr. ServiceNow Developer/Admin Resume PHX - Hire IT People

  • The contact associatedwith the user ID is tied to a broker customer ID (the Broker Customer option on the customer General Info page must be selected).

  • The broker customer isassociated with the sold to customer that appears on the sales order(the broker customer acts as a broker for the sold to customer).

• Edit only order lines,not schedules.

• Override the ship to addressbut not the sold to address.

• Enter payment and creditcard information.

• Create order header andorder line notes.

• Copy orders or order linesfrom purchase history.

• Print a copy of the salesorder or send an email notification.

  Note: The self-service customermust enter a reason code when changing the unit price.

• Edit only these fields:

  • On the order header: Sold To, Requested Arrival Date, RequestedArrival Time, Customer PO (customer purchase order), and Payment Method.

  • On the order line: Product ID, UOM (unit of measure), Quantity, Requested Ship Date, RequestedShip Time, Requested Arrival Date, RequestedArrival Time, Customer PO, Customer POLine, Ship-to Customer Ship-to Location, Ship-To Address, Carrier ID, Ship Via, Freight Terms, Partials, Ship Prior, Cancel Backorder.

Use the Sales OrderEntry page (ORDENT_FORM_LN_SS) to enter self-service sales orders,including header and line information.

Navigation:

• Order Management > Quotes andOrders > Express Order Add/Edit

• Click the Go To Express Order Add/Edit link on the CSR Desktop page.

• Customer Portal > Order Management > Create/UpdateOrder

This example illustratesthe fields and controls on the Sales Order Entry page (1 of 2). Youcan find definitions for the fields and controls later on this page.

This example illustratesthe fields and controls on the Sales Order Entry page (2 of 2). Youcan find definitions for the fields and controls later on this page.

Use the Sales OrderEntry - Payment Option page (ORDENT_PAYMENT_SS) to view payment informationfor an order.

If the order is new,you can change the payment option.

Navigation:

Click the View or Change PaymentOption link on the Sales Order Entry page.

This example illustratesthe fields and controls on the Payment Option page. You can find definitionsfor the fields and controls later on this page.

Use the Sales OrderEntry - Order Header Notes page (ORDENT_HDR_NOTE) to associate predefinedstandard notes or add custom notes to the order header.

You can print thesenotes on the order acknowledgement, invoice, bill of lading, and packinglist.

Navigation:

Click the View or Change Order Notes link on the Sales Order Entry page.

This example illustratesthe fields and controls on the Order Header Notes page. You can finddefinitions for the fields and controls later on this page.

Notes can be predefinedor custom.

Use the Sales OrderEntry - Select/Copy From Purchase History page (ORDENT_CPYPH_SS) tocopy order lines from previous orders by selecting one or more linesand clicking Copy.

Navigation:

Click the Copy From Purchase History button on the Sales Order Entry page.

Use the Sales OrderEntry - Order Line Detail page (ORDENT_LINE_DTL_SS) to view and enterinformation for an order line.

Navigation:

Click the Show Details button for a line on the Sales Order Entry page.

Note: If the line has beenshipped, only the quantity can be updated.

Use the Sales OrderEntry - Order Confirmation page (ORDENT_CONFIRM_SS) to confirm thatthe new order is correct.

Navigation:

Click the Continue buttonon the Sales Order Entry page.

Review the order beforesubmitting it.

Use the Order Submittedpage (ORDENT_CONFIRM_SS) to submit the order for fulfillment processing,print a copy of the order, send an email notification with the orderinformation attached, update the order, or add a new order.

Navigation:

Click the Submit Order button on the Sales Order Entry - Order Confirmation page or theSales Order Entry - Order Change Confirmation page.

Use the Sales OrderEntry - Order Change Confirmation page (ORDENT_CHANGES_SS) to viewand confirm any changes made to an existing order.

Navigation:

Click the Continue buttonon the Sales Order Entry page, if you changed the order.

The page displays thechanges to the order.