Order Capture Rel 8.9

This course focuses on the implementation and business processes of PeopleSoft Order Capture. The administrative topics that will be covered in this course include setting up an order capture business process, order capture business units, products and product packages, product catalogs, and pricing. PeopleSoft Order Capture Self Service, PeopleSoft Mobile Order Capture, Service Management, and Proposal Management are other products being highlighted in this course. Learn To: Set Up Order Capture ProductsSet Up Related Order Capture ApplicationsDefine the Order and Quote LifecycleA Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.

• Setting Up Order Capture Business Components
• Setting Up the Carriers, Tax Providers and Workbenches
• Defining Products, Packages, and Product Relationships
• Establishing Order Pricing
• Creating Catalogs
• Creating Orders and Quotes
• Managing Order Capture Fulfillments
• Defining PeopleSoft Order Capture Business Projects
• Defining Service Management
• Defining Proposal Management
• Defining PeopleSoft Order Capture Self Service
• Viewing PeopleSoft Mobile Order Capture

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Gedetailleerde onderwerpenlijst

Hieronder vind u een gedetailleerd overzicht met onderwerpen die in de cursus Order Capture Rel 8.9 behandeld zullen worden:

• Setting Up Order Capture Business Components
• Setting Up CRM Application Security for Order Capture
• Creating an Order Capture CSR
• Defining Display Templates in Order Capture
• Personalizing PeopleSoft Order Capture
• Viewing the Order Capture Center
• Setting Up the Carriers, Tax Providers and Workbenches
• Defining Carrier Setup Options
• Defining Tax Provider Setup Options
• Defining Order Capture Workbenches
• Configuring the Setup Workbench Options
• Identifying Capture Type Workbench Options
• Identifying Integration Workbench Options
• Defining Products, Packages, and Product Relationships
• Defining Products
• Defining Product Packages
• Identifying Product Relationships
• Establishing Order Pricing
• Defining Product Prices and Price List Setup Options
• Defining Price Rules Setup Options
• Describing PeopleSoft Enterprise Price Options
• Defining Arbitration Plans Setup Options
• Describing Pricing Simulation
• Creating Catalogs
• Describing Catalogs Functions
• Defining Catalog Content and Permissions
• Defining Catalog Display Options
• Creating Orders and Quotes
• Creating an Order and Reviewing Line Details
• Performing Price Adjustments
• Viewing Holds
• Viewing Related Actions and History
• Defining Bulk Ordering
• Managing Order Capture Fulfillments
• Defining Fulfillment Values According to the Process Flow
• Checking the Order Status
• Defining Status Mappings between CRM and a Fulfillment System
• Maintaining an Order
• Defining PeopleSoft Order Capture Business Projects
• Reviewing Business Project Phases, Tasks, and Transition Rules
• Describing PeopleSoft Order Capture Business Projects
• Defining How Business Projects Are Associated With Orders
• Defining Service Management
• Defining Agreements and Contracts
• Defining Proposal Management
• Defining Quote Integration
• Defining Sales Integration
• Defining PeopleSoft Order Capture Self Service
• Discuss Self Service Business Unit Options
• Defining Self Service User Registration and Profiles
• Entering a Self-Service Order
• Describing Contact Us and Chat Features
• Identifying Self-Service Security
• Viewing PeopleSoft Mobile Order Capture
• Setting Up PeopleSoft Mobile Order Capture
• Viewing Products in PeopleSoft Mobile Order Capture
• Viewing Orders in PeopleSoft Mobile Order Capture

Alle vermelde prijzen zijn onder voorbehoud en exclusief BTW.