Is It Possible to Create a Default RTV Customer without a Support Team and Member? (Doc ID 1370343.1)

Last updated on AUGUST 04, 2016

Applies to:

PeopleSoft Enterprise SCM Order Management - Version 9.1 and later
Information in this document applies to any platform.

Goal

There is a new requirement in release 9.1 that a 'dummy' Customer be set up for the Vendor when doing an RTV (see Knowledge <Document 1201393.1>). Here are the steps to follow in order to define a Default RTV Customer:

  1. Set up a Team Member Type (*).
  2. Setup a Team Member that can be categorized as a Sales Person using the Team Member Type defined above (*).
  3. Setup a Support Team Member code. The Team member defined above is identified as part of this Support Team (*).
  4. Create a Customer (navigation: 'Customers > Customer Information > General Information') and use the Support Team Member define above and mark it as default.
  5. Attach the Customer ID defined above as the Default RTV Customer ID in the 'Installation Options' page for Inventory (navigation: 'Set Up Financials/Supply Chain > Install > Installation Options' - 'Inventory' hyperlink).

(*) navigation: Set Up Financials/Supply Chain, Common Definition, Team Members

But is it possible to create a Default RTV Customer without a Support Team and Member?

Solution

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