EAR 8.9+: Configuration to Upload Customer Conversations Attachments (Doc ID 975413.1)

Last updated on SEPTEMBER 21, 2016

Applies to:

PeopleSoft Enterprise FIN Receivables - Version 8.9 and later
Information in this document applies to any platform.
***Checked for relevance on 18-May-2011***


Goal

PeopleSoft Receivables Home 1299436.1 > PeopleSoft Receivables Setup Master Case Studies 1270707.1 > 975413.1

Conversation pages track ongoing conversations with customer contacts. For example, you can track invoice and payment issues that you are trying to resolve, as well as other customer inquiries. You can link a conversation to a specific purchase order, invoice, contract, or receivables item. In addition, you can use the PeopleSoft notification feature to send an email to an interested party to announce that there is a new or existing conversation entry to review.

You can set up the conversation so that you review it after a specified number of days from the creation date, or you can have a supervisor review it. For review by a supervisor, the system automatically assigns the supervisor who is associated with the user profile of the person who created the entry.

You can also attach documents to a conversation, such as proof of delivery slips, bills of lading, spreadsheets, or text documents.

This document explains additional setup, to use Document upload functionality on Customer Conversation Component.(Main Menu > Accounts Receivable > Customer Interactions > Conversations > View/Update Conversations > Attachments)

 

Solution

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