PeopleSoft Frequently Used Panels

PeopleSoft 9.2 Quick Reference Panels

•    Customer Lookup- Main Menu -> Customer Information ->Customer Lookup->(enter your information) Search->Select customer

•    Customer Info- Main Menu->Customers->Customer Information->General Information->(enter your information) Search->Select Customer (Note: Tax Exempt Info can be seen under the “Cust-Exempt Tab”)

•    Look Up Order in Sales Panel- Main Menu -> Order Management->Quotes and Orders-> (Enter your information) Search->Find an “Existing Value” tab to look up order (enter information) Search

•    Enter a New order- Main Menu->Order Management->Quotes and Orders->Create /Update Order->Add a New Value tab (enter information)->Add->Enter your Order

•    Order Status (Tracking information)- Main Menu->Order Management->Quotes and Orders->Review Order Information->Track Order (enter information)->Search->Click on order and hit Search again (Note: Search by: Bill to customer #, Ship to customer #, Order #, Invoice #, Web order # and or Customer PO #)

•    Look Up RMA- Main Menu->RMA->Create/Update RMA->Find an Existing Value tab to look up RMA (enter information)->Search

•    Enter a New RMA- Main Menu->RMA->Create/Update RMA->Add a New Value (enter information)->Add

•    Product Price- Main Menu->Products->Review Product Information->Catalog by Product (enter information)->Search (Note: Search by item #, Description or Model #) (Note: List Price, Surcharge prices 2nd day or Next Day airs, Item weight, Buyer and the Vendor)

•    Item Availability- Main Menu->Inventory->Manage Inventory->Review Inventory Balance Info->Item/Product Availability->Set ID: KAPCO->Search->Enter information (Business unit: WHSEB)->OK( Note: QTY Available is the “Starting QTY Available) (Note: Demand and Supply tab is the next shipment/ETA for that item)

•    Product Definition- Main Menu->Products->Identify Product Details->Item Product Definition (enter information)->Search (Note: Warranty Data Tab for warranty details) (Note: Item Prod Defn Tab for picture, discountable, Kaplan Exclusive and Surcharge Information)

•    Suggested Substitutes- Main Menu->Items->Review Item Information->Item->Under Tab Substitutes

•    Product Components- Main Menu->Products->Review Product Info->Product Kit

•    Invoice Reprint- Main Menu->Billing->Generate Invoices->Non-Consolidated->Reprint Invoices

•    Packing Reprint- Main Menu->Order Management->Quotes and Orders->Reports->Order Packing Re-Print

•    Query- Main Menu->Reporting Tools->Query-> Query Viewer

•    Collections Workbench/ AR ->Accounts Receivable->Collection Workbench

•    Special Attention- Main Menu->Order Management->Special Attention Sheets->SAS Details or Work Special Attention

•    Order Change- Add or Change PO#, add or change M/F’s- Main Menu->Order Management->Quotes and Orders->Kaplan Change Cust PO, Kaplan Change Lines etc.

•    Tandata- https://tandata.kaplanco.com -> Customer Care->Shipped Orders, Order Lookup, Package Lookup or Item Lookup

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