This appendix contains the following topics:
Section B.1, "JD Edwards EnterpriseOne CRM Support Applications Reports: A to Z"
Section B.2, "JD Edwards EnterpriseOne CRM Support Applications Selected Reports"
These tables list the JD Edwards EnterpriseOne CRM Support Applications reports.
This section discusses CRM reports in these categories:
Support applications
Action plan/activity
Competitor
Customer
Employee
Partner
Contact
Product catalog
Report ID and Report Name | Description | Navigation |
---|---|---|
R17670 | Run different versions of this report to display and organize detail or summary information for closed cases. Versions have been set up to organize cases using these methods:
|
Case (G90CE0201), Case Detail Summary Report |
R17671 | Use this report to create reports that display close cases by:
|
Case (G90CE0201), Case Statistics by Assignee |
R17672 | Use this report to create reports that display closed case statistics and organize the report by any of these methods:
|
Case (G90CE0201), Case Statistics by Product |
R17673 | Use this report to create reports that display the duration of closed cases and organize the report by any of these methods:
|
Case (G90CE0201), Case Statistics by Product |
R17674 | Use this report to print case information. Through the processing options, you can specify to print associated media objects. | Case (G90CE0201), Case Print |
R17680
Escalated Cases |
If you are escalating cases using the notification method, run this report to check for cases that the system needs to escalate. | Case (G90CE0201), Escalation Processing |
R90CG700 | Use this report to review cases by customer. The last page of this report contains a summary that lists the quantity of case records included in the report for each customer. | Case (G90CE0201), Cases By Customer |
R90CG701 | Use this report to view cases organized by priority (user defined code [UDC] 17/PR). Cases are then sub-grouped by customer. The last page of this report contains a summary that lists the quantity of case records included in the report for each case priority. | Case (G90CE0201), Cases By Priority |
R90CG702 | Use this report to view cases organized by status (UDC 17/ST). Cases are then sub-grouped by customer. The last page of this report contains a summary that lists the quantity of case records included in the report for each status. | Case (G90CE0201), Cases By Status |
R90CG703 | Use this report to view cases organized by type (UDC 17/CT). Cases are then sub-grouped by customer. The last page of this report contains a summary that lists the quantity of case records included in the report for each case type. | Case (G90CE0201), Cases By Type |
R90CG704 | Use this report to review case status organized by call center agent. | Case (G90CE0201), Cases Status By Agent |
R90CG705 | Use this report to review case information organized by product family (UDC 17/PA). | Case (G90CE0201), Case Analysis By Product Family |
Report ID and Report Name | Description | Navigation |
---|---|---|
R90CA014A | Use this report to view all summary information about all action plans, such as the description of the plan and the list of included activities. The report also includes additional information about each activity, such as the activity type, the assignee, when the activity should begin, and when the activity should be completed. | Action Plan/Activity (G90CE0202), Action Plan Listing |
R90CA1301B | Use this report to view all assigned activities for each customer. The activities are grouped by customer and include each activity's contact name, phone number, description, date scheduled, start time, and activity type. | Action Plan/Activity (G90CE0202), Activity-Activities By Customer |
R90CA13D | Use this report to display selected user schedules, including activities and to-do items, for a specified period of time. The report also includes all related details for each activity or to-do item. | Action Plan/Activity (G90CE0202), Activity-Periodic Planner |
Report ID and Report Name | Description | Navigation |
---|---|---|
R90CA060A | Use this report to view all information about a competitor and the competitor's products. You can use this report to compare the products from the organization with those of the competitors. | Competitor G90CE0203), Competitor Price Selected |
Report ID and Report Name | Description | Navigation |
---|---|---|
R90CA0111A | Use this report to view each contact, along with the associated contact information for each selected customer. | Customer (G90CE0204), Contacts By Customer |
R90CA080B | Use this report to view summary information for all customer records in the system. The report includes the associated contact names for each customer, along with information for each contact. | Customer (G90CE0204), Customer Contact Summary |
R90CA080G | Use this report to view summary information about selected customers, such as sales team members, opportunities, and contacts. | Customer (G90CE0204), Customer Summary |
Report ID and Report Name | Description | Navigation |
---|---|---|
R90CA070AA | Use this report to produce shipping labels for each contact in the system in Avery 5163 label format. The report includes each contact's name, company name, street address, city, state, postal code, and country. | Case (G90CE0201), Contact Address Shipping (Avery 5163) |
R90CA070B | Use this report to produce mailing labels for each contact in the system in Avery 5160 label format. The report includes each contact's name, company name, street address, city, state, postal code, and country. | Case (G90CE0201), Contact Address Shipping (Avery 5160) |
R90CA070C | Use this report to produce mailing labels for each contact in the system in Avery 5161 label format. The report includes each contact's name, company name, street address, city, state, postal code, and country. | Case (G90CE0201), Contact Address Shipping (Avery 5161) |
This section provides detailed information about individual reports, including important processing options and tables accessed. The reports are listed alphanumerically by report ID.
This report is based on closed cases. You can review detail or summary information for cases, based on processing options for the version. When you run the detail report, the system lists all cases, as well as the total number of closed cases. When you run the summary report, the system only lists the total number of closed cases.
Run different versions of this report to review cases organized by:
Provider group – version XJDE0001.
Product model – version XJDE0002.
Environment – version XJDE0003.
Equipment number – version XJDE0004.
For programs, you can specify options such as the default values for specific transactions, whether fields appear on a form, and the version of the program that you want to run.
The processing options on this tab define the defaults that the system uses when you run the Case Detail/Summary report.
Specify whether the system includes the product model or the item number on the Case Detail report or the Case Summary report. Values are:
Blank: Product model
1: Item number
Specify the from date or the through date.
Note: If you leave the Thru Date processing option blank, the system uses the current date. |
Specify whether the system generates the Case Summary report or the Case Detail report. Values are:
Blank: Case Summary
1: Case Detail
For programs, you can specify options such as the default values for specific transactions, whether fields appear on a form, and the version of the program that you want to run.
The processing options on this tab define the default values that the system uses when you run the report.
Specify the from date or the through date.
Note: If you leave the Thru Date processing option blank, the system uses the current date. |
Specify the case type for live requests. Live requests are from customers who speak to a representative on the first call. The request types appear in the request statistics on the report. Enter a value from UDC 17/CT.
Specify the status for closed cases. Cases with this status appear in the statistics on the report. Enter a value from UDC 17/ST.
For programs, you can specify options such as the default values for specific transactions, whether fields appear on a form, and the version of the program that you want to run.
Specify whether to include associated media objects on the report. Values are:
Blank: Do not include.
1: Include.
For programs, you can specify options such as the default values for specific transactions, whether fields appear on a form, and the version of the program that you want to run.
Specify whether the system displays cases that are not escalated. Values are:
Blank: Print both escalated and not escalated cases.
1: Print only escalated cases.
For programs, you can specify options such as the default values for specific transactions, whether fields appear on a form, and the version of the program that you want to run.
These processing options specify default information that is used to process the report.
Specify the search type from UDC 01/ST that is used to identify employees.
Specify the business phone type from UDC 01/PH.
For programs, you can specify options such as the default values for specific transactions, whether fields appear on a form, and the version of the program that you want to run.
The processing options on this tab specify the default information that is used to process the report.
Specify the business phone type or the fax phone type from UDC 01/PH.
Specify the work address type from UDC 01/AT.
For programs, you can specify options such as the default values for specific transactions, whether fields appear on a form, and the version of the program that you want to run.
The processing options on this tab specify the default information that is used to process the report.
Specify the business phone type or the fax phone type from UDC 01/PH.
Specify the internet address type from UDC 01/ET.
For programs, you can specify options such as the default values for specific transactions, whether fields appear on a form, and the version of the program that you want to run.
Specify the customer search type from UDC 01/ST.
For programs, you can specify options such as the default values for specific transactions, whether fields appear on a form, and the version of the program that you want to run.
The processing options on this tab specify the default information that is used to process the report.
Specify the business phone type from UDC 01/PH.
Specify the internet address type or the email address type from UDC 01/ET.
Specify the work address type from UDC 01/AT.
For programs, you can specify options such as the default values for specific transactions, whether fields appear on a form, and the version of the program that you want to run.
The processing options on this tab specify the default information that is used to process the report.
Specify the business phone type, mobile phone type, or fax phone type from UDC 01/PH.
Specify the internet address type from UDC 01/ET.
This report includes all assigned activities for each customer. The activities are grouped by customer, and include each activity's contact name, phone number, description, date scheduled, start time, and activity type.
For programs, you can specify options such as the default values for specific transactions, whether fields appear on a form, and the version of the program that you want to run.
The processing option on this tab specifies the default information that is used to process the report.
Specify which customer phone number to print on the report. Values are stored in the UDC 01/PH table.
This report displays selected user schedules, including activities and to-do items, for a specified period of time. The report also includes all related details for each activity or to-do item.
For programs, you can specify options such as the default values for specific transactions, whether fields appear on a form, and the version of the program that you want to run.
Specify the beginning date or the end date in the date range for which you want to track lead information. If you leave this processing option blank, the system uses current date.
Specify whether the system prints the Task section on the report. If you leave this option blank, the system includes the Task section and the Activities section on the report. If you enter 1 in this option, the system includes only the Activities section on the report. Values are:
Blank: Include.
1: Do not include.
For programs, you can specify options such as the default values for specific transactions, whether fields appear on a form, and the version of the program that you want to run.
Specify the from date or the through date. If you leave this processing option blank, the system uses the current date.
Specify whether the system prints summary, detail, or summary and detail case information. Values are:
Blank: Case detail and summary information.
1: Case detail information.
2: Case summary information.
For programs, you can specify options such as the default values for specific transactions, whether fields appear on a form, and the version of the program that you want to run.
Enter the from date or the through date. If you leave this processing option blank, the system uses the current date.