Getting Started With JD Edwards EnterpriseOne Address Book

This chapter provides an overview of the JD Edwards EnterpriseOne Address Book and discusses how to:

Integrate the JD Edwards EnterpriseOne Address Book with the JD Edwards EnterpriseOne systems.
Implement the JD Edwards EnterpriseOne Address Book.

Understanding JD Edwards EnterpriseOne Address Book

The Address Book system is the foundation for other JD Edwards EnterpriseOne systems. The Address Book system contains name, address, and phone numbers for customers, suppliers, companies, and so on. This information is stored in several database tables to create a central repository of information. Other JD Edwards EnterpriseOne systems retrieve up-to-date name and address information from the Address Book system. For example, the Accounts Payable system uses address book information for supplier payments and the Accounts Receivable system uses address book information to generate customer invoices and statements.

With a central repository of information that integrates with other JD Edwards EnterpriseOne systems, you can effectively manage your address book information. The Address Book system includes:

Maintenance of complete information for employees, customers, suppliers, and so on.
Notification of authorized users about special situations, such as credit warnings, hold messages, and other critical account information.
Classification of entries by search type for inquiry and reporting purposes.
Ability to retrieve information by name, address, phone number, and search type.
Management of tax information.
Ability to associate multiple addresses with a single address book record.
Effective dates for address changes.
Supplemental data for organizing and tracking information that is not included in standard master table.

Address Book Reporting

For reporting, the Address Book system enables you to define how you sort and classify information. You can customize reports to meet your needs by creating and organizing user-defined information and then attaching that information to address book records. With user-defined information, you can define:

Up to 30 address book category codes for tracking and reporting information about addresses. For example, you can sort suppliers by salesperson for one report and by region for another report.
Up to 10 who's who category codes to identify individuals, such as billing contacts, executives, and sales contacts, who are associated with specific company address book records.
Up to 10 contact information category codes that you can use to further categorize who's who entries.
Up to five related person category codes to group entries for related persons.

You can also customize reports to produce mailing lists, labels, and so on

Integrating JD Edwards EnterpriseOne Address Book With the JD Edwards EnterpriseOne Systems

The following JD Edwards EnterpriseOne systems from Oracle integrate with the JD Edwards EnterpriseOne Address Book system and allow you to do the tasks described:

System	Task
JD Edwards EnterpriseOne Accounts Payable	Set up suppliers and tax entities.
JD Edwards EnterpriseOne Accounts Receivable	Set up customers and tax entities.
JD Edwards EnterpriseOne General Accounting	Set up companies and business units.
JD Edwards EnterpriseOne Job Cost	Set up jobs and assign them to a project manager and superintendent in addition to suppliers and subcontractors.
JD Edwards EnterpriseOne Fixed Assets	Set up employees who are responsible for assets and suppliers who provide assets.
JD Edwards EnterpriseOne Purchase Order Management	Set up suppliers, buyers, carriers, branch/plants, ship-to addresses, and landed cost suppliers (duty brokers).
JD Edwards EnterpriseOne Sales Order Management	Set up ship-to addresses, sold-to addresses, carriers, salespersons, branch/plants, and customer billing instructions.
JD Edwards EnterpriseOne Inventory Management	Set up planners, buyers, and branch/plants in the item master record.
JD Edwards EnterpriseOne Contract Management	Set up suppliers for progress payments and set up contract logs.
JD Edwards EnterpriseOne Contract Billing	Set up architects, customers, owners, and remit-to, alternate bill-to, and send-to addresses.
JD Edwards EnterpriseOne Service Billing	Set up employees and customers (for work orders).
JD Edwards EnterpriseOne Advanced Pricing	Set up category codes to categorize customers for special pricing.
JD Edwards EnterpriseOne Requirements Planning	Set up branch/plants and planners, such as material planners or employees in charge of a product or line.
JD Edwards EnterpriseOne Forecasting	Set up hierarchies for forecasting.
JD Edwards EnterpriseOne Equipment/Plant Management	Set up employees who are responsible for equipment, suppliers who provide equipment, and employees who are assigned to perform preventive maintenance.
JD Edwards EnterpriseOne Work Order Management	Set up customers, managers, originators, and supervisors.
JD Edwards EnterpriseOne Service Management	Set up customers and service providers.
JD Edwards EnterpriseOne Payroll	Set up employees and the name and address of W2 reporting entities.
JD Edwards EnterpriseOne Human Capital Management	Set up participants, beneficiaries, and applicants.
JD Edwards EnterpriseOne System user profiles	Set up Address Book records for user names and attach E-mail addresses for each user name.
JD Edwards EnterpriseOne Workflow Tools	Set up destination of workflow messages and E-mail addresses for address book records.

Implementing the JD Edwards EnterpriseOne Address Book

This section provides an overview of the steps that are required to implement the JD Edwards EnterpriseOne Address Book system.

In the planning phase of your implementation, take advantage of all JD Edwards EnterpriseOne sources of information, including the installation guides and troubleshooting information. A complete list of these resources appears in the preface in About This Documentation with information about where to find the most current version of each.

When determining which electronic software updates (ESUs) to install for JD Edwards EnterpriseOne Address Book, use the EnterpriseOne and World Change Assistant. EnterpriseOne and World Change Assistant, a Java-based tool, reduces the time that is required to search for and download ESUs by 75 percent or more and enables you to install multiple ESUs at one time.

See JD Edwards EnterpriseOne Tools 8.98 Software Update Guide

JD Edwards EnterpriseOne Address Book Implementation Steps

This table lists the suggested application-specific implementation steps for JD Edwards EnterpriseOne Address Book:

Step	Reference
1. Set up user-defined codes, category codes, constants, next numbers, postal codes, self-service, supplemental data, and the audit log.	See Setting Up the JD Edwards EnterpriseOne Address Book System.
2. Set up user-defined codes for Foundation Calendar	See Using Foundation Calendar.
3. Set up parent/child relationships and organizational structures.	See Setting Up Parent/Child Relationships and Organizational Structures.