Setting Up the CRM Foundation System

This chapter discusses how to:

• Activate the CRM Foundation system.

• Set up CRM constants.

Activating the CRM Foundation System

This section provides an overview of system activation and discusses how to activate the CRM Foundation system.

Understanding System Activation

Before you can enter and process CRM data, you must activate the JD Edwards EnterpriseOne CRM Foundation system. The CRM Foundation system code is 90CA. To activate system 90CA, a record containing this data must exist in the F99410 table:

• The Data Item field contains SY90CA.

• The Use Module field contains Yes.

Important! If you do not create the SY90CA record in the F99410 table, CRM business functions and programs will not function properly. However, the system does not issue an error.

You can use either of these programs to create this record:

• R90CA170 (F99410 Activate CRM Foundation)

  The system creates the record automatically when you run this batch program. This program does not exist on a menu. You run this program using Batch Versions, which you access by entering BV in the fast path.

• P99410 (EnterpriseOne System Control)

  You manually add the record to the F99410 using this interactive program.

Note. If you are using the Mobile Sales system, in addition to creating the SY90CA record, you must also update the CRMMSL record in the F99410 table so that the Use Module field contains Yes. You can use the P99410 program to manually update the Use Module field, or you can run the R90CA171 (F99410 Activate Mobile Sales) program to update the field.

See Activating Mobile Sales Functionality in the JD Edwards EnterpriseOne Tools 8.98 System Administration Guide

Form Used to Activate the CRM Foundation System

Activating the CRM Foundation System

Access the EnterpriseOne System Control - Revisions form.

Setting Up CRM Constants

This section provides an overview of CRM constants and discusses how to set up the CRM constants.

Understanding CRM Constants

Before you can process any CRM-related information, you must set up the CRM Constants program to define the sales, service, and support features that the organization uses, and how the system processes information. You set up CRM constants once, and these settings are used to process CRM information for each company within the organization.

The CRM Constants program controls:

• How the system saves information.

  You can set up the system to automatically save information, or to prompt you to save information, when you move from one form to another. When you set up the system to prompt you, you have the option of saving the data or canceling the save. If you set up the system to save automatically, all data changes that you make are saved when you exit a form.

• How the system determines which sales team members to assign to a sales opportunity.

  You can set up the system to assign sales team members to a sales opportunity based on the sold to customer, the ship to customer, or both.

  For example, a sales opportunity might have different sold to and ship to customers. Each of those customers has its own sales team. This constant determines whether the active members of the sold to, ship to, or both sales teams are copied to the sales opportunity sales team.

• Which phone number to display for sales team members.

  When you enter sales team members into the system, you can enter multiple phone numbers for each member. To ensure consistency when viewing the sales team members that are associated with customers, opportunities, quotes, and sales orders, you can specify which type of phone number is displayed for the sales team members.

  For example, if the sales members are typically traveling, and can most easily be reached on a mobile phone, you can set up the system to display the mobile phone number of each sales team member.

• How commissions are processed when a sales order is created.

  You can determine whether records are written to the sales commission tables based on the sales order sold to address, ship to address, or both. This setting is used only to determine which sales team members receive commissions. You must set up commission information for sales team members and customers in Oracle's JD Edwards EnterpriseOne Sales Order Management system in order to calculate the actual commission amounts.

  If you base commissions on the Sold To address, when a sales order is created, only the sales team members that are associated with the Sold To customer record are written to commission tables.

  For example, Joe Smith is the sales representative for Customer A-1, which is designated as the Sold To customer on a sales order. Nancy Jones is the sales representative for Customer A-2, which is designated as the Ship To customer on the sales order. Because the CRM constants have been set up to base commissions on the Sold To record only, Joe Smith is the only sales team member whose commissions are written to the commissions tables.

• Whether the system updates the Sales Order Extension tables.

  You use the Sales Order Extension option to determine whether the system updates the F4201UR table and the F4211UR table at the time of sales order entry or when an opportunity is being converted to a sales order/quote. These tables can be configured by the user to store data that is not stored in other JD Edwards EnterpriseOne tables.

• Which currency code and monetary amounts are associated with each gold bar level.

  You can use gold bar functionality to visually display the potential monetary amount that is associated with a lead or opportunity. You define the monetary parameters that determine the number of gold bars that appear. There are four gold bars available for use. You set up the system so that the customers with the largest monetary potential display 4 bars, and those with the least amount of monetary potential display one, or no bars. The currency code that you enter in the constants is the currency that the system uses to determine the number of gold bars for each customer or opportunity.

• Which type of calendar is displayed when using the calendar feature.

  The calendar feature enables you to create several different types of calendars. Using the CRM Constants, you can specify the default calendar type to display when accessing the calendar feature from CRM applications. The system adds all activities that are created by or associated with CRM programs to the type of calendar that you specify in the constants. Typically, you select a CRM calendar so that the system adds all CRM-related activities to the CRM Calendar.

  Calendar type codes are stored in UDC 01/CY, and might include types such as personal calendars, carrier calendars, or resource calendars.

See Also

Setting Up Commission Information

Using Foundation Calendar

Form Used to Set Up CRM Constants

Setting Up CRM Constants

Access the CRM Constants form.

CRM Constants, Process

Select the Process tab.

CRM Constants, Sales Team

Select the Sales Team tab.

CRM Constants, Sales Order

Select the Sales Order tab.

CRM Constants, Gold Bars

Select the Gold Bars tab.

CRM Constants, Calendar

Select the Calendar tab.