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Contents
List of Figures
Title and Copyright Information
Preface
Audience
JD Edwards EnterpriseOne Products
JD Edwards EnterpriseOne Application Fundamentals
Documentation Accessibility
Related Documents
Conventions
1
Introduction to JD Edwards EnterpriseOne Address Book
1.1
Understanding JD Edwards EnterpriseOne Address Book
1.1.1
Address Book Reporting
1.2
Integrating JD Edwards EnterpriseOne Address Book With the JD Edwards EnterpriseOne Systems
1.3
Implementing the JD Edwards EnterpriseOne Address Book
1.3.1
JD Edwards EnterpriseOne Address Book Implementation Steps
1.4
Business Interface Integration Objects
2
Setting Up the JD Edwards EnterpriseOne Address Book System
2.1
Understanding JD Edwards Address Book Setup Requirements
2.2
Setting Up User-Defined Codes
2.3
Setting Up Category Codes
2.4
Setting Up Constants
2.4.1
Understanding Address Book Constants
2.4.1.1
Symbol to Identify Address Book Records
2.4.1.2
Address by Effective Date
2.4.1.3
Electronic Mail Security
2.4.1.4
Personal Data Security
2.4.2
Understanding Country Constants
2.4.2.1
Mailing Formats
2.4.2.2
Default Country Format
2.4.2.3
Predefined Mailing Formats
2.4.3
Prerequisite
2.4.4
Forms Used to Set Up Constants
2.4.5
Setting Up Address Book Constants
2.4.6
Setting Up Country Constants
2.4.6.1
Country Code Fields
2.5
Setting Up an Audit Log
2.5.1
Understanding the Audit Log
2.5.2
Form Used to Set Up an Audit Log
2.5.3
Setting Up an Address Book Audit Log
2.6
Setting Up Next Numbers
2.6.1
Form Used to Set Up Next Numbers
2.6.2
Setting Up Address Book Next Numbers
2.7
Setting Up Postal Codes
2.7.1
Understanding Postal Codes
2.7.2
Form Used to Set Up Postal Codes
2.7.3
Setting Up Address Book Postal Codes
2.8
Setting Up Supplemental Data
2.8.1
Prerequisites
2.8.2
Forms Used to Set Up Supplemental Data
2.8.3
Setting Up Supplemental Data for Address Book
3
Setting Up Parent/Child Relationships and Organizational Structures
3.1
Setting Up Parent/Child Relationships
3.1.1
Understanding Parent/Child Relationships
3.1.2
Forms Used to Create Parent/Child Relationships
3.1.3
Setting Processing Options for Structure Revisions (P0150)
3.1.3.1
Process
3.1.3.2
Defaults
3.1.4
Setting Processing Options for Structure Inquiry (P02150)
3.1.4.1
Defaults
3.1.5
Creating Parent/Child Relationships
3.1.6
Reviewing Parent/Child Relationships
3.2
Setting Up Tiers for Parent/Child Organizational Structures
3.2.1
Understanding Tiers for Parent/Child Organizational Structures
3.2.2
Prerequisite
3.2.3
Forms Used to Set Up Tiers for Parent/Child Organizational Structures
3.2.4
Building an Organizational Structure Using Tiers
3.2.5
Determining the Root Parent in an Organizational Structure as of a Specific Date
3.2.6
Entering Tier Descriptions for an Organizational Structure
3.3
Setting Up Enhanced Parent/Child Relationships
3.3.1
Understanding Enhanced Parent/Child Relationships
3.3.2
Prerequisite
3.3.3
Form Used to Set Up Enhanced Parent/Child Relationships
3.3.4
Creating Enhanced Parent/Child Relationships
4
Entering Address Book Records
4.1
Understanding Address Book Information
4.1.1
Mobile Enterprise Applications for Address Book Information (Release 9.1 Update)
4.2
Entering Address Book Records
4.2.1
Understanding Address Book Records
4.2.1.1
Duplicate Entry Validation
4.2.1.2
Global Location Number
4.2.2
Forms Used to Enter Address Book Records
4.2.3
Setting Processing Options for Address Book MBF (P0100041)
4.2.3.1
Outbound
4.2.3.2
Defaults
4.2.3.3
Edits
4.2.4
Setting Processing Options for Address Book Revisions (P01012)
4.2.4.1
Entry
4.2.4.2
Defaults
4.2.4.3
Versions
4.2.4.4
Process
4.2.5
Adding Address Book Records
4.2.5.1
Address Book
4.2.5.2
Mailing
4.2.5.3
Additional 1
4.2.5.4
Additional 2
4.2.5.5
Related Address
4.2.5.6
Category Code 1-10 and Cat Code 11-30
4.2.6
Adding Phone Numbers to an Address Book Record
4.2.7
Adding a GLN to an Address Book Record
4.3
Adding Who's Who Information to Address Book Records
4.3.1
Understanding Who's Who Information
4.3.1.1
Phone Numbers for Who's Who Records
4.3.1.2
Electronic Addresses for Who's Who Records
4.3.1.3
Related Person Information for Who's Who Records
4.3.1.4
Alternate Address Information for Who's Who Records
4.3.2
Forms Used to Add Who's Who Information to Address Book Records
4.3.3
Setting Processing Options for Who's Who MBF PO (P0100087)
4.3.3.1
Interoperability
4.3.4
Adding a Who's Who Record
4.3.4.1
Details
4.3.4.2
Additional
4.3.4.3
Category Codes
4.3.5
Adding Phone Numbers to Who's Who Records
4.3.6
Adding Electronic Address Information to Who's Who Records
4.3.7
Adding Related Person Information to Who's Who Records
4.3.7.1
Personal
4.3.7.2
Cat Codes
4.3.8
Adding Alternate Address Information to Who's Who Records
4.4
Printing the Check for Duplicates Report
4.4.1
Understanding the Check for Duplicates Report
4.4.2
Running the Check for Duplicates Report
4.4.3
Setting Data Sequence for the Check for Duplicates Report
4.4.4
Setting Processing Options for Address Book - Check for Duplicates (R014052)
4.4.4.1
Process
4.5
Building the Address Book Word Search Table
4.5.1
Understanding Word Search
4.5.2
Form Used for Word Search
4.5.3
Running the Word Search Build Program
4.5.4
Setting Processing Options for Word Search Build (R01BDWRD)
4.5.4.1
Process
4.5.5
Using Address Book Word Search
4.6
Using Address Book Geocoding (Release 9.1 Update)
4.6.1
Understanding Address Book Geocoding
4.6.2
Running the Initial Load of Address Book Geo Code (R01120) Report
5
Using Foundation Calendar
5.1
Understanding Foundation Calendar
5.1.1
Integrating with Other Systems
5.2
Understanding the Setup Requirements for Foundation Calendar
5.3
Managing Calendars
5.3.1
Understanding Calendars
5.3.1.1
Associating Calendars
5.3.2
Forms Used to Manage Calendars
5.3.3
Setting Processing Options for Calendar Maintenance (P01311)
5.3.3.1
Defaults
5.3.3.2
Process
5.3.3.3
Version
5.3.4
Adding Calendars
5.3.5
Associating Calendars
5.4
Managing Activities
5.4.1
Understanding Activities
5.4.1.1
Assignees
5.4.1.2
Associations
5.4.1.3
Recurring Activities
5.4.1.4
Reminders
5.4.1.5
Activity Homepage
5.4.1.6
Basic and Advanced Activity Search
5.4.2
Forms Used to Manage Activities
5.4.3
Setting Processing Options for Activity View (P01301)
5.4.3.1
Display
5.4.3.2
Default
5.4.3.3
Process
5.4.4
Setting Processing Options for Search Activities (P01300)
5.4.4.1
Basic Defaults
5.4.4.2
Advanced Defaults
5.4.4.3
Process
5.4.4.4
Versions
5.4.5
Setting Processing Options for Activity Common Processing Options (P01350)
5.4.5.1
Versions
5.4.6
Setting Processing Options for Manage Basic Activities (P01302)
5.4.6.1
Display
5.4.6.2
Default
5.4.7
Setting Processing Options for Activity Homepage (P01312)
5.4.7.1
Versions
5.4.7.2
Defaults
5.4.7.3
Process
5.4.8
Creating an Activity
5.4.8.1
Details
5.4.8.2
Attachments
5.4.8.3
Settings
5.4.8.4
Category Codes
5.4.8.5
Recurrence and Assignee Information
5.4.9
Entering Recurrence Information for an Activity
5.4.9.1
Recurrence
5.4.10
Managing Assignees for an Activity
5.4.11
Adding Tasks Using Quick Add
5.4.12
Searching for Activities
5.4.12.1
Basic
5.4.12.2
Advanced
5.4.13
Viewing Activities for Another User
5.4.14
Updating the Status of an Activity
5.5
Creating Action Plans
5.5.1
Understanding Action Plans
5.5.2
Forms Used to Create Action Plans
5.5.3
Setting Up Action Plans
5.5.4
Adding Activities to Action Plans
6
Using Address Book Self Service
6.1
Understanding Address Book Self Service
6.2
Using Self Service in the Address Book Revisions Program
6.2.1
Understanding Self Service for the Address Book Revisions Program
6.2.2
Activating Self Service for the Address Book Revisions Program
6.3
Using the Address Book Self Service Program
6.3.1
Understanding the Address Book Self Service Program
6.3.2
Understanding the Contacts Self Service Program
6.3.3
Forms Used to Update Address Book and Contact Information
6.3.4
Setting Processing Options for Address Book Self Service (P01012SS)
6.3.4.1
Types
6.3.4.2
Entry
6.3.4.3
Versions
6.3.5
Using the Address Book Self Service Program
6.3.6
Using the Contacts Self Service Program
7
Updating and Purging Address Book Records
7.1
Understanding Address Book Update and Purge Programs
7.2
Updating Address Book Records with Effective Dates
7.2.1
Understanding Address Book Updates
7.2.2
Prerequisite
7.2.3
Running the Effective Address Update Program
7.3
Updating Category Codes
7.3.1
Understanding Category Code Updates
7.3.2
Prerequisite
7.3.3
Running the Global Category Code Update Program
7.3.4
Setting Processing Options for Global Category Code Update (R01490)
7.3.4.1
Criteria
7.3.4.2
Address Fields
7.3.4.3
Cat Code 1–15
7.4
Purging Address Book and Message Log Records
7.4.1
Understanding Address Book and Message Log Purges
7.4.2
Prerequisite
7.4.3
Running the Purge Address Book Records Program
7.4.4
Setting Processing Options for Purge Address Book Records (R01800P)
7.4.4.1
Defaults
7.4.5
Running the Purge Message Log Program
7.4.6
Setting Processing Options for Purge Message Log (R01131P)
7.4.6.1
Processing
7.5
(BRA) Purging Brazilian Address Book Records
7.5.1
Understanding the Purge Brazilian Address Book Tag Files Program
7.5.2
Running the Purge Brazilian Address Book Tag Files Program
7.5.3
Setting Processing Options for Purge Brazilian Address Book Tag Files (R76011P)
7.5.3.1
Defaults
8
Processing Batch Address Book Records
8.1
Understanding Batch Processing
8.2
Adding Batch Address Book Records
8.2.1
Understanding Batch Records
8.2.2
Forms Used to Add Batch Address Book Records
8.2.3
Creating a New Batch and Adding Records
8.3
Uploading Address Book Batch Information
8.3.1
Understanding the Address Book Batch Upload Process
8.3.2
Prerequisites
8.3.3
Running the Address Book Batch Upload Program
8.3.4
Setting Processing Options for Address Book Batch Upload (R01010Z)
8.3.4.1
Versions
8.3.4.2
Process
8.4
Uploading Customer Master Batch Information
8.4.1
Understanding the Customer Master Batch Upload Program
8.4.2
Prerequisites
8.4.3
Running the Customer Master Batch Upload Program
8.4.4
Setting Processing Options for Customer Master Batch Upload (R03010Z)
8.4.4.1
Versions
8.4.4.2
Process
8.5
Uploading Supplier Master Batch Information
8.5.1
Understanding the Supplier Master Batch Upload Program
8.5.2
Prerequisites
8.5.3
Running the Supplier Master Batch Upload Program
8.5.4
Setting Processing Options for Supplier Master Batch Upload (R04010Z)
8.5.4.1
Versions
8.5.4.2
Process
8.6
Uploading Who's Who Batch Information
8.6.1
Understanding the Who's Who Batch Upload Program
8.6.2
Prerequisites
8.6.3
Running the Who's Who Batch Upload Program
8.6.4
Setting Processing Options for Who's Who Batch Upload (R011110Z)
8.6.4.1
Options
8.7
Revising Unprocessed Batches
8.7.1
Understanding Batches That Did Not Process Successfully
8.7.2
Forms Used to Revise Unprocessed Batches
8.7.3
Revising Unprocessed Batch Records
8.8
Revising Processed Batches
8.8.1
Understanding Successfully Processed Batches
8.8.2
Forms Used to Revise Processed Batches
8.9
Purging Address Book Batches
8.9.1
Understanding the Address Book Batch Purge Program
8.9.2
Prerequisite
8.9.3
Running the Address Book Batch Purge Program
8.9.4
Setting Processing Options for Address Book Batch Purge (R0101Z1P)
8.9.4.1
Select
A
Mapping Fields for Batch Processing
A.1
Mapping Fields in the Address Book - Interoperability Table (F0101Z2)
A.1.1
Required Fields
A.1.2
Optional Fields
A.1.3
Ignored Fields
A.1.4
User-Reserved Fields
A.2
Mapping Fields in the Customer Master LOB-Batch Table (F03012Z1)
A.2.1
Required Fields
A.2.2
Optional Fields Used by the Accounts Receivable System
A.2.3
Optional Fields Used by the Sales Order Management System
A.2.4
Ignored Fields
A.2.5
Additional Fields for CRM
A.2.6
User- Reserved Fields
A.3
Mapping Fields in the Supplier Master - Batch Table (F0401Z1)
A.3.1
Required Fields
A.3.2
Optional Fields Used by the Accounts Payable System
A.3.3
Optional Fields Used by the Procurement System
A.3.4
Ignored Fields
A.3.5
User-Reserved Fields
A.4
Mapping Fields in the Batch Who's Who Information Table (F0111Z1)
A.4.1
Required Fields
A.4.2
Optional Fields
A.4.3
Ignored Fields
A.4.4
User-Reserved Fields
A.5
Mapping Fields in the Batch - Related Person Table (F01112Z1)
A.5.1
Required Fields
A.5.2
Optional Fields
A.5.3
Ignored Fields
A.6
Mapping Fields in the Phones - Interoperability Table (F0115Z1)
A.6.1
Required Fields
A.6.2
Optional Fields
A.6.3
Ignored Fields
A.7
Mapping Fields in the Batch - Electronic Address Table (F01151Z1)
A.7.1
Required Fields
A.7.2
Optional Fields
A.7.3
Ignored Fields
A.8
Mapping Fields in the Batch - Alternative Address Table (F01161Z1)
A.8.1
Required Fields
A.8.2
Optional Fields
A.8.3
Ignored Fields
B
Tables Used by the Address Book System
B.1
Address Book Tables
B.2
Address Book Tables for Batch Processing
C
Delivered Workflow for JD Edwards EnterpriseOne Address Book
C.1
Delivered Workflow for JD Edwards EnterpriseOne Address Book
C.1.1
Activity / Task Reminder
C.1.1.1
Description
C.1.1.2
Workflow Objects
D
JD Edwards EnterpriseOne Address Book Reports
D.1
Address Book Reports
D.2
Address Book Reports: A to Z
D.3
Selected Address Book Reports
D.3.1
R01050-Copy Category Codes to Customer Master
D.3.2
Processing Options for Copy Category Codes to Customer Master
D.3.2.1
Cat Code 01–15
D.3.2.2
Cat Code 16–30
D.3.3
R01401 - Print Mailing Labels
D.3.4
Processing Options for Print Mailing Labels (R01401)
D.3.4.1
Print
D.3.5
R01401A - Standard Mailing Labels
D.3.6
Processing Options for Standard Address Labels (R01401A)
D.3.6.1
Display
Glossary
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