This chapter contains the following topics:
Section 13.1, "Processing Outbound Interoperability for Service Management"
Section 13.2, "Processing Inbound Interoperability for Service Management"
Section 13.3, "Reviewing and Revising Interoperability Transactions for Service Management"
Section 13.4, "Purging Interoperability Transactions for Service Management"
This section provides an overview of outbound interoperability for Service Management, lists a prerequisite, and discusses how to:
Process outbound supplier recovery claims.
Set processing options for the Outbound Supplier Recovery Processing program (R174801Z2O).
A manufacturer submits a reimbursement claim to the supplier of a warranted part that was found to be defective. Use Outbound Supplier Recovery Processing (R174801Z2O) to send flat file claims to suppliers. For each claim, the program creates a new supplier recovery claim number. Each claim can contain several parts detail and labor detail records.
The program uses the date submitted and the time submitted on parts and labor detail records to prevent duplicate submission of detail lines. A processing option specifies whether to enable claims without any parts or labor detail.
The Outbound Supplier Recovery Processing program retrieves information from the application tables and populates the interoperability interface tables listed in this table:
| Application Tables | Interoperability Interface Tables |
|---|---|
| Work Order Master File (F4801) | F4801Z2 |
| Work Order Master Tag File (F4801T) | F4801TZ2 |
| Work Order Parts List (F3111) and Parts List - Extension (F31171) | F3111Z2 |
| Work Order Routing (F3112) and Routing Instructions - Extension (F31172) | F3112Z2 |
To process outbound interoperability in Service Management:
Run the Outbound Supplier Recovery Processing program (R174801Z2O).
Create a custom UBE or function to process the data from the interoperability interface tables in such a way that it can be used by the external system.
Use the Data Export Controls program (P0047) to specify the custom UBE or function for the transaction type you specified in the processing options of the originating program.
The system stores this information in the Data Export Control table (F0047).
Run the Interoperability Generic Outbound Subsystem UBE program (R00460).
The Interoperability Generic Outbound Subsystem UBE program fetches the F986113 record and retrieves the name and version of the custom UBE from the F0047 table. The Interoperability Generic Outbound Subsystem UBE program passes information about the order to the custom UBE. The custom UBE then retrieves the records from the interoperability interface tables and processes that information.
Define the data export controls for the type of outbound transaction. The system uses data export controls to determine the batch programs or business processes that third parties supply for use in processing transactions.
To run the Outbound Supplier Recovery Processing program, access the Supplier Recovery Interoperability menu (G17381), Outbound Supplier Recovery Processing.
Use these processing options to set default values for the Outbound Supplier Recovery Processing program.
These processing options specify default values for processing outbound supplier recovery claims.
Specify whether the system deletes all previous outbound records before running the Outbound Supplier Recovery Processing program (R174801Z2O). Values are:
Blank: Do not delete.
1: Delete all outbound records from the F4801Z2, F4801TZ2, F3111Z2, and F3112Z2 tables.
Specify the address book number of the recipient of job status messages. The Outbound Supplier Recovery Processing program (R174801Z2O) sends any success messages or error messages to this address book number. If you leave this processing option blank, the system uses the address book number of the current user.
Specify whether the system allows you to submit the supplier recovery claim without submitting parts detail information or labor detail information. Values are:
Blank: Do not allow.
1: Allow.
Specify the Transaction Type for Work Order Header Transactions. If you leave this processing option blank, the systems uses JDEWO.
Specify the Transaction Type for Work Order Parts List Transactions. If you leave this processing option blank, the system uses JDEPL.
Specify the Transaction Type for Work Order Labor Detail Transactions. If you leave this processing option blank, the system uses JDERTG.
This section provides an overview of inbound interoperability for Service Management, lists prerequisites, and discusses how to:
Set processing options for the Inbound Warranty Claim Processing program (R174801Z2I).
Set processing options for the Inbound Warranty Claim Parts Detail Processing program (R173111Z2I).
Set processing options for the Inbound Warranty Claim Labor Detail Processing program (R173112Z2I).
Run the inbound processing programs.
You can receive, process, revise, and purge flat file warranty claims that are sent in from dealers. Use the programs on the Warranty Claim Interoperability menu (G17371) to complete these tasks.
A dealer or authorized service provider performs work that is covered under a manufacturer's warranty. Use Inbound Warranty Claims Processing (R174801Z2I) to receive flat file claims that are sent in from dealers. For each claim, the program creates a new warranty claim number, and processes parts detail and labor detail if they exist.
The Dealer Reference field can contain the dealer's claim number as a cross-reference. The program uses the failure date and the repair date to prevent duplicate warranty claim numbers. Processing options and work order activity rules perform additional checks, such as whether the system validates the registration status to determine if the equipment is eligible for a warranty claim.
A dealer or authorized service provider performs work that is covered under a manufacturer's warranty. Inbound Warranty Claim Parts Detail Processing (R173111Z2I) processes the parts detail of incoming flat file claims that are sent in from dealers. The data is uploaded to the work order file, and the claim is then processed through JD Edwards EnterpriseOne Service Management.
Each warranty claim is identified by a transaction (work order) number. Each claim can contain several parts detail records. The system verifies that the associated inbound claim was processed successfully and that the warranty claim number is valid. Other validity checks for the parts detail include valid component numbers, causal part numbers, vendor numbers, and so on.
A dealer or authorized service provider performs work that is covered under a manufacturer's warranty. Inbound Warranty Claim Labor Detail Processing (R173112Z2I) processes the labor detail of incoming flat file claims that are sent in from dealers. The data is uploaded to the work order file, and the claim is then processed through Service Management.
Each warranty claim is identified by a transaction (work order) number. The system verifies that the associated inbound claim was processed successfully and that the warranty claim number is valid. Other validity checks for the labor detail include valid causal part numbers, vendor numbers, time basis codes, and so on. The system also checks for duplicate labor detail.
Before you complete the tasks in this section:
Set up flat file cross-references.
Run the Inbound Flat File Conversion program (R47002C).
Use these processing options to set default values for the Inbound Warranty Claims program.
These processing options specify default values for the Inbound Warranty Claims Processing program.
Specify the address book number of the recipient of job status messages. The Inbound Warranty Claims Processing program (R174801Z2I) sends any success messages or error messages to this address book number. If you leave this processing option blank, the system uses the address book number of the current user.
Specify the beginning status of the incoming warranty claim. If this processing option is left blank, the system uses the first status from the work order activity rules.
Specify a value for the branch corresponding to the causal part that the system will use as a default value for new claims.
Specify a value for the accounting business unit that the system will use as a default value when entering new claims.
Specify how the system determines the supplier recovery vendor. Values are:
Blank: Not eligible for supplier recovery.
1: Use the product information from the detail record.
2: Use the product information from the header record.
These processing options specify default values for the process module, product registration validation, and assessor assignment.
Specify the process module that the system uses when creating inbound warranty claims. The default value is WARC, Warranty Claims (P1777).
Specify whether the system validates the registration status of the equipment number against the product registration activity rules. These rules indicate whether the equipment is eligible for a warranty claim at a particular status. Values are:
Blank: Do not validate.
1: Validate.
Specify whether the system assigns the assessor to the incoming claim based on the assessor defaults. Values are:
Blank: Do not assign.
1: Assign.
These processing options specify the versions of programs to use for warranty claims, parts detail, and labor detail.
Specify which version of the Warranty Claims program (P1777) the system uses when processing inbound warranty claims. If you leave this processing option blank, the system uses ZJDE0001.
Specify which version of the Inbound Warranty Claim Parts Detail Processing program (R173111Z2I) the system uses when processing parts lists for inbound warranty claims. If you leave this processing option blank, the system uses XJDE0001.
Specify which version of the Inbound Warranty Claim Labor Detail Processing program (R173112Z2I) the system uses when processing labor detail for inbound warranty claims. If you leave this processing option blank, the system uses XJDE0001.
Use these processing options to set default values for the Inbound Warranty Claim Parts Detail Processing program.
This processing option supplies the default value for the recipient of job status messages.
Specify the address book number of the recipient of job status messages. The Inbound Warranty Claim Parts Detail Processing program (R173111Z2I) sends any success messages or error messages to this address book number. If you leave this processing option blank, the system uses the address book number of the current user.
This processing option supplies the default value for the process module.
Specify the process module that the system uses when creating parts lists for inbound warranty claims. The value is:
WARC: Warranty Claims (P1777)
Use these processing options to set default values for the Inbound Warranty Claim Labor Detail Processing program.
These processing options are identical to the processing options for the Inbound Warranty Claim Parts Detail Processing program.
To receive inbound warranty claims, select Warranty Claim Interoperability menu (G17371), Inbound Warranty Claim Processing.
To receive parts detail for inbound warranty claims, select Warranty Claim Interoperability menu (G17371), Inbound Warranty Claim Parts Detail.
To receive labor detail for inbound warranty claims, select Warranty Claim Interoperability menu (G17371), Inbound Warranty Claim Labor Detail.
This section provides an overview of revising an inbound warranty claim or an outbound supplier recovery claim and discusses how to set processing options for the Warranty Claim/Supplier Recovery Processing program (P174801Z).
When the system runs one of the transaction processes, such as the Inbound Warranty Claim Processing program, it often identifies one or more inbound transactions that contain invalid information. In this case, the program sends an error message to the Work Center. The error message indicates the transaction number of the transaction that is in error.
Service Management provides menu selections that enable you to review any interoperability transactions and add, change, or delete any transactions that contain errors. After you correct all erroneous transactions, you can rerun the transaction process until the program runs without errors.
| Form Name | FormID | Navigation | Usage |
|---|---|---|---|
| Work With Inbound/Outbound Warranty Claim/Supplier Recovery Header | W174801ZA | Use one of these navigations:
Warranty Claim Interoperability (G17371), Inbound Warranty Claim Revisions Supplier Recover Interoperability (G17381), Outbound Supplier Recover Revisions |
Locate and review inbound or outbound interoperability transactions. |
| Inbound/Outbound Warranty Claim/Supplier Recovery Header Revisions | W174801ZB | Select a transaction on the Work With Inbound/Outbound Warranty Claim/Supplier Recovery Header form and click Select. | Review and revise interoperability transactions. |
Use these processing options to set default values for the Warranty Claim/Supplier Recovery Processing program.
These processing options specify which records the system displays and the transaction direction (inbound or outbound).
Specify the viewing mode. Values are:
Blank or 1: View unprocessed records only.
2: View records that processed successfully.
3: View records that did not process successfully.
Indicate whether the transaction is inbound (warranty claim) or outbound (supplier recovery claim). Values are:
1: Inbound Transactions (Warranty Claim)/
Blank or 2: Outbound Transactions (Supplier Recovery Claim)/
These processing options specify default values for transaction processing.
Specify the Transaction Type for new Work Order Header Transactions. If you leave this processing option blank, the system uses JDEWO.
Specify the Transaction Type for new Work Order Parts List Transactions. If you leave this processing option blank, the system uses JDEPL.
Specify the Transaction Type for new Work Order Labor Detail Transactions. If you leave this processing option blank, the system uses JDERTG.
This section provides an overview of purging interoperability transactions and discusses how to:
Set processing options for the Warranty Claim/Supplier Recovery Purge program (R174801Z2P).
Purge interoperability transactions.
When data becomes obsolete or you need more disk space, you can use purge programs to remove data from interface tables.
After the system successfully processes either inbound warranty claims or outbound supplier recovery claims, you can use Warranty Claim/Supplier Recovery Purge (R174801Z2P) to purge the records. A processing option specifies which records the system purges.
The interoperability menu contains options for purging transactions. Use one of these purge programs to remove data from the corresponding interface tables:
Outbound Supplier Recovery Purge (R174801Z2P)
Inbound Warranty Claim Purge (R174801Z2P)
For records in the Processing Log table (F0046) that are marked as processed, the program purges the associated transactions in the corresponding interoperability tables, as well as the records in the F0046 table. If the records in the F0046 table are not marked as processed, the program does not purge any records.
Use these processing options to set default values for the Warranty Claim/Supplier Recovery Purge program.
This processing option supplies the default value for the process module.
Specify which interoperability records the system purges for warranty claims and supplier recovery records. Values are:
Blank: Inbound and outbound records.
1: Inbound records.
2: Outbound records.
To purge outbound transactions, select Supplier Recovery Interoperability (G17381), Outbound Supplier Recovery Purge.
To purge inbound transactions, select Warranty Claim Interoperability (G17371), Inbound Warranty Claim Purge.