A JD Edwards EnterpriseOne CRM Fundamentals Reports

This appendix contains the following topics:

A.1 JD Edwards EnterpriseOne CRM Fundamentals Reports: A to Z

This table lists the CRM Fundamentals reports, sorted alphanumerically by report ID.

Report ID and Report Name Description Navigation
R90CA0101E

Employee Phone List Report

 This report includes all active employees in the system, along with their titles and phone numbers. Employee (G90CA0207), select Employee Phone List
R90CA0111A

Contacts for a Customer Report

 This report lists each contact, along with the associated contact information for each selected customer. Customer (G90CA0206), select Contacts by Customer
R90CA014A

Action Plan List Report

 This report includes 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 (G90CA0204), select Action Plan Listing.
R90CA01B

Partner Listing Report

 This report includes all partners in the system, along with summary information about each partner, such as the name, address, contact information, and URL. Partner (G90CA0208), select Partner List
R90CA070AA

Contact Summary Shipping - Avery 5163 Report

 This report produces 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. Contact (G90CA0209), select Contact Address Shipping (Avery 5163)
R90CA070B

Contact Summary Shipping - Avery 5160 Report

 This report produces 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. Contact (G90CA0209), select Contact Address (Avery 5160)
R90CA070C

Contact Avery 5161 Report

 This report produces 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. Contact (G90CA0209), select Contact Address (Avery 5161)
R90CA080B

Customer/Contact Summary Report

 This report includes 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 (G90CA0206), select Customer Contact Summary
R90CA080G

Customer Summary - Selected Report

 This report includes summary information about selected customers, such as sales team members, opportunities, and contacts. Customer (G90CA0206), select Customer Summary
R90CA1301B

Activities for a Customer Contact Report

 This report includes all assigned activities for each customer. The activities are grouped by customer, and include the activities contact name, phone number, description, date scheduled, start time, and activity type. Action Plan/Activity (G90CA0204), select Activities By Customer
R90CA13D

Periodic Planner Report

 This report displays selected users 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 (G90CA0204), select Activity - Periodic Planner
R90CA55CAT

Product Catalog List Report

 This report includes all product catalogs, along with the available products associated with each catalog. Product Catalog (G90CA02010), select Product Catalog List

A.2 JD Edwards EnterpriseOne CRM Fundamentals: Selected Reports

These reports are listed alphanumerically by report ID in this appendix.

A.2.1 R90CA0101E - Employee Phone List Report

This report includes all active employees in the system, along with their titles and phone numbers.

A.2.2 Processing Options for the Employee Phone List Report (R90CA0101E)

Processing options enable you to specify the default processing for programs and reports.

A.2.2.1 Defaults

These processing options specify default information that is used to process the report.

1. Enter Search Type for an Employee:

Use this processing option to specify the search type that is used to identify employees. Values are stored in UDC (01/ST).

2. Enter Phone Number Type for Business Phone:

Use this processing option to specify the phone number type that is used to specify the employee phone number that you want to print on the report. Values are stored in UDC (01/PH).

A.2.3 R90CA0111A - Contacts for a Customer Report

This report lists each contact, along with the associated contact information for each selected customer.

A.2.4 Processing Options for the Contacts for a Customer Report (R90CA0111A)

Processing options enable you to specify the default processing for programs and reports.

A.2.4.1 Defaults

These processing options specify default information that is used to process the report.

1. Enter Phone Number Type for Business phone:

Use this processing option to specify which customer phone number to print on the report. Values are stored in UDC (01/PH).

2. Enter Phone Number Type for Fax number:

Use this processing option to specify which customer fax number to print on the report. Values are stored in UDC (01/PH).

3. Enter Type - Address for Work address:

Use this processing option to specify which customer address to print on the report. Values are stored in UDC (01/AT).

A.2.5 R90CA080B - Customer/Contact Summary Report

This report includes 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.

A.2.6 Processing Options for the Customer/Contact Summary Report (R90CA080B)

Processing options enable you to specify the default processing for programs and reports.

A.2.6.1 Defaults

These processing options specify default information that is used to process the report.

1. Enter Phone Number Type for Business phone:

Use this processing option to specify which customer phone number to print on the report. Values are stored in UDC (01/PH).

2. Enter Electronic Address Type for Internet Address (url):

Use this processing option to specify which customer URL to print on the report. Values are stored in UDC (01/ET).

3. Enter Electronic Address Type for Email address:

Use this processing option to specify which customer email address to print on the report. Values are stored in UDC (01/ET).

4. Enter Type - Address for Work address:

Use this processing option to specify which customer address to print on the report. Values are stored in UDC (01/AT).

A.2.7 R90CA1301B - Activities For A Customer Contact Report

This report includes all assigned activities for each customer. The activities are grouped by customer, and include the activities contact name, phone number, description, date scheduled, start time, and activity type.

A.2.8 Processing Options for the Activities For A Customer Contact Report (R90CA1301B)

Processing options enable you to specify the default processing for programs and reports.

A.2.8.1 Defaults

These processing options specify default information that is used to process the report.

1. Enter Phone Number Type for Business phone:

Use this processing option to specify which customer phone number to print on the report. Values are stored in UDC (01/PH).

A.2.9 R90CA13D - Periodic Planner Report

This report displays selected users 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.

A.2.10 Processing Options for the Periodic Planner Report (R90CA13D)

Processing options enable you to specify the default processing for programs and reports.

A.2.10.1 Process

These processing options specify the dates that are used when creating the report.

1. Enter Start Date:

Use this processing option to specify the beginning date in the date range for which you want to track lead information. If you leave this option blank, the system uses today's date.

2. Enter End Date:

Use this processing option to specify the end date in the date range for which you want to track lead information. If you leave this option blank, the system uses today's date.

A.2.10.2 Print

These processing options specify the types of information to print on the report.

1. Include "Task" Section:

Use this processing option to 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 Task Section.

1: Do Not Include Task Section.