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 Customer Self Service

• 1.1 JD Edwards EnterpriseOne Customer Self Service Overview
• 1.2 JD Edwards EnterpriseOne Customer Self Service Implementation
  • 1.2.1 Installation Steps for the JD Edwards EnterpriseOne Collaborative Portal
  • 1.2.2 JD Edwards EnterpriseOne Sales Order Management-Specific Implementation Steps
  • 1.2.3 JD Edwards EnterpriseOne Inventory Management-Specific Implementation Steps
  • 1.2.4 JD Edwards EnterpriseOne Transportation Management-Specific Implementation Step
  • 1.2.5 JD Edwards EnterpriseOne Forecast Management-Specific Implementation Step
  • 1.2.6 JD Edwards EnterpriseOne Failure Analysis-Specific Implementation Step
  • 1.2.7 JD Edwards EnterpriseOne Case Management-Specific Implementation Step
  • 1.2.8 JD Edwards EnterpriseOne Solution Advisor-Specific Implementation Steps

2 Understanding Customer Self Service

• 2.1 JD Edwards EnterpriseOne Customer Self Service Business Processes
  • 2.1.1 Orders
  • 2.1.2 Shipments
  • 2.1.3 Inventory
  • 2.1.4 Accounts Receivable
  • 2.1.5 Forecast
  • 2.1.6 Cases
  • 2.1.7 Failure Analysis and Solutions
  • 2.1.8 Service Information
• 2.2 JD Edwards EnterpriseOne Customer Self Service Implementation

3 Working with Orders

• 3.1 Managing Orders
  • 3.1.1 Understanding Order Management
    • 3.1.1.1 Taxed Prices
  • 3.1.2 Prerequisites
  • 3.1.3 Forms Used to Manage Orders
  • 3.1.4 Setting Processing Options for Self Service - Sales Order Inquiry (P4210SS)
    • 3.1.4.1 Defaults
    • 3.1.4.2 Display
    • 3.1.4.3 Process
    • 3.1.4.4 Versions
• 3.2 Managing Recurring Orders
  • 3.2.1 Understanding Recurring Orders
    • 3.2.1.1 Taxed Prices
  • 3.2.2 Prerequisite
  • 3.2.3 Forms Used to Manage Recurring Orders
• 3.3 Creating Sales Orders by Releasing a Blanket Order
  • 3.3.1 Understanding Blanket Orders
    • 3.3.1.1 Taxed Prices
  • 3.3.2 Prerequisite
  • 3.3.3 Forms Used to Release Blanket Orders

4 Placing Orders

• 4.1 Ordering Through the Product Catalog
  • 4.1.1 Understanding the Product Catalog
    • 4.1.1.1 Taxed Prices
  • 4.1.2 Prerequisite
  • 4.1.3 Forms Used to Order Through the Product Catalog
  • 4.1.4 Setting Processing Options for Keyword Search (P41829W)
    • 4.1.4.1 Process
  • 4.1.5 Setting Up Item Hierarchy (Web) (P4101H)
    • 4.1.5.1 Defaults
    • 4.1.5.2 Process
• 4.2 Ordering Through Templates
  • 4.2.1 Understanding Templates
  • 4.2.2 Forms Used to Order Through Templates
  • 4.2.3 Setting Processing Options for Order Templates (P4015W)
    • 4.2.3.1 Versions
    • 4.2.3.2 Process

5 Working with the Shopping Cart

• 5.1 Viewing and Modifying the Contents of the Shopping Cart
  • 5.1.1 Understanding the Shopping Cart
  • 5.1.2 Forms Used to View and Modify the Contents of the Shopping Cart
• 5.2 Adding Items to the Shopping Cart
  • 5.2.1 Understanding Additions to the Shopping Cart
    • 5.2.1.1 Taxed Prices
  • 5.2.2 Forms Used to Add Items to the Shopping Cart

6 Performing Customer Inquiries

• 6.1 Displaying Inventory Information for Customers
  • 6.1.1 Understanding Inventory Information
  • 6.1.2 Prerequisite
  • 6.1.3 Forms Used to Display Inventory Information for Customers
  • 6.1.4 Setting Processing Options for Self Service - Inventory Information Inquiry (P41204)
    • 6.1.4.1 Defaults
    • 6.1.4.2 Process
• 6.2 Tracking Shipments
  • 6.2.1 Understanding Shipment Tracking
  • 6.2.2 Prerequisite
  • 6.2.3 Forms Used to Track Shipments
  • 6.2.4 Setting Processing Options for Self Service Shipment Tracking (P4947S)
    • 6.2.4.1 Default
    • 6.2.4.2 Display
    • 6.2.4.3 Versions
• 6.3 Reviewing Account Information
  • 6.3.1 Understanding Account Information
  • 6.3.2 Forms Used to Review Account Information
• 6.4 Reviewing Forecast Information
  • 6.4.1 Understanding Forecast Information
  • 6.4.2 Prerequisite
  • 6.4.3 Forms Used to Review Forecast Information
  • 6.4.4 Setting Processing Options for Self Service - Display and Respond to Forecasts (P3462)
    • 6.4.4.1 Display
    • 6.4.4.2 Process
    • 6.4.4.3 Interop
• 6.5 Reviewing Problem Analysis Information
  • 6.5.1 Understanding Problem Analysis Information
  • 6.5.2 Forms Used to Review Problem Analysis Information
  • 6.5.3 Setting Processing Options for Self Service - Failure Analysis program (P17766SS)
    • 6.5.3.1 Defaults
    • 6.5.3.2 Process
    • 6.5.3.3 Display

7 Managing Customers and Items

• 7.1 Managing Customer Information
  • 7.1.1 Understanding Customer Information
    • 7.1.1.1 Changing Name, Address, and Telephone Information
    • 7.1.1.2 Personalizing Customer Information
  • 7.1.2 Form Used to Manage Customer Information
• 7.2 Managing Customer Item Numbers
  • 7.2.1 Understanding Customer Item Numbers
  • 7.2.2 Forms Used to Manage Customer Item Numbers
  • 7.2.3 Setting Processing Options for Item Cross Reference Self Service (P4104SS)
    • 7.2.3.1 Defaults

Index