42 Customer Order Overview Mobile Applications

This chapter discusses these topics:

Important Note:

Before using the mobile applications, Oracle strongly recommends that users have a complete understanding of how to use the associated processes and applications in the JD Edwards EnterpriseOne base software.

For additional information about the processes and applications associated with the mobile applications discussed in this chapter, see:

42.1 Customer Order Overview Mobile Applications Overview

You use the Customer Order Overview mobile applications to review customer orders on your mobile devices. The information available for review includes the selected customer's:

  • Customer order header information, including order number, branch/plant and order date.

  • Customer order counts, including counts for backorders, held orders, open orders and quote orders.

  • Customer order detail information, including quantity, unit price, last status, next status, ship to, requested date, promised delivery date and scheduled pick date.

  • Contact information, which includes names, phone numbers, email addresses, and addresses.

Additionally, you can use the Customer Order Overview mobile applications to:

  • View customer address information.

  • View customer contacts.

  • Add customer contact information to your device.

  • Use mapping and navigation features of your device to locate the customer site.

  • Send e-mail messages to customer contacts.

  • Call customer contacts (smartphone only).

This table lists the applications that are available to review customer order information:

Type of Application Additional Information
Base EnterpriseOne application Use these applications in the JD Edwards EnterpriseOne system to review customer order information:
  • Sales Order Entry (P42101)

  • Work With Backorders (P42117)

  • Work With Held Orders (P43070)

  • Work With Order Blanket Release (P420111)

Tablet application Mobile Customer Order Overview - Tablet (M420030)

To download the application to your tablet, search on the following text in the application store:

  • JD Edwards Customer Order Overview

Smartphone application Mobile Customer Order Overview - Phone (M420031)

To download the application to your smartphone, search on the following text in the application store:

  • JD Edwards Customer Order Overview


Before using the Customer Order Overview tablet or smartphone application, you must perform the following setup tasks:

  • Set the processing options for the mobile applications.

    Complete this task in the EnterpriseOne system.

  • Validate the customer search type.

    Complete this task in the EnterpriseOne system.

  • Set field display preferences.

    Complete this task in the EnterpriseOne system.

  • Set the privacy settings for contacts on your iOS device to determine whether you can add contacts from the application directly to the contacts on your device.

    Complete this task using the iOS mobile devices.

    This button is enabled by default in Android devices.

42.2 Setting Up the Customer Order Overview Mobile Applications

The Customer Order Overview mobile applications search for customer order information in the EnterpriseOne database. Before using the Customer Order Overview mobile applications (M420030 and M420031), you must set up the processing options of the applications in the JD Edwards EnterpriseOne system. You use the processing options to specify the versions of the programs that the system uses to process customer order data for the mobile applications.

In addition to verifying the versions used to process correct customer order data, you can also set up user preferences within the mobile applications. These preferences enable you to show or hide the following fields in the mobile application:

  • Function Code

  • Type Code

  • Contact Type

You can also set the privacy settings on your iOS device to enable the Create Device Contact feature, which enables you to add an EnterpriseOne contact to your device contacts.

To access the privacy settings on an iOS device:

  1. Select Settings, then select Privacy, then select Contacts.

  2. Enable the option for all applications that you want to have access to your device contacts.

This button is enabled by default in Android devices.

42.2.1 Setting Processing Options for the Customer Order Overview Mobile Tablet Application (M420030)

You use processing options to specify default processing information for a program.

42.2.1.1 Versions

1. Customer Master (P03013) Version

Use this processing option to specify which version of the Customer Master program (P03013) the system uses. To process customer orders, the Customer Order Overview mobile tablet application (M420030) uses the processing options of the version that you specify. If you leave this processing option blank, the system uses ZJDE0001.

2. Address Book (P01012) Version

Use this processing option to specify which version of the Address Book program (P01012) the system uses. To process customer orders, the Customer Order Overview mobile tablet application (M420030) uses the processing options of the version that you specify. If you leave this processing option blank, the system uses ZJDE0001.

3. Contact Information (P01111) Version

Use this processing option to specify which version of the Contact Information program (P01111) the system uses. To process customer orders, the Customer Order Overview mobile tablet application (M420030) uses the processing options of the version that you specify. If you leave this processing option blank, the system uses ZJDE0001.

4. Sales Quote (P420111) Version

Use this processing option to specify which version of the Sales Quote program (P420111) the system uses. To process customer orders, the Customer Order Overview mobile tablet application (M420030) uses the processing options of the version that you specify. If you leave this processing option blank, the system uses ZJDE0001.

5. Held Order Release (P43070) Version

Use this processing option to specify which version of the Held Order Release program (P43070) the system uses. To process customer orders, the Customer Order Overview mobile tablet application (M420030) uses the processing options of the version that you specify. If you leave this processing option blank, the system uses ZJDE0001.

6. Backorder Release (P42117) Version

Use this processing option to specify which version of the Backorder Release program (P42117) the system uses. To process customer orders, the Customer Order Overview mobile tablet application (M420030) uses the processing options of the version that you specify. If you leave this processing option blank, the system uses ZJDE0001.

7. Sales Order Entry (P42101) Version

Use this processing option to specify which version of the Sales Order Entry program (P42101) the system uses. To process customer orders, the Customer Order Overview mobile tablet application (M420030) uses the processing options of the version that you specify. If you leave this processing option blank, the system uses ZJDE0001.

8. Sales Order Entry (P4210) Version

Use this processing option to specify which version of the Sales Order Entry program (P4210) the system uses. To process customer orders, the Customer Order Overview mobile tablet application (M420030) uses the processing options of the version that you specify. If you leave this processing option blank, the system uses ZJDE0001.

9. User Defined Codes (P0004A) Version

Use this processing option to specify which version of the User Defined Codes program (P42101) the system uses. To process customer orders, the Customer Order Overview mobile tablet application (M420030) uses the processing options of the version that you specify. If you leave this processing option blank, the system uses ZJDE0001.

42.2.2 Setting Processing Options for the Customer Order Overview Mobile Smartphone Application (M420031)

You use processing options to specify default processing information for a program.

42.2.2.1 Versions

1. Customer Master (P03013) Version

Use this processing option to specify which version of the Customer Master program (P03013) the system uses. To process customer orders, the Customer Order Overview mobile smartphone application (M420031) uses the processing options of the version that you specify. If you leave this processing option blank, the system uses ZJDE0001.

2. Address Book (P01012) Version

Use this processing option to specify which version of the Address Book program (P01012) the system uses. To process customer orders, the Customer Order Overview mobile smartphone application (M420031) uses the processing options of the version that you specify. If you leave this processing option blank, the system uses ZJDE0001.

3. Contact Information (P01111) Version

Use this processing option to specify which version of the Contact Information program (P01111) the system uses. To process customer orders, the Customer Order Overview mobile smartphone application (M420031) uses the processing options of the version that you specify. If you leave this processing option blank, the system uses ZJDE0001.

4. Sales Quote (P420111) Version

Use this processing option to specify which version of the Sales Quote program (P420111) the system uses. To process customer orders, the Customer Order Overview mobile smartphone application (M420031) uses the processing options of the version that you specify. If you leave this processing option blank, the system uses ZJDE0001.

5. Held Order Release (P43070) Version

Use this processing option to specify which version of the Held Order Release program (P43070) the system uses. To process customer orders, the Customer Order Overview mobile smartphone application (M420031) uses the processing options of the version that you specify. If you leave this processing option blank, the system uses ZJDE0001.

6. Backorder Release (P42117) Version

Use this processing option to specify which version of the Backorder Release program (P42117) the system uses. To process customer orders, the Customer Order Overview mobile smartphone application (M420031) uses the processing options of the version that you specify. If you leave this processing option blank, the system uses ZJDE0001.

7. Sales Order Entry (P42101) Version

Use this processing option to specify which version of the Sales Order Entry program (P42101) the system uses. To process customer orders, the Customer Order Overview mobile smartphone application (M420031) uses the processing options of the version that you specify. If you leave this processing option blank, the system uses ZJDE0001.

8. Sales Order Entry (P4210) Version

Use this processing option to specify which version of the Sales Order Entry program (P4210) the system uses. To process customer orders, the Customer Order Overview mobile smartphone application (M420031) uses the processing options of the version that you specify. If you leave this processing option blank, the system uses ZJDE0001.

9. User Defined Codes (P0004A) Version

Use this processing option to specify which version of the User Defined Codes program (P42101) the system uses. To process customer orders, the Customer Order Overview mobile smartphone application (M420031) uses the processing options of the version that you specify. If you leave this processing option blank, the system uses ZJDE0001.

42.3 Using the Customer Order Overview Mobile Tablet Application (M420030)

The Customer Order Overview tablet application enables you to review open orders, backorders, held orders and quote orders for customers. You can view order header and detail information for customer orders, enter notes, and review previous notes.

Before you can use the application, you must download and install the application from the application store on your device.

To open the application, tap the CUST ORDERS icon and log in.

42.3.1 Reviewing Customer Orders Using Customer Order Overview Mobile Tablet Application (M420030)

To review customer orders:

  1. Open the application by tapping the CUST ORDERS icon on your device, and then log in.

    See Chapter 3, "Logging In to Mobile Enterprise Applications."

  2. From the Customer Order Overview home screen, enter the customer name partially or in whole in the Enter Customer Name field to narrow the search to a specific customer. Then, tap the Search button next to the Enter Customer Name field to search for specific customers.

    The system displays a list of customers you searched for.

  3. Tap a customer name from the list to view the respective order details.

    The system displays customer information in the header and three tabs: Order Counts, Customer Information and Contacts.

    Figure 42-1 Customer Order Overview: Home Screen

    Surrounding text describes Figure 42-1 .

    On the Order Counts tab, the system displays the number of backorders, held orders, open orders and quote orders for the selected customer.

  4. To view customer information such as customer address, phone number and email address, tap the Customer Information tab.

    Figure 42-2 Customer Order Overview: Customer Information tab

    Description of Figure 42-2 follows
    Description of ''Figure 42-2 Customer Order Overview: Customer Information tab''

    To use the device's map and navigational features, tap the data in the Customer Address section of the form.

    To contact the customer, tap the email address in the Email section of the form.

  5. To view contact information for the selected customer, tap the Contacts tab. The device displays a list of contacts associated with the customer.

    On this screen, you can tap the e-mail address to compose an email to the customer.

  6. To view order details, tap a row displaying the count of backorders, open orders, held orders or quote orders on the Order Counts tab. You can also view order details by tapping the bar segments on the Order Counts tab.

    To view a list of backorders for the selected customer, tap the Backorders row. The system displays the order details for the first backorder from the list.

    To filter backorders, tap the filter icon. To filter orders, enter values in the filter fields and tap Apply.

    In the Filters pane, to continue the search using the specified filter values, tap the Apply button. When you tap the Apply button, the system:

    • Takes you to the list of backorders that are displayed based on your filter values.

    • Saves the filter values that you entered. The system displays the saved filter values the next time you open the filter screen.

    The system displays backorder information in three tabs: Order Header, Order Details and Notes.

    Figure 42-3 Customer Order Overview: Backorders

    Description of Figure 42-3 follows
    Description of ''Figure 42-3 Customer Order Overview: Backorders''

    To use the device's map and navigational features, tap the data in the Sold To Address and Ship To Address sections of the form.

  7. To view order details, tap the Order Details tab.

    The system displays Branch Plant, Sold To, Order Date, Customer PO from the order header and Quantity, Unit Price, Currency Code, Last Status, Next Status, Ship To, Line Number, Requested Date, Promised Delivery Date, Scheduled Pick Date in the order details.

  8. To add or review notes, tap the Notes tab.

    You can review previous notes in the Notes History section of the form. To add a new note, tap in the Enter New Note section, and enter the text. To save the note, tap Save.

  9. Similarly, you can view order details of held orders, open orders and quote orders. To view backorder details, held order details, or quote order details for the selected customer, tap the dropdown menu in the top left of the screen.

    Note:

    Depending on the order type, the system displays different sets of values.
  10. To review held order details, tap the drop down menu in the top left of the screen and select Held Orders.

    The system displays Branch Plant, Sold To, Order Date, Hold Code, Person Responsible, Customer PO from the order header and Quantity, Extended Price, Currency Code, Last Status, Next Status, Ship To, Line Number, Requested Date, Promised Delivery Date in the order details.

  11. To review open order details, tap the drop down menu in the top left of the screen and select Open Orders.

    The system displays Branch Plant, Sold To, Order Date, Order Total, Currency Code, Customer PO from the order header and Quantity, Unit Price, Extended Price, Currency Code, Last Status, Next Status, Ship To, Line Number, Requested Date, Promised Delivery Date, Scheduled Pick Date in the order details.

  12. To review quote order details, tap the drop down menu in the top left of the screen and select Open Orders.

    The system displays Branch Plant, Sold To, Order Date, Currency Code, Customer PO from the order header and Quantity, Unit Price, Extended Price, Currency Code, Ship To, Line Number, Requested Date in the order details.

  13. Tap the Create Device Contact button to add the contact record to your device contacts. If the contact does not already exist, the system adds the contact to your device and displays a confirmation message, Contact Added. If the contact already exists, the system does not update anything, and returns a message, Contact Exists.

    Note that the Create Device Contact button is displayed only if the device settings are set to enable the application to access the contact information for the device.

  14. To log out of the application, tap the Menu button at the bottom left of the screen, and then tap Logout.

42.4 Using the Customer Order Overview Mobile Smartphone Application (M420031)

The Customer Order Overview smartphone application enables you to review open orders, backorders, held orders and quote orders for customers. You can view order header and detail information for customer orders, enter notes, and review previous notes.

Before you can use the application, you must download and install the application from the application store on your device.

To open the application, tap the CUST ORDERS icon and log in.

42.4.1 Reviewing Customer Orders Using Customer Order Overview Mobile Smartphone Application (M420031)

To review customer orders:

  1. Open the application by tapping the CUST ORDERS icon on your device, and then log in.

    See Chapter 3, "Logging In to Mobile Enterprise Applications."

  2. From the Customer Order Overview home screen, enter the customer name partially or in whole in the Enter Customer Name field to narrow the search to a specific customer. Then, tap the Search button next to the Enter Customer Name field to search for specific customers.

    The system displays a list of customers you searched for.

  3. Tap a customer name from the list to view the respective order details.

    The system displays customer information in the header and two tabs: Order Counts and Details.

    Figure 42-4 Customer Order Overview: Customer Screen - Smartphone

    Description of Figure 42-4 follows
    Description of ''Figure 42-4 Customer Order Overview: Customer Screen - Smartphone''

    On the Order Counts tab, the system displays the number of backorders, held orders, open orders and quote orders for the selected customer.

    To view customer information such as customer address, phone number and email address, tap the Details tab.

    To view contact information for the selected customer, tap the Contacts button. The device displays a list of contacts associated with the customer.

  4. On the Order Counts tab, tap a row displaying the count of backorders, open orders, held orders or quote orders to view order details.

    To view a list of backorders for the selected customer, tap the Backorders row.

    To filter backorders, tap the filter icon. To filter orders, enter values in the filter fields and tap Apply.

    In the Filters pane, to continue the search using the specified filter values, tap the Apply button. When you tap the Apply button, the system:

    • Takes you to the list of backorders that are displayed based on your filter values.

    • Saves the filter values that you entered. The system displays the saved filter values the next time you open the filter screen.

    The system displays backorder information in two tabs: Order Header and Order Details.

    Figure 42-5 Customer Order Overview: Backorders

    Description of Figure 42-5 follows
    Description of ''Figure 42-5 Customer Order Overview: Backorders''

    To use the device's map and navigational features, tap the data in the Sold To Address and Ship To Address sections of the form.

  5. To view order details, tap the Order Detail tab.

    Figure 42-6 Customer Order Overview: Order Detail tab

    Description of Figure 42-6 follows
    Description of ''Figure 42-6 Customer Order Overview: Order Detail tab''

    The system displays different order detail lines. To check line details, tap an order line.

    The system displays order details in two tabs: Line Detail and Dates.

    Figure 42-7 Customer Order Overview: Line Detail tab

    Description of Figure 42-7 follows
    Description of ''Figure 42-7 Customer Order Overview: Line Detail tab''

    The system displays order detail information including Quantity, Unit Price, Last Status, Next Status, and Location under the Line Detail tab.

    The system displays Requested Date, Scheduled Pick Date, Promised Ship Date, Actual Ship Date, Promised Delivery Date and Price Effective Date under the Dates tab.

  6. Similarly, you can view order details of held orders, open orders and quote orders. To view backorder details, held order details, or quote order details for the selected customer, tap the dropdown menu on the Orders screen.

  7. To log out of the application, tap the Menu button at the bottom left of the screen, and then tap Logout.