Adding SWM Information to Customer Records
Access the Customer Information Revisions form.
- Contracts
Enter a value from UDC 40/AS (Schedule Name) that identifies a price and adjustment schedule.
A price and adjustment schedule contains one or more adjustment types for which a customer or an item might be eligible. The system applies the adjustments in the sequence that you specify in the schedule. You link customers to a price and adjustment schedule through the customer billing instructions.
Enter the adjustment schedule that you want the JD Edwards EnterpriseOne Advanced Pricing system to use to price contracts.
- Work Orders
Enter a value from UDC 40/AS (Schedule Name) that identifies a price and adjustment schedule.
Enter the adjustment schedule that you want the JD Edwards EnterpriseOne Advanced Pricing system to use to price parts and labor when billing work orders.
- Case
Enter a value from UDC 40/AS (Schedule Name) that identifies a price and adjustment schedule.
When you enter a case, the system copies the schedule attached to the sold-to address into the order. You can override this schedule at the header level.
Enter the adjustment schedule that you want the JD Edwards EnterpriseOne Advanced Pricing system to use to price a case.
- Default Service Provider
Enter the address book number of the default service provider.
The system retrieves this information when you enter a work order for this customer if the processing option are set to default Crew/Manager on P13714.
- Work Order Service Type
Enter a value from UDC 00/TY (Work Order/ECO Type) that indicates the classification of a work order or engineering change order.
You can use work order type as a selection criterion for work order approvals.
The system retrieves this information when you enter a work order for this customer.