Prerequisites

Before you complete the tasks in this section:

• Verify that you have set up address book records, including SWM extension records, as well as accounts receivable information, for customers to enter JD Edwards EnterpriseOne Service Management information.

• Verify that you have set up a user profile that limits customer access in the JD Edwards EnterpriseOne software to only the Customer Self-Service menu (G42314).

  The customers cannot sign in without a profile.

• Verify that you have set up the work order features, such as SWM constants, to process customer cases.

• Set the processing options in these programs to use customer self-service:

  • Work With Work Orders (P48201) to locate work orders.

  • Work Order Revisions (P17714) to enter work orders.

  • Equipment Search/Select (P17012S) to review associated parts and equipment.

    Reference the version of the Equipment Search/Select program that is set up for Customer Self-Service in the Work Order Revisions program.