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.