Understanding Customer and Service Provider Records

You can use JD Edwards EnterpriseOne Address Book to create a database of information about customers and service providers, including their addresses and phone numbers. The system creates the F1797 table, which is an extension of the F0101 table and which stores the additional S/WM address book information.

For JD Edwards EnterpriseOne CAM, you must define S/WM information in business units and in the address book records of employees who create or revise work orders. The equipment record uses the business unit to represent the primary site and owner of the asset.

You must create an address book record for a customer before you can create contracts, enter cases, or enter work orders for them.

Service providers enter cases and fulfill the work orders. By maintaining records on service providers, you can also track customer satisfaction regarding each service provider. For example, a service provider can be a consultant on a case, a technician on a work order, or an authorized dealer. Set up service providers in the address book.

Note: For JD Edwards EnterpriseOne CAM, to ensure that the Work Order Revisions program (P17714) functions properly, you must set up all users of work order programs to be service providers. The only required field on the Service Provider Revisions form is Time Zone. The remaining fields apply to JD Edwards EnterpriseOne Service Management.