Customer Relationship Management

This checklist discusses the additional conversion program for the JD Edwards EnterpriseOne Customer Relationship Management system, release 8.11 and above:

Additional Conversion

Program Description

Competitor-Venezuela Conversion (R89CA060EB)

If the currency code on the record in the Competitor table (F90CA060) is the same as the from currency specified in a processing option, this program converts the Annual Rev Currency Code (ARCRCD) and Annual Revenues (ANNREV) fields in the F90CA060 table to the currency code of the conversion plan specified in the other processing option.

Convert F90CB020/F90CB02I Base Currency (R890CB021E)

If the currency code on the record in the Opportunity table (F90CB020) is the same as the from currency specified in a processing option, this program converts the Currency Code – From (CRCD), Budget Amount (BDAMT), Line Item Total (LITOT), and Potential Amount (PTAMT) fields in the F90CB020 table to the currency code of the conversion plan specified in the other processing option.

This program also selects related records in the Opportunity Item table (F90CB02I) and converts these fields:

  • Price Currency Code (PRCRCD)

  • Total Item Cost Currency Code (TICRCD)

  • Price (PCE)

  • Total Item Price (TITMPR)

Convert F90CB02M Base Currency (R890CB02ME)

If the currency code on the record in the Cost table (F90CB02M) is the same as the from currency specified in a processing option, this program converts the Currency Code – From (CRCD) and Total Expense (TTLEXP) fields to the currency code of the conversion plan specified in the other processing option.

CRM Forecast Currency Conversion (R8990CB06E)

If the currency code on the forecast record is the same as the from currency specified in a processing option, this program converts currency code and amount fields in the tables indicated to the currency code of the conversion plan specified in the other processing option:

  • Forecast (F90CB060): Revenue Currency Code (REVCRCD), Override Currency Code (ORCVCRCD), Revenue (REVENUE), Revenue Total (REVLITOT), Override Revenue (OVRDREV)

  • Opportunity For Forecast (F90CB06B): Currency Code (CRCD), Budget Amount (BDAMT), Potential Amount (PTAMT), Line Item Total (LITOT)

  • Opportunity Item For Forecast (F90CB06C): Price Currency Code (PRCRCD), Price (PCE), Total Item Price (TITMPR)