1. Mobile Enterprise Applications Implementation Guide
  2. Setting Up the Customer Account Overview Mobile Applications

Setting Up the Customer Account Overview Mobile Applications

The Customer Account Overview mobile applications search for customer information in the EnterpriseOne database. To ensure that your mobile applications are searching for and returning the correct data, you must verify that the Search Type processing option on the Defaults tab of the Customer Master program (P03013) is set with the correct search type. The mobile applications will return only those address book numbers that use the search type defined in this processing option.

See Setting Processing Options for Customer Master Information (P03013) in the JD Edwards EnterpriseOne Applications Accounts Receivable Implementation Guide for detailed information about these options.

Additionally, you must run the Credit Analysis Refresh program (R03B525) to update customer account information. The data provided by this program is displayed on the Account tab of the mobile applications. See Running the Credit Analysis Refresh Program in the JD Edwards EnterpriseOne Applications Accounts Receivable Implementation Guide

In addition to verifying the search type used to identify customers, you can also set up user preferences within the mobile applications. These preferences enable you to show or hide the following fields in the mobile application:

  • Function Code

  • Type Code

  • Contact Type

You can also set the privacy settings on your iOS device to enable the Create Device Contact feature, which enables you to add an EnterpriseOne contact to your device contacts.

To access the privacy settings on an iOS device:

  1. Select Settings, then select Privacy, then select Contacts.

  2. Enable the option for all applications that you want to have access to your device contacts.

This button is enabled by default in Android devices.

Lastly, you must set the processing options for the mobile applications.