Customer Relationship Management (CRM) Software Updates

This section outlines updates made to the JD Edwards EnterpriseOne Customer Relationship Management implementation and reference guides due to updates to the software that occurred after the GA of JD Edwards EnterpriseOne Applications release 9.2.

Enhancement	Publication Date	Description	Documentation
Volume-Based Buying Recommendations in Procurement	November 2023	The JD Edwards Advanced Pricing system for Procurement now automatically notifies you that a different level break can be achieved by increasing the quantity ordered by a specific percentage while entering a purchase order. The system dynamically identifies all buying opportunities to reduce the item cost and notifies you to increase the quantity to get a better discount on the item. This makes the purchasing process efficient. The JD Edwards EnterpriseOne Applications Procurement Management and Advanced Pricing Implementation Guides have been updated to include this information.	See these topics: Process - Setting Processing Options for Crew Scheduling Workbench (P48320) Process - Setting Processing Options for the CAM - Manage Equipment Work Orders Program (P13714) Process - Setting Processing Options for CRM - Manage Service Orders (P90CD002) (Release 9.2 Update)
Usability Enhancements for Resource Assignments	November 2023	Applications used during the resource and crew assignment processes are enhanced to improve the user experience, automate the work scheduling process, and increase overall productivity. The JD Edwards EnterpriseOne Applications Resource Assignment Implementation Guide, the JD Edwards EnterpriseOne Applications Capital Asset Management Implementation Guide, and the JD Edwards EnterpriseOne Applications Service Management Implementation Guide have been updated to include this information.	See these topics: Process - Setting Processing Options for Crew Scheduling Workbench (P48320) Process - Setting Processing Options for the CAM - Manage Equipment Work Orders Program (P13714) Process - Setting Processing Options for CRM - Manage Service Orders (P90CD002) (Release 9.2 Update)
Standalone Check Price in Procurement	November 2023	JD Edwards EnterpriseOne enhances its Advanced Pricing module to allow its customers review the line level adjustments in standalone mode at any point in time in the procurement process. The JD Edwards EnterpriseOne Applications Procurement Management Implementation Guide and the JD Edwards EnterpriseOne Advanced Pricing Implementation Guide have been updated to include this information.	See this topic: Repricing for Procurement Price Adjustment Record Mass Updates
Ability to Recalculate Rebates Based on Original Currency Exchange Rate	October 2022	A new processing option has been added in R42760 program, that enables the customers to choose the date for retrieving exchange rate during the rebate recalculation.	See this topic: Reposting Sales Rebate History
Automated Calculation of Volume-Level Price Discounts in Procurement	October 2021	The JD Edwards EnterpriseOne Advanced Pricing system enables the automatic calculation of volume-level price discounts on purchase orders.  The supplier-offered discounts can be applied to the volume that a customer orders over a period of time in multiple orders. The JD Edwards EnterpriseOne Advanced Pricing Implementation Guide is updated with this information.	See this topic: Understanding Volume-Level Adjustments for Procurement Defining Volume-Level Adjustments for Procurement
Order Level Pricing in Procurement	November 2020	The JD Edwards EnterpriseOne Applications Advanced Pricing Implementation Guide has been updated with information about order-level adjustments for purchase orders.	See this topic: "Defining Order-Level Adjustment for Procurement" in the JD Edwards EnterpriseOne Applications Advanced Pricing Implementation Guide
Displaying Child and Disposed Records	August 2020	Two new processing options are available for the Work with Equipment Master program (P1701) that enable you to specify whether the system should enable the option to display child records and disposed records when you search for an equipment. The JD Edwards EnterpriseOne Applications Service Management Implementation Guide has been updated to include this information.	See this topic: Setting Processing Options for the Work with Equipment Master Program (P1701) (Release 9.2 Update)
Credit Service Orders	February 2020	The JD Edwards EnterpriseOne Capital Asset Management and Service Management systems have been enhanced to make it easier to credit a work order. A processing option has been added to control how the system processes lines on a transaction. The JD Edwards EnterpriseOne Applications Service Management Implementation Guide has been updated with this information. This change is associated with Bug Number 23047442.	See this topic: Setting Processing Options for the CRM - Manage Work Order Parts Program (P90CD015)
Sales Proposal Generation	November 2019	The JD Edwards EnterpriseOne Customer Relationship Management for Sales Implementation Guide has been updated with information about the new solution for the generating sales proposal feature. This feature enables you to create a formal sales proposal, and then easily modify and regenerate it.	See this topic: Generating Sales Proposals
Editing the Percentage Covered Value	February 2019	The Customer Relationship Management for Support Implementation Guide has been updated to include a new processing option to edit the value of percentage covered.	See this topic: Setting Up Processing Options for Time Entry (P17505)
Deprecation of CRM Foundation Mail Merge	January 2019	The Customer Relationship Management for Sales Implementation Guide has been updated to include information about the deprecation of the Mail Merge feature.	See these topics: Sales Proposals Creating Simple Templates
Deprecation of CRM Foundation Mail Merge	January 2019	The Customer Relationship Management Fundamentals Implementation Guide has been updated to include information about the deprecation of the Mail Merge feature.	See this topic: Using Email and Mail Merge
Preconfigured Notifications	April 2018	Preconfigured notifications are available for the JD Edwards EnterpriseOne Service Management system.	See this topic: Delivered User Defined Objects for Service Management (Release 9.2 Update)
Basket Pricing for Procurement	July 2017	A new chapter in the guide discusses how to apply basket-level repricing (adjustments) to purchase orders and receipts.	See this topic: Working with Repricing for Procurement (Release 9.2 Update)
New Processing Option for CRM – Manage Equipment Program	December 2016	The Service Management Guide has been updated to include the Equipment Master Revisions (P1702) Version processing option for CRM – Manage Equipment Program (P90CD001). This change is associated with Bug Number 25109606.	See this topic: Setting Processing Options for the CRM - Manage Equipment Program (P90CD001)
New Processing Options to Override Address Visual Assist and Indicate the Responsible Business Unit	December 2016	Programs P1701, P1702, P1720, and P1721 have a new processing option to override the default address search. The P90CD002 program has a new processing option to specify that the responsible business unit it obtained from the case. These changes are associated with Bug Numbers 24932723, 24977625, 25099597.	See these topics: Setting Processing Options for the Work with Equipment Master Program (P1701) (Release 9.2 Update) Setting Processing Options for the Equipment Master Revisions Program (P1702) (Release 9.2 Update) Setting Processing Options for the Contract Revisions Program (P1721) (Release 9.2 Update) Setting Processing Options for the Work With Contracts Program (P1720) (Release 9.2 Update) Setting Processing Options for CRM - Manage Service Orders (P90CD002) (Release 9.2 Update)