Understanding Additional Customer Information

After you enter basic customer information into the system, the system creates a customer record. Using this record, you can activate the customer and enter additional information about the customer. You activate a customer to ensure that you can process sales orders for that customer. You can set up the JD Edwards EnterpriseOne Sales Order Management system to hold sales orders that are associated with inactive customers.

Additional information about each customer includes:

• Addresses and phones

  You can enter multiple addresses, phone and fax numbers, and email addresses for each customer record that you create.

• Financial information

  You can enter financial information about each customer, including credit, tax, general ledger, collections, and invoicing information. This information enables you to easily manage all of the financial transactions that occur between the organization and the customers.

• Customer options

  You can enter ordering, shipping, and pricing options that are specific to each customer. These options enable you to manage transactions when a customer purchases goods or services from the organization.

• Contacts

  You can enter multiple contacts for each customer. You can specify information about each contact, so that you know who to contact for each type of transaction that occurs between the organization and the customer.

• Associated partners

  You can associate partners with customers. For example, if one of the organization's partners is currently responsible for completing a sale to the customer, you can associate that partner with the customer.

• Activities

  You can attach existing activities or enter new activities to the customer record. Activities are the tasks that the people who are working with the customer should complete. For example, a sales representative might set up a recurring activity to contact an existing customer on a monthly basis to determine whether the customer needs additional goods or services.

• Customer profiles

  Because each organization's business needs differ, it is impossible to anticipate every piece of data that you must track for customers. To enable you to effectively manage customers, the JD Edwards EnterpriseOne CRM Foundation system provides you with configurable, user-defined customer profiling. You can access up to 30 user-defined fields using the Profiles link on the Customer - Manage {Customer Name} form. You can configure these fields to track information that is specific to the business and is not otherwise captured in the JD Edwards EnterpriseOne system.