Understanding Customer Information

The CRM Customer Detail program (P90CA080) enables you to enter, view and modify CRM information for each customer. You can also access additional JD Edwards EnterpriseOne programs directly from the CRM Customer Detail program, which enables you to easily view and update additional information about a customer. For example, if you select the Sales tab from the customer record, you can add a new sales order for the customer or update an existing order using programs from the JD Edwards EnterpriseOne Sales Order Management system.

You can also create parent/child relationships between customers. For example, one large company might have several subsidiaries. You can enter the large company as the parent customer and the subsidiaries as children of the large company. If a selected customer record has subordinate records, you can click the Parent Child Hierarchy link to view the parent and child records.

When you enter a customer record, the system updates these tables:

• Address Book Master (F0101)

• Customer Master by Line of Business (F03012)

• Customer Master Commission Information (F42140)

The CRM Customer Detail program includes these tabs:

Tab Name	Purpose
Customer	View or modify customer detail information such as addresses, phone numbers, financial information, and service information.
Contact and Partner	View or modify information for contacts or partners that are associated with the customer.
Activities	View or modify activities that are related to the customer, or add a new activity.
Sales	View or modify sales order information for the customer, or add a new order.
Service	View or modify service contract information, cases, service work orders, or equipment master records for the customer. You can also add new records.
Attachments	View, modify, or create attachments for the customer.