Understanding Item Management for CRM

After you enter items into the JD Edwards EnterpriseOne system, you can use the CRM Item Detail program (P90CA100) to view item information, and enter and access additional CRM item information.

You can search for items using a query. Using queries limits the search and is useful if you frequently conduct the same type of search. For example, if you routinely search for items that have a particular stocking type, you can create a query that restricts the search to that stocking type. You can then use this query each time that you want to perform that search.

After you search for and select an item, you can view these types of item information:

• An image of the item (if one was added during item entry).

• Item pricing information.

• Item availability from branch/plants.

• A description of item features.

• Partners who are associated with the item.

• Opportunities that are associated with the item.

• Attachments for the item.

• Scripts or solutions that are created for the item.

Much of the information that you see when you access items using the P90CA100 is read-only. To change the values in any of the disabled fields, you must access the item using the Item Master program (P4101).

You can also associate a partner with an item. You might do this if the organization sells, services, or supports an item that is made by one of the partners.

You can also access and change a sales opportunity that is associated with an item. When you access the Sales tab on the Item - Manage {Item Name} form, you can view all of the active opportunities that include the item. You can then select the opportunity and make any necessary changes.

Lastly, you can add attachments to an item. When you add a text attachment to an item, the text that you enter appears on the item's Detail tab as a long description.