Additional Information
Select the Additional Information tab.
- Parent Case Number
Enter the parent case number if the case is a child of another case or if cases are related.
- Claim Number
Enter a claim number to link a claim that product end user submits. Claim numbers are found often on preprinted forms.
- Case Source
Enter a value from UDC 17/SC to specify the source of a case, such as telephone, email, or web.
- Tickler Date
Enter the date on which the transaction takes effect. The effective date is used generically. It can be the date of the next raise, a lease effective date, a price or cost effective date, a currency effective date, a tax rate effective date, or any other date that is appropriate.
When you enter tickler dates, the system creates a message in the mailbox of the provider group or assignee with the tickler date. For example, you can use the tickler fields if you want to call a customer after closing the case to ensure that the issue does not require further attention.
- Tickler Description
Enter a user-defined name or remark.
- Responsible Business Unit
Enter the entity for where you want to track costs; for example, a warehouse location, job, project, work center, or branch/plant
You can assign a business unit to a voucher, invoice, fixed asset, and so forth, for responsibility reporting. The system provides reports of open accounts payable and accounts receivable by business unit, for example, to track equipment by responsible department.
Business unit security can prevent you from running inquiries on business units for which you have no authority.
- Covered
Enter a value from UDC 41/9 to identify the general ledger offset to use when the system is searching for the account to which it posts the covered portion (by warranty or contract) of the accounting transaction. If you do not want to specify a general ledger offset, you can enter four asterisks (****) in this field or you can leave the field blank. If you leave the field blank, the system uses the general ledger offset from Oracle's JD Edwards EnterpriseOne Inventory system.
- Non-Covered
Enter a value from UDC 41/9 to identify the general ledger offset to use when the system is searching for the account to which it posts the non-covered portion of the accounting transaction. If you do not want to specify a general ledger offset, you can enter four asterisks (****) in this field or you can leave the field blank. If you leave the field blank, the system uses the general ledger offset from the JD Edwards EnterpriseOne Inventory system.
- Partner
Enter the partner number. A partner can be a third-party that you attach to a case. For example, a partner might be a company that you use to resolve a case.