Prerequisites

Before you complete the tasks in this section:

Set up the CRM Constants.

You should also have a complete understanding of the JD Edwards EnterpriseOne CRM Foundation system, and should review the CRM Application Fundamentals documentation to determine whether additional setup is necessary to process sales information correctly.

See "Setting Up the CRM Foundation System", in the JD Edwards EnterpriseOne Applications Customer Relationship Management Fundamentals Implementation Guide.

"Setting Up CRM Constants", in the JD Edwards EnterpriseOne Applications Customer Relationship Management Fundamentals Implementation Guide.