Contents
1 Introduction to JD Edwards EnterpriseOne Service Management
- JD Edwards EnterpriseOne Service Management Overview
- JD Edwards EnterpriseOne Service Management Integrations
- JD Edwards EnterpriseOne Address Book
- JD Edwards EnterpriseOne Accounts Receivable
- JD Edwards EnterpriseOne Accounts Payable
- JD Edwards EnterpriseOne General Accounting
- JD Edwards EnterpriseOne Fixed Assets
- JD Edwards EnterpriseOne Human Resources and Payroll
- JD Edwards EnterpriseOne Capital Asset Management
- JD Edwards EnterpriseOne Work Orders
- JD Edwards EnterpriseOne Service Billing
- JD Edwards EnterpriseOne Advanced Pricing
- JD Edwards EnterpriseOne Inventory Management
- JD Edwards EnterpriseOne Sales Order Management
- JD Edwards EnterpriseOne Procurement
- JD Edwards EnterpriseOne Resource Assignments
- JD Edwards EnterpriseOne Condition-Based Maintenance
- JD Edwards EnterpriseOne Equipment Cost Analysis
- JD Edwards EnterpriseOne Cases
- JD Edwards EnterpriseOne Solution Advisor
- JD Edwards EnterpriseOne Branch Scripting
- JD Edwards EnterpriseOne Billing for Service Management
- JD Edwards EnterpriseOne Voucher Processing for Service Management
- Returned Material Authorization (RMA)
- JD Edwards EnterpriseOne Preventive Maintenance Cycle
- JD Edwards EnterpriseOne Service Management Implementation
- Business Interface Integration Objects
2 Understanding the JD Edwards EnterpriseOne Service Management Features
3 Setting Up Service Management
- Understanding Service Management Setup
- Setting Up Service and Warranty Constants
- Setting Up UDCs
- Setting Up System Next Numbers for Service Management
- Setting Up Product Family and Model Combinations for Service Management
- Setting Up Customers and Service Providers for Service Management
- Setting Up Suppliers
- Setting Up Inventory Information for Service Management
- Setting Up AAIs
- Setting Up Assessor Defaults and Rules Sequence
- Setting Up Repair Time Schedules
- Setting Up Document Type Information
4 Managing Equipment
- Understanding Equipment Information Management
- Common Fields Used in this Chapter
- Setting Up Equipment Master Constants for Service Management
- Setting Up Base Warranty Defaults and Rules
- Creating Equipment Master Records Manually
- Understanding Manual Creation of Equipment Records
- Prerequisite
- Forms Used to Create Equipment Master Records Manually
- Creating Equipment Master Records Manually: Non-CRM Users
- Creating Equipment Master Records Manually: CRM-Users
- Setting Processing Options for the Work with Equipment Master Program (P1701) (Release 9.2 Update)
- Setting Processing Options for the Equipment Master Revisions Program (P1702) (Release 9.2 Update)
- Setting Processing Options for the CRM - Manage Equipment Program (P90CD001)
- Creating Equipment Records From Fixed Assets
- Working with Product Registration
- Working with the Equipment Master Update Program
- Understanding Equipment Master Updates
- Understanding the Equipment Master Update Program
- Understanding the Equipment Master Global Update Program
- Prerequisite
- Forms Used to Work with Equipment Master Update Program
- Running the Equipment Master Update Program
- Setting Processing Options for the Equipment Master Update Program (R17024)
- Running the Equipment Master Update Program for Multiple Records
- Setting Processing Options for the Equipment Master Global Update Program (P17022)
- Creating Base Warranty Contracts
- Working With Parent and Component Information
- Working with Status History
- Scheduling Maintenance for Installed Equipment
- Understanding Maintenance for Installed Equipment
- Understanding the Customer Reference Report
- Prerequisites
- Forms Used to Schedule Maintenance for Installed Equipment
- Scheduling Maintenance for Installed Equipment
- Setting Processing Options for the Equipment PM Schedule Program (P1207)
- Reviewing the Customer Reference Report
5 Managing Contracts
- Understanding Contracts
- Setting Up Contracts
- Understanding Contract Setup
- Forms Used to Set Up Contracts
- Setting Up Contract Constants
- Setting Up Customer Service Line Types
- Setting Up Billing Frequency
- Setting Up Tax Rates
- Setting Processing Options for the Tax Rate/Area Program (P4008)
- Setting Up Daylight Savings Rules
- Entering Contract Coverage Information
- Setting Processing Options for the Work with Contract Coverage Program (P1724)
- Entering Service Type Information
- Setting Up Cost Type Percentages
- Entering Service Package Information
- Setting Up Entitlement Dates
- Setting Up Contract Duration Ranges
- Setting Up MailMerge Documents for Contract Renewals
- Managing Contracts
- Understanding Contract Management
- Prerequisites
- Forms Used to Manage Contracts
- Entering Supplier Contract Header Information
- Entering Supplier Contract Detail Information
- Entering Service Contract Header Information
- Entering Service Contract Detail Information
- Reviewing Service Contract Information
- Renewing a Service Contract
- Copying a Service Contract
- Setting Processing Options for the Contract Revisions Program (P1721) (Release 9.2 Update)
- Setting Processing Options for the Work With Contracts Program (P1720) (Release 9.2 Update)
- Defining the Entitlement Rules Sequence for Service Contracts
- Defining the Entitlement Rules Sequence for Supplier Contracts
- Reviewing Entitlement Information for Service Contracts
- Reviewing Entitlement Information for Supplier Contracts
- Canceling Contracts
- Suspending Contracts
- Canceling and Suspending Contract Detail Lines
- Crediting Contract Detail Lines
- Creating Contract Prepayment Transactions
- Generating Contract Renewal Letters
- Reviewing Contract Renewal Letters
- Setting Processing Options for the Contract Renewal Letters Program (R1731)
- Billing for Contracts
- Understanding the Billing Process
- Understanding AAIs for Contracts Setup
- Understanding Contract Billing for Service Management
- Understanding Contract Workfile Generation
- Prerequisite
- Forms Used to Bill for Contracts
- Setting Processing Options for the Service Contract Workfile Generation Program (R1732)
- Reviewing Contract Billing Information
- Working with the Amortization Process
- Printing Contracts
- Reviewing Contract Reports
- Understanding Contract Reports
- Reviewing the Contract Report
- Setting Processing Options for the Contract Report Program (R1734)
- Reviewing the Service Contract Renewal Report
- Setting Processing Options for the Service Contract Renewal Program (R1730)
- Reviewing the Service Contract Detail Renewal Report
- Setting Processing Options for the Service Contract Detail Renewal Program (R1735)
- Reviewing the Service Contract Cancel Report
- Setting Processing Options for the Service Contract Cancel Program (R1736)
6 Managing Work Orders
- Understanding Work Order Management
- Understanding Work Order Mass Updates for Service Work Orders
- Common Fields Used in This Chapter
- Setting Up Work Orders
- Understanding Work Order-Related AAIs
- Understanding Work Order Setup
- Prerequisites
- Forms Used to Set Up Work Orders for Service Management
- Setting Up Work Order Constants
- Setting Up Work Order History
- Setting Processing Options for the Work With Work Order History Program (P17715)
- Attaching Activity Rules to Work Orders
- Creating Work Orders Using the Service Management Workbench Program (P90CD020)
- Understanding Work Orders
- Understanding the Service Management Workbench
- Prerequisites
- Forms Used to Enter Work Orders (P90CD020)
- Entering Work Orders Using the Workbench
- Setting Processing Options for Service Management Workbench (P90CD020)
- Setting Processing Options for CRM - Manage Service Orders (P90CD002) (Release 9.2 Update)
- Creating Work Orders Using the Work Order Entry Programs (P48201/P17714)
- Assigning Parts to a Work Order
- Assigning Labor to a Work Order
- Understanding Labor Assignment
- Prerequisites
- Forms Used to Assign Labor to a Work Order
- Copying Labor Details from Standard Instructions
- Manually Assigning Labor Details
- Setting Processing Options for the CRM - Manage Work Order Labor Program (P90CD018)
- Setting Processing Options for the Work Order Labor Detail Program (P17732)
- Processing Work Orders
- Understanding Work Order Processing
- Prerequisites
- Forms Used to Process Work Orders
- Generating and Printing Quotes for Work Orders
- Setting Processing Options for the Work Order Quote Program (R17711)
- Creating Work Order Prepayment Transactions
- Issuing Material from a Single Location
- Issuing Material from Multiple Locations
- Setting Processing Options for the Work Order Inventory Issues Program (P31113)
- Reviewing and Approving Inventory Journal Entries
- Entering Time
- Setting Processing Options for the Work Order Time Entry Program (P311221)
- Updating Hours and Quantities
- Setting Processing Options for the W.O. Hours and Quantity Update Program (R31422)
- Reviewing and Approving Cost Routing Journal Entries
- Posting Cost Routing Journal Entries to the General Ledger
- Billing and Paying Work Orders
- Working with Work Orders on an iPad
7 Working with Warranty Claims and Supplier Recovery Claims
- Understanding Warranty Claims and Supplier Recovery Claims
- Common Fields Used in This Chapter
- Warranty Claims and Supplier Recovery Claims
- Multicurrency Transactions for Warranty Claims and Supplier Recovery Claims
- Checklist for Setting Up Warranty Claims and Supplier Recovery Claims
- User-Defined Codes (UDCs)
- From the Service & Warranty Setup menu (G1740):
- From the Warranty Claim Setup menu (G1747):
- From the Equipment Master Setup menu (G1741):
- From Interactive Versions (IV):
- From the Daily Contract Processing menu (G1714):
- From the Supplier Recovery Daily Processing menu (G1718):
- From the Daily Warranty Claim Processing menu (G1717):
- Managing Warranty Claims
- Understanding Warranty Claims Management
- Prerequisite
- Form Used to Manage Warranty Claims
- Entering Warranty Claims
- Setting Processing Options for the Warranty Claims Program (P1777)
- Submitting Warranty Claims
- Setting Processing Options for the SWM Warranty Claim/Supplier Recovery Workfile Generation Program (R177701)
- Managing Supplier Recovery Claims
8 Using the Customer Self-Service Portal
- Understanding the Customer Self-Service Portal
- Adding Equipment
- Viewing Equipment
- Viewing Work Orders
- Viewing Contracts
9 Setting Up JD Edwards EnterpriseOne Advanced Pricing for JD Edwards EnterpriseOne Service Management
- Understanding JD Edwards EnterpriseOne Advanced Pricing
- Setting Up Preference Hierarchies
- Setting Up Service and Warranty Detail Groups
- Setting Up Price Adjustment Definitions
- Setting Up Adjustment Schedules
- Setting Up Adjustment Details
- Attaching Adjustment Schedules
- Forms Used to Attach Adjustment Schedules
- Attaching an Adjustment Schedule to a Customer Record
- Attaching an Adjustment Schedule to a Service Provider Record
- Attaching an Adjustment Schedule to a Supplier Record
- Activating an Adjustment Schedule for a Service Contract
- Activating an Adjustment Schedule for a Work Order
- Activating an Adjustment Schedule for a Warranty Claim
- Activating an Adjustment Schedule for Supplier Recovery Claim
- Activating an Adjustment Schedule for a Case
- Reviewing Price History
10 Working with Prepayments
- Understanding Prepayment Processing
- Authorizing Prepayment Transactions
- Working with Prepayment Transactions
- Understanding Prepayment Transactions
- Understanding Settlement of Prepayment Transactions
- Understanding the Process of Running the A/R Draft Collection for Prepayments Program
- Understanding the Process of Reviewing Prepayment Journal Entries
- Understanding the Process of Running the Prepayment Transaction Report Program
- Forms Used to Work With Prepayment Transactions
- Working With Prepayment Transactions
- Setting Processing Options for the Settle Prepayment Transactions Program (R004202)
- Setting Processing Options for the A/R Draft Collection Program (R03B680)
- Setting Processing Options for the Prepayment Transaction Report Program (R004203)
11 Understanding Vertex Sales Tax Q Series
12 Appendix A - Delivered Workflow for JD Edwards EnterpriseOne Service Management
- Delivered Workflows for JD Edwards EnterpriseOne Service Management