Service Management Implementation Steps

The suggested application-specific implementation steps for JD Edwards EnterpriseOne Service Management are:

  1. Set up Service Management constants.

    See Setting Up Service and Warranty Constants.

  2. Set up customers and service providers.

    See Setting Up Customers and Service Providers for Service Management.

  3. Set up suppliers.

    See Setting Up Suppliers.

  4. Set up work orders.

    See Setting Up Work Orders.

  5. Set up activity rules for work orders.

    See Attaching Activity Rules to Work Orders.

  6. Set up standard parts lists.

    See Assigning Parts to a Work Order.

  7. Set up work order instructions.

    See Setting Up Work Orders.

  8. Set up assessor defaults and rules sequence.

    See Setting Up Assessor Defaults and Rules Sequence.

  9. Set up automatic accounting instructions.

    See Setting Up AAIs.

  10. Set up base warranty defaults and rules.

    See Setting Up Base Warranty Defaults and Rules.

  11. Set up document type information.

    See Setting Up Document Type Information.

  12. Set up inventory information.

    See Setting Up Inventory Information for Service Management.

  13. Set up product family and model combinations.

    See Setting Up Product Family and Model Combinations for Service Management.

  14. Set up equipment master constants.

    See Setting Up Equipment Master Constants for Service Management.

  15. Set up contracts.

    See Setting Up Contracts.

  16. Set up preference hierarchies.

    See Setting Up Preference Hierarchies.

  17. Set up service and warranty detail groups.

    See Setting Up Service and Warranty Detail Groups.

  18. Set up price adjustment definitions.

    See Setting Up Price Adjustment Definitions.

  19. Set up adjustment details.

    See Setting Up Adjustment Details.

  20. Set up adjustment schedules.

    See Setting Up Adjustment Schedules.

  21. Set up repair time schedules.

    See Setting Up Repair Time Schedules.