Contents

• Title and Copyright Information
• Preface

1 Introduction to JD Edwards EnterpriseOne Customer Self Service

• JD Edwards EnterpriseOne Customer Self Service Overview
• JD Edwards EnterpriseOne Customer Self Service Implementation
  • Installation Steps for the JD Edwards EnterpriseOne Collaborative Portal
  • JD Edwards EnterpriseOne Sales Order Management-Specific Implementation Steps
  • JD Edwards EnterpriseOne Inventory Management-Specific Implementation Steps
  • JD Edwards EnterpriseOne Transportation Management-Specific Implementation Step
  • JD Edwards EnterpriseOne Forecast Management-Specific Implementation Step
  • JD Edwards EnterpriseOne Failure Analysis-Specific Implementation Step
  • JD Edwards EnterpriseOne Case Management-Specific Implementation Step
  • JD Edwards EnterpriseOne Solution Advisor-Specific Implementation Steps

2 Understanding Customer Self Service

• JD Edwards EnterpriseOne Customer Self Service Business Processes
  • Orders
  • Shipments
  • Inventory
  • Accounts Receivable
  • Forecast
  • Cases
  • Failure Analysis and Solutions
  • Service Information
• JD Edwards EnterpriseOne Customer Self Service Implementation

3 Working with Orders

• Managing Orders
  • Understanding Order Management
    • Taxed Prices
  • Prerequisites
  • Forms Used to Manage Orders
  • Setting Processing Options for Self Service - Sales Order Inquiry (P4210SS)
    • Defaults
    • Display
    • Process
    • Versions
• Managing Recurring Orders
  • Understanding Recurring Orders
    • Taxed Prices
  • Prerequisite
  • Forms Used to Manage Recurring Orders
• Creating Sales Orders by Releasing a Blanket Order
  • Understanding Blanket Orders
    • Taxed Prices
  • Prerequisite
  • Forms Used to Release Blanket Orders

4 Placing Orders

• Ordering Through the Product Catalog
  • Understanding the Product Catalog
    • Taxed Prices
  • Prerequisite
  • Forms Used to Order Through the Product Catalog
  • Setting Processing Options for Keyword Search (P41829W)
    • Process
  • Setting Up Item Hierarchy (Web) (P4101H)
    • Defaults
    • Process
• Ordering Through Templates
  • Understanding Templates
  • Forms Used to Order Through Templates
  • Setting Processing Options for Order Templates (P4015W)
    • Versions
    • Process

5 Working with the Shopping Cart

• Viewing and Modifying the Contents of the Shopping Cart
  • Understanding the Shopping Cart
  • Forms Used to View and Modify the Contents of the Shopping Cart
• Adding Items to the Shopping Cart
  • Understanding Additions to the Shopping Cart
    • Taxed Prices
  • Forms Used to Add Items to the Shopping Cart

6 Performing Customer Inquiries

• Displaying Inventory Information for Customers
  • Understanding Inventory Information
  • Prerequisite
  • Forms Used to Display Inventory Information for Customers
  • Setting Processing Options for Self Service - Inventory Information Inquiry (P41204)
    • Defaults
    • Process
• Tracking Shipments
  • Understanding Shipment Tracking
  • Prerequisite
  • Forms Used to Track Shipments
  • Setting Processing Options for Self Service Shipment Tracking (P4947S)
    • Default
    • Display
    • Versions
• Reviewing Account Information
  • Understanding Account Information
  • Forms Used to Review Account Information
• Reviewing Forecast Information
  • Understanding Forecast Information
  • Prerequisite
  • Forms Used to Review Forecast Information
  • Setting Processing Options for Self Service - Display and Respond to Forecasts (P3462)
    • Display
    • Process
    • Interop
• Reviewing Problem Analysis Information
  • Understanding Problem Analysis Information
  • Forms Used to Review Problem Analysis Information
  • Setting Processing Options for Self Service - Failure Analysis program (P17766SS)
    • Defaults
    • Process
    • Display

7 Managing Customers and Items

• Managing Customer Information
  • Understanding Customer Information
    • Changing Name, Address, and Telephone Information
    • Personalizing Customer Information
  • Form Used to Manage Customer Information
• Managing Customer Item Numbers
  • Understanding Customer Item Numbers
  • Forms Used to Manage Customer Item Numbers
  • Setting Processing Options for Item Cross Reference Self Service (P4104SS)
    • Defaults