## Setting Up the CRM Foundation System

This chapter discusses how to:

- Activate the CRM Foundation system.

- Set up CRM constants.

### Activating the CRM Foundation System

This section provides an overview of system activation and discusses how to activate the CRM Foundation system.

#### Understanding System Activation

Before you can enter and process CRM data, you must activate the JD Edwards EnterpriseOne CRM Foundation system. The CRM Foundation system code is 90CA. To activate system 90CA, a record containing this data must exist in the F99410 table:

- The Data Item field contains SY90CA.

- The Use Module field contains Yes.

Important! If you do not create the SY90CA record in the F99410 table, CRM business functions and programs will not function properly. However, the system does not issue an error.

You can use either of these programs to create this record:

- R90CA170 (F99410 Activate CRM Foundation)

  The system creates the record automatically when you run this batch program. This program does not exist on a menu. You run this program using Batch Versions, which you access by entering BV in the fast path.

- P99410 (EnterpriseOne System Control)

  You manually add the record to the F99410 using this interactive program.

Note. If you are using the Mobile Sales system, in addition to creating the SY90CA record, you must also update the CRMMSL record in the F99410 table so that the Use Module field contains Yes. You can use the P99410 program to manually update the Use Module field, or you can run the R90CA171 (F99410 Activate Mobile Sales) program to update the field.

See Activating Mobile Sales Functionality in the JD Edwards EnterpriseOne Tools 8.98 System Administration Guide

#### Form Used to Activate the CRM Foundation System

Form Name | FormID | Navigation | Usage
Work With EnterpriseOne System Control | W99410A | Enter P99410 in the fast path and then hit Enter. | Access forms to activate JD Edwards EnterpriseOne systems.
EnterpriseOne System Control - Revisions | W99410B | On Work With EnterpriseOne System Control, click Add. | Activate the CRM Foundation system.

#### Activating the CRM Foundation System

Access the EnterpriseOne System Control - Revisions form.

Data Item | Enter SY90CA in this field to activate the JD Edwards EnterpriseOne CRM Foundation system. You must also enter a description in the field directly below this field. For example, enter CRM Foundation.
Yes | Select this option to activate the JD Edwards EnterpriseOne CRM Foundation system.

### Setting Up CRM Constants

This section provides an overview of CRM constants and discusses how to set up the CRM constants.

#### Understanding CRM Constants

Before you can process any CRM-related information, you must set up the CRM Constants program to define the sales, service, and support features that the organization uses, and how the system processes information. You set up CRM constants once, and these settings are used to process CRM information for each company within the organization.

The CRM Constants program controls:

- How the system saves information.

  You can set up the system to automatically save information, or to prompt you to save information, when you move from one form to another. When you set up the system to prompt you, you have the option of saving the data or canceling the save. If you set up the system to save automatically, all data changes that you make are saved when you exit a form.

- How the system determines which sales team members to assign to a sales opportunity.

  You can set up the system to assign sales team members to a sales opportunity based on the sold to customer, the ship to customer, or both.

  For example, a sales opportunity might have different sold to and ship to customers. Each of those customers has its own sales team. This constant determines whether the active members of the sold to, ship to, or both sales teams are copied to the sales opportunity sales team.

- Which phone number to display for sales team members.

  When you enter sales team members into the system, you can enter multiple phone numbers for each member. To ensure consistency when viewing the sales team members that are associated with customers, opportunities, quotes, and sales orders, you can specify which type of phone number is displayed for the sales team members.

  For example, if the sales members are typically traveling, and can most easily be reached on a mobile phone, you can set up the system to display the mobile phone number of each sales team member.

- How commissions are processed when a sales order is created.

  You can determine whether records are written to the sales commission tables based on the sales order sold to address, ship to address, or both. This setting is used only to determine which sales team members receive commissions. You must set up commission information for sales team members and customers in Oracle's JD Edwards EnterpriseOne Sales Order Management system in order to calculate the actual commission amounts.

  If you base commissions on the Sold To address, when a sales order is created, only the sales team members that are associated with the Sold To customer record are written to commission tables.

  For example, Joe Smith is the sales representative for Customer A-1, which is designated as the Sold To customer on a sales order. Nancy Jones is the sales representative for Customer A-2, which is designated as the Ship To customer on the sales order. Because the CRM constants have been set up to base commissions on the Sold To record only, Joe Smith is the only sales team member whose commissions are written to the commissions tables.

- Whether the system updates the Sales Order Extension tables.

  You use the Sales Order Extension option to determine whether the system updates the F4201UR table and the F4211UR table at the time of sales order entry or when an opportunity is being converted to a sales order/quote. These tables can be configured by the user to store data that is not stored in other JD Edwards EnterpriseOne tables.

- Which currency code and monetary amounts are associated with each gold bar level.

  You can use gold bar functionality to visually display the potential monetary amount that is associated with a lead or opportunity. You define the monetary parameters that determine the number of gold bars that appear. There are four gold bars available for use. You set up the system so that the customers with the largest monetary potential display 4 bars, and those with the least amount of monetary potential display one, or no bars. The currency code that you enter in the constants is the currency that the system uses to determine the number of gold bars for each customer or opportunity.

- Which type of calendar is displayed when using the calendar feature.

  The calendar feature enables you to create several different types of calendars. Using the CRM Constants, you can specify the default calendar type to display when accessing the calendar feature from CRM applications. The system adds all activities that are created by or associated with CRM programs to the type of calendar that you specify in the constants. Typically, you select a CRM calendar so that the system adds all CRM-related activities to the CRM Calendar.

  Calendar type codes are stored in UDC 01/CY, and might include types such as personal calendars, carrier calendars, or resource calendars.

See Also

Setting Up Commission Information

Using Foundation Calendar

#### Form Used to Set Up CRM Constants

Form Name | FormID | Navigation | Usage
CRM Constants | W90CA000C | Sales Setup (G90CA03), CRM Constants | Set up CRM Constants.

#### Setting Up CRM Constants

Access the CRM Constants form.

CRM Constants, Process

Select the Process tab.

Implicit Save | Enter an option that specifies whether the system prompts the user to save, or automatically saves data changes when exiting a form.

CRM Constants, Sales Team

Select the Sales Team tab.

Sold To Ship To Default | Specify whether the system assigns the sales team members to an opportunity based on the ship to customer, sold to customer, or both. For example, if you select Sold To, the system assigns the active sales team members from the opportunity's Sold To customer record to the sales opportunity. Values are: Blank: Sold To 1: Ship To 2: Both
Phone Number Type | Enter the type of phone number that the system displays on all sales team forms in the JD Edwards EnterpriseOne CRM Sales Force Automation system. Values are stored in UDC 01/PH and might include: Blank: Business telephone number FAX: Fax telephone number HOM: Home telephone number

CRM Constants, Sales Order

Select the Sales Order tab.

Sold To Ship To Default | Enter the method that the system uses to determine which members of a sales team are eligible to receive commissions for a sales order that is generated using the JD Edwards EnterpriseOne CRM Sales Force Automation system. This setting determines which sales team member records are written to the sales commissions tables when a sales order is created. Sales team members must be active on the sales team in order to be eligible for commissions. Values are: 0: Only sales members associated with the Sold To customer are eligible for commissions. 1: Only sales members associated with the Ship To customer are eligible for commissions. 2: Sales team members associated with both the Sold To and Ship To customers are eligible for commissions.
Update Sales Order Extension | Select this option if you want the system to update the F4201UR table and the F4211UR table during sales order entry, or when an opportunity is converted to a sales order or quote. These tables are used to store customized information about sales orders. It is necessary to update these tables only if you have set them up.

CRM Constants, Gold Bars

Select the Gold Bars tab.

Company Currency Code | Enter the value of the currency code you want to use to define the potential monetary amounts associated with opportunities. The system uses this currency code to calculate the monetary amount of each opportunity or customer for gold-bar display purposes.
No Bars | Enter the value at or below which no gold bars appear. For example, if you do not want gold bars to appear for any opportunities with a monetary value of 1,000 USD or less, enter 1000. This amount is associated with the currency code that you enter in the Currency Code field.
One Bar | Enter the values, between which, one gold bar appears. For example, if you want one gold bar to appear for opportunities with a monetary value between 1,000.01 USD and 15,000 USD, enter 1000.01 in the left field, and enter 15000 in the right field on the One Bar row. This amount is associated with the currency code that you enter in the Currency Code field.
Two Bars | Enter the values, between which, two gold bars appear. For example, if you want two gold bars to appear for opportunities with a monetary value between 15,000.01 USD and 100,000 USD, enter 15000.01 in the left field, and enter 100000 in the right field on the Two Bar row. This amount is associated with the currency code that you enter in the Currency Code field.
Three Bars | Enter the values, between which, three gold bars appear. For example, if you want three gold bars to appear for opportunities with a monetary value between 100,000.01 USD and 500,000 USD, enter 100000.01 in the left field, and enter 500000 in the right field on the Three Bar row. This amount is associated with the currency code that you enter in the Currency Code field.
Four Bars | Enter the value, above which, four gold bars appear. For example, to display four gold bars for opportunities of 500,000.01 USD or more, enter 500000.01 in the field in the Four Bar row.

CRM Constants, Calendar

Select the Calendar tab.

Calendar Drop Down Menu | Select the calendar option from the menu to determine the default calendar type that is displayed when the calendar feature is accessed from a CRM Sales Force Automation application. The system adds all activities that are created or associated with CRM applications to the calendar type that you specify here. Selecting a calendar type enables you to differentiate the calendar on which CRM-related activities reside, as compared to other activities. For example, Sarbanes Oxley activities might be on a Finance calendar. The system also uses the calendar type constant to determine which fields a user must complete when creating activities.