## JD Edwards EnterpriseOne Service Management Preface

This preface discusses:

- JD Edwards EnterpriseOne products.

- JD Edwards EnterpriseOne application fundamentals.

- Common fields used in this implementation guide.

### JD Edwards EnterpriseOne Products

This implementation guide refers to these JD Edwards EnterpriseOne products from Oracle:

- JD Edwards EnterpriseOne Service Management.

- JD Edwards EnterpriseOne Capital Asset Management.

- JD Edwards EnterpriseOne Work Order Management.

### JD Edwards EnterpriseOne Application Fundamentals

Additional, essential information describing the setup and design of the system resides in companion documentation. The companion documentation consists of important topics that apply to many or all JD Edwards EnterpriseOne product lines:

- JD Edwards EnterpriseOne Address Book Implementation Guide

- JD Edwards EnterpriseOne Capital Asset Management Implementation Guide

- JD Edwards EnterpriseOne Contract and Service Billing Implementation Guide

- JD Edwards EnterpriseOne CRM Support Applications Implementation Guide

- JD Edwards EnterpriseOne Financial Management Solutions Application Fundamentals Implementation Guide

- JD Edwards EnterpriseOne Fixed Assets Implementation Guide

- JD Edwards EnterpriseOne General Accounting Implementation Guide

- JD Edwards EnterpriseOne Work Orders Implementation Guide

- JD Edwards EnterpriseOne Tools 8.98 Foundation Guide

Customers must conform to the supported platforms for the release as detailed in the JD Edwards EnterpriseOne minimum technical requirements. In addition, JD Edwards EnterpriseOne may integrate, interface, or work in conjunction with other Oracle products. Refer to the cross-reference material in the Program Documentation at http://oracle.com/contracts/index.html for Program prerequisites and version cross-reference documents to assure compatibility of various Oracle products.

### About This Documentation

A companion Guide called About This Documentation contains general information, including:

- Related documentation, common page elements, and typographical conventions for guides.

- Information about using guides and managing the documentation library.

- Information on the International Organization for Standardization (ISO) country and currency codes used within documentation.

- A glossary of useful JD Edwards EnterpriseOne terms that are used in documentation.

See Also

About This Documentation Preface

Using Implementation Guides

Managing the Online Library and Implementation Guides

ISO Country and Currency Codes

Glossary of JD Edwards EnterpriseOne Terms

### Common Fields Used in This Implementation Guide

Asset Number | See Equipment Number.
Branch Plant | Enter an alphanumeric code that identifies a separate entity within a business for which you want to track costs. For example, a business unit might be a warehouse location, job, project, work center, branch, or plant. You can assign a business unit to a document, entity, or person for purposes of responsibility reporting. For example, the system provides reports of open accounts payable and accounts receivable by business unit to track equipment by responsible department. Business unit security might prevent you from viewing information about business units for which you have no authority.
Customer Number | Enter a user-defined name or number that identifies an address book record. You can use this number to locate and enter information about the address book record. If you enter a value other than the address book number (AN8), such as the long address or tax ID, you must precede it with the special character that is defined in the Address Book constants. When the system locates the record, it returns the address book number to the field. For example, if address book number 4100 (Total Solutions) has a long address TOTAL and an * distinguishes it from other entries (as defined in the Address Book constants), if you typed *TOTAL into the field, the system would return 4100.
Document Type | Enter a value from user-defined code (UDC) table 00/DT (Document Type - All Documents) that identifies the origin and purpose of the transaction. The system reserves several prefixes for document types, such as vouchers, invoices, receipts, and timesheets. The reserved document type prefixes for codes are: P: Accounts payable R: Accounts receivable T: Time and Pay I: Inventory O: Purchase order S: Sales order
Equipment Number | Enter an identification code that represents an asset. You enter the identification code in one of the these formats: Asset number (a computer-assigned, eight-digit, numeric control number) Unit number (a 12-character alphanumeric field) Serial number (a 25-character alphanumeric field) Every asset has an asset number. You can use unit number and serial number to further identify assets. If this is a data entry field, the first character you enter indicates whether you are entering the primary (default) format that is defined for the system, or one of the other two formats. A special character, such as a slash (/) or an asterisk (*), in the first position of this field indicates which asset number format you are using. You assign special characters to asset number formats on the fixed assets system constants form.
G/L Cat (general ledger category) | Enter a value from UDC 41/9 (G/L Posting Category) that identifies the GL offset that system uses when it searches for the account to which it posts the transaction. If you do not want to specify a class code, you can enter **** (four asterisks) in this field. You can use AAIs to predefine classes of automatic offset accounts for the Inventory Management, Procurement, and Sales Order Management systems. You might assign GL class codes as follows: IN20: Direct Ship Orders IN60: Transfer Orders IN80: Stock Sales The system can generate accounting entries based upon a single transaction. For example, a single sale of a stock item can trigger the generation of accounting entries such as: Sales-Stock (Debit) xxxxx.xx A/R Stock Sales (Credit) xxxxx.xx Posting Category: IN80 Stock Inventory (Debit) xxxxx.xx Stock COGS (Credit) xxxxx.xx The system uses the class code and the document type to find the AAI.
Inventory Item Number or Item Number | Enter a number that the system assigns to an item. It can be in short, long, or third item number format.
Obj Acct (object account) | Enter the object account, which is the portion of a general ledger account that refers to the division of the Cost Code (for example, labor, materials, and equipment) into subcategories. For example, you can divide the Cost Code for labor into regular time, premium time, and burden. The system retrieves the GL account number for time entry purposes when you enter time for a work order or case. Note. If you use a flexible chart of accounts and the object account is set to six digits, JD Edwards recommends that you use all 6 digits. For example, entering 000456 is not the same as entering 456 because if you enter 456 the system enters three blank spaces to fill a six-digit object.
Product Family | Enter a value from UDC 17/PA (Product Family) that classifies an inventory item into a family for customer service. Examples include Laser Printer, Inkjet, or Fax.
Product Model | Enter a value from UDC table 17/PA (Product Model) that classifies an inventory item into a model for customer service. Examples include Laser Printer, Inkjet, or Fax.
Responsible BU Location (responsible business location) | Enter a code that specifies from which tables the system retrieves the responsible business unit to which contracts should be billed. The default value is 1. Values are: 1: Item Master-Service/Warranty Extension table (F4117) and the Item Branch Master-Service/Warranty Extension table (F41171). 2: Product Family/Model Master table (F1790). 3: Equipment Master Extension table (F1217). 4: Address Book Master table (F0101). 5: S/WM Line Type Constants table (F1793). If the business unit in the AAIs is left blank, contract billing and amortization use this value to locate the responsible business unit to which revenue will be booked.
Site Number | Enter a user-defined name or number that identifies an address book record. You can use this number to locate and enter information about the address book record. If you enter a value other than the address book number (AN8), such as the long address or tax ID, you must precede it with the special character that is defined in the Address Book constants. When the system locates the record, it returns the address book number to the field.
Work Center | Note. This code is application-specific for a work center. Enter a code that identifies a separate entity within a business for which you want to track costs. For example, a business unit might be a warehouse location, job, project, work center, branch, or plant. You can assign a business unit to a document, entity, or person for purposes of responsibility reporting. For example, the system provides reports of open accounts payable and accounts receivable by business unit to track equipment by responsible department. Business unit security might prevent you from viewing information about business units for which you have no authority. The system uses the work center for entitlement checking and to retrieve the workday calendar. If you do not set up the work center, you must set up a workday calendar that is set for ALL.