JD Edwards EnterpriseOne Service Management Preface

JD Edwards EnterpriseOne Products

JD Edwards EnterpriseOne Application Fundamentals

About This Documentation

Common Fields Used in This Implementation Guide

Getting Started with JD Edwards EnterpriseOne Service Management

JD Edwards EnterpriseOne Service Management Overview

JD Edwards EnterpriseOne Service Management Integrations

JD Edwards EnterpriseOne Service Management Implementation

Understanding the JD Edwards EnterpriseOne Service Management Features

System Features

Additional Features

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

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

Creating Equipment Records From Fixed Assets

Working with Product Registration

Working with the Equipment Master Update Program

Creating Base Warranty Contracts

Working With Parent and Component Information

Working with Status History

Scheduling Maintenance for Installed Equipment

Managing Contracts

Understanding Contracts

Setting Up Contracts

Managing Contracts

Billing for Contracts

Working with the Amortization Process

Printing Contracts

Reviewing Contract Reports

Managing Work Orders

Understanding Work Order Management

Common Fields Used in This Chapter

Setting Up Work Orders

Creating Work Orders Using the Service Management Workbench Program (P90CD020)

Creating Work Orders Using the Work Order Entry Programs (P48201/P17714)

Assigning Parts to a Work Order

Assigning Labor to a Work Order

Processing Work Orders

Billing and Paying Work Orders

Working with Warranty Claims and Supplier Recovery Claims

Understanding Warranty Claims and Supplier Recovery Claims

Managing Warranty Claims

Managing Supplier Recovery Claims

Using the Customer Self-Service Portal

Understanding the Customer Self-Service Portal

Adding Equipment

Viewing Equipment

Viewing Work Orders

Viewing Contracts

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

Reviewing Price History

Working with Prepayments

Understanding Prepayment Processing

Authorizing Prepayment Transactions

Working with Prepayment Transactions

Understanding Vertex Sales Tax Q Series

Vertex Sales Tax Q Series

Delivered Workflow for JD Edwards JD Edwards EnterpriseOne Service Management

Delivered Workflow for JD Edwards JD Edwards EnterpriseOne Service Management