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E1: 01: How To Enter Address Book Records In EnterpriseOne (P01012/P0100041/P0111/P0115) (Doc ID 1511984.1)

Last updated on MARCH 12, 2021

Applies to:

JD Edwards EnterpriseOne Address Book - Version XE and later
Information in this document applies to any platform.

Purpose

Overview of Address Book Information

You use the JD Edwards Address Book system to maintain information about companies and people with whom you do business. The Address Book contains company names, contact names, addresses, phone numbers, notes, and other pertinent information, and is used by most other JD Edwards EnterpriseOne systems


The following tables are used by the Address Book Revisions program (P01012) to store and access address book information. Other Address Book programs also use some of these these tables:

Before you can use other JD Edwards EnterpriseOne systems, you must enter address book information in the JD Edwards Address Book system for your customers, suppliers, and so on. Other JD Edwards EnterpriseOne systems retrieve up-to-date name and address information, based on the address book information that you enter. Use the Address Book Revisions (P01012) program to enter address book records. The system stores information for address book records in the Address Book Master table (F0101). You can also select to display other forms automatically when entering an address book record, such as the Supplier Master (P04012) or Customer Master (P03013) using the Address Book Revisions (P01012) processing options.

In addition to basic address information, you can enter an unlimited number of phone numbers for each address book record and specify whether the phone number is a business number, cellular number, fax number, and so on. Phone numbers are stored in the Address Book - Phone Numbers table (F0115).

To locate an address book record on the Work With Addresses form, you can enter a full or partial name, address number, and so on. If you use a partial name, you must include an * (asterisk) either in front of or at the end of the partial name. The program searches only for the first word in the address name. For example, if you have address book numbers for Corporate Center, Continental Services, and Services Continental and you search for *CO or CO*, the search results will include Corporate Center and Continental Services.

Duplicate Entry Validation

To alleviate the potential for duplicate records when you enter, revise, or upload address book records, you can activate duplicate record validation in the JD Edwards Address Book system. You specify whether you want the system to issue a warning or error message when it finds records with the same alpha name, city, and zip code combination or the same tax ID.

The Address Book MBF program (P0100041) has two processing options that specify whether to search for duplicate records:

For duplicate data entry validation, the system searches the Address Book Master (F0101) and Address by Date (F0116) tables for a matching alpha name, city, and zip code. For duplicate tax ID entry, the system searches the F0101 table for a matching tax ID and the F0116 table for a matching country.

Note: This functionality is only available as of release 8.10 and above.

Using Mobile Sales with Address Book

If you are using JD Edwards EnterpriseOne Sales Force Automation, you can enter and revise address book records for customers when you are disconnected from the JD Edwards EnterpriseOne system. JD Edwards EnterpriseOne Mobile Sales was created to support sales personnel who need to create and modify customer information or sales orders on their laptops when they are disconnected from the enterprise server. For example, a sales representative can enter or update order, customer, lead, or contact information on a plane, in a hotel room, or at a client site, and then synchronize the data entered when able to connect to the server. Data transfer is bidirectional, which means that during synchronization, the laptop both receives updated information from the server and sends new or modified information to the server. 

Scope

This document is intended for users setting up and maintaining address book records in EnterpriseOne Address Book.

Details

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In this Document
Purpose
 Overview of Address Book Information
 Duplicate Entry Validation
 Using Mobile Sales with Address Book
Scope
Details
 Setting Processing Options for Address Book Master Business Function (MBF) (P0100041)
 Setting Processing Options for Address Book Revisions (P01012)
 Entering Address Book Records
 Adding Phone Numbers to an Address Book Record (P0115)
 Adding Who’s Who Information to Address Book Records (P0111)
 Setting Processing Options for Who’s Who MBF PO (P0100087)
 Adding Who's Who information
 Adding Global Locator Number (GLN) Information
References

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