a81 Address Book

GuideAugust 1997

Address Book

Item # A81CEAAB

ReleaseA8.1

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PrerequisiteJ.D. Edwards

Software Fundamentals

Using MenusGetting HelpCustomizing DataReporting

Understanding YourEnvironmentCreating and MaintainingEnvironmentsSetting Up SecurityUpgrading Your System

Online HelpProgramFormField

System Administrationand Environment

Fundamentals

Guides

CDROMGuides

Where Do I Look?

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CommonFoundation

Important Note for Students inTraining Classes

This guide is a source book foronline helps, training classes, and

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contained here.

Welcome

About this Guide

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A8.1 (8/97)

Table of Contents

Address Book/Electronic Mail Overview

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Table of Contents

A8.1 (8/97)

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Parent/Child Relationships

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Table of Contents

A8.1 (8/97)

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Appendices

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Address Book

A8.1 (8/97)

Glossary

Index

Exercises

A8.1 (8/97) 11

Address Book/Electronic Mail Overview

About Address Book and Electronic Mail

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12 A8.1 (8/97)

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Address Book

14 A8.1 (8/97)

Reporting

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A8.1 (8/97) 15

Tables Used by Address Book

Tables and Information Flow

AddressBook Master

(F0101)

Names andWhos Who

(F0111)

Address OrganizationStructure

(F0150)

CustomerMaster(F0301)

Addressesby Date(F0116)

SupplierMaster(F0401)

Postal Codes(F0117)

PhoneNumbers(F0115)

Tables and Descriptions

Address Book

16 A8.1 (8/97)

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Electronic Mail System Integration

Project DataManagement

AccountsReceivable

Work OrderManagement

Purchase OrderManagement

AddressBook

ElectronicMail

World Writer

DREAM Writer

Financial Systems

Address Book

18 A8.1 (8/97)

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Address Book

110 A8.1 (8/97)

Tables Used by Electronic Mail

Tables and Information Flow

User Filters ofIncoming Mail

(F01136)

Calendar SignIn/Out

Flash ScheduleMaster(F0126)

Address BookMaster(F0101)

MessageHeader(F01131)

MessageDistribution

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MessageText

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Time LogLedger(F0112)

Tables and Descriptions

A8.1 (8/97) 111

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112 A8.1 (8/97)

Menu Overview

Address Book Category Codes G01411

Menu Overview Address Book

Daily Operations G01

Daily Operations

Periodic Processes G0121

Periodic Operations

Address Book Setup G0141

Setup Operations

A/B Advanced and Technical Operations G0131

Advanced and Technical Operations

Address Book Organizational Structure G01311

Whos Who Category Codes G01412

Address Book G01

CIF Supplemental Data G01312

Batch Address Processing G01313

Electronic Mail G02

Electronic Mail

Address Book

114 A8.1 (8/97)

A8.1 (8/97) 21

Address Book Maintenance

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22 A8.1 (8/97)

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PhoneNumbers

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A8.1 (8/97) 23

Locate Addresses

Locating Addresses

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See Also

Address Book

26 A8.1 (8/97)

A8.1 (8/97) 27

Enter Address Book Records

Entering Address Book Records

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What You Should Know About

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A8.1 (8/97) 29

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A8.1 (8/97) 211

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(+'*3!! * ! .$. %) %.!- 1$!.$!, .$%- ,!-- %- ) !(+'*3!!

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A8.1 (8/97) 213

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A8.1 (8/97) 215

$01-,-0. -#$ "-#$ 2' 2 #$1(&, 2$1 2'$ 27.$ -% 2 6. 7$0 "*($,21

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$* # #)' # *#!") #*"' $ %$# #*"'( $' '(( $$ #*"' $* # (%. '#) ).%( $ %$# #*"'( (* ( ' !!*!'$' -

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A8.1 (8/97) 217

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612 A8.1 (8/97)

Defining CIF Sequences

From Address Book (G01), enter 27

From A/B Advanced and Technical Operations (G0131), choose CIFSupplemental Data

From CIF Supplemental Data (G01312), choose CIF Sequence Revisions

" ! " " ! " %" ! !& $ &"$! ! ! ! !& " ! " ! " & !$

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! !& !& &" ! $! ! ! &" " " !! !& $ ! !! &" $!

Define Supplemental Data

A8.1 (8/97) 613

*. /#,#(,

(&)%- ( ( -" (%%(0#! #%,

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" ,+ %,,+(.) #% &.,- %$ 0"-+#! 0 !+(.) )+( #%

Address Book

614 A8.1 (8/97)

( %,$) + + )&))* )&,' & )&)* &% + &)$

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From CIF Supplemental Data (G01312), choose A/B Supplemental DataSecurity

&, % )*+)!+ ** +& )+!% + +0'* &) /$'# 0&, $! + %&+ .%+0&,) &,%+* '0# ')*&%%# +& -!. ,*+&$) $*+) !%&)$+!&% -%+ &, + *) +0' !* **!% +& + !) ,*) ')&!# 0&, % *+!## )*+)!++ !) ** +& + !* !%&)$+!&% 0 !%!% *,''#$%+# + *,)!+0

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A8.1 (8/97) 615

$"%!( ( $!!$+# !

% ($ '&

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( )#($# , $& '!($# ! $' &

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616 A8.1 (8/97)


Exercises

A8.1 (8/97) 617

Enter and Copy Supplemental Data

Entering and Copying Supplemental Data

Address Book

618 A8.1 (8/97)

Entering Detailed Supplemental Information



From CIF Supplemental Data (G01312), choose Data Entry

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A8.1 (8/97) 619

! !! ! % !% %

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% ! "! ! " " # %" #! ! ! ! ! "! $ %" ! "! ! "! " !

" % ! "! ! % ! !% !

Address Book

620 A8.1 (8/97)

# ( #(&-

$( # &'' &$& +( ( %%&$%&( ( (-%

!( ( (-%

$&" (( %%&' %#' $# ( ( (-% -$) $$'

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A8.1 (8/97) 621

# ! "

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622 A8.1 (8/97)

! " !

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A8.1 (8/97) 623

Exercises

Address Book

624 A8.1 (8/97)

A8.1 (8/97) 625

Change Data Types

Changing Data Types

Address Book

626 A8.1 (8/97)

Changing Code and Narrative Data Types



From CIF Supplemental Data (G01312), choose Define Your Own Data Types

&$ %# # !# $# $"#! & !$ ! & #! $"! # # #&

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A8.1 (8/97) 627

"" # # !

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Address Book

628 A8.1 (8/97)

Changing Program Data Types



From CIF Supplemental Data (G01312), choose Define Your Own Data Types

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Processing Options for Define Your Own Data Types

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A8.1 (8/97) 629

View Supplemental Data

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From CIF Supplemental Data (G01312), choose Inquiry by Address

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Address Book

630 A8.1 (8/97)

Viewing Data by Data Type



From CIF Supplemental Data (G01312), choose Inquiry by Data Type

View Supplemental Data

A8.1 (8/97) 631

#) " *+ ') ( ' ( &'' " "&&(* (,( (( -#) ''" (# #!$"-

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-$ # (

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Address Book

632 A8.1 (8/97)

A8.1 (8/97) 633

Work with Supplemental Data Reports

Working with Supplemental Data Reports

(*$#! /#," +-))%&,% , *)(*,+ (+#+,+ (

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*# 1 ,", 1(- ". # (*&,#( +,(* #

Creating a Worktable



From CIF Supplemental Data (G01312), choose Work File Build

(* 1(- )*#, +-))%&,% , *)(*,+ 1(- &-+, -+ (*$ % -#%,( -#% /(*$,% ,", (,#+ *++ (($ ,

" +-))%&,% , ,", 0#+,+ # 1(-* /(*$,% (&+ *(& , +,(* #," *++ (($ +,* # ," -))%&,% ,+ ,%+ "#++-))%&,% , #+ ," +#+ (* 1(-* *)(*,+

Address Book

634 A8.1 (8/97)

SupplementalDatabase Code

Information(F01092)

Reports

AddressBook Master

(F0101)

SupplementalDatabaseWorktable(F010921)

Processing Options for Create Supplemental Data Work File

EFFECTIVE DATE:1. Enter the effective date for ____________ selecting Data Type Values/Amounts. If left blank the current date will be used.

DATA TYPE SELECTION:2. Enter the Data Types which should be included in the work file. Data Type 1 ____________ Data Type 2 ____________ Data Type 3 ____________ Data Type 4 ____________ Data Type 5 ____________ Data Type 6 ____________ Data Type 7 ____________ Data Type 8 ____________ Data Type 9 ____________ Data Type 10 ____________

RECORDS TO INCLUDE:3. Enter a 1 if all address book ____________ records should be placed in the file even if they do not have supplemental data. A default of blank will only include those that have supplemental data.

What You Should Know About Processing Options


A8.1 (8/97) 635

Printing Supplemental Data Reports

#$ ! # %" "! ! %"

! ! ! % ! % !

! ! ! % !

! ! ! ! " ! ! !! ! %" " ! ! ! !

See Also

Printing Data by Data Type Report



From CIF Supplemental Data (G01312), choose Data by Data Type

01440 J.D. Edwards & Company Page Number 2 All Address by Data Type Alpha Date 04/18/98

Billing Contact ==============================

4005 A & D Parts Company Assigned Billing ContactMr. Bob Morrison All monthly billings to be paid by end of month. After 6 months, discount will be calculated at 2% of gross sale.


Delivery Method ==============================

4005 A & D Parts Company Delivery scheduled for every 3rd friday after 12:00 noon.

Address Book

636 A8.1 (8/97)


Warranty ==============================

Effective Date Address Name From Through WARRANTY EXPLANATION Months

Products . . . . . 01 4005 A & D Parts Company 02/01/98 Extended warranty available 12,00

Total for: 01 12,00

Products . . . . . 03 4005 A & D Parts Company 02/01/98 This includes all upgrades 24,00

Total for: 03 24,00

Total for: Warranty 36,00

Processing Options for Data by Data Type Report

Enter a N to bypass printing text ____________information on the report. Default ofblank will print the text.

Data Sequence for Data by Data Type Report

#) !)'( '%)" -#)& ( " #" # (+# +-'

&''' #& & (-$

"#&!(#" #& & (-$ - &''

All Addresses for a Record Type

# $&"( &''' #& '$ & (-$ #& ,!$ &''' +($''#" "'' '( - "' )' ( # #+" '%)"

-$ ( #( *

'& " # #( *

&'' )!&

(* (

" )!&

# $&"( & (-$' " $( #&& )' ( # #+" '%)"

-$ ( #( *

'& " # #( *


A8.1 (8/97) 637

$ !

&'' )!&

(* (

" )!&

All Information for a Record Type by Address

# $&"( "#&!(#" #& '$ & (-$ - &'' #& ,!$ "'' - &''' '( - &'' #& &'' !&"- #"((' )'( # #+" '%)"

-$ ( #( *

&'' )!& #( *

'& " #

(* (

" )!&

# $&"( & (-$' " $( #&& )' ( # #+" '%)"

-$ ( #( *

$ ! #( *

&'' )!&

'& " #

(* (

" )!&

Printing the Data by Address Book Report



From CIF Supplemental Data (G01312), choose Data by Address Book

Address Book

638 A8.1 (8/97)

01450 J.D. Edwards & Company Page Number 2 Supplemental Data by Address Date 04/18/98

Address Number . . . 4005 A & D Parts Company Mailing Address. . . A & D Parts Company Hold Invoices. . . Search Type. . V Suppliers 3080 Walnut St Hold Payment . . . N Location . . . DEN Denver Branch Denver CO 80205 Payment Terms A/R Credit Message Payment Terms A/P Temp Cr. Msg . Phone Number . . . . ( 303 ) 7225754 Multiple Payments. N Credit Limit . . .

Billing Contact ==============================

Assigned Billing ContactMr. Bob Morrison All monthly billings to be paid by end of month. After 6 months, discount will be calculated at 2% of gross sale.

Delivery Method ==============================

Delivery scheduled for every 3rd friday after 12:00 noon.

Warranty ==============================

Effective Products From Through WARRANTY EXPLANATION Months

01 02/01/98 Extended warranty available 12,00 Copiers 03 02/01/98 This includes all upgrades 24,00 Personal Computers

Total 36,00

Processing Options for Data by Address Book Report

Enter a N to bypass printing text ____________information on the report. Default ofblank will print the text.

Data Sequence for Data by Address Book Report

% %#$ #!% (%" $ $ "% %"$ "#%$# "$ "### "## "" %# $ ' #!%

"## %"

( $

#"

$& $

%"


A8.1 (8/97) 639

"$ "### $ "" %# $ ' #!%

"## %"

( $

#"

$& $

%"

Address Book

640 A8.1 (8/97)

Test Yourself: Working with Supplemental Data

" "' " % " "'!

"$

# ! # " !" # !# "' !#" " &" !!

# ! ! "' ! #! " !" " " "'! " !' !!

# ! # #!" " " % " '# #!#" "!

!% !

A8.1 (8/97) 71

Address Batch Processing

Objectives

) ( + /$, + ,, $(!)+'-$)( !)+ -# *+) ,,$("

) ).(-, *1& ( ).(-, + $/& $(!)+'-$)( !)+ -#*+) ,,$("

About Address Batch Processing

). ( -+(,! + + ,, -# , !+)' ( ).-,$ ,).+ ,.# , * +,)(&)'*.- + -#$+*+-1 )+ .,-)' ,1,- ' )+ & -+)($ - (- +#(" ) ) ,) 1). ., -# + ,, -# *+) ,, -) )(/ +- -#), + ,, -# ,$(-) 0+, -# ,

.+$(" *+) ,,$(" -# ,1,- ' + - , 0+, + ,, , $( -# + ,,

))% ,- + -& ! 1). + 0)+%$(" 0$-# ).(-, + $/& )+).(-, *1& -# ,1,- ' &,) + - , 0+, + ,, , $( -# .,-)' + ,- + ( .**&$ + ,- + -& , + ,* -$/ &1 # -+(,! ++ + ,, -# , + '$( $( -# + ,, ))% -# (*.- -& .(-$& 1). *+) ,, ( *.+" -# -# # ,1,- ' *+). , ( ++)++ *)+- &$,-$(" -# , $- (()- *+) ,,

+ ,, -# *+) ,,$(" )(,$,-, )! -# !)&&)0$(" -,%,

/$ 0$(" + ,, -# ,

)+%$(" 0$-# + ,, -# ,

+) ,,$(" + ,, -# ,

.+"$(" + ,, -# ,

Address Book

72 A8.1 (8/97)

Interface from thirdParty Software

Electronic DataInterface

Upload fromPC

Address Book(F0101Z1)

Batch InputTables


AddressBook Master

(F0101)


Batch inputProcessor

A8.1 (8/97) 73

Review Address Batches

Reviewing Address Batches

" $ " !!! #!" $% " & !! & "! " #!" $ !! " "#& " " " ! ! " " !! "! $ " #" "& !! " " !! "!

$% !! "! !!"!

$% !!!

$% " !" "

Before You Begin

& "" $ " !"! " !! " #" " ! " & " "! " !!! " $ "

Address Book

74 A8.1 (8/97)

See Also

Reviewing Addresses


From A/B Advanced and Technical Operations (G0131), choose Batch AddressProcessing

From Batch Address Processing (G01313), choose Batch Address Review

% $(*' )) .%*' '((( ' %'') '+ , )# %) %' $ )'&'%(( $ )#

$ ) '(( + ,

%) ) '((( )) .%* ,$) )% '+ ,

% " # ) ) '((( (&". %#&") $. % ) %""%, $ "(

('

) *#'

'$() %$ *#'

'(( *#'

(' (%*' % ) )'$() %$ ( $ *('

,%'!()) %$ ) '(( % $ -)'$" (.()# $% %$

$),%'! $ (% %$ ( " "&( $) . %) )

)'$() %$ $ )( &% $) % %' $

) *#' $*#' )) ) )'$(# ))' (( $( )% ) )

*' $ ) &'%(( $ ) (.()# (( $( $, )

$*#' )% ) ,'( )'$() %$( %' %$)'%"

*(' ) $*#' ) $(

'$() %$ *#' ( ( ) $*#' )) $ ")'%$ ) $)'$

)'$(# ))' (( $( )% )'$() %$ $ $%$/

$+ '%$#$) .%* $ (( $ $. $*#' )) (

#$ $*" )% .%* )% $) . )'$() %$ , ) $ )

) $ ) (# ( ,'( %*#$) $*#'

Review Address Batches

A8.1 (8/97) 75

! ! %

% ! % %

! ! %

Reviewing Transaction Detail

" ! ! % ! %! ! "# ! %! ! $ %! # ! ! ! ! %! &! % # %! &! %



From Batch Address Processing (G01313), choose Batch Address Review

Address Book

76 A8.1 (8/97)

Processing Options for Batch Address Review

BATCH FILE REVIEW:1. Enter a 1 to view the Batch Review ____________ screen prior to working with the Batch Address Book Entry. A default of blank will take you directly to the Entry screen.

2. Enter a 1 to display the EDI ____________ (Electronic Data Interchange) fields on the Batch Review screen.

A8.1 (8/97) 77

Work with Address Batches

Working with Address Batches

$ &! !"" #" # #" !!#" ! #" #'"# !"" #"

! !"" #" ""#"

!"" !!" # #"

%" # !"" !!"

Before You Begin

%!# # !"" !# # !"" # $# #

Address Book

78 A8.1 (8/97)


*0*+$ ! #! +* ')&** )*** &% +

)** -!*!&%*

Adding Address Records to Batches



From Batch Address Processing (G01313), choose Batch Address Revisions

&, % %. + +& % /!*+!% )** +

!% )** + !%&)$+!&% &%*!*+* &

!% %)# )** )&) +& +

!% ,*+&$) $*+) )&) +& +

!% *,''#!) $*+) )&) +& +


% )** &&" )&)* - % ')&** %*

% #+!&%* $,*+ &% &% )** &&" -!*!&%*

)** + !%&)$+!&% !* *+&) !% + )** &&"

*+) ,*+&$) *+) % ,''#!)

*+) +#*

% + )** -!*!&%*

& ,%!(,#0 !%+!0 + &$'#+ + #&.!% "0 !#*

*)

+ ,$)

)%*+!&%


A8.1 (8/97) 79

(&)%- -" (%%(0#! -+,-#( # (+&-#( #%,

+,, .&+

%)" &

#%#! &

+" 1)

( ( ( -" (%%(0#!

(+ (+%( -0+ )+,, -+

(+ (+%#,#( )+ (+& -" -#(

-" +,, /#,#(,

( .#*.%1 #-# 1 -" (&)%- -" (%%(0#! $1 #%,

,+

-" .&+

+,-#(

(&)%- -" (%%(0#! -+,-#( # (+&-#( #%,

+,, .&+

%)" &

#%#! &

+" 1)

#/%,

(!!% -( -" (.-, #/% (+&- # ,,+1

(+ (+%#,#( %#$ -" (.-, #/% -

(&)%- 1 ( -" +#/%, # (+&-#( #%,

( ( ( -" (%%(0#!

(+ (+%( -0+ )+,, -+

(+ (+%#,#( )+ (+& -" -#(

-" +,, /#,#(,

( .#*.%1 #-# 1 -" (&)%- -" (%%(0#! $1 #%,

,+

Address Book

710 A8.1 (8/97)

!2#( 3,"%0

0!-1!#2).-

.,/+%2% 2(% &.++.4)-' 20!-1!#2).- )-&.0,!2).- &)%+$1

$$0%11 3,"%0

+/(! !,%

!)+)-' !,%

%!0#( 6/%

!6!"+%1

.''+% 2. 2(% ##.3-21 !6!"+% &.0,!2 )& -%#%11!06

.0 .0+$)1).- #+)#* 2(% ##.3-21 !6!"+% 2!"

.,/+%2% !-6 .& 2(% /!6!"+%1 )-&.0,!2).- &)%+$1

. .-% .& 2(% &.++.4)-'

.0 .0+$.&24!0% /0%11 -2%0

.0 .0+$)1).- /%0&.0, 2(% $$ !#2).-

$$0%11 3,"%0 -3,"%0 2(!2 )$%-2)&)%1 !- %-206 )- 2(% $$0%11 ..*

1612%, 1% 2()1 -3,"%0 2. )$%-2)&6 %,/+.6%%1 !//+)#!-21

/!02)#)/!-21 #312.,%01 13//+)%01 2%-!-21 !-$ !-6 .2(%0

$$0%11 ..* ,%,"%01

%&.0% 3/+.!$)-' 6.30 !$$0%11 "!2#(%1 6.3 ,)'(2 4!-2 2.

!11)'- !- !$$0%11 -3,"%0 2. #.00%1/.-$ 4)2( 2(% -3,"%0

&0., ! /0).0 1612%, & 6.3 $. -.2 /0%7!11)'- ! -3,"%0

2(% 1612%, !11)'-1 .-% 2(0.3'( %52 3,"%01

!,% +/(! (% 2%52 2(!2 -!,%1 .0 $%1#0)"%1 !- !$$0%11 ()1

7#(!0!#2%0 !+/(!"%2)# &)%+$ !//%!01 .- ! -3,"%0 .&

&.0,1 !-$ 0%/.021 .3 #!- %-2%0 $!1(%1 #.,,!1 !-$

.2(%0 1/%#)!+ #(!0!#2%01 "32 2(% 1612%, #!--.2 1%!0#( .-

2(%, 4(%- 6.3 31% 2()1 &)%+$ 2. 1%!0#( &.0 ! -!,%

!)+ , (% #.,/!-6 .0 /%01.- 2. 4(., ")++)-' .0

#.00%1/.-$%-#% )1 !$$0%11%$

%!0#( 6/% 31%0 $%&)-%$ #.$% 2(!2 )$%-2)&)%1 2(% *)-$ .&

!$$0%11 "..* 0%#.0$ 6.3 4!-2 2(% 1612%, 2. 1%+%#2 4(%-

6.3 1%!0#( &.0 ! -!,% .0 ,%11!'% .0 %5!,/+%

,/+.6%%1

57%,/+.6%%1

3//+)%01

312.,%01

0.1/%#21

!)+ $)120)"32).- +)121


A8.1 (8/97) 711

Revising Batch Address Records



From Batch Address Processing (G01313), choose Batch Address Revisions

!"*,! 2*/ +,*!-- .$ *" ,!--!- 2*/ (%#$. )!! .* ,!0%-! .$!( $!)2*/ ,!0%-! ,!-- .$!- .$! "*,( %- %0% ! %).* .$! "*''*1%)# %)"*,(.%*)

!).%"%!- .$! .,)-.%*) *) .$! .$ $! *(%).%*) *"

/-!, .$ )/(!, ) .,)-.%*) )/(!, % !).%"2

.$! .$ %) .$! ,!-- **& .$ )+/. .'! $!

-2-.!( % !).%"%!- )2 .,)-.%*) 1%.$ .$! -(!

*(%).%*) *" . - *)! .,)-.%*)

-!- .,)-.%*) %)"*,(.%*) .* ,!.! 1, -

,!--!- %) .$! ,!-- **& -.!, .'!

-!- */).- +2'! %)"*,(.%*) .* ,!.! 1, -

,!--!- %) .$! /++'%!, -.!, .'!

-!- */).- ,!!%0'! %)"*,(.%*) .* ,!.!

1, - ,!--!- %) .$! /-.*(!, -.!, .'!

) .$ ,!-- !0%-%*)-

$)#! .$! .,)-.%*) %)"*,(.%*) %" )!!--,2

*##'! .* .$! */).- 2'! *, */).- !!%0'! "*,(. %")!!--,2

$)#! .$! +2'!- *, ,!!%0'!- %)"*,(.%*)

-! .$! $)#! .%*)


*/ ) !'!.! ,!-- .$ %)"*,(.%*) 2 !'!.%)# .$!

.,)-.%*) %)"*,(.%*)

Address Book

712 A8.1 (8/97)

Processing Options for Batch Address Revisions

BATCH FILE REVIEW:1. Enter a 1 to view the Batch Review ____________ screen prior to working with the Batch Address Book Entry. A default of blank will take you directly to the Entry screen.

2. Enter a 1 to display the EDI ____________ (Electronic Data Interchange) fields on the Batch Review screen.

A8.1 (8/97) 713

Process Address Batches

Processing Address Batches



From Batch Address Processing (G01313), choose Batch Address Processing

*( .&+ +'#& &( ()) !%&($*!&% % (,!) !* ) %))(. '(&))* ()) * )

&+ % '(&)) ()) * ) !% !* ( & * #&-!% $&)

!) $&

(!!) * * (&+) % ((&( ('&(* ! ((&() ( **

!) $&

(*) /(# -() ()) (&() !% *

()) &&" )*( *#

))!%) ()) &&" %+$() ! ''#!# +''#!) !%&($*!&% &( !#) * * .&+ #, #%" (&+) % +'* ('&(*

.&+ !)&,( ((&() *( '(&))!% .&+( * .&+ $! * % *&

+( '(&)) * ()))

#* * (&() * (&+ ()) &&" ,!)!&%)

!) %)+() * * * (&() !% ((&( ( ($&, (&$ &* * ()) &&"* %'+* *# % * ()) &&" )*( *# % ! %))(..&+ % * *(%)*!&%) !%

!) '(&($ &%,(*) * ())) !% * ()) &&" * %'+* *# !%*& -() ())) % )*&() * $ !% * ()) &&" )*(

Address Book

714 A8.1 (8/97)

%! % #

% $ %

01110Z J.D. Edwards & Company Page No. . . 1 Address Book Batch Update Rpt Date . . . 04/18/98

A Address Alpha Mailing City ST Postal Ctr Phone S C Number Name Name Code Number T

A 1893517 Country Gardens Country Gardens Parker CO 80009 303 5555874 C 792 Round Hill Road

00110Z J.D. Edwards & Company Page No. . . 3 Batch File Entry Exceptions Date . . . 04/18/98

Address Book Entry FINAL

Batch Transaction Line Tran T T P Fld in Number Number Number Set Address T C R Error Description Field Value

F0101 : Updates 1 Transactions 1 Records

F0101Z: Errors Transactions

Before You Begin

% %! "#

! %! " " %! %

Process Address Batches

A8.1 (8/97) 715

Processing Options for Batch Address Processing

PROOF OR FINAL MODE:1. Enter a 1 to process the batch ____________ information in Final mode. If left blank, the batch processing will be performed in Proof mode and no file updates will occur.

AUTOMATIC PURGE:2. Enter a 1 to automatically purge ____________ processed transactions from the batch file. If left blank, transactions will be flagged as processed and will remain in the file.

ERROR FILE:3. Enter a 1 to write error messages ____________ out to the PC Batch Entry Error file (F0040). If left blank, no records will be written to the file.

SUPPRESS WARNINGS4. Enter a 1 to suppress the printing ____________ of warnings on the error report and in the PC Batch Entry Error file. If left blank, warnings will print on the error report and be placed into the error file.

DW VERSION FOR ADDRESS BOOK PROCESSOR:5. To override standard Address Book ____________ processing (DREAM Writer XT0101Z1, version ZJDE0001), enter an override version number. This should only be changed by persons responsible for system wide setup.

Data Sequence for Batch Address Processing

Address Book

716 A8.1 (8/97)

A8.1 (8/97) 717

Purge Address Batches

Purging Address Batches



From Batch Address Processing (G01313), choose Processed Batch AddressPurge

! %" ! $ ! %" " ! " ! ! ! ! " ! #

%" " ! %" " ! ! "! ! $ ! !% ! ! % ! !

!

Before You Begin

% !! %" ! ! !% ! #$

" ! ! "! !


!!#% %" " %"

! % !! ! $ %"

!

" ! ! ! !

# " " ! " ! !

! ! ! ! "!

!

Address Book

718 A8.1 (8/97)

Processing Options for the Purge Program

SAVE PURGED RECORDS:1. Enter a 1 to save the purged ____________ records to a special purge library. (Default of blanks will NOT save any purged records.)

REORGANIZE FILE:2. Enter a 1 to reorganize the purged ____________ file. (Default of blanks will NOT reorganize the file.)

Purge Address Batches

A8.1 (8/97) 719

Test Yourself: Working with Address Batches

" " !

!

Address Book

720 A8.1 (8/97)

A8.1 (8/97) 81

Updates and Purges

Objectives

!

!

About Updates and Purges

! !

!

Address Book

82 A8.1 (8/97)

A8.1 (8/97) 83

Update Credit Messages

Updating Credit Messages


From A/B Advanced and Technical Operations (G0131), choose CreditMessage Reference

"$ ### #$# """ $ # # ### " &% $# "%$ %$ " # #$"%$# %$ %#$"# % &' "### $ ' )% & ## "$ ## #) % $ $ "$ ##

% " "$ ### ' %#$" '$ %$) # $ ) )% "$) #$ $"% $ " ' "% %#$"# '"% $ '$ $ ""$ "$ ##

( # "## "$ ### %

&" "$ $

!%"# %"# ""

"$ "#

### " #$" $ "## #$" $

Before You Begin

## $ " "$ "$ ## $ )%" #% " %#$"""#


% # " "$ ### $ %#$"

#% " #$" ""#

Address Book

84 A8.1 (8/97)

" &( '' &"

#!$ ( ( # #+"

''

# &*+ ( $$$&( & ##' ,( (# )$$ &)'(#!&'(&

" )$$ & #& )'(#!& '(& "#&!(#" )$( ( &( !''

'' )'& " # (( '$ -' "#&!(#"

#)( $&() & )'(#!& #& ')$$ & ,!$ '

*& &( !(

%)&' $)&' #&&

#( #" !"("" &!"(

#(- ( &( !"&

)'(#!& '(& "#&!(#" " ( )$$ & '(&

"#&!(#" #&!' '$ - &( !''' #& )'(#!&'

" ')$$ &' +" -#) "(& #& #( "#&!(#"

Update Credit Messages

A8.1 (8/97) 85


Address Book

86 A8.1 (8/97)

A8.1 (8/97) 87

Update Category Codes

Updating Category Codes


From A/B Advanced and Technical Operations (G0131), choose GlobalUpdate Category Codes

*/ (%#$. )!! .* /+ .! -*(! *" .$! .!#*,3 * !- 3*/ *,%#%)''3 !).!,! %).$! ,!-- **& *, !2(+'! %" 3*/ $)#! .$! !-,%+.%*) *" .!#*,3* ! 3*/ )!! .* /+ .! %. .$,*/#$*/. .$! 1, - -3-.!(

*/ /+ .! .!#*,3 * !- #'*''3 .* /+ .! %.!(- -.*,! %) .$! ,!-- **&-.!, .'! 2(+'!- %)'/ !

.!#*,3 * !-

* !

(+'*3!!

3'!-

!!%0'!-

/-%)!-- )%.

,! %. !--#!

!,$ 3+!

$%- %- ,%.!, +,*#,(


!/-! .$! +,*#,( *!- )*. 0!,%"3 %)"*,(.%*) %)

!,.%) "%!' - /-! ,! 1$!) !).!,%)# %)"*,(.%*) %) .$!

"*''*1%)# +,*!--%)# *+.%*)-

(+'*3!! 3'!- "*, -/++'%!,-

!!%0'!- "*, /-.*(!,-

Address Book

88 A8.1 (8/97)

Before You Begin

Processing Options for Global Update Category Codes

Enter the data value to be replaced orplugged into the selected Address Bookfields (*BL = blanks): 1. Category Code 1 ( 3 character) ____________ 2. 2 ( ) ____________ 3. 3 ( ) ____________ 4. 4 ( ) ____________ 5. 5 ( ) ____________ 6. 6 ( ) ____________ 7. 7 ( ) ____________ 8. 8 ( ) ____________ 9. 9 ( ) ____________ 10. 10 ( ) ____________ 11. 11 ( ) ____________ 12. 12 ( ) ____________ 13. Category Code 13 ( 3 character) ____________ 14. 14 ( ) ____________ 15. 15 ( ) ____________ 16. 16 ( ) ____________ 17. 17 ( ) ____________ 18. 18 ( ) ____________ 19. 19 ( ) ____________ 20. 20 ( ) ____________ 21. 21 ( ) ____________ 22. 22 ( ) ____________ 23. 23 ( ) ____________ 24. 24 ( ) ____________ 25. 25 ( ) ____________ 26. 26 ( ) ____________ 27. 27 ( ) ____________ 28. 28 ( ) ____________ 29. 29 ( ) ____________ 30. 30 ( ) ____________ 31. S.I.C. Code (10 ) ____________ 32. Employee ( 1 ) ____________ 33. Supplier ( 1 ) ____________ 34. Customer ( 1 ) ____________ 35. Business Unit (12 ) ____________ 36. Credit Message ( 2 ) ____________ 37. Search Type ( 3 ) ____________

A8.1 (8/97) 89

Update Effective Dates

Updating Effective Dates


From A/B Advanced and Technical Operations (G0131), choose EffectiveAddress Update

,$) "#(# &''' , (* ( ,$) # ($ )%( (* ('$# &)!& '' )### (* &'' %( #')&' (( ,$) & )'#( "$'( )&( &'' +# ,$) '# $&&'%$## !!# %,"#(' #$(& "!#'

# ,$) )%( (* &''' ( ','(" )%(' ( &'' $$ '(& (! +( ( (* ( $& ( )&( &'' # (

&'' , ( (!

' ' &(& %&$&"

Before You Begin

#')& (( ( &'' , (* ( ()& ' (*( # &''$$ $#'(#('

See Also

Data Selection For Effective Address Update

,$) $ #$( +#( ($ )%( !! &''' )' ( '!($# &(& ($ !"( (&''' (

$) # '( )% *&'$# ($ )%( &''' ($ ( $(& (# ( )&(( ' "( !%)! ($ #')& (( &''' & # ( $& ( , ,$)"! ,$)& $&&'%$## #'( $ ( , (( ( &''' +& #&(

Address Book

810 A8.1 (8/97)

A8.1 (8/97) 811

Create and Update the Search Word Table

Creating and Updating the Search Word Table

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Address Book

812 A8.1 (8/97)

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Creating the Search Word Table


From A/B Advanced and Technical Operations (G0131), choose Build SearchWord File

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Before You Begin

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Create and Update the Search Word Table

A8.1 (8/97) 813

Updating the Search Word Table


From A/B Advanced and Technical Operations (G0131), choose Refresh SearchWord File

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Before You Begin

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Address Book

814 A8.1 (8/97)

A8.1 (8/97) 815

Purge Records

Purging Records

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Before You Begin

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Address Book

816 A8.1 (8/97)

Purging Address Book Information


From A/B Advanced and Technical Operations (G0131), choose Purge AddressBook

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Processing Options for Purge Address Book

PROOF OR FINAL MODE:1. Enter a 1 to process the ____________ information in Final mode. If left blank, the processing will be performed in Proof mode and no file updates will occur.

PRINT REPORT INFORMATION2. Enter a 1 to print the report ____________ information of the Address Book records which were deleted.

Purge Records

A8.1 (8/97) 817

Purging the Audit Log


From A/B Advanced and Technical Operations (G0131), choose Purge AuditLog

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Purging the Message Log


From A/B Advanced and Technical Operations (G0131), choose PurgeMessage Log

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Purging the Time Log


From A/B Advanced and Technical Operations (G0131), choose Purge TimeLog

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Address Book

818 A8.1 (8/97)

Electronic Mail

Address Book

820 A8.1 (8/97)

A8.1 (8/97) 91

Electronic Mail

Objectives

About Electronic Mail

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Address Book

92 A8.1 (8/97)

A8.1 (8/97) 93

Work with Employee Mailboxes

Working with Employee Mailboxes

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Address Book

94 A8.1 (8/97)

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A8.1 (8/97) 95

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Address Book

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A8.1 (8/97) 97


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Address Book

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Processing Options for Message Log

DEFAULTS:1. Enter defaults desired for display: Search Type (eg E=Employee) ____________ Branch or Location (Category Code 1) ____________ Salesman (Category Code 2) ____________ Territory (Category Code 3) ____________ Category Code 04 ____________

PRELOADING OF USER NAME:2. To use this feature, you must have each users Address Book number set up in User Information (P0092). Enter 1 to activate preloading. ____________

DREAM WRITER VERSION:Enter the version for each program:If left blank, ZJDE0001 will be used.

3. Message Entry (P011011) ____________4. Message Log Inquiry (P012401) ____________5. Name Search (P01200) ____________

Note: Option 4 does NOT apply toPersonal To Do List or Bulletin Boards.

A8.1 (8/97) 99

Work with Messages

Working with Messages

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Address Book

910 A8.1 (8/97)

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Work with Messages

A8.1 (8/97) 911


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Address Book

912 A8.1 (8/97)

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Work with Messages

A8.1 (8/97) 913


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Address Book

914 A8.1 (8/97)

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a81 Address Book

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