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?
TechnicalFoundation
CommonFoundation
Important Note for Students inTraining Classes
This guide is a source book foronline helps, training classes, and
user reference. Training classesmay not cover all the topics
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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A8.1 (8/97) 13
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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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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
Daily
Address Book
114 A8.1 (8/97)
A8.1 (8/97) 21
Address Book Maintenance
Objectives
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Address BookCategory
Codes(F0101)
PhoneNumbers
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CustomerMaster(F0301)
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NameSearch(F0101)
Addressesby Date(F0116)
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Address BookRevisions
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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*! (( -"(/"! !/ .0 % . ,%+*" *0)"- *!
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+),("/" /%" #+((+2&*$ #&"(!.
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Enter Address Book Records
A8.1 (8/97) 29
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.2+$ $/( +( 6(:6 6+$6 0$/(5 14 '(5&4,%(5 $0 $''4(55 +,5
Address Book
210 A8.1 (8/97)
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0&/ #- (). (., #( ." .&
Enter Address Book Records
A8.1 (8/97) 211
". % 5," 1/". !"#&*"! +!" 0%0 &!"*0&"/ 0%" '&*! +#
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5+1 /". % #+. *)" +. )"//$" +. "4),("
),(+5""/
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3&0% #+."&$* !!."//"/ #+. .",+.0&*$
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0%" " "&2("/ *! 5("/ #&"(!/ ."
Address Book
212 A8.1 (8/97)
(+'*3!! * ! .$. %) %.!- 1$!.$!, .$%- ,!-- %- ) !(+'*3!!
'% * !- ,!
!- .$%- %- ) !(+'*3!!
* .$%- %- )*. ) !(+'*3!!
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,!"!,!)! .$! ,!-- */ ) /-! .$%- "%!' .* %) %.!
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What You Should Know About
* !).!, %""!,!). ,!--!- 3 .! "*, .$! -(! ,!--
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*)-.).- */ ) 0%!1 .$! +,!0%*/- ) )!2. !""!.%0!
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) /-! .* -!. /+ .$%- .'! $%- %- 0%''! .* '%!).-
*)'3
Enter Address Book Records
A8.1 (8/97) 213
$) # #(& *&(- $ "'!!#$)' #$&"($# # ( &'' $$ ')' #$&"($# $)( %&()!& )'($"& $& "%!$- ($#! #$&"($## #( "$# $(& (#' ( ."! %& $& # "%!$- (%&"&- !#) (( ' '%$ # ( %&()!& )'#'' $& ( (, $ (( ')' - $"%#-
# &'' $$ *'$#'
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Address Book
214 A8.1 (8/97)
-)+*#& 2
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&,,# #-#)(
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#( -" (#- --, -) &,,# 2 !)), ( ,+/#, "#,
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Enter Address Book Records
A8.1 (8/97) 215
$01-,-0. -#$ "-#$ 2' 2 #$1(&, 2$1 2'$ 27.$ -% 2 6. 7$0 "*($,21
31$ -,$ -% 2'$ %-**-5(,& "-#$1 5(2' 2'$ 8#(&(2 6 %($*#
-0.-0 2$ $,2(27 .0(,2$# 1 8
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-,8"-0.-0 2$ $,2(27 .0(,2$# 1 8
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'$ 1712$+ 1$*$"21 13..*($01 5(2' ,# "-#$1 %-0
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,# .0(,21 2'$ 1$. 0 2-01 (, 2'$(0 "-00$"2 %-0+ 2 ""-0#(,&
2- 2'$ 4 *3$ -% $01-,-0.-0 2(-, -#$ % 2'$0$
(1 ,- 4 *3$ %-0 2'$ 1712$+ #-$1 ,-2 %-0+ 2 2'(1
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0$"-0# 2'$ 13..*($0 + 12$0 0$"-0# 13..*($1 2'$ #$% 3*2
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32'-0(2($1 (113$ 2- 2 68$6$+.2 (,#(4(#3 *1 ,# "-+. ,($1
"2-0.$"( * 7$$ , ##0$11 !--) ,3+!$0 2' 2 (#$,2(%($1 1.$"( * . 7+$,2
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What You Should Know About
'$, .0$. 0(,& %-0+ (% 7-3 ' 4$ -0 (, 2'$
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Address Book
216 A8.1 (8/97)
$* # #)' # *#!") #*"' $ %$# #*"'( $' '(( $$ #*"' $* # (%. '#) ).%( $ %$# #*"'( (* ( ' !!*!'$' -
# '(( $$ +($#(
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$ (( $# *"'( $$( $#(
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# %'#)(( $' -"%!
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' $( .$* "*() # ) ) (%!. '*!( # )
) )$#'.
Enter Address Book Records
A8.1 (8/97) 217
,21) 80&)5 !,) *5))=*250 7)/)3,21) 180&)5 #28 '%1 86) %1(473, :/, ,5,8(3
,+.,8 (9:,8 :()3, 5(4, 09 ",, :/, ":(5+(8+9
(5;(3 65 :/, 786.8(44,89 4,5; -68 5(405.
*65
Address Book
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
" ! " " ! " %" ! !& $ &"$! ! ! ! !& " ! " ! " & !$
"
% &" " ! " " ! "! & !$ ! !& !
!!
#& !
" !
!&
&" $! & ! #$ ! " ! ! ! !!& &" " " & ! ! " !
! !& !& &" ! $! ! ! &" " " !! !& $ ! !! &" $!
Define Supplemental Data
A8.1 (8/97) 613
*. /#,#(,
(&)%- ( ( -" (%%(0#! #%,
,+
,+ %,,+(.)
(&)%- -" (%%(0#! #%
+" 1)
(+ " - -1) -"- 1(. 0- -( +++! (&)%- -" (%%(0#! #%
*. *
,+ (+ (+% " 2 # .,+ )+( #%
(+ (+% -" +-(+ ( -" /+,#(
,+ %,,+(.) )+( #% ., -( %,,# 1 .,+, #-( !+(.), (+ ,.+#-1
).+)(,, (& +.%, (+ +-#! ,+ %,,+(.) +
, (%%(0,
" %,,+(.) )+( #% &.,- !# 0#-" ,( -"-#- (, (- ( %#- 0#-" 1 1,-& )+( #%,
" ,+ %,,+(.) #% &.,- %$ 0"-+#! 0 !+(.) )+( #%
Address Book
614 A8.1 (8/97)
( %,$) + + )&))* )&,' & )&)* &% + &)$
* + #&.!% $+ &&0 . % *++!% ,'
*,''#$%+)0 + *(,%*
0' %/+ +& + !%&)$+!&% 0&, .%+ !)*+ !% +
*(,% &) + %/+ '! & !%&)$+!&% % *& &%
&, % *(,% *&$ &) ## & + *,''#$%+# +
+0'* -!##
What You Should Know About
+) 0&, *+ ,' *,''#$%+)0 + *(,%* !% +
&)) + + 0&, .%+ 0&, % )*(,% + $ &)
/$'# ! &,) + +0'* ) #!*+ * %
0&, % )*(,% + $ *0*+$ .!## #!*+ + $ *
*(,%!% $"* 0&,) #!*+ %+)
## ,*) '))% #+* 0&, $&- !%&)$+!&% )&$
&% *) +0' +& %&+ )
Defining Supplemental Data Security
From Address Book (G01), enter 27
From A/B Advanced and Technical Operations (G0131), choose CIFSupplemental Data
From CIF Supplemental Data (G01312), choose A/B Supplemental DataSecurity
&, % )*+)!+ ** +& )+!% + +0'* &) /$'# 0&, $! + %&+ .%+0&,) &,%+* '0# ')*&%%# +& -!. ,*+&$) $*+) !%&)$+!&% -%+ &, + *) +0' !* **!% +& + !) ,*) ')&!# 0&, % *+!## )*+)!++ !) ** +& + !* !%&)$+!&% 0 !%!% *,''#$%+# + *,)!+0
% ,''#$%+# + ,)!+0
Define Supplemental Data
A8.1 (8/97) 615
$"%!( ( $!!$+# !
% ($ '&
$"%!( ( $!!$+# !'
'&
& ,%
,% $ (
!!$+
$ $# $ ( $!!$+#
$& $&!$(+& %&'' #(&
$& $&!'$# !
!!$+ $ (( #(' +(& )'& ' !!$+ '' ($
( )#($# , $& '!($# ! $' &
' !!$+ ''
$ %&*#( ''
!# ' !!$+ '' )!(
Address Book
616 A8.1 (8/97)
What You Should Know About
Exercises
A8.1 (8/97) 617
Enter and Copy Supplemental Data
Entering and Copying Supplemental Data
Address Book
618 A8.1 (8/97)
Entering Detailed Supplemental Information
From Address Book (G01), enter 27
From A/B Advanced and Technical Operations (G0131), choose CIFSupplemental Data
From CIF Supplemental Data (G01312), choose Data Entry
) % '$ $ $" $# ) %" ! ) %#$ " " #%!!" " "#$" $ #%!!$ "$ %!!$ "$ %##% $# # $$ !"# $ &")
% $" $ #%!!$ "$ ) " $ $)!# $
$ $")
!$ $ ' #
"## %"
! $ ## !$
! $ )! !$
($ $ $ $)! $ !$ $ '
!$
" $$ !!"# !# $ $ $)! ) % #
Enter and Copy Supplemental Data
A8.1 (8/97) 619
! !! ! % !% %
" !! ! " ! !%
! ! !
% ! ! ! ! % ! !%
Copying Detailed Supplemental Information
From Address Book (G01), enter 27
From A/B Advanced and Technical Operations (G0131), choose CIFSupplemental Data
From CIF Supplemental Data (G01312), choose Data Entry
% ! "! ! " " # %" #! ! ! ! ! "! $ %" ! "! ! "! " !
" % ! "! ! % ! !% !
Address Book
620 A8.1 (8/97)
# ( #(&-
$( # &'' &$& +( ( %%&$%&( ( (-%
!( ( (-%
$&" (( %%&' %#' $# ( ( (-% -$) $$'
# ( $&" (( %%&' $"%!( ( $!!$+# ! $& ( &''#)"& ($ + -$) +#( ($ $%- ( ( (-%
&'' )"&
$ $# $ ( $!!$+#
$& $&!$(+& %&'' #(&
$& $&!'$# %&$&" ( ($#
&'' )"& #)"& (( #(' # #(&- # ( &'' $$
'-'(" ' (' #)"& ($ #(- "%!$-' %%!#('
%&(%#(' )'($"&' ')%%!&' (##(' # #- $(&
&'' $$ ""&'
Entering Narrative Text
From Address Book (G01), enter 27
From A/B Advanced and Technical Operations (G0131), choose CIFSupplemental Data
From CIF Supplemental Data (G01312), choose Data Entry
#(& #&&(* (,( ($ &$& ($#! #$&"($# $)( # &'' $& ((-%
# ( #(&-
$"%!( ( $!!$+# !
&'' )"&
Enter and Copy Supplemental Data
A8.1 (8/97) 621
# ! "
! " " $
Copying Narrative Text
From Address Book (G01), enter 27
From A/B Advanced and Technical Operations (G0131), choose CIFSupplemental Data
From CIF Supplemental Data (G01312), choose Data Entry
% " $ #" %! " ! ! ! !
%
#
!
Address Book
622 A8.1 (8/97)
! " !
" !
Enter and Copy Supplemental Data
A8.1 (8/97) 623
Exercises
Address Book
624 A8.1 (8/97)
A8.1 (8/97) 625
Change Data Types
Changing Data Types
Address Book
626 A8.1 (8/97)
Changing Code and Narrative Data Types
From Address Book (G01), enter 27
From A/B Advanced and Technical Operations (G0131), choose CIFSupplemental Data
From CIF Supplemental Data (G01312), choose Define Your Own Data Types
&$ %# # !# $# $"#! & !$ ! & #! $"! # # #&
$! % # & "
# # % "
"! #
! &
# # % # "
""#
#
$# #
# # #& !!" # $"! "# # # %"
&"#
!# &
Change Data Types
A8.1 (8/97) 627
"" # # !
# # & # "
!
!
# # #' #" $#" !#! # %$" # #&
' $#
" # #
What You Should Know About
'$ ' # "! #' # "'"# !#"
# ! # #' " # #
Address Book
628 A8.1 (8/97)
Changing Program Data Types
From Address Book (G01), enter 27
From A/B Advanced and Technical Operations (G0131), choose CIFSupplemental Data
From CIF Supplemental Data (G01312), choose Define Your Own Data Types
!& % %! % "#!# (% # %) !# % % %)"!# (" )!& ' % %! (% %! &""# $%# !#%! #!&"" % % %#) )!& % "#!# % %)" %! (% %! %%"#!#
! ' % )"$
$$ % % #
!"% % !!' $
#!#
#$!
($% #!#
$ % %!
Processing Options for Define Your Own Data Types
Enter the search type that you wish to ____________ review (Default of blank will load Type of data for all search types).
A8.1 (8/97) 629
View Supplemental Data
Viewing Supplemental Data
" !" " " "
"
" "
Before You Begin
"
Viewing Data by Address
From Address Book (G01), enter 27
From A/B Advanced and Technical Operations (G0131), choose CIFSupplemental Data
From CIF Supplemental Data (G01312), choose Inquiry by Address
" " " "
" "
Address Book
630 A8.1 (8/97)
Viewing Data by Data Type
From Address Book (G01), enter 27
From A/B Advanced and Technical Operations (G0131), choose CIFSupplemental Data
From CIF Supplemental Data (G01312), choose Inquiry by Data Type
View Supplemental Data
A8.1 (8/97) 631
#) " *+ ') ( ' ( &'' " "&&(* (,( (( -#) ''" (# #!$"-
" "%)&- - ( -$
#!$ ( ( # #+"
-$ # (
#& # ( (-$' !( -#)& ' (#" - #!$ (" ( # #+"
$ (# )
What You Should Know About
##' &'' ! (# (# (+" &'' "
" ( ! " "!
Address Book
632 A8.1 (8/97)
A8.1 (8/97) 633
Work with Supplemental Data Reports
Working with Supplemental Data Reports
(*$#! /#," +-))%&,% , *)(*,+ (+#+,+ (
*,#! /(*$,%
*#,#! +-))%&,% , *)(*,+
(- &-+, -#% /(*$,% (* 1(- )*#, +-))%&,% , *)(*,+-))%&,% , *)(*,+ * -+ -% /" 1(- /, ,( *.#/ ," , # 1(-*+-))%&,% ,+
"+ *)(*,+ +-&&*#2 , +,(* # ," (%%(/#! ,%+
-))%&,% ,+ (*
-))%&,% ,+ (
-))%&,% ,+ **,#.
Before You Begin
*# 1 ,", 1(- ". # (*&,#( +,(* #
Creating a Worktable
From Address Book (G01), enter 27
From A/B Advanced and Technical Operations (G0131), choose CIFSupplemental Data
From CIF Supplemental Data (G01312), choose Work File Build
(* 1(- )*#, +-))%&,% , *)(*,+ 1(- &-+, -+ (*$ % -#%,( -#% /(*$,% ,", (,#+ *++ (($ ,
" +-))%&,% , ,", 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
Work with Supplemental Data Reports
A8.1 (8/97) 635
Printing Supplemental Data Reports
#$ ! # %" "! ! %"
! ! ! % ! % !
! ! ! % !
! ! ! ! " ! ! !! ! %" " ! ! ! !
See Also
Printing Data by Data Type Report
From Address Book (G01), enter 27
From A/B Advanced and Technical Operations (G0131), choose CIFSupplemental Data
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.
01440 J.D. Edwards & Company Page Number 3 All Address by Data Type Alpha Date 04/18/98
Delivery Method ==============================
4005 A & D Parts Company Delivery scheduled for every 3rd friday after 12:00 noon.
Address Book
636 A8.1 (8/97)
01440 J.D. Edwards & Company Page Number 4 All Address by Data Type Alpha Date 04/18/98
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
# $&"( &''' #& '$ & (-$ #& ,!$ &''' +($''#" "'' '( - "' )' ( # #+" '%)"
-$ ( #( *
'& " # #( *
&'' )!&
(* (
" )!&
# $&"( & (-$' " $( #&& )' ( # #+" '%)"
-$ ( #( *
'& " # #( *
Work with Supplemental Data Reports
A8.1 (8/97) 637
$ !
&'' )!&
(* (
" )!&
All Information for a Record Type by Address
# $&"( "#&!(#" #& '$ & (-$ - &'' #& ,!$ "'' - &''' '( - &'' #& &'' !&"- #"((' )'( # #+" '%)"
-$ ( #( *
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" )!&
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-$ ( #( *
$ ! #( *
&'' )!&
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(* (
" )!&
Printing the Data by Address Book Report
From Address Book (G01), enter 27
From A/B Advanced and Technical Operations (G0131), choose CIFSupplemental Data
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
% %#$ #!% (%" $ $ "% %"$ "#%$# "$ "### "## "" %# $ ' #!%
"## %"
( $
#"
$& $
%"
Work with Supplemental Data Reports
A8.1 (8/97) 639
"$ "### $ "" %# $ ' #!%
"## %"
( $
#"
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Address Book
640 A8.1 (8/97)
Test Yourself: Working with Supplemental Data
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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
CustomerMaster(F0301)
AddressBook Master
(F0101)
SupplierMaster(F0401)
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 Address Book (G01), enter 27
From A/B Advanced and Technical Operations (G0131), choose Batch AddressProcessing
From Batch Address Processing (G01313), choose Batch Address Review
% $(*' )) .%*' '((( ' %'') '+ , )# %) %' $ )'&'%(( $ )#
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) $ ) (# ( ,'( %*#$) $*#'
Review Address Batches
A8.1 (8/97) 75
! ! %
% ! % %
! ! %
Reviewing Transaction Detail
" ! ! % ! %! ! "# ! %! ! $ %! # ! ! ! ! %! &! % # %! &! %
From Address Book (G01), enter 27
From A/B Advanced and Technical Operations (G0131), choose Batch AddressProcessing
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
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Before You Begin
%!# # !"" !# # !"" # $# #
Address Book
78 A8.1 (8/97)
What You Should Know About
*0*+$ ! #! +* ')&** )*** &% +
)** -!*!&%*
Adding Address Records to Batches
From Address Book (G01), enter 27
From A/B Advanced and Technical Operations (G0131), choose Batch AddressProcessing
From Batch Address Processing (G01313), choose Batch Address Revisions
&, % %. + +& % /!*+!% )** +
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What You Should Know About
% )** &&" )&)* - % ')&** %*
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*)
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)%*+!&%
Work with Address Batches
A8.1 (8/97) 79
(&)%- -" (%%(0#! -+,-#( # (+&-#( #%,
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( .#*.%1 #-# 1 -" (&)%- -" (%%(0#! $1 #%,
,+
Address Book
710 A8.1 (8/97)
!2#( 3,"%0
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2(%, 4(%- 6.3 31% 2()1 &)%+$ 2. 1%!0#( &.0 ! -!,%
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#.00%1/.-$%-#% )1 !$$0%11%$
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!$$0%11 "..* 0%#.0$ 6.3 4!-2 2(% 1612%, 2. 1%+%#2 4(%-
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Work with Address Batches
A8.1 (8/97) 711
Revising Batch Address Records
From Address Book (G01), enter 27
From A/B Advanced and Technical Operations (G0131), choose Batch AddressProcessing
From Batch Address Processing (G01313), choose Batch Address Revisions
!"*,! 2*/ +,*!-- .$ *" ,!--!- 2*/ (%#$. )!! .* ,!0%-! .$!( $!)2*/ ,!0%-! ,!-- .$!- .$! "*,( %- %0% ! %).* .$! "*''*1%)# %)"*,(.%*)
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-! .$! $)#! .%*)
What You Should Know About
*/ ) !'!.! ,!-- .$ %)"*,(.%*) 2 !'!.%)# .$!
.,)-.%*) %)"*,(.%*)
Address Book
712 A8.1 (8/97)
Processing Options for Batch Address Revisions
BATCH FILE REVIEW:1. Enter a 1 to view the Batch Review ____________ screen prior to working with the Batch Address Book Entry. A default of blank will take you directly to the Entry screen.
2. Enter a 1 to display the EDI ____________ (Electronic Data Interchange) fields on the Batch Review screen.
A8.1 (8/97) 713
Process Address Batches
Processing Address Batches
From Address Book (G01), enter 27
From A/B Advanced and Technical Operations (G0131), choose Batch AddressProcessing
From Batch Address Processing (G01313), choose Batch Address Processing
*( .&+ +'#& &( ()) !%&($*!&% % (,!) !* ) %))(. '(&))* ()) * )
&+ % '(&)) ()) * ) !% !* ( & * #&-!% $&)
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+( '(&)) * ()))
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!) %)+() * * * (&() !% ((&( ( ($&, (&$ &* * ()) &&"* %'+* *# % * ()) &&" )*( *# % ! %))(..&+ % * *(%)*!&%) !%
!) '(&($ &%,(*) * ())) !% * ()) &&" * %'+* *# !%*& -() ())) % )*&() * $ !% * ()) &&" )*(
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 Address Book (G01), enter 27
From A/B Advanced and Technical Operations (G0131), choose Batch AddressProcessing
From Batch Address Processing (G01313), choose Processed Batch AddressPurge
! %" ! $ ! %" " ! " ! ! ! ! " ! #
%" " ! %" " ! ! "! ! $ ! !% ! ! % ! !
!
Before You Begin
% !! %" ! ! !% ! #$
" ! ! "! !
What You Should Know About
!!#% %" " %"
! % !! ! $ %"
!
" ! ! ! !
# " " ! " ! !
! ! ! ! "!
!
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 Address Book (G01), enter 27
From A/B Advanced and Technical Operations (G0131), choose CreditMessage Reference
"$ ### #$# """ $ # # ### " &% $# "%$ %$ " # #$"%$# %$ %#$"# % &' "### $ ' )% & ## "$ ## #) % $ $ "$ ##
% " "$ ### ' %#$" '$ %$) # $ ) )% "$) #$ $"% $ " ' "% %#$"# '"% $ '$ $ ""$ "$ ##
( # "## "$ ### %
&" "$ $
!%"# %"# ""
"$ "#
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Before You Begin
## $ " "$ "$ ## $ )%" #% " %#$"""#
What You Should Know About
% # " "$ ### $ %#$"
#% " #$" ""#
Address Book
84 A8.1 (8/97)
" &( '' &"
#!$ ( ( # #+"
''
# &*+ ( $$$&( & ##' ,( (# )$$ &)'(#!&'(&
" )$$ & #& )'(#!& '(& "#&!(#" )$( ( &( !''
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#( #" !"("" &!"(
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"#&!(#" #&!' '$ - &( !''' #& )'(#!&'
" ')$$ &' +" -#) "(& #& #( "#&!(#"
Update Credit Messages
A8.1 (8/97) 85
What You Should Know About
Address Book
86 A8.1 (8/97)
A8.1 (8/97) 87
Update Category Codes
Updating Category Codes
From Address Book (G01), enter 27
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 * !-
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What You Should Know About
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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 Address Book (G01), enter 27
From A/B Advanced and Technical Operations (G0131), choose EffectiveAddress Update
,$) "#(# &''' , (* ( ,$) # ($ )%( (* ('$# &)!& '' )### (* &'' %( #')&' (( ,$) & )'#( "$'( )&( &'' +# ,$) '# $&&'%$## !!# %,"#(' #$(& "!#'
# ,$) )%( (* &''' ( ','(" )%(' ( &'' $$ '(& (! +( ( (* ( $& ( )&( &'' # (
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Before You Begin
#')& (( ( &'' , (* ( ()& ' (*( # &''$$ $#'(#('
See Also
Data Selection For Effective Address Update
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$) # '( )% *&'$# ($ )%( &''' ($ ( $(& (# ( )&(( ' "( !%)! ($ #')& (( &''' & # ( $& ( , ,$)"! ,$)& $&&'%$## #'( $ ( , (( ( &''' +& #&(
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
!-6, 6,) 924( 5)%4', *)%674) ;27 '%1 /2'%6) % 1%0) 24 %((4)55 &; 3)4*240-1+21) 2* 6,) *2//29-1+
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!,)1 ;27 0%.) %((-6-215 ',%1+)5 24 ()/)6-215 62 6,) %((4)55 &22. ;27 1))(62 '4)%6) %1( 6,)1 73(%6) 6,) 5)%4', 924( 6%&/) 52 6,%6 ;274 924( 5)%4',-1'/7()5 6,) 0256 '744)16 -1*240%6-21
2 '4)%6) %1( 73(%6) ;274 5)%4', 924( 6%&/)5 75) 6,) *2//29-1+ *-)/(5
/3,% %0) 1/; (27&/)
Address Book
812 A8.1 (8/97)
*+4 5#4- %104+454 1(
3'#5+0) 5*' 4'#3%* 813& 5#$.'
2+0) 5*' 4'#3%* 813& 5#$.'
Creating the Search Word Table
From Address Book (G01), enter 27
From A/B Advanced and Technical Operations (G0131), choose Build SearchWord File
"16 4*16.& %3'#5' 5*' 4'#3%* 813& 5#$.' 10.: 10%' "16 %3'#5' 5*+4 5#$.' 64+0)-': 813&4 (160& +0 5*' #&&3'44 $11- #0& 8*14 8*1
1 %3'#5' 5*' 5#$.' 360 5*' 6+.& '#3%* !13& 231)3#/ *+4 231)3#/ 83+5'4 #3'%13& +0 5*' !13& '#3%* #45'3 #0& 5*' !13& '#3%* %%633'0%'#45'3 5#$.'4 (13 '7'3: 813& (160& +0 %'35#+0 &&3'44 11- #0&!*14 !*1 (+'.&4
!*'0 :16 %3'#5' 5*' 4'#3%* 813& 5#$.' 5*' 4:45'/ 3'#&4 '7'3: 3'%13& +0 5*'(1..18+0) 5#$.'4
&&3'44 11- #45'3
!*14 !*1
105#%5 *10' 6/$'34
*' 231)3#/ '9%.6&'4 4512 813&4 %1//10 813&4 46%* #4 453''5 #7'06' 13$6+.&+0) 5*#5 #3' (160& 5*316)*165 5*' &&3'44 11- 4:45'/
Before You Begin
'5'3/+0' 8*'5*'3 5*' 4'#3%* 813& 5#$.' *#4 #.3'#&: $''0 %3'#5'& 4'%1//#0& ! ( 1$,'%5 1( 5:2' #22'#34 +0:163 231&6%5+10 .+$3#3: +5 *#4 #.3'#&: $''0 %3'#5'&
Create and Update the Search Word Table
A8.1 (8/97) 813
Updating the Search Word Table
From Address Book (G01), enter 27
From A/B Advanced and Technical Operations (G0131), choose Refresh SearchWord File
) * () ( %( &(%(# *% &( % ""- +&* -%+( ,%( )(*" ) &(%(# +&*) * %( ( )*( $ %( (+(($ )*( *")
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Before You Begin
$)+( ** "" +)() ( ) $ % * )-)*# %( -%+ (+$ * ) &(%(#
Address Book
814 A8.1 (8/97)
A8.1 (8/97) 815
Purge Records
Purging Records
" $! $ "! $! ! $! ! $ ! $!
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Before You Begin
! ! $ $! ! !
! # !
What You Should Know About
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$! $ # !
Address Book
816 A8.1 (8/97)
Purging Address Book Information
From Address Book (G01), enter 27
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 Address Book (G01), enter 27
From A/B Advanced and Technical Operations (G0131), choose Purge AuditLog
& % %# $ %$ $%" & % # % !" & !%" & %" %$ " "# " $ "## #$" %$ $ $# "%$ %" %$ !" "
Purging the Message Log
From Address Book (G01), enter 27
From A/B Advanced and Technical Operations (G0131), choose PurgeMessage Log
& % %# $ $" #$ & % # % !" & !%" & %"## " "# " $ ## $ $# "% $%" ## !" "
Purging the Time Log
From Address Book (G01), enter 27
From A/B Advanced and Technical Operations (G0131), choose Purge TimeLog
& % %# $ $" #$ & % # % !" & !%" $ " "# " $ " $ $# "% $ %" !" "
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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Work with Employee Mailboxes
A8.1 (8/97) 95
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What You Should Know About
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Address Book
96 A8.1 (8/97)
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Work with Employee Mailboxes
A8.1 (8/97) 97
What You Should Know About
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Address Book
98 A8.1 (8/97)
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
What You Should Know About
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Address Book
912 A8.1 (8/97)
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Work with Messages
A8.1 (8/97) 913
What You Should Know About
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Address Book
914 A8.1 (8/97)
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