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Adding Primary Records

 

Adding Primary Records

Concept

EnterpriseOne groups information by primary and secondary records. Primary records contain fundamental information, such as a customer’s name, and mailing address. Secondary records contain additional or supplemental information, such as telephone numbers. When you add a record, you must enter the primary record before adding any secondary records.

 

Procedure

In this task, you will add a primary record.

Step Action
Navigate to the Address Book Revisions program (P01012).

Click the Fast Path button.

Use the Work With Addresses form to add a new record to the EnterpriseOne system.

Step Action
Click the Add button.

Use the Address Book Revision program to enter a new record.

Step Action
Click in the Alpha Name field.

Enter the desired information into the Alpha Name field. Enter “Grand Station“.
Certain fields in the EnterpriseOne system are required fields. You must enter values for these fields before saving the record. If you do not enter the required values, the system displays an error.

The EnterpriseOne system displays an asterisk (*) next to the required fields labels.

Click in the Search Type field.

Enter the desired information into the Search Type field. Enter “V“.
Click the Mailing tab.

Note that the system uses the value from the Alpha Name field in the Mailing Name field.
Click in the Address Line 1 field.

Enter the desired information into the Address Line 1 field. Enter “4200 Filbert St“.
Click in the City field.

Enter the desired information into the City field. Enter “San Francisco“.
Click in the State field.

Enter the desired information into the State field. Enter “CA“.
Click in the Postal Code field.

Enter the desired information into the Postal Code field. Enter “94123“.
Click the Ok button.

Notice that the system assigns an Address Number for the record that you just entered. The system uses this value as the primary and unique identifier for the record.

Step Action
Click the Cancel button.

Use the Work With Addresses form to search for the record that you just created.
Click in the Alpha Name field.

Enter the desired information into the Alpha Name field. Enter “Grand*“.
Click in the Search Type field.

Enter the desired information into the Search Type field. Enter “V“.
Click the Find button.

Notice that the system displays the record in the grid.
Click the Close button.

You have successfully added a primary record.

End of Procedure.

Ayman Refat
Over 20 years of experience in IT area, working as Oracle JD Edwards Developer with expertise in Windows Server, SQL Server and Microsoft Exchange Server, experience in Linux operating systems (Debian and Redhat), VMWare ESX / ESXi, Novell Netware, relational databases like Oracle 10/11g and backup solutions from Computer Associates. Large experience in high-end servers from Dell and HP, having the following certifications: Microsoft: MCP, MCSE, MCDBA, MCSA and MCT (2008 ~ 2013), Computer Associates: Technical Specialist – Storage and Backup Solutions,
http://www.AymanRefat.com

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