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Are Power Forms in Customer Service for you? Session ID #100330

Are Power Forms in Customer Service for you? Session ID #100330. Lisa Tran – IT Department Andrew Musselman– IT Department. Agenda. Overview of Stoner Address book Customer management Sales order entry Technical considerations Conclusion. Stoner, Inc.

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Are Power Forms in Customer Service for you? Session ID #100330

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  1. Are Power Forms in Customer Service for you?Session ID #100330 Lisa Tran – IT Department Andrew Musselman– IT Department

  2. Agenda Overview of Stoner Address book Customer management Sales order entry Technical considerations Conclusion

  3. Stoner, Inc • Stoner supplies retail packaged goods, aerosol and bulk cleaners and lubricants to customers across the USA and internationally factory-direct and through distributors. Serving more than 6,000 manufacturers, service businesses, government agencies, and universities

  4. Adding New Customers Power Forms

  5. Adding New Customers Power Forms

  6. Adding New Customers Power Forms

  7. Adding New Customers Power Forms

  8. Single screen simplified entry • Buttons on top and bottom of screen • Ability jump back and forth to enter data • Yahoo or other web lookup Pro of Power Form Customer

  9. Business Unit limited to 1 value • Address book without customer master can’t be viewed • No Delete available • Other fields you might require missing (payment instrument) Cons of Power Form Customer

  10. Managing Customer Power Forms

  11. Managing Customer Power Forms

  12. Managing Customer Power Forms

  13. Managing Customer Power Forms

  14. Managing Customer Power Forms

  15. Managing Customer Power Forms

  16. Managing Customer Power Forms

  17. Managing Customer Power Forms

  18. Managing Customer Power Forms

  19. Managing Customer Power Forms

  20. Managing Customer Power Forms

  21. Managing Customer Power Forms

  22. All information about a customer is at fingertips • Lots of new features – activities, attachment, opportunity, etc. • Buttons on top and bottom of screen • Ability jump back and forth to enter data Pro of Power Form Customer

  23. Busy screens, lots of tabs & links • Definite user learning curve • Have to remember to click save on each tab • Sales order screen only shows open orders • Search screen doesn’t allow search on zip and other info Cons of Power Form Customer

  24. Sales Order Entry Power Form

  25. Sales Order Entry Power Form

  26. Sales Order Entry Power Form

  27. Sales Order Entry Power Form

  28. Sales Order Entry Power Form

  29. Sales Order Entry Power Form

  30. Sales Order Entry Power Form

  31. Header info like payment method, delivery instruction, po can be changed • Summary available without leaving order details • Quick links to info instead of form/row exit Pro of Sales Entry

  32. Ability jump back and forth to enter data • Calls all same master business functions and processes as P4210 Pro of Sales Entry

  33. Busy screens, lots of tabs & links • Definite user learning curve • Edit full header has weird consequences • Some features not available Cons of Sales Entry

  34. Transfer Orders • Credit orders from history • Customer Self Service • Row Security on zero costs Cons of Sales Entry

  35. Processing options – uses processing options for p4210 in combination with P42101 • For Customer (P90CA080) – there is a program with common processing options P01350 that also works with processing option of other programs represented Technical Considerations

  36. Technical Considerations

  37. Each tab section is a sub form and can have different business views and options • Tab stops across sub forms are very difficult • Can’t preview or run on a fat development client, must generate to Java Technical Considerations

  38. Mixture of fields from lots of tables on power form • Sometimes things that worked in local java did not work after package build and deploy to java server Technical Considerations

  39. There is a lot of power and flexibility in new forms • User learning curve • Complexity makes development more difficult • With minor changes to fix things that don’t fit Stoner, it was a good decision to migrate to power forms Conclusion

  40. Stoner, Inc 1070 Robert Fulton Highway Quarryville, PA 17566 Lisa Tran 717-786-7355 x3107 ltran@stonersolutions.com Andrew Musselman 717-786-7355 x3131 amusselman@stonersolutions.com Contact Information

  41. Technical Considerations

  42. April 7-11, 2014 The Venetian and Sands Expo Center Las Vegas, Nevada QuestDirect.org/COLLABORATE Attend COLLABORATE 14 to hear high-level, strategic education for the JD Edwards audience. Register through Quest to receive exclusive JD Edwards updates, materials and networking events. Registration OPEN! Early Bird rates end February 12, 2014.

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