Contents

List of Figures

Title and Copyright Information

Preface

• Audience
• JD Edwards EnterpriseOne Products
• JD Edwards EnterpriseOne Application Fundamentals
• Documentation Accessibility
• Related Documents
• Conventions and Screen Images

1 Introduction to JD Edwards EnterpriseOne Sales Order Management

• 1.1 JD Edwards EnterpriseOne Sales Order Management Overview
• 1.2 JD Edwards EnterpriseOne Sales Order Management Business Processes
• 1.3 JD Edwards EnterpriseOne Sales Order Management Integrations
  • 1.3.1 JD Edwards EnterpriseOne Accounts Receivable
  • 1.3.2 JD Edwards EnterpriseOne Address Book
  • 1.3.3 JD Edwards EnterpriseOne Bulk Stock Inventory
  • 1.3.4 JD Edwards EnterpriseOne General Accounting
  • 1.3.5 JD Edwards EnterpriseOne Inventory Management
  • 1.3.6 JD Edwards EnterpriseOne Procurement
  • 1.3.7 JD Edwards EnterpriseOne Transportation Management
• 1.4 JD Edwards EnterpriseOne Sales Order Management Implementation
  • 1.4.1 Global Implementation Steps
  • 1.4.2 Sales Order Management Implementation Steps

2 Configuring the Sales Order Management System

• 2.1 Understanding System Configuration for Sales Order Management
• 2.2 Setting Up UDCs
  • 2.2.1 Auto TP Rollback Level - (00/AT)
  • 2.2.2 Status Codes for Prepayments (00/SP)
  • 2.2.3 Payment Instruments (00/PY)
  • 2.2.4 Prepayment Special Handling Codes for 00/PY
  • 2.2.5 Blanket/Quote Order Types (40/BT)
  • 2.2.6 On Hand Quantity Relief (40/IU)
  • 2.2.7 Order Templates (40/OT)
  • 2.2.8 Cross Reference Type Code (41/DT)
  • 2.2.9 Hold Codes (42/HC)
• 2.3 Setting Up Constants
  • 2.3.1 Understanding Constants for Sales Order Management
    • 2.3.1.1 Item Availability
    • 2.3.1.2 System Constants
    • 2.3.1.3 Batch Control Constants
    • 2.3.1.4 Location Control
    • 2.3.1.5 Location Format
    • 2.3.1.6 Locations in Branch/Plants
  • 2.3.2 Understanding System Setup for Taxed Prices
  • 2.3.3 Prerequisites
  • 2.3.4 Forms Used to Set Up Constants
  • 2.3.5 Setting Up Branch/Plant Constants
  • 2.3.6 Setting Up Item Availability
  • 2.3.7 Setting Up System Constants
  • 2.3.8 Setting Up Batch Control Constants
  • 2.3.9 Setting Up Location Formats
    • 2.3.9.1 Location Format Specification
    • 2.3.9.2 Warehouse Control
  • 2.3.10 Setting Up Locations in Branch/Plants
• 2.4 Setting Up AAIs for Sales Order Management
  • 2.4.1 Understanding AAIs for Sales Order Management
    • 2.4.1.1 Search Sequence for AAIs
    • 2.4.1.2 AAIs for Sales Order Management
  • 2.4.2 Forms Used to Set Up AAIs for Sales Order Management
  • 2.4.3 Setting Up AAIs for Sales Order Management
• 2.5 Setting Up Order Line Types
  • 2.5.1 Understanding Order Line Types
    • 2.5.1.1 Adding a Message Using a Text Line Type
    • 2.5.1.2 Assigning a Line Type for Nonstock Items
  • 2.5.2 Forms Used to Set Up Order Line Types
  • 2.5.3 Setting Up Order Line Types
• 2.6 Setting Up Order Activity Rules
  • 2.6.1 Understanding Order Activity Rules
  • 2.6.2 Prerequisites
  • 2.6.3 Forms Used to Set Up Order Activity Rules
  • 2.6.4 Setting Up Order Activity Rules
• 2.7 Setting Up Sales Order Automation (RTE Filtering)
  • 2.7.1 Understanding Real-Time Events
  • 2.7.2 Understanding Real-Time Event Filtering
  • 2.7.3 Forms Used to Set Up Real-Time Event Filtering
  • 2.7.4 Reviewing and Activating RTE Filters
  • 2.7.5 Setting Up RTE Filter Details

3 Setting Up Order Processing Information

• 3.1 Understanding Order Processing Information
• 3.2 Understanding Record Reservations
• 3.3 Setting Up Commission Information
  • 3.3.1 Understanding Commission Information
  • 3.3.2 Understanding Commission Assignments
  • 3.3.3 Understanding Commission Constants
  • 3.3.4 Prerequisites
  • 3.3.5 Forms Used to Set Up Commission Information
  • 3.3.6 Setting Up Commission Constants
  • 3.3.7 Setting Up Sales Groups
• 3.4 Setting Up Branch Sales Markups
  • 3.4.1 Understanding Branch Sales Markups
  • 3.4.2 Forms Used to Set Up Branch Sales Markups
  • 3.4.3 Setting Up Branch Sales Markups
• 3.5 Defining Flexible Account Numbers
  • 3.5.1 Understanding Flexible Account Numbers
    • 3.5.1.1 Example: Flexible Account Number
    • 3.5.1.2 Base Sales Order Management AAIs
    • 3.5.1.3 Advanced Pricing AAIs
    • 3.5.1.4 Locating Account Information from the AAI
  • 3.5.2 Prerequisites
  • 3.5.3 Forms Used to Define Flexible Account Numbers
  • 3.5.4 Defining Flexible Account Numbers
• 3.6 Creating Order Templates
  • 3.6.1 Understanding Order Templates
    • 3.6.1.1 Standard Templates
    • 3.6.1.2 Maintaining Templates
  • 3.6.2 Prerequisites
  • 3.6.3 Forms Used to Create Order Templates
  • 3.6.4 Setting Processing Options for the Customer Template Revisions Program (P4015)
    • 3.6.4.1 Display
    • 3.6.4.2 Versions
  • 3.6.5 Creating a Standard Template
  • 3.6.6 Setting Processing Options for the Customer History Template Rebuild Program (R42815)
    • 3.6.6.1 Process 1
    • 3.6.6.2 Process 2
  • 3.6.7 Creating a System-Generated Template
• 3.7 Setting Up Order Hold Information
  • 3.7.1 Understanding Order Hold Information
    • 3.7.1.1 Order Hold Codes
    • 3.7.1.2 Order Hold Codes for Minimum and Maximum Order Amounts
    • 3.7.1.3 Order Hold Codes for Credit Checking
    • 3.7.1.4 Order Hold Codes for Inactive Customers
    • 3.7.1.5 Order Hold Codes for Margin Checking
    • 3.7.1.6 Order Hold Codes for Partial Order Holds
    • 3.7.1.7 Order Hold Codes for Prepayments
  • 3.7.2 Understanding the Assignment of Hold Codes to Orders
  • 3.7.3 Understanding the Assignment of Hold Codes to the Customer Billing Instructions
  • 3.7.4 Forms Used to Set Up Order Hold Information
  • 3.7.5 Setting Up Order Hold Codes
• 3.8 Setting Up Self-Service Information for Sales Order Management
  • 3.8.1 Understanding Self-Service Setup for Customers
  • 3.8.2 Understanding Security Issues
  • 3.8.3 Understanding Processing Options for Customer Self-Service
  • 3.8.4 Understanding Product Hierarchy Setup for Self-Service Order Entry
  • 3.8.5 Prerequisites
  • 3.8.6 Forms Used to Set Up Self-Service Information for Sales Order Management
  • 3.8.7 Setting Processing Options for the Item Hierarchy Program (P4101H)
    • 3.8.7.1 Defaults
    • 3.8.7.2 Process
  • 3.8.8 Setting Up Product Hierarchies

4 Setting Up Customer Information

• 4.1 Understanding Customer Information
• 4.2 Setting Up Related Addresses
  • 4.2.1 Understanding Related Addresses
    • 4.2.1.1 Defining the Invoicing Address
    • 4.2.1.2 Defining Default Address Types
  • 4.2.2 Prerequisites
  • 4.2.3 Forms Used to Set Up Related Addresses
  • 4.2.4 Setting Up Related Addresses
  • 4.2.5 Defining the Invoicing Address
  • 4.2.6 Defining Default Address Types
• 4.3 Setting Up Customer Billing Instructions
  • 4.3.1 Understanding Customer Billing Instructions
    • 4.3.1.1 Credit Information
    • 4.3.1.2 Tax Information
    • 4.3.1.3 Taxed Prices
  • 4.3.2 Prerequisites
  • 4.3.3 Forms Used to Set Up Customer Billing Instructions
  • 4.3.4 Setting Up Customer Billing Information
    • 4.3.4.1 Billing Page 1
    • 4.3.4.2 Billing Page 2
  • 4.3.5 Entering Freight and Delivery Information
    • 4.3.5.1 Billing Page 1
    • 4.3.5.2 Billing Page 2
  • 4.3.6 Entering Item Restrictions
  • 4.3.7 Entering Commission Information
  • 4.3.8 Entering Credit Information
    • 4.3.8.1 Credit
• 4.4 Converting Customer Limit Amounts
  • 4.4.1 Understanding Currency Conversion for Customer Limit Amounts
    • 4.4.1.1 Example: Rounding Converted Limit Amounts
  • 4.4.2 Setting Processing Options for the Address Book Conversion - F03012 Program (R8903012E)
    • 4.4.2.1 Update
    • 4.4.2.2 Currency
    • 4.4.2.3 Rounding
  • 4.4.3 Running the Address Book Conversion - F03012 Program
• 4.5 Setting Up Date-Sensitive Customer Sets
  • 4.5.1 Understanding Date-Sensitive Customer Sets
  • 4.5.2 Prerequisites
  • 4.5.3 Forms Used to Set Up Date-Sensitive Customer Sets
  • 4.5.4 Setting Up Date-Sensitive Customer Sets
• 4.6 Setting Up Customer Buying Segments
  • 4.6.1 Understanding Customer Segment Based Selling
    • 4.6.1.1 Assigning Buying Segment Codes to Customers
    • 4.6.1.2 Updating Buying Segment Codes
    • 4.6.1.3 Building Customer Segment Items
    • 4.6.1.4 Prerequisites
  • 4.6.2 Forms Used to Assign Buying Segments to Customers
  • 4.6.3 Setting Processing Options for the Customer Segment Items Program (P42440)
    • 4.6.3.1 Defaults
  • 4.6.4 Assigning Buying Segment Codes to Customers
  • 4.6.5 Setting Processing Options for the Update Buying Segment Codes Program (R42442)
    • 4.6.5.1 Defaults
  • 4.6.6 Running the Update Buying Segment Codes Program
  • 4.6.7 Setting Processing Options for the Build Customer Segment Items Program (R42441)
    • 4.6.7.1 Defaults
  • 4.6.8 Running the Build Customer Segment Items Program

5 Setting Up UCC 128 Compliance

• 5.1 Understanding UCC 128 Compliance
• 5.2 Understanding UCC Identification Codes
  • 5.2.1 Universal Product Code
  • 5.2.2 Shipping Container Code
  • 5.2.3 Serial Shipping Container Code
• 5.3 Understanding Bar Code Labels
  • 5.3.1 Bar Code Labels for UPC/EAN-13
  • 5.3.2 Bar Code Labels for SCC-14/EAN-14
  • 5.3.3 Bar Code Labels for SSCC-18
• 5.4 Setting Up Hierarchical Configurations
  • 5.4.1 Understanding Hierarchical Configurations
  • 5.4.2 Form Used to Set Up Hierarchical Configurations
  • 5.4.3 Setting Up Hierarchical Configurations
• 5.5 Setting Up Shipping Information
  • 5.5.1 Understanding Shipping Labels
  • 5.5.2 Form Used to Set Up Shipping Information
  • 5.5.3 Setting Up Shipping Information
• 5.6 Setting Up Item Information for UCC 128
  • 5.6.1 Understanding Item Information for UCC 128
    • 5.6.1.1 Package Indicators
    • 5.6.1.2 Aggregate SCCs
  • 5.6.2 Prerequisites
  • 5.6.3 Forms Used to Set Up Item Information for UCC 128
  • 5.6.4 Setting Up Item Information for UCC 128

6 Setting Up Base and Standard Pricing

• 6.1 Understanding Pricing
• 6.2 Setting Up a Base Pricing Structure
  • 6.2.1 Understanding Base Pricing Structure
    • 6.2.1.1 Customer Price Groups
    • 6.2.1.2 Item Price Groups
    • 6.2.1.3 Pricing Hierarchy
  • 6.2.2 Prerequisites
  • 6.2.3 Forms Used to Set Up a Base Pricing Structure
  • 6.2.4 Assigning a Customer Pricing Group to a Customer
  • 6.2.5 Assigning an Item Pricing Group to an Item
  • 6.2.6 Setting Up the Pricing Hierarchy
• 6.3 Setting Up Base Prices
  • 6.3.1 Understanding Base Prices
  • 6.3.2 Prerequisite
  • 6.3.3 Forms Used to Set Up Base Prices
  • 6.3.4 Setting Up Base Prices
• 6.4 Setting Up Complex Price Groups
  • 6.4.1 Understanding Complex Price Groups
    • 6.4.1.1 Customer Groups
    • 6.4.1.2 Item Groups
    • 6.4.1.3 Price Group Relationship Generation
  • 6.4.2 Prerequisite
  • 6.4.3 Forms Used to Set Up Complex Price Groups
  • 6.4.4 Setting Up Complex Price Groups
  • 6.4.5 Assigning a Customer to a Price Group
  • 6.4.6 Setting Up Complex Item Groups
  • 6.4.7 Assigning an Item to an Item Group
  • 6.4.8 Generating Price Group Relationships
• 6.5 Setting Up Standard Price Adjustments
  • 6.5.1 Understanding Standard Price Adjustments
    • 6.5.1.1 Inventory Pricing Rules
    • 6.5.1.2 Trade Discounts
    • 6.5.1.3 Contract Pricing
  • 6.5.2 Prerequisites
  • 6.5.3 Forms Used to Set Up Standard Price Adjustments
  • 6.5.4 Setting Up Standard Pricing Adjustments
  • 6.5.5 Setting Up Inventory Pricing Rules
  • 6.5.6 Assigning Pricing Rules to Customers and Customer Groups
  • 6.5.7 Setting Up Trade Discounts

7 Entering Sales Orders

• 7.1 Understanding Sales Order Entry
  • 7.1.1 Sales Order Entry Programs
  • 7.1.2 Sales Order Information
  • 7.1.3 Multicurrency
  • 7.1.4 Order Holds
  • 7.1.5 Sales Proposals
  • 7.1.6 Taxed Prices
  • 7.1.7 Prerequisites
• 7.2 Entering Sales Order Header and Detail Information
  • 7.2.1 Understanding Sales Order Header Information
    • 7.2.1.1 Related Addresses
    • 7.2.1.2 Reviewing Credit Information
    • 7.2.1.3 Entering Commission Information
  • 7.2.2 Understanding Sales Order Detail Information
    • 7.2.2.1 Enter Item Information
    • 7.2.2.2 Retrieve Base Price
    • 7.2.2.3 Change Tax Information
    • 7.2.2.4 Process Serial Number Requirements
    • 7.2.2.5 Enter Commission Information
    • 7.2.2.6 Enter Default Line Information
    • 7.2.2.7 Assign Agreements to a Sales Order
    • 7.2.2.8 Zero Cost and Zero Price
    • 7.2.2.9 Override Order Address
    • 7.2.2.10 Hard Commit Inventory
  • 7.2.3 Understanding Workflow Processing During Sales Order Entry
  • 7.2.4 Understanding Activating Subsystem Processing
  • 7.2.5 Understanding Customer Self-Service Order Entry
  • 7.2.6 Prerequisites
  • 7.2.7 Forms Used to Enter Sales Order Header and Detail Information
  • 7.2.8 Setting Processing Options for Sales Order Entry (P4210)
    • 7.2.8.1 Defaults
    • 7.2.8.2 Duplication
    • 7.2.8.3 Order Holds
    • 7.2.8.4 Display
    • 7.2.8.5 Commitment
    • 7.2.8.6 Currency
    • 7.2.8.7 Process
    • 7.2.8.8 Cross Ref (cross-reference)
    • 7.2.8.9 Versions
    • 7.2.8.10 Preference
    • 7.2.8.11 Transfers
    • 7.2.8.12 Order Inquiry
    • 7.2.8.13 Warehouse
    • 7.2.8.14 Store & Fwd (Store and Forward)
    • 7.2.8.15 Workflow
    • 7.2.8.16 Multiples
    • 7.2.8.17 Interbranch
    • 7.2.8.18 Interop (interoperability)
    • 7.2.8.19 Prepayment
    • 7.2.8.20 Audit Log
    • 7.2.8.21 Volume Upsell
    • 7.2.8.22 Profit Margin
    • 7.2.8.23 Promotion ID
    • 7.2.8.24 Order Promising
    • 7.2.8.25 Product Variants
    • 7.2.8.26 Fulfillment Management
    • 7.2.8.27 Style
    • 7.2.8.28 Production No.
  • 7.2.9 Entering Sales Order Header Information
  • 7.2.10 Entering Sales Order Item Information
  • 7.2.11 Entering Default Line Information
    • 7.2.11.1 Line Defaults
  • 7.2.12 Entering Cross-Docking Information
    • 7.2.12.1 Cross Dock Order
• 7.3 Entering Sales Orders with Taxed Prices
  • 7.3.1 Understanding Taxed Prices for Sales Orders
  • 7.3.2 Understanding Taxed Prices Calculations
    • 7.3.2.1 Example 1: Sales Order with a Unit Price
    • 7.3.2.2 Example 2: Sales Order in which the Taxed Unit Price is Entered by the User
    • 7.3.2.3 Example 3: Sales Order in which the Taxed Extended Price is Entered by the User
    • 7.3.2.4 Example 4: Sales Order with a Foreign Unit Price
    • 7.3.2.5 Example 5: Sales Order in which the Foreign Taxed Unit Price Entered by the User
    • 7.3.2.6 Example 6: Sales Order in which the Foreign Taxed Extended Price is Entered by the User
  • 7.3.3 Understanding System Validations when Using Taxed Prices for Sales Orders
  • 7.3.4 Understanding Considerations when Using Taxed Prices for Sales Orders
    • 7.3.4.1 Audit Logging and Approval Processes
    • 7.3.4.2 Calculating Profit Margins
    • 7.3.4.3 Calculating the Sales Order Total
    • 7.3.4.4 Setting Advanced Preferences
    • 7.3.4.5 Setting Processing Options For the Sales Order Entry Programs
    • 7.3.4.6 Copying a Sales Order with Taxed Prices
    • 7.3.4.7 Entering Kit and Configured Items
    • 7.3.4.8 Entering Transfer and Intercompany Orders
    • 7.3.4.9 Entering Blanket Orders
    • 7.3.4.10 Credit Order from History
    • 7.3.4.11 Vertex Quantum (Q Series) Sales and Use Tax
  • 7.3.5 Prerequisites
  • 7.3.6 Form Used to Work with Taxed Prices in the Sales Order Entry Program (P42101)
  • 7.3.7 Setting Up Taxed Prices for Sales Orders
  • 7.3.8 Reviewing Taxed Prices on a Summarized Sales Order Header
• 7.4 Updating and Copying Sales Order Information
  • 7.4.1 Understanding the Process to Update Header Information to the Detail Form
  • 7.4.2 Understanding Copying Sales Orders
  • 7.4.3 Understanding Repricing
    • 7.4.3.1 Taxed Prices in the Order and Basket Level Pricing Report (R42750)
    • 7.4.3.2 [Release 9.1 Update] Record Reservation
  • 7.4.4 Prerequisite
  • 7.4.5 Form Used to Update and Copy Sales Order Information
  • 7.4.6 Updating Header Information
  • 7.4.7 Copying Sales Orders
  • 7.4.8 Setting Processing Options for the Order and Basket Level Repricing Program (R42750)
    • 7.4.8.1 Record Selection
    • 7.4.8.2 Default Values
    • 7.4.8.3 Update Options
    • 7.4.8.4 Process
• 7.5 Entering Sales Orders with Templates
  • 7.5.1 Understanding the Use of Templates with Order Processing
  • 7.5.2 Prerequisites
  • 7.5.3 Forms Used to Enter Sales Orders with Templates
  • 7.5.4 Entering Sales Orders Using Templates
• 7.6 Entering Substitute, Associated, and Promotional Items
  • 7.6.1 Understanding Substitute, Associated, and Promotional Items
  • 7.6.2 Prerequisites
  • 7.6.3 Forms Used to Enter Substitute, Associated, and Promotional Items
  • 7.6.4 Entering Substitute, Associated, and Promotional Items
• 7.7 Using Customer Segment Based Selling
  • 7.7.1 Understanding How to Use Customer Segment Based Selling on Sales Orders
  • 7.7.2 Prerequisites
  • 7.7.3 Form Used to Add Customer Buying Segment Items to Sales Orders
  • 7.7.4 Adding Customer Buying Segment Items to Sales Orders
• 7.8 Creating Volume-Based Upselling Prices
  • 7.8.1 Understanding Volume-Based Upselling
    • 7.8.1.1 Creating Volume-Based Upselling Prices
  • 7.8.2 Prerequisites
  • 7.8.3 Forms Used to Create Volume-Based Upselling Prices
• 7.9 Promising Orders in Sales Order Entry
  • 7.9.1 Understanding Order Promising
    • 7.9.1.1 Generating Delivery Proposals with Order Promising
    • 7.9.1.2 Configuring Order Promising Proposals
    • 7.9.1.3 Order Promising UDCs
  • 7.9.2 Forms Used to Promise Orders in Sales Order Entry
  • 7.9.3 Selecting the Promised Delivery Dates
• 7.10 Generating the Audit Log and Approval Processing
  • 7.10.1 Understanding the Audit Log
  • 7.10.2 Understanding Approval Processing
  • 7.10.3 Prerequisites
  • 7.10.4 Forms Used to Generate the Audit Log and Approval Processing
  • 7.10.5 Reviewing the Audit Log
• 7.11 Entering Orders for Kits and Configured Items
  • 7.11.1 Understanding Kits
    • 7.11.1.1 Kit Components
    • 7.11.1.2 Kit Example: Feature
    • 7.11.1.3 Item Cross-Reference
    • 7.11.1.4 Blanket and Quote Orders
    • 7.11.1.5 Pricing
    • 7.11.1.6 Work Orders for Kits
    • 7.11.1.7 Kit Restrictions
  • 7.11.2 Understanding Kit Processing
    • 7.11.2.1 Individually Processing Components
    • 7.11.2.2 Canceling Kits
    • 7.11.2.3 Kit Work Order Processing
  • 7.11.3 Understanding Configured Items
    • 7.11.3.1 Configured Item Orders
  • 7.11.4 Prerequisites
  • 7.11.5 Forms Used to Enter Orders for Kits and Configured Items
  • 7.11.6 Selecting Kit Components
  • 7.11.7 Selecting Configured Item Attributes
• 7.12 Processing Recurring Sales Orders
  • 7.12.1 Understanding Recurring Sales Orders
  • 7.12.2 Understanding Taxed Prices in Recurring Sales Orders
    • 7.12.2.1 Taxed Prices in the Recurring Orders Edited Creation Report (R40211Z)
  • 7.12.3 Forms Used to Process Recurring Sales Orders
  • 7.12.4 Setting Processing Options for the Recurring Orders Program (P4004Z)
    • 7.12.4.1 Defaults
    • 7.12.4.2 Versions
    • 7.12.4.3 Process
    • 7.12.4.4 Customer Self Service
  • 7.12.5 Creating Recurring Sales Orders
  • 7.12.6 Entering Recurring Sales Order Information
  • 7.12.7 Setting Processing Options for the Recurring Orders Edit and Creation Program (R40211Z)
    • 7.12.7.1 Process
    • 7.12.7.2 Versions
    • 7.12.7.3 Configurator
  • 7.12.8 Processing Recurring Orders
• 7.13 Entering Sales Orders for Matrix Items
  • 7.13.1 Understanding Entering Sales Orders for Matrix Items
  • 7.13.2 Prerequisite
  • 7.13.3 Forms Used to Enter Sales Orders for Matrix Items
  • 7.13.4 Entering Sales Orders for Matrix Items

8 Entering Sales Orders for Customer Service Representatives

• 8.1 Understanding Sales Order Entry for Customer Service Representatives
• 8.2 Prerequisites
• 8.3 Entering Sales Order Header and Detail Information
  • 8.3.1 Understanding Sales Order Header Information
    • 8.3.1.1 Edit Full Header
  • 8.3.2 Understanding Sales Order Detail Information
  • 8.3.3 Understanding Workflow Processing During Sales Order Entry
  • 8.3.4 Forms Used to Enter Sales Order Information
  • 8.3.5 Setting Processing Options for the Sales Order Entry Program (P42101)
    • 8.3.5.1 Display
    • 8.3.5.2 Order Inquiry
    • 8.3.5.3 Versions
    • 8.3.5.4 Task Flow
  • 8.3.6 Entering Sales Order Header Information
  • 8.3.7 Entering Sales Order Item Information
  • 8.3.8 Entering Default Line Information
• 8.4 Copying Sales Orders
  • 8.4.1 Understanding Copying Sales Orders
  • 8.4.2 Forms Used to Copy Sales Order
  • 8.4.3 Copying Sales Orders
• 8.5 Entering Sales Orders with Templates
  • 8.5.1 Understanding the Use of Templates with Order Processing
  • 8.5.2 Forms Used to Enter Sales Orders with Templates for Customer Service Representatives
• 8.6 Entering Substitute, Associated, and Promotional Items
  • 8.6.1 Understanding Substitute, Associated, and Promotional Items
  • 8.6.2 Forms Used to Enter Substitute, Associated, and Promotional Items
• 8.7 Activating Notifications for Volume-Based Upselling
  • 8.7.1 Understanding Volume-Based Upselling
  • 8.7.2 Forms Used to Activate Notifications for Volume-Based Upselling for Customer Service Representatives
• 8.8 Activating Subsystem Processing in Sales Order Entry
  • 8.8.1 Understanding Activating Subsystem Processing for Customer Service Representatives
• 8.9 Promising Orders in Sales Order Entry
  • 8.9.1 Understanding Order Promising
  • 8.9.2 Form Used to Promise Orders in Sales Order Entry for Customer Service Representatives
• 8.10 Generating the Audit Log and Approval Processing
  • 8.10.1 Understanding the Audit Log
  • 8.10.2 Forms Used to Generate the Audit Log and Approval Processing for Customer Service Representatives
• 8.11 Entering Orders for Kits and Configured Items
  • 8.11.1 Understanding Kits and Configured Items
  • 8.11.2 Forms Used to Manage Kit and Configured Item Orders

9 Entering Additional Orders

• 9.1 Understanding Additional Order Entry
• 9.2 Entering Credit Orders
  • 9.2.1 Understanding Credit Orders
    • 9.2.1.1 Create a Version for Credit Orders
    • 9.2.1.2 Entering System-Generated Credit Orders
    • 9.2.1.3 Working with Taxed Prices
  • 9.2.2 Prerequisite
  • 9.2.3 Forms Used to Enter Credit Orders
  • 9.2.4 Setting Processing Options for the Sales Ledger Inquiry Program (P42025)
    • 9.2.4.1 Defaults
    • 9.2.4.2 Credit Memo
    • 9.2.4.3 Versions
  • 9.2.5 Entering Credit Orders from History
• 9.3 Entering Transfer Orders
  • 9.3.1 Understanding Transfer Orders
  • 9.3.2 Prerequisite
  • 9.3.3 Forms Used to Enter Transfer Orders
  • 9.3.4 Entering Transfer Orders
• 9.4 Entering Direct Ship Orders
  • 9.4.1 Understanding Direct Ship Orders
  • 9.4.2 Understanding Integrity Between Related Sales and Purchase Orders
    • 9.4.2.1 Receipts
    • 9.4.2.2 Voucher Match
  • 9.4.3 Prerequisites
  • 9.4.4 Forms Used to Enter Direct Ship Orders
• 9.5 Entering Blanket Orders
  • 9.5.1 Understanding Blanket Orders
    • 9.5.1.1 Blanket Orders for Kits
  • 9.5.2 Prerequisites
  • 9.5.3 Forms Used to Enter Blanket Orders
• 9.6 Entering Quote Orders
  • 9.6.1 Understanding Quote Orders
    • 9.6.1.1 Quote Orders for Kits
  • 9.6.2 Prerequisites
  • 9.6.3 Forms Used to Enter Quote Orders
• 9.7 Entering Interbranch and Intercompany Orders
  • 9.7.1 Understanding Interbranch and Intercompany Orders
  • 9.7.2 Understanding Default Information for Interbranch Orders
  • 9.7.3 Understanding Interbranch Order Entry
    • 9.7.3.1 Creating Intercompany Orders During Shipment Confirmation
  • 9.7.4 Prerequisites
  • 9.7.5 Forms Used to Enter Interbranch and Intercompany Orders
  • 9.7.6 Entering Interbranch Orders

10 Integrating with Oracle Global Order Promising [Release 9.1 Update]

• 10.1 Understanding JD Edwards EnterpriseOne Integration with Oracle Global Order Promising
• 10.2 Activating the JD Edwards EnterpriseOne Integration to Oracle Global Order Promising
  • 10.2.1 Understanding the Activation of JD Edwards EnterpriseOne Integration to Oracle Global Order Promising
  • 10.2.2 Form Used to Activate JD Edwards EnterpriseOne Integration with Oracle Global Order Promising
  • 10.2.3 Activating JD Edwards EnterpriseOne Integration with Oracle Global Order Promising
• 10.3 Understanding JD Edwards EnterpriseOne Configuration
• 10.4 Setting Up Resources
  • 10.4.1 Forms Used to Set Up Resources
  • 10.4.2 Setting Up Master Planning Resources
  • 10.4.3 Attaching Work Center Resources to Routing Steps
  • 10.4.4 Revising Routing Master Resource Set Definition Detail
  • 10.4.5 Editing Work Center Resources
  • 10.4.6 Setting Processing Options for the VCP Planning BOM Creation Program (R34A1020PB)
    • 10.4.6.1 Process
• 10.5 Setting Up Items for GOP Processing
  • 10.5.1 Understanding Item Setup for GOP Processing
  • 10.5.2 Form Used to Setup Items for GOP Processing
  • 10.5.3 Setting Up Items for GOP Processing
  • 10.5.4 Configured Items
• 10.6 Setting Up Available to Promise (ATP) Rules
  • 10.6.1 Understanding ATP Rules
  • 10.6.2 Form Used to Set Up ATP Rules
  • 10.6.3 Setting Up ATP Rules
• 10.7 Reviewing Global Order Promising Results
  • 10.7.1 Form Used to Review Global Order Promising Results
  • 10.7.2 Reviewing Global Order Promising Results

11 Holding, Releasing, and Reviewing Orders

• 11.1 Understanding Order Holds and Releases
  • 11.1.1 Prerequisite
• 11.2 Holding Orders
  • 11.2.1 Understanding Holding Orders
    • 11.2.1.1 [Release 9.1 Update] Record Reservation
  • 11.2.2 Setting Processing Options for the Batch Credit Hold Program (R42542)
    • 11.2.2.1 Defaults
• 11.3 Releasing Held Orders
  • 11.3.1 Understanding Order Releases
  • 11.3.2 Prerequisites
  • 11.3.3 Forms Used to Release Held Orders
  • 11.3.4 Setting Processing Options for the Release Holds Program (P43070)
    • 11.3.4.1 Defaults
    • 11.3.4.2 Display
    • 11.3.4.3 Versions
    • 11.3.4.4 Process
    • 11.3.4.5 Warehouse
    • 11.3.4.6 Prepayment
  • 11.3.5 Releasing Orders on Hold
  • 11.3.6 Setting Processing Options for the Batch Release Credit Holds Program (R42550)
    • 11.3.6.1 Defaults
    • 11.3.6.2 Print
  • 11.3.7 Releasing Credit Holds in Batch
    • 11.3.7.1 [Release 9.1 Update] Record Reservation
• 11.4 Releasing Backorders
  • 11.4.1 Understanding Backorder Releases
    • 11.4.1.1 Releasing Backorders in a Batch
    • 11.4.1.2 Releasing Backorders for Kits
    • 11.4.1.3 Releasing Backorders with Taxed Prices
  • 11.4.2 Forms Used to Release Backorders Online
  • 11.4.3 Setting Processing Options for the Release Backorders - Online Program (P42117)
    • 11.4.3.1 Defaults
    • 11.4.3.2 Display
    • 11.4.3.3 Edits
    • 11.4.3.4 Process
    • 11.4.3.5 Order Holds
    • 11.4.3.6 Print
    • 11.4.3.7 Versions
    • 11.4.3.8 Warehouse
  • 11.4.4 Releasing Backorders Online
  • 11.4.5 Setting Processing Options for the Backorder Release and Report Program (R42118)
    • 11.4.5.1 Defaults
    • 11.4.5.2 Edits
    • 11.4.5.3 Process
    • 11.4.5.4 Order Holds
    • 11.4.5.5 Print
    • 11.4.5.6 Versions
    • 11.4.5.7 Warehousing
  • 11.4.6 Releasing Backorders in Batch
• 11.5 Releasing Blanket Orders
  • 11.5.1 Understanding Blanket Order Release
    • 11.5.1.1 Releasing Blanket Order for Kits
    • 11.5.1.2 Releasing Blanket Orders with Taxed Prices
  • 11.5.2 Forms Used to Release Blanket Orders
  • 11.5.3 Setting Processing Options for the Sales Blanket Order Release Program (P420111)
    • 11.5.3.1 Default
    • 11.5.3.2 Display
    • 11.5.3.3 Version
    • 11.5.3.4 Customer Self Service
  • 11.5.4 Releasing Blanket Orders
• 11.6 Releasing Quote Orders
  • 11.6.1 Understanding Quote Order Release
    • 11.6.1.1 Quote Order Release for Kits
  • 11.6.2 Forms Used to Release Quote Orders
  • 11.6.3 Releasing Quote Orders
• 11.7 Reviewing Item Information
  • 11.7.1 Understanding Item Information
  • 11.7.2 Understanding Supply and Demand
  • 11.7.3 Prerequisite
  • 11.7.4 Forms Used to Review Item Information
  • 11.7.5 Setting Processing Options for the Check Price and Availability Program (P4074)
    • 11.7.5.1 Process
  • 11.7.6 Reviewing Standard Price and Availability Information
  • 11.7.7 Setting Processing Options for the Item Availability Program (P41202)
    • 11.7.7.1 Versions
    • 11.7.7.2 Display
    • 11.7.7.3 Lot Options
  • 11.7.8 Locating Quantity Information
  • 11.7.9 Reviewing Availability Calculations
  • 11.7.10 Setting Processing Options for the Supply and Demand Inquiry Program (P4021)
    • 11.7.10.1 Process
    • 11.7.10.2 Display
    • 11.7.10.3 Versions
  • 11.7.11 Reviewing Supply and Demand Information
• 11.8 Reviewing Customer and Sales Information
  • 11.8.1 Understanding Customer Account Information
  • 11.8.2 Understanding Sales Order Information
    • 11.8.2.1 Sales Orders in an As If Currency
  • 11.8.3 Understanding Sales Ledger Information
  • 11.8.4 Prerequisites
  • 11.8.5 Forms Used to Review Customer and Sales Information
  • 11.8.6 Reviewing Customer Account Information
  • 11.8.7 Reviewing Sales Orders
  • 11.8.8 Setting Processing Options for the Delivery Notes Inquiry Program (P42290)
    • 11.8.8.1 Versions
• 11.9 Reviewing Commission Information
  • 11.9.1 Understanding Commission Information
  • 11.9.2 Prerequisites
  • 11.9.3 Forms Used to Review Commission Information
  • 11.9.4 Reviewing Commission Information
  • 11.9.5 Reviewing Commission Accruals

12 Processing Sales Orders

• 12.1 Understanding Sales Order Information
• 12.2 Understanding Sales Order Processing
• 12.3 Understanding Transaction Processing
• 12.4 Working with Billing Information
  • 12.4.1 Understanding Online Invoices
    • 12.4.1.1 Taxed Prices
  • 12.4.2 Understanding Order Acknowledgment Printing
  • 12.4.3 Forms Used to Work with Billing Information
  • 12.4.4 Setting Processing Options for the Online Invoice Inquiry Program (P42230)
    • 12.4.4.1 Defaults
    • 12.4.4.2 Freight
    • 12.4.4.3 Versions
    • 12.4.4.4 Commissions
  • 12.4.5 Printing Order Acknowledgements
• 12.5 Updating Status Codes
  • 12.5.1 Understanding Status Codes
  • 12.5.2 Prerequisite
  • 12.5.3 Forms Used to Update Status Codes
  • 12.5.4 Setting Processing Options for the Status Code Update Program (P42040)
    • 12.5.4.1 Defaults
    • 12.5.4.2 Versions
    • 12.5.4.3 Warehouse
  • 12.5.5 Updating Status Codes
• 12.6 Printing Picking Documents
  • 12.6.1 Understanding Types of Picking Documents
    • 12.6.1.1 Taxed Prices
    • 12.6.1.2 [Release 9.1 Update] Transaction Processing
  • 12.6.2 Setting Processing Options for the Print Pick Slips Program (R42520)
    • 12.6.2.1 Edits
    • 12.6.2.2 Display
    • 12.6.2.3 Process
    • 12.6.2.4 Currency
    • 12.6.2.5 Versions
  • 12.6.3 Printing Pick Slips
• 12.7 Processing Serial Number Information
  • 12.7.1 Understanding Serial Number Processing
  • 12.7.2 Understanding Serial Number Processing in the Distribution System
    • 12.7.2.1 Serial Number Requirements During Initial Item Entry
    • 12.7.2.2 Serial Number Access During Purchase Order Receipts
    • 12.7.2.3 Serial Number Entry During Order Entry
    • 12.7.2.4 Serial Number Entry During Shipment Confirmation
  • 12.7.3 Understanding Serial Number Setup for a Branch/Plant
  • 12.7.4 Forms Used to Process Serial Number Information
  • 12.7.5 Setting Processing Options for the Serial Number Inquiry Program (R4220)
    • 12.7.5.1 Defaults
    • 12.7.5.2 Versions
• 12.8 Confirming Shipments
  • 12.8.1 Understanding Shipment Confirmations
    • 12.8.1.1 Partial Order Quantities for Kits and Configured Items
    • 12.8.1.2 JD Edwards EnterpriseOne Transportation and Kits
    • 12.8.1.3 Ship Ascending Dates
    • 12.8.1.4 In-Transit Accounting for Transfer Orders in Shipment Confirmation
    • 12.8.1.5 Taxed Prices
  • 12.8.2 Understanding Additional Order Processing During Ship Confirm
    • 12.8.2.1 Updating On-Hand Inventory
    • 12.8.2.2 Load and Delivery Confirmation
    • 12.8.2.3 Entering Serial Number Information During Confirmation
    • 12.8.2.4 Confirming Test Results for Shipped Items
  • 12.8.3 Understanding Tare and Pack Information
  • 12.8.4 Understanding the Ship Confirm Batch Application
  • 12.8.5 Prerequisites
  • 12.8.6 Forms Used to Confirm Shipments
  • 12.8.7 Setting Processing Options for the Shipment Confirmation Program (P4205)
    • 12.8.7.1 Selection
    • 12.8.7.2 Defaults
    • 12.8.7.3 Display
    • 12.8.7.4 Edits
    • 12.8.7.5 Process
    • 12.8.7.6 Freight
    • 12.8.7.7 Print
    • 12.8.7.8 Versions
    • 12.8.7.9 Warehouse
    • 12.8.7.10 Quality
    • 12.8.7.11 Agreements
    • 12.8.7.12 Interop
    • 12.8.7.13 Bulk
    • 12.8.7.14 InterBranch
    • 12.8.7.15 Prepayment
    • 12.8.7.16 Carton Detail
  • 12.8.8 Confirming Shipments
  • 12.8.9 Setting Processing Options for the Ship Confirm Batch Application Program (R42500)
    • 12.8.9.1 Rec Selection
    • 12.8.9.2 Process
  • 12.8.10 Running the Ship Confirm Batch Application
• 12.9 Printing Shipping Documents
  • 12.9.1 Understanding Bills of Lading
  • 12.9.2 Understanding Delivery Notes
  • 12.9.3 Prerequisites
  • 12.9.4 Setting Processing Options for the Print Shipping Documents Program (R42530)
    • 12.9.4.1 Default 1
    • 12.9.4.2 Defaults 2
    • 12.9.4.3 Process
    • 12.9.4.4 Print
    • 12.9.4.5 Currency
  • 12.9.5 Printing Bills of Lading
  • 12.9.6 Setting Processing Options for the Print Delivery Notes Program (R42535)
    • 12.9.6.1 Defaults
    • 12.9.6.2 Display
    • 12.9.6.3 Display 1
    • 12.9.6.4 Item Number
    • 12.9.6.5 Process
    • 12.9.6.6 Currency
  • 12.9.7 Printing Delivery Notes
• 12.10 Processing Shipments According to UCC 128
  • 12.10.1 Understanding Shipment Processing According to UCC 128
    • 12.10.1.1 Prepare the Shipment
    • 12.10.1.2 Create Shipments for Sales Orders
    • 12.10.1.3 Confirmation Information for Packaging, UCC 128, and Shipments
  • 12.10.2 Prerequisites
  • 12.10.3 Forms Used to Process Shipments According to UCC 128
  • 12.10.4 Setting Processing Options for the Work with Shipments Program (P4915)
    • 12.10.4.1 Display
    • 12.10.4.2 Process
    • 12.10.4.3 Approval
    • 12.10.4.4 Versions
    • 12.10.4.5 Manual Shipment Consolidation
  • 12.10.5 Entering Information for Shipment, Packaging, and UCC 128 Shipments

13 Processing Prepayments

• 13.1 Understanding Prepayment Processing
  • 13.1.1 Prerequisites
• 13.2 Understanding Prepayment Processing Setup
  • 13.2.1 Prepayment Status Codes
  • 13.2.2 Prepayment Types
    • 13.2.2.1 Hard-Coded Codes
    • 13.2.2.2 Soft-Coded Codes
    • 13.2.2.3 Special Handling Codes
  • 13.2.3 Prepayment Hold Codes
    • 13.2.3.1 Authorization Hold Codes
    • 13.2.3.2 Settlement Hold Codes
• 13.3 Authorizing Credit Card Transactions
  • 13.3.1 Understanding Credit Card Authorization
  • 13.3.2 Setting Processing Options for the Authorize Prepayment Transactions Program (R004201)
    • 13.3.2.1 Defaults
    • 13.3.2.2 Holds
  • 13.3.3 Running the Authorize Prepayment Transactions Program
• 13.4 Updating Prepayment Transactions
  • 13.4.1 Work with Prepayment Information During Order Entry
  • 13.4.2 Release Held Orders for Authorization and Settlement
  • 13.4.3 Update Transaction Status During Shipment Confirmation
  • 13.4.4 Print Prepayment Information on Invoices
  • 13.4.5 Update Prepayment Information at Sales Update
  • 13.4.6 Using Taxed Prices
• 13.5 Updating the Transaction Status Manually
  • 13.5.1 Understanding Updates to the Transaction Status
    • 13.5.1.1 Examples: Impact of Setting Processing Options
  • 13.5.2 Forms Used to Update the Transaction Status
  • 13.5.3 Updating Transaction Status Codes
• 13.6 Settling Prepayment Transactions
  • 13.6.1 Understanding Settling Prepayment Transactions
  • 13.6.2 Setting Processing Options for the Settle Prepayment Transactions Program (R004202)
    • 13.6.2.1 Defaults
    • 13.6.2.2 Holds
  • 13.6.3 Running the Settle Prepayment Transactions Program
• 13.7 Working with Drafts for Prepayments
  • 13.7.1 Understanding Draft Collection
    • 13.7.1.1 Data Selection for Draft Collection with Status Update
  • 13.7.2 Understanding Preauthorized Drafts

14 Updating Prices

• 14.1 Updating Base Prices
  • 14.1.1 Understanding Base Price Updates
    • 14.1.1.1 Change Existing Prices
    • 14.1.1.2 Create Future Prices
  • 14.1.2 Setting Processing Options for the Base/Price Maintenance - Batch Program (R41830)
    • 14.1.2.1 Update
    • 14.1.2.2 Adjustments
    • 14.1.2.3 Date
  • 14.1.3 Running the Base/Price Maintenance - Batch Program
• 14.2 Updating Taxed Prices
  • 14.2.1 Understanding Taxed Price Updates
  • 14.2.2 Setting Processing Options for the Sales Order Batch Tax Update Report Program (R45650)
    • 14.2.2.1 Process
    • 14.2.2.2 Versions
  • 14.2.3 Running the Sales Order Batch Tax Update Report Program (R45650)
• 14.3 Updating Prices for a Customer
  • 14.3.1 Understanding Customer Price Updates
    • 14.3.1.1 Taxed Prices
    • 14.3.1.2 [Release 9.1 Update] Record Reservation
  • 14.3.2 Setting Processing Options for the Sales Order Batch Price/Cost Update Program (R42950)
    • 14.3.2.1 Process
    • 14.3.2.2 Price Process
    • 14.3.2.3 Display/Calculation
    • 14.3.2.4 Versions
  • 14.3.3 Running the Sales Order Batch Price/Cost Update Program
• 14.4 Converting Price Levels
  • 14.4.1 Understanding Price Level Conversions
  • 14.4.2 Setting Processing Options for the Item Sales Price Level Conversion Program (R41816)
    • 14.4.2.1 Process
  • 14.4.3 Running the Item Sales Price Level Conversion Program
• 14.5 Generating New Base Prices in a Different Currency
  • 14.5.1 Understanding New Base Prices in a Different Currency
    • 14.5.1.1 Example: Generating New Base Prices
    • 14.5.1.2 Data Selection for Generate Base Price/Currency Program
  • 14.5.2 Setting Processing Options for the Base Price Generation by Currency Program (R410601)
    • 14.5.2.1 Run Modes
    • 14.5.2.2 Currency
  • 14.5.3 Generating New Base Price or Currency

15 Invoicing

• 15.1 Understanding Invoicing
• 15.2 Printing Standard Invoices
  • 15.2.1 Understanding the Print Invoices Program
    • 15.2.1.1 Invoice Types
    • 15.2.1.2 Currencies
    • 15.2.1.3 Taxes
    • 15.2.1.4 Taxed Prices
    • 15.2.1.5 Intercompany Invoices
  • 15.2.2 Understanding Kit Component and Parent Invoicing
    • 15.2.2.1 Example: Partial Ship Component and Full Ship Parent
    • 15.2.2.2 Example: Partial Ship Component and Partial Ship Parent
    • 15.2.2.3 Foreign Currency
  • 15.2.3 Prerequisites
  • 15.2.4 Setting Processing Options for the Print Invoices Program (R42565)
    • 15.2.4.1 Default
    • 15.2.4.2 Print
    • 15.2.4.3 Cost/Price Update
    • 15.2.4.4 Prepayment
    • 15.2.4.5 Process
    • 15.2.4.6 EDI
    • 15.2.4.7 Demand Scheduling
    • 15.2.4.8 E-mail
  • 15.2.5 Running the Print Invoices Program
• 15.3 Setting Up Invoice Cycles
  • 15.3.1 Understanding Invoice Cycle Setup
    • 15.3.1.1 Invoice Cycle Preference
    • 15.3.1.2 Invoice Cycle Calculation Rules
    • 15.3.1.3 Example: Scheduled Invoice Date Calculation
    • 15.3.1.4 Automatic Accounting Instructions for Invoice Cycles
    • 15.3.1.5 UDCs for Invoice Cycles
  • 15.3.2 Forms Used to Set Up Invoice Cycle Preferences
  • 15.3.3 Creating Invoice Cycle Preferences
  • 15.3.4 Adding Scheduled Invoice Date Ranges
• 15.4 Running Cycle Billing
  • 15.4.1 Understanding Cycle Billing
    • 15.4.1.1 Non-Cycle Billing Journal Entries
    • 15.4.1.2 Cycle Billing Journal Entries
    • 15.4.1.3 Review the Cycle Billing Transaction Report
  • 15.4.2 Prerequisite
  • 15.4.3 Setting Processing Options for the Cycle Billing Program (R49700)
    • 15.4.3.1 Defaults 1
  • 15.4.4 Running the Cycle Billing Program

16 Running the End of Day Processes

• 16.1 Understanding End Of Day Processing
• 16.2 Understanding Journal Entry Batch Review and Approval
• 16.3 Understanding Journal Entry Batch Posting
  • 16.3.1 Posting Interbranch Sales
  • 16.3.2 Making Changes During the Post Process
  • 16.3.3 Verifying the Post of Journal Entries
  • 16.3.4 Reviewing Electronic Mail for Messages
  • 16.3.5 Reviewing the General Ledger Post Report
• 16.4 Updating Customer Sales
  • 16.4.1 Understanding the Sales Update Program
    • 16.4.1.1 Updating Tables
    • 16.4.1.2 Selecting Versions and Modes for Update Customer Sales
    • 16.4.1.3 Transaction Processing
    • 16.4.1.4 Kit Processing
    • 16.4.1.5 On-Hand Inventory
    • 16.4.1.6 Bulk Stock Information
    • 16.4.1.7 Taxed Prices
    • 16.4.1.8 Interactive Versions in the Sales Update Program
    • 16.4.1.9 Review Electronic Mail for Sales Update Errors
  • 16.4.2 Understanding Interbranch and Intercompany Transactions
    • 16.4.2.1 Example: Accounts Receivable and Accounts Payable Entries
    • 16.4.2.2 Example: Accounts Receivable Entries
  • 16.4.3 Understanding AAIs Used by the Sales Update Program
  • 16.4.4 Prerequisites
  • 16.4.5 Setting Processing Options for the Sales Update Program (R42800)
    • 16.4.5.1 Defaults
    • 16.4.5.2 Update
    • 16.4.5.3 Versions
    • 16.4.5.4 Print
    • 16.4.5.5 Summarization
    • 16.4.5.6 Cost Update
    • 16.4.5.7 Interbranch
    • 16.4.5.8 Flex Acctg
    • 16.4.5.9 Bulk Product
    • 16.4.5.10 Agreements
    • 16.4.5.11 Performance
    • 16.4.5.12 Prepayment
  • 16.4.6 Running the Sales Update Program
• 16.5 Reviewing Sales Update Reports
  • 16.5.1 Understanding Sales Update Reports
  • 16.5.2 Reviewing the Invoice Journal
  • 16.5.3 Reviewing the Sales Journal
  • 16.5.4 Setting Processing Options for the Print Sales Journal Program (R42810)
    • 16.5.4.1 Default 1
    • 16.5.4.2 Default 2
    • 16.5.4.3 Print
• 16.6 Reposting Orders
  • 16.6.1 Understanding the Process to Repost Orders
    • 16.6.1.1 Recommitting Future Sales Orders
    • 16.6.1.2 Restoring Active Orders
    • 16.6.1.3 By-Pass Orders
    • 16.6.1.4 Combining Recommit and Repost in One Version
    • 16.6.1.5 Taxed Prices
    • 16.6.1.6 [Release 9.1 Update] Transaction Processing
  • 16.6.2 Setting Processing Options for the Repost Active Sales Orders Program (R42995)
    • 16.6.2.1 Recommit
    • 16.6.2.2 Repost
  • 16.6.3 Running the Repost Active Sales Orders Program
• 16.7 Purging Data
  • 16.7.1 Understanding the Purge Programs for Sales Order Management
  • 16.7.2 Understanding the Sales Order Text Lines Purge Program
  • 16.7.3 Prerequisites
  • 16.7.4 Purging Sales Order Text Lines
  • 16.7.5 Purging Processed Batch Sales Orders
  • 16.7.6 Setting Processing Options for the Purge Sales Order Header (F4201) Program (R4201P)
    • 16.7.6.1 Purge
  • 16.7.7 Purging Sales Order Header Records
  • 16.7.8 Setting Processing Options for the Purge Detail to History Program (R42996)
    • 16.7.8.1 Process
  • 16.7.9 Purging Sales Order Detail Lines
  • 16.7.10 Setting Processing Options for the Purge Audit Log Program (R42420)
    • 16.7.10.1 Purge Options
  • 16.7.11 Purging Audit Log Transactions
  • 16.7.12 Purging Sales Order Transactions

17 Generating Returned Material Authorization

• 17.1 Understanding RMA
  • 17.1.1 Generic Business Example
• 17.2 Setting Up RMA Defaults
  • 17.2.1 Understanding RMA Defaults
  • 17.2.2 Form Used to Set Up RMA Defaults
  • 17.2.3 Setting Up RMA Defaults
  • 17.2.4 Determining the Search Sequence
• 17.3 Creating RMAs
  • 17.3.1 Understanding RMA Entry
    • 17.3.1.1 Taxed Prices
    • 17.3.1.2 Credit Memos
  • 17.3.2 Prerequisites
  • 17.3.3 Form Used to Create RMAs
  • 17.3.4 Setting Processing Options for the Return Material Authorization Revisions Program (P400511)
    • 17.3.4.1 Defaults
    • 17.3.4.2 Edits
    • 17.3.4.3 Process
    • 17.3.4.4 Versions
  • 17.3.5 Setting Processing Options for the Work with Return Material Authorization Program (P40051)
    • 17.3.5.1 Default
    • 17.3.5.2 Versions
  • 17.3.6 Entering Returned Material Authorizations
• 17.4 Running the RMA - Update Sales Order Status Program
  • 17.4.1 Understanding the RMA - Update Sales Order Status Program
    • 17.4.1.1 Taxed Prices
  • 17.4.2 Setting Processing Options for RMA - Update Sales Order Status (R400502)
    • 17.4.2.1 Process
    • 17.4.2.2 Versions
  • 17.4.3 Running the RMA - Update Sales Order Status Program
• 17.5 Running the RMA Purge Program
  • 17.5.1 Understanding RMA Purge
  • 17.5.2 Setting Processing Options for the RMA Purge Program (R400510)
    • 17.5.2.1 Purge
  • 17.5.3 Running the RMA Purge Program (R400510)

18 Activating Preferences

• 18.1 Understanding Preferences
  • 18.1.1 Preference Master and Hierarchy
• 18.2 Understanding the Difference Between Basic and Advanced Preferences
  • 18.2.1 Basic Preferences
  • 18.2.2 How the System Uses Basic Preferences
    • 18.2.2.1 Example: Applying a Basic Preference
  • 18.2.3 Advanced Preferences
• 18.3 Understanding Preference Types
• 18.4 Understanding Custom Preference Types
  • 18.4.1 Carrier Preference
  • 18.4.2 Customer Currency Preference
  • 18.4.3 Customer Freight Preference
  • 18.4.4 Delivery Date Preference
    • 18.4.4.1 Example: Applying Dates for Products with the Delivery Date Preference
  • 18.4.5 Document Set Preference
    • 18.4.5.1 Example: Document Set Preference
  • 18.4.6 End Use Preference
  • 18.4.7 Extended Terms Deal Preference
  • 18.4.8 Freight Preference
  • 18.4.9 Grade and Potency Preference
  • 18.4.10 Gross Profit Margin Pricing Preference
  • 18.4.11 Inventory Commitment Preference
    • 18.4.11.1 Percent-To-Fill Value and Related System Actions
    • 18.4.11.2 Technical Considerations
    • 18.4.11.3 [Release 9.1 Update] Transaction Processing
  • 18.4.12 Line of Business Preference
  • 18.4.13 Mode of Transport Preference
  • 18.4.14 Multiple Shipping and Receiving Locations Preference
  • 18.4.15 Next Order Status Preference
  • 18.4.16 Options and Equipment Preference
  • 18.4.17 Order Preparation Days Preference
    • 18.4.17.1 Example: Applying Dates for Products with the Order Preparation Days Preference
  • 18.4.18 Payment Terms Preference
  • 18.4.19 Payment Terms (Branch) Preference
  • 18.4.20 Price Adjustment Schedule Preference
  • 18.4.21 Pricing Unit of Measure Preference
  • 18.4.22 Pricing Unit of Measure (Branch) Preference
  • 18.4.23 Product Allocation Preference
    • 18.4.23.1 Technical Considerations
  • 18.4.24 Product Allocation (Branch) Preference
    • 18.4.24.1 Technical Considerations
  • 18.4.25 Quality Management Preference
  • 18.4.26 Revenue Business Unit Preference
    • 18.4.26.1 Example: Revenue Business Unit Preference
  • 18.4.27 Revenue Business Unit Preference (Branch)
    • 18.4.27.1 Example: Revenue Business Unit (Branch) Preference
  • 18.4.28 Sales Commission Preference
  • 18.4.29 Sales Price Based on Date Preference
  • 18.4.30 User Defined Price Code Preference
• 18.5 Setting Up Preference Master Information
  • 18.5.1 Understanding Preference Master Setup
  • 18.5.2 Form Used to Set Up Preference Master Information
  • 18.5.3 Setting Up Preference Master Information
• 18.6 Arranging the Preference Hierarchy
  • 18.6.1 Understanding Arranging the Preference Hierarchy
  • 18.6.2 Form Used to Arrange the Preference Hierarchy
  • 18.6.3 Arranging the Preference Hierarchy
• 18.7 Setting Up Basic Preference Information
  • 18.7.1 Understanding Setting Up Basic Preferences
  • 18.7.2 Forms Used to Enter Basic Preference Information
• 18.8 Setting Up Advanced Preferences
  • 18.8.1 Understanding Setting Up Advanced Preferences
    • 18.8.1.1 Advanced Preference Types
    • 18.8.1.2 Advanced Preference Schedules
    • 18.8.1.3 Advanced Preference Details
    • 18.8.1.4 Advanced Preference Processing
  • 18.8.2 Forms Used to Set Up Advanced Preferences
  • 18.8.3 Setting Up Preference Definitions
  • 18.8.4 Setting Up Preference Schedules
  • 18.8.5 Setting Up Preference Details
  • 18.8.6 Setting Up Preference Detail Values
• 18.9 Assigning Customers and Items to Groups
  • 18.9.1 Understanding Assigning Customers and Items to Groups
    • 18.9.1.1 Assign a Customer to a Preference Group
  • 18.9.2 Prerequisite
  • 18.9.3 Forms Used to Assign Customers and Items to a Group
  • 18.9.4 Assigning a Customer to a Preference Group
  • 18.9.5 Assigning an Item to a Preference Group
• 18.10 Activating Preferences
  • 18.10.1 Understanding How to Activate Preferences
  • 18.10.2 Understanding How to Select Preferences
    • 18.10.2.1 Locating Preferences
  • 18.10.3 Prerequisites
  • 18.10.4 Setting Processing Options for Preferences Selection (R40400)
    • 18.10.4.1 Process Ctl
    • 18.10.4.2 Process Ctl 2
    • 18.10.4.3 Process Ctl 3
    • 18.10.4.4 Process Ctl 4
  • 18.10.5 Running the Preferences Selection Program

A Delivered Workflow for JD Edwards EnterpriseOne Sales Order Management

• A.1 Delivered Workflow for JD Edwards EnterpriseOne Sales Order Management
  • A.1.1 JDESOENTRY Workflow Process
    • A.1.1.1 Description
    • A.1.1.2 Workflow Objects
  • A.1.2 Acknowledgment Workflow
    • A.1.2.1 Description
    • A.1.2.2 Workflow Objects
  • A.1.3 Sales Order Change Approval
    • A.1.3.1 Description
    • A.1.3.2 Workflow Objects

B JD Edwards EnterpriseOne Sales Order Management Reports

• B.1 JD Edwards EnterpriseOne Sales Order Management Reports
• B.2 JD Edwards EnterpriseOne Sales Order Management Reports: A to Z
• B.3 JD Edwards EnterpriseOne Sales Order Management: Selected Reports
• B.4 R004203 - Prepayment Transaction Report
• B.5 Processing Options for Prepayment Transaction Report (R004203)
  • B.5.1 Purge
• B.6 R42600 - Sales Ledger Report
• B.7 Processing Options for Sales Ledger Report (R42600)
  • B.7.1 Dates
• B.8 R42611 - Sales Analysis Summary
• B.9 Processing Options for Sales Analysis Summary (R42611)
  • B.9.1 Print
• B.10 R42620 - Open Orders by Customer Reports
• B.11 Processing Options for Open Orders by Customer Reports (R42620)
  • B.11.1 CURRENCY PROC
• B.12 R42632 - Open Orders by Item Reports
• B.13 R42640 - Held Orders Reports

Glossary

Index