Contents

List of Figures

Title and Copyright Information

Preface

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

1 Introduction to JD Edwards EnterpriseOne Fulfillment Management

• 1.1 JD Edwards EnterpriseOne Fulfillment Management Overview
  • 1.1.1 Features
  • 1.1.2 Benefits
• 1.2 JD Edwards EnterpriseOne Fulfillment Management Business Process
• 1.3 JD Edwards EnterpriseOne Fulfillment Management Integrations
  • 1.3.1 JD Edwards EnterpriseOne Address Book
  • 1.3.2 JD Edwards EnterpriseOne Advanced Pricing
  • 1.3.3 JD Edwards EnterpriseOne Data Interface for Electronic Data Interchange
  • 1.3.4 JD Edwards EnterpriseOne Demand Scheduling Execution
  • 1.3.5 JD Edwards EnterpriseOne Inventory Management
  • 1.3.6 JD Edwards EnterpriseOne Sales Order Management
  • 1.3.7 JD Edwards EnterpriseOne Transportation Management
  • 1.3.8 JD Edwards EnterpriseOne Warehouse Management
• 1.4 JD Edwards EnterpriseOne Fulfillment Management Implementation
  • 1.4.1 Other Sources of Information
  • 1.4.2 Global Implementation Steps
  • 1.4.3 Sales-Specific Implementation Steps
  • 1.4.4 Application-Specific Implementation Steps

2 Configuring the JD Edwards EnterpriseOne Fulfillment Management System

• 2.1 Understanding Configuration of the JD Edwards EnterpriseOne Fulfillment Management System
• 2.2 Activating the JD Edwards EnterpriseOne Fulfillment Management System
  • 2.2.1 Understanding JD Edwards EnterpriseOne Fulfillment Management Activation
  • 2.2.2 Inserting Setup Data into the JD Edwards EnterpriseOne System
    • 2.2.2.1 Set Up Data Records for Advanced Preferences
    • 2.2.2.2 Setup Data Record for the OneWorld System Control File Table
  • 2.2.3 Form Used to Activate Fulfillment Management
  • 2.2.4 Activating Fulfillment Management
• 2.3 Running the Fulfillment Management Setup Program (R4277706)
  • 2.3.1 Running Fulfillment Management Setup
• 2.4 Setting Up Advanced Preferences for JD Edwards EnterpriseOne Fulfillment Management
  • 2.4.1 Understanding Advanced Preferences
    • 2.4.1.1 Advanced Preference Types
    • 2.4.1.2 Advanced Preference Schedules
    • 2.4.1.3 Advanced Preference Details
    • 2.4.1.4 Advanced Preference Processing
  • 2.4.2 Forms Used to Set Up Advanced Preferences for Fulfillment Management
  • 2.4.3 Setting Up Preference Definitions
  • 2.4.4 Setting Up Preference Schedules
  • 2.4.5 Setting Up Preference Details
  • 2.4.6 Setting Up Preference Detail Values for Fulfillment Entry (41)

3 Entering Orders into Fulfillment Processing

• 3.1 Understanding Sales Order Processing with the JD Edwards EnterpriseOne Fulfillment Management System
  • 3.1.1 Fulfillment Processing During Sales Order Entry
    • 3.1.1.1 Order Activity Rules
    • 3.1.1.2 Commitment Processing
    • 3.1.1.3 Fulfillment Management Exclusions
    • 3.1.1.4 Fulfillment Batch Entry Processing
  • 3.1.2 Fulfillment Processing and JD Edwards EnterpriseOne Inventory Management
    • 3.1.2.1 Availability Calculations
    • 3.1.2.2 Dual Unit of Measure Items
    • 3.1.2.3 Inventory Commitment Preference
    • 3.1.2.4 Kit Items
    • 3.1.2.5 Order Promising
    • 3.1.2.6 Partial Shipments
  • 3.1.3 Fulfillment Processing and JD Edwards EnterpriseOne Demand Scheduling Execution
  • 3.1.4 Fulfillment Processing and JD Edwards EnterpriseOne Transportation Management
  • 3.1.5 Fulfillment Processing and JD Edwards EnterpriseOne Warehouse Management
  • 3.1.6 Fulfillment Processing and Oracle Transportation Management
• 3.2 Setting Up Sales Order Entry (P4210) to Process Fulfillment Orders
  • 3.2.1 Forms Used to Enter Sales Order Header and Detail Information
  • 3.2.2 Setting Processing Options for Sales Order Entry (P4210)
    • 3.2.2.1 Commitment
    • 3.2.2.2 Versions
    • 3.2.2.3 Preference
    • 3.2.2.4 Warehouse
    • 3.2.2.5 Audit Log
    • 3.2.2.6 Order Promising
    • 3.2.2.7 Fulfillment Management
• 3.3 Running the Fulfillment Entry Batch Processing Program (R4277704)
  • 3.3.1 Running the Fulfillment Entry Batch Processing Program
  • 3.3.2 Setting Processing Options for Fulfillment Entry Batch Processing (R4277704)
    • 3.3.2.1 Process
    • 3.3.2.2 Versions

4 Scoring Order Detail Lines

• 4.1 Understanding Scoring Order Detail Lines
  • 4.1.1 Scoring During Sales Order Entry
  • 4.1.2 Custom Business Function
• 4.2 Setting Up Customer Priority
  • 4.2.1 Understanding Customer Priority
  • 4.2.2 Form Used to Set Up Customer Priority
  • 4.2.3 Setting Up Customer Priority
• 4.3 Setting Up Advanced Preference Scoring Details
  • 4.3.1 Understanding Advanced Preference Score
    • 4.3.1.1 Scenario: Using Advanced Preferences to Score Order Lines
  • 4.3.2 Form Used to Set Up Advanced Preference Scoring Details
  • 4.3.3 Setting Up Preference Detail Values for Order Type Priority (42)
  • 4.3.4 Setting Up Preference Detail Values for Line Type Priority (43)
  • 4.3.5 Setting Up Preference Detail Values for Requested Date Age Priority (44)
• 4.4 Setting Up Basic Scoring Information
  • 4.4.1 Understanding Basic Score Assignment
  • 4.4.2 Form Used to Set Up Basic Scoring Information
  • 4.4.3 Setting Up Basic Scoring Information
• 4.5 Running the Sales Order Score Batch Processing Program (R4277702)
  • 4.5.1 Running Sales Order Score Batch Scoring
  • 4.5.2 Setting Processing Options for Fulfillment Batch Scoring (R4277702)
    • 4.5.2.1 Process

5 Setting Up and Processing Service Level Rules

• 5.1 Setting Up Service Level Rules
  • 5.1.1 Understanding Service Level Rules
    • 5.1.1.1 Line Fill Percent Rules
    • 5.1.1.2 Order Fill Percent Rules
    • 5.1.1.3 Release Rules
    • 5.1.1.4 Cancellation Rules
    • 5.1.1.5 Partial Commit Rules
    • 5.1.1.6 Line Custom Function Rules
    • 5.1.1.7 Order Custom Function Rules
  • 5.1.2 Form Used to Set Up Service Level Rules
  • 5.1.3 Setting Up Service Level Rules
• 5.2 Processing Service Level Rules at Sales Order Entry
  • 5.2.1 Understanding Processing Service Level Rules at Sales Order Entry
  • 5.2.2 Service Level Rule Resolution
  • 5.2.3 Service Level Rule Override Processing
  • 5.2.4 Dynamic Overrides of Service Level Header Information
  • 5.2.5 Requested Order Quantity Update
  • 5.2.6 Service Level Rule Processing
  • 5.2.7 Service Level Rule Evaluation Required Flag
    • 5.2.7.1 Service Level Rules Inquiry/Overrides (P4277711)
    • 5.2.7.2 Fulfillment Workbench (P4277701)
    • 5.2.7.3 Auto Fulfillment Processing (R4277701)
    • 5.2.7.4 Service Level Rules Engine
    • 5.2.7.5 Release from Fulfillment (R4277703)
    • 5.2.7.6 Service Level Rules Update (R4277705)
  • 5.2.8 Updating Service Level Rule Header and Detail Tables
• 5.3 Running Service Level Rules Update (R4277705)
  • 5.3.1 Running the Batch Service Level Rule Processing Program
  • 5.3.2 Setting Processing Options for Service Level Rules Update (R4277705)
    • 5.3.2.1 Process
• 5.4 Overriding Service Level Rules
  • 5.4.1 Understanding Overriding Service Level Rules
  • 5.4.2 Form Used to Override Service Level Rules
  • 5.4.3 Overriding Service Level Rules

6 Auto Fulfillment Processing

• 6.1 Understanding Auto Fulfillment Processing
  • 6.1.1 Auto Fulfillment Processing
  • 6.1.2 Reprocess Fulfillment
  • 6.1.3 Auto Fulfillment Load Balance
• 6.2 Setting Up Fulfillment Rules
  • 6.2.1 Understanding Fulfillment Rules
    • 6.2.1.1 Understanding Safety Stock
    • 6.2.1.2 Scenario: Understanding How the System Applies Fulfillment Rules
  • 6.2.2 Form Used to Set Up Fulfillment Rules
  • 6.2.3 Setting Up Fulfillment Rules
• 6.3 Setting Up Fulfillment Rounding
  • 6.3.1 Understanding Fulfillment Rounding
  • 6.3.2 Form Used to Set Up Fulfillment Rounding
  • 6.3.3 Setting Up Preference Detail Values for Fulfillment Rounding (45)
• 6.4 Running the Auto Fulfillment Processing Program (R4277701)
  • 6.4.1 Running Auto Fulfillment Processing
  • 6.4.2 Setting Processing Options for Auto Fulfillment Processing (R4277701)
    • 6.4.2.1 Process
    • 6.4.2.2 Versions
• 6.5 Running the Auto Fulfillment Load Balance Program (R4277711)
  • 6.5.1 Running Auto Fulfillment Load Balance
  • 6.5.2 Setting Processing Options for Auto Fulfillment Load Balance (R4277711)
    • 6.5.2.1 Process
    • 6.5.2.2 Print
• 6.6 Running the Purge Fulfillment Plan ID Program (R4277710)
  • 6.6.1 Running Purge Fulfillment Plan ID

7 Using the Fulfillment Workbench

• 7.1 Understanding the Fulfillment Workbench
  • 7.1.1 Understanding Availability Information
• 7.2 Setting Processing Options for the Fulfillment Workbench Program (P4277701)
  • 7.2.1 Defaults
  • 7.2.2 Process
  • 7.2.3 Versions
• 7.3 Working with the Fulfillment Workbench
  • 7.3.1 Forms Used to Work with the Fulfillment Management Workbench
  • 7.3.2 Reviewing Fulfillment Information
  • 7.3.3 Editing Fulfillment Information
    • 7.3.3.1 Item Availability
    • 7.3.3.2 Editable Fields
    • 7.3.3.3 Kit Processing
    • 7.3.3.4 Requirement Processing

8 Releasing Order Lines from Fulfillment

• 8.1 Understanding Release from Fulfillment
• 8.2 Understanding Fulfillment Message Notification
• 8.3 Setting Up Fulfillment Message Notifications
  • 8.3.1 Form Used to Set Up Message Notifications
  • 8.3.2 Setting Up Preference Detail Values for Message Notification (35)
• 8.4 Running the Release from Fulfillment Program (R4277703)
  • 8.4.1 Running the Release from Fulfillment Program
  • 8.4.2 Setting Processing Options for Release from Fulfillment (R4277703)
    • 8.4.2.1 Process
    • 8.4.2.2 E-mail

A Scoring Examples

• A.1 Basic Scoring Example
• A.2 Advance Preference Scoring

Index