8 Inquiring on Sales Information Using a Mobile Device

This chapter contains these topics:

8.1 Understanding Mobile Sales Functionality

You use the Mobile Sales application to enable users to connect to the JD Edwards EnterpriseOne database using their mobile devices so they can inquire on sales-related information while they are off site. This functionality is critical for sales personnel who travel to customer sites, and are frequently away from the office.

The Mobile Sales application gives users the ability to:

  • Define default search criteria for order searches, item availability searches, and item pricing searches.

  • Inquire on open sales orders that are still in process.

  • Inquire on historical sales orders that have been completed.

  • Inquire on item base price information.

  • Inquire on item availability information.

8.1.1 Accessing Sales Inquiries Using the Mobile Menu (Release 9.1 Update)

The Mobile EnterpriseOne Menu application (M0001) is now available as part of the JD Edwards EnterpriseOne mobile solution set. This application enables users to access all JD Edwards EnterpriseOne mobile applications from a single point of entry. This application also enables users to sign in only one time, and access all available mobile applications.

If your organization uses the Mobile EnterpriseOne Menu application to deploy your mobile applications, the user interface of the application will look slightly different than it appears in the screens shown in the following documentation in this chapter. Thos differences include:

  • Screen Logo and Banner

    The logo and banner at the top of many forms has been updated.

  • Menu Button

    Many screens now include the menu button (menu) button. This button enables the user to return to the Mobile Solutions screen where they can launch other mobile applications, or sign out of all mobile applications they have accessed.

  • Signing Out

    If you are accessing your application from the Mobile EnterpriseOne Menu application, you will no longer have Sign Out links within each application. Instead, you must return to the Mobile Solutions Home screen by clicking the menu button (described above), and then click the Sign Out link. Using this link logs the user out of all available EnterpriseOne mobile applications.

8.1.2 Data Flow for Sales Inquiries

Mobile sales inquiries use business services to pass data between the EnterpriseOne database and the user's mobile device. These sections describe the flow of data during each of the sales inquiry processes.

Note:

(Release 9.1 Update)

The launch and sign-in portion of the following data flows do not include use of the Mobile EnterpriseOne Menu application, which enables users to sign into all available JD Edwards EnterpriseOne mobile applications with a single sign-in. For information on the Mobile EnterpriseOne Menu data flow, see Chapter 3, "Using the Mobile Menu (Release 9.1 Update)."

8.1.2.1 Sales Order Inquiry Data Flow

  1. The user launches the Mobile Sales application from their mobile device and enters their sign on credentials.

  2. The getUserProfile business service (J0000080) calls the Get Mobile Version for User business function (B0001400), which retrieves the appropriate version of the M4200010, and the Mobile Sales home screen is displayed.

  3. The user selects Sales Order Inquiry option from the home screen and the mobile device displays the Sales Order Search screen.

  4. The system populates the screen with any default search criteria that has been set up.

    Optionally, the user can enter additional criteria, or update the default criteria, to define which sales orders to include in the query. If the user specifies or searches for a document type to include in the query, the getUDCDescription web service operation (J0000050) returns or validates the values against UDC table 00/DT.

  5. The user clicks Search, and the getMobileSalesOrderHeader web service operation retrieves the records that match the specified search criteria from the EnterpriseOne database.

  6. The user selects a sales order header record, and the getMobileSalesOrderDetail web service operation retrieves that detail records associated with the selected sales order from the EnterpriseOne database.

  7. The user can expand or collapse sales order detail information to review the necessary data for the selected order.

8.1.2.2 Item Pricing Inquiry Data Flow

  1. The user launches the Mobile Sales application from their mobile device and enters their sign on credentials.

  2. The getUserProfile business service (J0000080) calls the Get Mobile Version for User business function (B0001400), which retrieves the appropriate version of the M4200010, and the Mobile Sales home screen is displayed.

  3. The user selects Item Base Price from the Home screen and the mobile device displays the Base Price Search screen.

  4. The system populates the screen with any default search criteria that has been set up.

    Optionally, the user enters additional criteria, or updates the default criteria, to specify which item price records to retrieve.

    If the user searches for a valid item number to include in the search, the getItemSearch web service operation (J4100050) retrieves valid item numbers from the EnterpriseOne database.

    If the user searches on valid branch plants to include in the search criteria, the getItemBranchSearch web service operation (J4100060) retrieves valid branch plant records from the EnterpriseOne database.

  5. The user clicks Search, and the getItemPrice web service operation (J4100040) retrieves pricing records that match the specified search criteria from the EnterpriseOne database.

  6. The user can then select a pricing record to review the detailed information for that record.

    Note:

    The user can jump from the pricing data flow to the availability data flow using the Availability button. This functionality enables users to check pricing and availability information for an item quickly and easily. Item availability is discussed as a separate data flow.

8.1.2.3 Item Availability Inquiry Data Flow

  1. The user launches the Mobile Sales application from their mobile device and enters their sign on credentials.

  2. The getUserProfile business service (J0000080) calls the Get Mobile Version for User business function (B0001400), which retrieves the appropriate version of the M4200010, and the Mobile Sales home screen is displayed.

  3. The user selects Item Availability from the Home screen and the mobile device displays the Availability Search screen.

  4. The system populates the screen with any default search criteria that has been set up.

    Optionally, the user enters additional criteria, or updates the default criteria, to specify which item availability records to retrieve.

    If the user searches for a valid item number to include in the search, the getItemSearch web service operation (J4100050) retrieves valid item numbers from the EnterpriseOne database.

    If the user searches on valid branch plants to include in the search criteria, the getItemBranchSearch web service operation (J4100060) retrieves valid branch plant records from the EnterpriseOne database.

  5. The user clicks Search, and the getCalculatedAvailability web service operation (J4100007) retrieves availability records from the EnterpriseOne database that match the specified search criteria.

    The user can choose to hide records with zero availability, or to search by unit of measure.

  6. The user can then select a record to review the detailed information.

    Note:

    The user can jump from the availability data flow to the pricing data flow using the Price button. This functionality enables users to check pricing and availability information for an item quickly and easily. Item price inquiry is discussed as a separate data flow.

8.1.3 Prerequisite Knowledge and Data Requirements

Before you can use the mobile sales inquiry functionality, you must have a solid understanding of the JD Edwards EnterpriseOne Sales Order Management system. You must also have a solid understanding of the pricing setup that your organization uses.

Additionally, you must set the processing options for the Mobile Sales application (M4200010). You use these processing options to specify which of the mobile sales inquiry options are available to users when they log into the mobile application. You can choose to show or hide the sales order inquiry, the availability inquiry, and the base price inquiry. You can create multiple versions of this program if you want to make different inquiries available to different users in your organization.

8.1.3.1 Setting Processing Options for the Mobile Sales Program (M4200010)

You use these processing options to define which inquiry options are available to users when they log into the mobile sales application.

Option Description
1. Display or Hide Sales Order Inquiry Use this processing option to specify whether to show or hide the Sales Order Inquiry option when a user logs into the mobile application. Values include:
  • Blank: Show the Sales Order Inquiry option.

  • 1: Hide the Sales Order Inquiry option.

2. Display or Hide Item Availability Use this processing option to specify whether to show or hide the Item Availability Inquiry option when a user logs into the mobile application. Values include:
  • Blank: Show the Item Availability Inquiry option.

  • 1: Hide the Item Availability Inquiry option.

3. Display or Hide Item Base Price Use this processing option to specify whether to show or hide the Item Base Price Inquiry option when a user logs into the mobile application. Values include:
  • Blank: Show the Item Base Price Inquiry option.

  • 1: Hide the Item Base Price Inquiry option.


8.1.4 Solution Assumptions and Constraints

Mobile applications are typically intended to be a scaled-down version of a larger application that is available in the base software. Therefore, most mobile applications offer a subset of the functionality that is available in the base software.

This table lists and explains the solution assumptions and constraints associated with the mobile sales inquiry functionality:

Issue Description
Connectivity to the network. The ability to search for and review sales orders on a mobile device is supported only if the user is able to sign in and connect to the JD Edwards EnterpriseOne system. This functionality does not enable users to access sales order data when not connected to the network.
Expanded detail lines. When you search for sales orders, and you select and order, and then expand a detail line on that order, that same detail line will be expanded if you use the scroll buttons to move to another sales order.

For example, if you search for sales orders, and the search results provide 3 orders, you might access the first order and expand the second detail line on that order to view it in additional detail. If you then use the scroll buttons to review the next order, the second detail line on that order will already be expanded, as the formatting of the order is carried forward from the first order you viewed.

Error messages clear when clicking Expand or Collapse. If you receive error messages when you search for sales orders, and then you click on the Expand or Collapse icons, the system clears the error messages from the screen. This occurs because of the page refresh functionality when clicking Expand or Collapse.

8.2 Defining Default Search Criteria

This section discusses how to complete the following tasks on a mobile device:

  • Define default order search criteria.

  • Defining default item availability search criteria.

  • Defining default item pricing search criteria.

The Mobile Sales application enables users to easily search for sales-related information while they are away from the office. To facilitate these inquiries, users can defined default search criteria that the system automatically loads when the user accesses the mobile application.

You can defined default search criteria for:

  • Sales order inquiries.

  • Item availability inquiries.

  • Item base price inquiries.

You can have only one active default set of search criteria for each inquiry. Each time you enter or update search criteria and click Save, the system updates your default search criteria with the values that are currently displayed on the form.

Additionally, you can clear your default values when you access a sales inquiry screen by tapping the Clear button, or you can restore your default values to the set of criteria that was last saved by tapping the Restore button.

8.2.1 Defining Default Order Search Criteria

To define default order search criteria:

  1. Access the mobile application and enter valid user credentials.

  2. From the Mobile Sales home screen, tap the Sales Order Inquiry option.

    Figure 8-1 Mobile Sales Home

    Description of Figure 8-1 follows
    Description of "Figure 8-1 Mobile Sales Home "

  3. On the Sales Order Search screen, complete any of the following fields to define your default search criteria:

    • Sold To

    • Ship To

    • Order

    • Customer PO

    • Item

    You can tap the visual assist icon to search for and select valid sold to, ship to, and item values.

    Figure 8-2 Sales Order Search

    Description of Figure 8-2 follows
    Description of "Figure 8-2 Sales Order Search "

  4. To display additional search fields, tap the More Search Options link.

    Figure 8-3 More Search Options

    Description of Figure 8-3 follows
    Description of "Figure 8-3 More Search Options"

  5. To add a Document Type value to your search criteria, you can either use the visual assist icon to search for values and return them to the Document Type field, or you can manually enter a value in the field. Once the value is in this field, tap the green Add icon to add the document type to your search criteria. You can add multiple document types to your search criteria. As you add values, they appear in a list below the Document Type field.

    Figure 8-4 Adding Document Types

    Description of Figure 8-4 follows
    Description of "Figure 8-4 Adding Document Types"

  6. To remove a document type, expand the list, and tap the red X next to the value you want to remove.

    Figure 8-5 Removing Document Types

    Description of Figure 8-5 follows
    Description of "Figure 8-5 Removing Document Types"

  7. To add a Branch Plant value to your search criteria, you can either use the visual assist icon to search for values and return them to the Branch Plant field, or you can manually enter a value in the field. Once the value is in this field, tap the green Add icon to add the branch plant to your search criteria. You can add multiple branch plants to your search criteria. As you add values, they appear in a list below the Branch Plant field.

  8. To remove a branch plant value from the search criteria, expand the list of branch plants, and tap the red X next to the value you want to remove.

  9. Specify the date on which you want to base your search by selecting a value from the Search On Date drop down list. Values include:

    • Requested Date

    • Transaction Date

    • Scheduled Pick Date

    • Original Promised Date

    • Price Effective Date

  10. Use the Today Minus and Today Plus fields to specify the date range. For example, if you want to search for orders with a requested date within the last 30 days, select 30 days from the Today Minus drop down list, and select 0 days from the Today Plus drop down list.

    When you select an option in either of these fields, the system displays the dates that will be used to perform your search.

  11. When you have entered all of your search criteria, tap the Save button.

    Figure 8-6 Default Sales Order Search

    Description of Figure 8-6 follows
    Description of "Figure 8-6 Default Sales Order Search "

  12. To update your default search criteria, simply complete these steps again. Each time you tap Save, the current values become the default search criteria.

8.2.2 Defining Default Item Availability Search Criteria

To define default item availability search criteria:

  1. Access the mobile application and enter valid user credentials.

  2. From the Mobile Sales home screen, tap the Item Availability option.

    Figure 8-7 Mobile Sales Home

    Description of Figure 8-7 follows
    Description of "Figure 8-7 Mobile Sales Home "

  3. On the Availability Search screen, complete any of the following optional fields to define your default search criteria:

    • Item Number

      This field is not required when defining default search criteria. However, it is a required field when performing a search.

    • Unit of Measure

    You can tap the visual assist icon to search for and select valid item number and unit of measure values.

    Figure 8-8 Availability Search

    Description of Figure 8-8 follows
    Description of "Figure 8-8 Availability Search"

  4. To add a Branch Plant value to your search criteria, you can either use the visual assist icon to search for and select a value, or you can manually enter a value in the field, and then tap the green Add icon to add the branch plant. You can add multiple branch plants to your search criteria. As you add values, they appear in a list below the Branch Plant field.

  5. To remove a branch plant value from the search criteria, expand the list of branch plants, and tap the red X next to the value you want to remove.

  6. Select the Hide Zero Quantity option to exclude records with a zero quantity from your search results.

  7. When you have entered all of your search criteria, tap the Save button.

  8. To update your default search criteria, simply complete these steps again. Each time you tap Save, the current values become the default search criteria.

8.2.3 Defining Default Item Pricing Search Criteria

To define default item pricing search criteria:

  1. Access the mobile application and enter valid user credentials.

  2. From the Mobile Sales home screen, tap the Item Base Price option.

    Figure 8-9 Mobile Sales Home

    Description of Figure 8-9 follows
    Description of "Figure 8-9 Mobile Sales Home "

  3. On the Base Price Search screen, complete the Item Number field if you want to include a specific item number in your default search criteria. You can tap the visual assist icon to search for and select valid item number values.

    This field is not required when defining default search criteria. However, it is a required field when performing a search.

    Figure 8-10 Base Price Search

    Description of Figure 8-10 follows
    Description of "Figure 8-10 Base Price Search "

  4. To add a Branch Plant value to your search criteria, which is optional, you can either use the visual assist icon to search for a value and return it to the Branch Plant field, or you can manually enter a value in the field. Once you have a value in the field, tap the green Add icon to add the branch plant to your search criteria. You can add multiple branch plants to your search criteria. As you add values, they appear in a list below the Branch Plant field.

  5. To remove a branch plant value from the search criteria, expand the list of branch plants, and tap the red X next to the value you want to remove.

  6. When you have entered all of your search criteria, tap the Save button.

  7. To update your default search criteria, simply complete these steps again. Each time you tap Save, the current values become the default search criteria.

8.3 Inquiring on Sales Information

This section discusses how to complete the following tasks on a mobile device:

  • Inquire on sales orders.

  • Inquire on item availability.

  • Inquire on item pricing information.

8.3.1 Inquiring On Sales Orders Using a Mobile Device

To search for and review an open sales order, complete these steps:

  1. Access the mobile application and enter valid user credentials.

  2. From the Mobile Sales home screen, tap the Sales Order Inquiry option.

  3. If you have set up default search criteria, the system displays your default search values. To change the default search values, complete one or more of these steps:

    • Tap the Clear button to clear all default values.

    • Manually enter new values.

    You can tap the Save button to save this new information as our default search criteria. You can also tap the Restore button to return your values to the pervious default values.

  4. Tap the Search button. The system displays all orders that meet your search criteria, along with the number of records returned.

    Figure 8-11 Sales Order Search Results

    Description of Figure 8-11 follows
    Description of "Figure 8-11 Sales Order Search Results"

  5. Optionally, you can narrow your list of results by selecting a document type value from the Document Type drop down list.

    The list includes only the document types of the orders in the current list.

  6. Tap a record to review detailed information about the order.

  7. To review additional information about the order details, tap a detail record to expand the display.

    Figure 8-13 Order Details - Expanded

    Description of Figure 8-13 follows
    Description of "Figure 8-13 Order Details - Expanded"

  8. To return to the Sales Orders screen, click the Orders button. Alternatively, you can click the Next and Previous buttons to review additional orders. Note that if a Document Type has selected to narrow the results, that only the selected Document Type will appear when using the Next and Previous buttons.

8.3.2 Inquiring On Item Availability Using a Mobile Device

To search for and review item availability information, complete these steps:

  1. Access the mobile application and enter valid user credentials.

  2. From the Mobile Sales home screen, tap the Item Availability option.

  3. If you have set up default search criteria, the system displays your default search values. To change the default search values, complete one or more of these steps:

    • Tap the Clear button to clear all default values.

    • Manually enter new values.

    You must have a value in the Item Number field to perform an availability search.

    You can also tap the Restore button to return your values to the default values.

  4. Tap the Search button.

  5. The system displays all records that meet your search criteria on the Availability Summary screen.

    Figure 8-14 Availability Summary

    Description of Figure 8-14 follows
    Description of "Figure 8-14 Availability Summary"

  6. To view details of the availability record, tap on the record.

    Figure 8-15 Availability Details

    Description of Figure 8-15 follows
    Description of "Figure 8-15 Availability Details"

  7. To view pricing information for the selected record, tap the Price button.

    Figure 8-16 Base Price Details

    Description of Figure 8-16 follows
    Description of "Figure 8-16 Base Price Details "

    Note:

    From the Base Price Details form, tapping the Filter button will redirect you to the Base Price Search screen. To return to the Availability Details screen, use the back button on your browser.

8.3.3 Inquiring On Item Pricing Information Using a Mobile Device

To search for and review item pricing information, complete these steps:

  1. Access the mobile application and enter valid user credentials.

  2. From the Mobile Sales home screen, tap the Item Base Price option.

  3. If you have set up default search criteria, the system displays your default search values. To change the default search values, complete one or more of these steps:

    • Tap the Clear button to clear all default values.

    • Manually enter new values.

    You must have a value in the Item Number field to perform a price search.

    You can also tap the Restore button to return your values to the default values.

  4. Tap the Search button.

  5. The system displays all records that meet your search criteria on the Base Price Details screen.

    Figure 8-17 Base Price Details

    Description of Figure 8-17 follows
    Description of "Figure 8-17 Base Price Details "

  6. To view availability information for the selected item, tap the Availability button.

  7. The system directs you to the Availability Summary screen, where you can review summary information, or tap a record to review detailed availability information.

    Figure 8-18 Availability Summary

    Description of Figure 8-18 follows
    Description of "Figure 8-18 Availability Summary"

    Note:

    From the Availability Summary form, tapping the Filter button will redirect you to the Availability Search screen. To return to the Base Price Details screen, use the back button on your browser.