This chapter discusses these topics:
After you create a rental contract using the Rental Contract Entry program (P54R10), you can generate related orders (sales orders, purchase orders, or service orders) based on the actions that you have defined to use for the rental contract. The JD Edwards EnterpriseOne Rental Management system interacts with other JD Edwards EnterpriseOne systems to generate related orders. In the process, the system passes the rental contract information to the documents associated with the related orders.
For example, to process the delivery of a rental equipment to the customer's location, you generate a sales order using the JD Edwards EnterpriseOne Rental Management system. The system updates the sales order tables. To install the equipment at the customer location, or to service the equipment out on rent, you generate a work order. To process the return of the equipment to the renting business unit, you create a purchase order.
You cannot generate related orders for reservation contracts.
This section provides an overview of related orders processing and related orders inquiry, and discusses how to:
Set processing options for the Rental Contract Related Order Generation program (R54R100).
Set processing options for the Process Related Orders Program (R54R110).
Set processing options for the Work Order Revisions program (P17714).
Generate related orders interactively from the Rental Contract Entry (P54R10).
Generate related orders interactively using the Rental Contract Related Orders (P54R20).
Generate related orders through the batch program (R54R100).
The system passes the records that you have successfully entered in the Rental Contract Entry program (P54R10) to the Rental Contract Related Orders program (P54R20). The P54R20 program also displays records for which related orders have been generated.
You can generate related orders by interactive or by batch method, depending on the generation method that you define in the Action Definitions table (F54R02). If you have set the generation method to use the batch process, you must run the Rental Contract Related Order Generation batch program (R54R100) to generate related orders for the contract. If you have not specifically set the system to use the batch process, the rental contract order lines will be available for processing in both the interactive and the batch program.
The system allows you to select records and initiate the process to generate related orders in three ways:
Interactively through the Rental Contract Entry program (P54R10)
Interactively through the Rental Contract Related Orders program (P54R20)
Through the batch process by running the Rental Contract Related Order Generation program (R54R100)
See Section 4.2.11, "Generating Related Orders Through the Batch Program"
In all the three methods, the system calls the Process Related Orders program (R54R110) to generate the related orders. The R54R110 report contains: the rental contract number, the order type XR, company, line number, business unit, action number processed to generate the order, the programs and the versions of the programs that the system has used to generate the related orders, the item number, the serial number, and the related order process date. The related order process date is the date associated with the Select On Date field in the Action Details table (F54R021).
If the processing of a related order results in an error, the system displays the error in the R54R110 report, or sends a detailed description of the error to the Work Center based on the processing options set for the R54R110 program.
To clear errors that occur when you process the order line, select Clear Error from the Row menu on the Work With Rental Contract Related Orders form. This enables you to clear the error and rerun the process after making corrections.
Regardless of the process you use to generate related orders, the system groups related order lines that have the same action program and action version for sales orders and purchase orders. Therefore, all detail lines that have the P4210 program and the same program version are grouped together under one sales order number, and all detail lines with the P4310 program and the same program version are grouped together under one purchase order number. This is applicable only when you generate the related orders at one time. The system does not group sales order and purchase order lines if they are not generated in the same instance.
The system does not group service order lines. All service order lines have different service order numbers.
If the processing of a group of similar sales order or purchase order lines results in an error, the system processes only those lines that do not have errors, and generates a related order number for the group.
You can set the processing options for the Work Order Revisions program (P17714) to control the processing of some information associated with rental contract service orders. For example, you can set processing options to automatically create parts and labour details when you generate rental contract service orders.
The JD Edwards EnterpriseOne Rental Management system uses the values specified in these processing options when you process rental contract service orders. The system throws an error and you cannot process service orders if the data associated with these processing options is not available.
See Section 4.2.8, "Setting Processing Options for the Work Order Revisions program (P17714)"
Regardless of the process that you use to generate related orders, the system stores all related orders in the Rental Contract Related Orders table (F54R20). Any record that is in the F54R20 table is visible in the Work With Rental Contract Related Orders form of the P54R20 program. You can inquire the rental contract related orders based on the status of the order (Pending, Processed, in Error, or All).
When items return from the customer, they pass through the receipt routing process. During this process, you can remove (disposition) quantities of an item from the route for rework or for rejection. The system updates the rejected and reworked quantities in the Quantity column of the Work With Rental Contract Related Orders form. For related orders that are not associated with the receipt routing process, the Quantity field displays the total quantity of items included in the rental contract.
You can inquire the related orders based on the generation method: Interactive Only, and Interactive and Batch.
Before you can use the system to automatically create labor detail when you generate a service order, you must complete these tasks:
Verify that the item has an associated bill of material in the Bill of Material program (P3002).
Verify that routing instructions exist for the item in the Enter/Change Routing program (P3003).
Set the Create Labor processing option for the Work Order Revisions program (P17714) to 1 (automatically create labor detail when adding a work order).
Before you can use the system to automatically create parts detail when you generate a service order, you must complete these tasks:
Verify that the item has an associated bill of material in the Bill of Material program (P3002).
Verify that routing instructions exist for the item in the Enter/Change Routing program (P3003).
Set the Create Parts processing option for the Work Order Revisions program (P17714) to 1 (automatically create parts detail when adding a work order).
| Form Name | Form ID | Navigation | Usage |
|---|---|---|---|
| Work With Rental Contracts | W54R10A | Daily Processing (G54R10), Rental Contract Entry | Review available rental contracts. |
| Rental Contract Header Revisions | W54R10B | On the Work With Rental Contracts form, click Add. | Enter rental contract header information. |
| Rental Contract Detail Revisions | W54R10C | On the Rental Contract Header Revisions form, double-click OK. | Enter rental contract detail information. |
| Process Related Orders | W54R10F | On the Rental Contract Detail Revisions form, click OK. In the Generate Related Orders window, click the Yes button. | Generate related orders. |
| Work With Rental Contract Related Orders | W54R20A | Daily Processing (G54R10), Rental Contract Related Orders
Select a record and click the Process button. |
Inquire and generate related orders. |
Processing options enable you to specify the default processing for programs.
Specify whether to run the batch program in proof or final mode. Final mode calls the Process Related Orders program (R54R110) and updates all records. If you leave this processing option blank, the system generates the program in proof mode and does not update records. Values are:
Blank: Proof Mode
1: Final Mode
Specify the date through which the batch program generates related orders.
The system uses the date associated with the Select On Date field in the Action Details table (F54R021) as the related order process date in the related orders report. For the detail record that you want to process, the Select On Date value must be less than or equal to the value in this processing option. If you leave this processing option blank, the batch program uses the system date.
Processing options enable you to specify the default processing for programs.
Processing options enable you to specify the default processing for programs.
Specify the version of the Rental Contract Entry program (P54R10) that you want the system to use to process related orders.
If you leave this processing option blank, the system uses the XJDE0001 version.
Specify the version of the Process Related Orders program (R54R110) that you want the system to use to generate related orders.
If you leave this processing option blank, the system uses the XJDE0001 version.
Specify the version of the Rental Contract Shipment Information program (P54R13) that the system uses when you access the program from the Work With Rental Contract Related Orders program (P54R20).
If you leave this processing option blank, the system uses the ZJDE0001 version.
Use these processing options to control the processing of some information associated with rental contract service orders. Only those processing options that are applicable for rental contract service orders are discussed here.
Specify whether the system requires an equipment number when you create a work order. If you set this processing option to require an equipment number, the item must have an equipment record set up in the Equipment Rates program (P1301). Values are:
Blank: Do not require an equipment number.
1: Require an equipment number. If you do not enter an equipment number, the system generates an error message and stops processing until the error is corrected.
Specify whether you must enter the address book number for a caller when you are entering an order. If you set this processing option to require a caller number when generating the service order, the Rental Management system uses the address number of the customer specified in the Ship To field of the Rental Contract Entry program (P54R10). Values are:
Blank: Caller number is not required.
1: Caller number is required.
Specify whether you must enter an area code and phone number when you create a work order. If you set this processing option for the system to require this information, the Rental Management system uses the area code and phone number of the customer specified in the Ship To field of the Rental Contract Entry program (P54R10).
Blank: Do not require an area code and phone number.
1: Require an area code and phone number.
Specify whether the system automatically creates labor detail when you generate the service order. Values are:
Blank: Do not create labor detail.
1: Create labor detail.
Specify whether the system automatically creates parts detail when you generate the service order. Values are:
Blank: Do not create a parts list.
1: Create a parts list.
Access the Rental Contract Detail Revisions form, and complete these steps to generate related orders:
When you click the OK button on the Rental Contract Detail Revisions form to save the detail information, the system displays the Generate Related Orders window.
Select the Yes button on the Generate Related Orders window.
On the Related Orders Processing form, select the lines for which you want to generate the related orders, and click the Process button. The system calls the Process Related Orders program (R54R110), which generates the related orders. The R54R110 prints the Process Related Orders report.
On the Work With Rental Contract Related Orders form of the R54R110 program, note that the status of the rental contract lines have changed to 2 (Processed) from status 1 (Processing). This means that related orders have been generated for the rental contract lines.
Access the Work With Rental Contract Related Orders form, and complete these steps to generate related orders:
Select the rental contract lines for which you want to generate related orders. Note that the rental contract lines have a blank (Pending) status in the Status column. This means that related orders have not been generated for the rental contract lines.
Click the Process button on the Work With Rental Contract Related Orders form. The system calls the Process Related Orders program (R54R110), which generates the related orders. The R54R110 prints the Process Related Orders report.
Note that the status of the rental contract lines have changed to 2 (Processed). This means that related orders have been generated for the rental contract lines.
Access the Rental Contract Related Order Generation program (R54R100) from Work with Batch Versions - Available Versions, and complete these steps to generate related orders:
Set the processing options for the program as needed. You can choose to run the program in draft mode first. You can also specify the date through which the system processes records.
Run the program in proof mode. The system generates the Rental Contract Related Order report (R54R100) in proof mode. Running the program in proof mode allows you to review the records processed, and the program and version used to process the records. The report includes the related order process date, which is the date associated with the Select On Date field in the Action Details table (F54R021).
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Note: Even if the Select On Date field in the F54R021 table is blank, the system still processes the action since a blank date is less than or equal to the value in the Through Date processing option. |
Run the program in final mode. The system calls the Process Related Orders program (R54R110) that generates the related orders, and the related tables are updated:
For sales orders - Sales Order Header (F4201) and Sales Order Detail File (F4211)
For purchase orders - Purchase Order Header (F4301) and Purchase Order Detail (F4311)
For service orders - Work Order Master File (F4801) and Work Order Master Tag (F4801T)
The system also generates the Process Related Orders report (R54R110).
Note that the status of the rental contract line has changed to 2 (Processed). This means that related orders have been generated for the rental contract line.
This section provides an overview of linking related orders manually, and discusses how to manually link related orders.
The system enables you to manually link to the rental contract those one-off related orders that you created outside the JD Edwards EnterpriseOne Rental Management system using sales order, service order, or purchase order applications.
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Note: After manually linking a related order line to the rental contract, if the related order line is split (in which case the line number changes from 1.0 to 1.xxx), the rental contract will still refer to the original line number (which is 1.0). So, it is recommended that the linking is performed at the end of process or after the splitting of lines. |
| Form Name | Form ID | Navigation | Usage |
|---|---|---|---|
| Work With Rental Contracts | W54R10A | Daily Processing (G54R10), Rental Contract Entry | Review available rental contracts. |
| Rental Contract Detail Revisions | W54R10C | On the Work With Rental Contracts form, select your rental contract and select Detail on the Row menu. | Access the rental contract detail information. |
| Link Related Orders | W54R10F | On the Rental Contract Detail Revisions form, select a detail line and select Link Related Order on the Row menu. | Manually link related orders to the rental contract. |
Access the Rental Contract Detail Revisions form, and complete these steps to manually link related orders to a rental contract:
On the Rental Contract Detail Revisions form, select the detail line to which you want to manually link related orders. Then, click Link Related Order on the Row menu. The system displays the Link Related Orders form.
On the Associated Actions subform on the Link Related Orders form, review the actions that have been set up for the detail line. You can link only those related orders that are associated with the actions available in this subform.
Select the action that you want to use. When you select an action in the Associated Actions subform, the system expands the corresponding related-orders subform for selection. For example, if you select the action for purchase orders, the system expands the Select Purchase Order subform.
Review the detail lines of the related orders (sales order, service order, or purchase order) on the Select Sales Order, Select Service Order, or Select Purchase Order subform. You can use the Query By Example (QBE) fields to search for and refine your orders.
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Note: The system is set up to display only those order lines that are not already linked to a rental contract.For sales orders, the system displays only those detail lines that match the combination of the item number, business unit, sold-to address number of the sales order, and company specified in the rental contract. The sold-to address number of the sales order must match the customer address number of the rental contract. For service orders, the system displays only those detail lines that match the combination of the item number, business unit, asset number (in case of serialized items), and company specified in the rental contract. For purchase orders, the system displays only those detail lines that match the combination of the business unit, supplier address number of the purchase order, and company specified in the rental contract. The supplier address number of the purchase order must match the customer address number of the rental contract. |
Select an order line and click the Select button. The system populates the selected order in the Selected Links subform. To delete an order that you selected for linking, click the Delete button on the Selected Links subform.
Click the OK button on the Link Related Orders form. The system takes you to the Rental Contract Detail Revisions form. To complete the linking process, click the OK button on the Rental Contract Detail Revisions form.
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Note: The system links the related orders to the contract, and updates the Rental Contract Related Orders table (F54R20) only after you click the OK button on the Rental Contract Detail Revisions form.To discard any unsaved links, click the Cancel button on the form. Before you click the OK or Cancel button, you can navigate back to the Link Related Orders form and make changes. |
Access the Rental Contract Related Orders program (P54R20) and review the linked related orders. Note that the system populates the Status field with a status of 3 (Linked).
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Note: Further processing is not possible on the Link Related Orders form for the rental contract. The manual linking feature is for informational purpose only. |